IBM announced a $10 billion investment in quantum computing over five years, fueling recent stock volatility. Despite strong Q1 earnings and growth in software and mainframes, the heavy spending and rising debt have led to a cautious Hold rating, with investors advised to wait for a price pullback toward $245. The company’s AI and mainframe businesses show promise, but quantum returns are not expected until 2029, making patience key amid risks like increased capex and legal issues. The stock trades near $281 with limited upside, balancing solid fundamentals against near-term uncertainties.
IBM is positioning itself as a durable, income-generating stock with a strong 110-year history and accelerating cash flow from its software and infrastructure segments. In Q1 2026, software revenue grew 11.3% and infrastructure revenue surged 15.3%, ...
The global AI in healthcare market is expected to expand from USD 20.2 billion in 2025 to USD 146.3 billion by 2031, growing at a CAGR of 39%. This rapid growth is fueled by increasing healthcare data, demand for precision medicine, and the integrati...
Quantum computing has advanced significantly since its first prototype in 1998, now reaching a stage comparable to AI three years ago. The Defiance Quantum ETF (QTUM), focused on quantum computing and machine learning companies, has gained 54.20% yea...
A new IBM study shows that two-thirds of CIOs and CTOs are accountable for AI systems they don't fully control, with only 11% feeling prepared for the expected AI scale increase by 2027. Rapid AI deployment outpaces governance, causing security and c...
This monthly series highlights five large-cap, dividend-paying stocks trading at significant discounts compared to their historical norms, selected from over 7,500 U.S.-listed companies. The primary list offers an average yield of 4.2%, with two addi...
