Buoyed by strong demand for hybrid cloud and AI, International Business Machines Corporation (IBM) has surged 35.3% over the past year compared with the industry’s growth of 24.1%, outperforming peers like Amazon.com, Inc. (AMZN) and Microsoft Corporation (MSFT) .IBM is poised to benefit from healthy demand trends for hybrid cloud and AI, which are driving the Software and Consulting segments. The company’s growth is expected to be aided by analytics, cloud computing and security in the long haul. A combina ...

文章核心观点 - IBM从一家全方位科技公司转型为软件和服务专家,大量应用人工智能技术 [1] - IBM在人工智能领域有着悠久的研究历史,其Watson AI引擎提供数据分析和生成式AI服务 [2][3] - IBM正在开发自己的AI加速芯片,并在量子计算领域有长期布局 [3] - IBM正在进行持续的业务转型和创新,以保持行业领导地位 [4] 公司业绩和增长前景 - IBM过去13年股价涨幅远低于标普500指数,但总回报率有所好转 [5][6] - 近两年IBM收入和自由现金流均有增长,估值较低,为新投资者提供良机 [6] - 对于长期持有的投资者来说,IBM目前的3.3%股息率具有吸引力 [7]

Which of these tech giants is the better investment in this shifting market?Over the past decade, IBM's (IBM -0.91%) stock price rose 10% while Microsoft's (MSFT -1.64%) stock surged 810%. IBM underperformed Microsoft by such a wide margin because it missed the seismic shift toward public cloud services, struggled to grow its revenue, and prioritized cost-cutting strategies and buybacks over smart investments. Microsoft grew a lot faster by shrewdly expanding its cloud, mobile, and AI ecosystems.Microsoft m ...

"One Madison Avenue demonstrates a new chapter in the partnership between IBM and the city and state of New York. It joins a long tradition of IBM contributions to New York's thriving technology industry, including our deep partnerships with academic and research institutions across the state," said Krishna. "This move will allow us to bring our employees, clients and partners together to work on exciting technologies, from enterprise AI to hybrid cloud to quantum.""IBM's new flagship office in New York is ...

IBM (IBM) closed the most recent trading day at $204.11, moving +1.41% from the previous trading session. The stock's performance was ahead of the S&P 500's daily loss of 0.16%. On the other hand, the Dow registered a gain of 0.09%, and the technology-centric Nasdaq decreased by 0.3%.The technology and consulting company's shares have seen an increase of 7.75% over the last month, surpassing the Computer and Technology sector's gain of 1.63% and the S&P 500's gain of 3.64%.Investors will be eagerly watching ...

Strengthened partnership with IBM paves the way for more customers to benefit from next-gen SOC Innovation and AI-powered security solutionsSANTA CLARA, Calif., Sept. 4, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today announced that it has completed the acquisition of IBM's QRadar Software as a Service (SaaS) assets. This transaction underscores Palo Alto Networks and IBM's commitment to secure customers with best-in-class threat prevention, addressing ever-exp ...

IBM is quadrupling the AI horsepower in its new mainframe chip, and its launching an AI add-on card for customers who need more power.While International Business Machines (IBM -0.14%) now derives most of its revenue from software and consulting, the decades-old mainframe business is still an important part of the century-old tech giant. Industries like banking and insurance still depend on the hulking systems, known for their extreme reliability.IBM tends to launch a new generation of mainframe system ever ...

JHVEPhoto International Business Machines Corporation (NYSE:IBM) provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. We have started covering the firm back in December 2022 with an initial "hold" rating, claiming that the valuation based on a dividend discount model showed limited upside potential. Later, in May 2023, we have reiterated this neutral view, arguing that the firm's profitability and ...

IBM has unveiled an upgraded computer chip that could give its customers an AI boost, potentially reshaping how some industries handle data-intensive tasks.For big businesses still relying on IBM’s powerhouse mainframe systems, the Telum II processor could mean smarter, faster operations in an increasingly AI-driven world. Banks might spot fraud more quickly, insurers could process claims more accurately, and retailers may offer more personalized shopping experiences. The AI chip market is booming, with dem ...

Per a Bloomberg release, International Business Machines Corporation (IBM) has recently decided to completely shut down its research and development (R&D) operations in China. This decision followed geopolitical tensions between the United States and China, affecting more than 1,000 IBM employees.A Strategic Shift for IBM?The closure, a part of IBM’s strategy to better serve its global clients, reflects the decreasing significance of the Chinese market for U.S. tech firms, as local clients increasingly favo ...