作者：情报员 国家知识产权局信息显示，国际商业机器公司取得一项名为"边缘拓扑中分析模型的优化部署的方法和 系统"的专利，授权公告号CN115605870B，申请日期为2021年4月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

International Business Machines Corporation (NYSE:IBM) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 30, Bernstein analyst Mark C. Newman increased the price target on International Business Machines Corporation (NYSE:IBM) from $280 to $330 and kept a Market Perform rating after the company reported its fourth-quarter results. The analyst noted that although International Business Machines Corporation (NYSE:IBM) has significant exposure to software and consulting sectors that coul ...

Group 1 - International Business Machines Corporation (IBM) is recognized as a long-term low volatility stock, with Argus raising its price target to $360 from $340, citing strong Q4 performance driven by GenAI and hybrid cloud momentum [1] - RBC Capital also updated its rating, increasing the price target to $361 from $350 while maintaining an Outperform rating, highlighting solid free cash flow performance and revenue growth from the z17 refresh cycle and strong data segment [3] - IBM's operations are segmented into Software, Consulting, Infrastructure, Financing, and Other, providing integrated solutions that leverage information technology and business process knowledge [4]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Group 1: AI and Energy Demand - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The increasing demand for AI is straining global power grids, leading to rising electricity prices and a need for utilities to expand capacity [2] - Industry leaders, including Sam Altman and Elon Musk, have highlighted the critical link between AI development and energy availability, warning of potential shortages [2] Group 2: Investment Opportunity - A specific company is positioned as a key player in the AI energy sector, owning critical energy infrastructure assets that will benefit from the anticipated surge in energy demand from AI data centers [3][7] - This company is not a chipmaker or cloud platform but is described as a "toll booth" operator in the energy market, profiting from the increasing need for electricity [5][6] - The company is debt-free and has significant cash reserves, equating to nearly one-third of its market capitalization, making it an attractive investment option [8] Group 3: Market Position and Growth Potential - The company is involved in large-scale engineering, procurement, and construction projects across various energy sectors, including nuclear energy, which is crucial for America's future power strategy [7] - It has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without high premiums [9] - The stock is currently undervalued, trading at less than seven times earnings, which presents a compelling investment case [10] Group 4: Broader Industry Trends - The ongoing onshoring trend, driven by tariffs, and the surge in U.S. LNG exports are expected to create additional growth opportunities for the company [14] - The influx of talent into the AI sector is anticipated to drive rapid advancements and innovation, further solidifying the importance of investing in AI-related infrastructure [12]

International Business Machines Corporation (NYSE:IBM) is one of the stocks Jim Cramer shared his thoughts on. Cramer believes that the stock has “a lot more room to run,” as he stated: … They reported, and boy, that stock soared 5% today in response to an unambiguously good quarter. Closed at $309… Long story short, it was an amazing quarter, and I’m betting IBM has a lot more room to run even after today’s rally. Now, some of that’s simply because IBM rolled out a terrific full-year forecast for 2026 la ...

Core Insights - IBM is a long-established company that has successfully adapted to new technologies, particularly in quantum computing, positioning itself as a leader in the field [1][2] Company Overview - IBM was founded in 1911 and has maintained its reputation for innovation despite its age [1] - The company is recognized for its significant resources and reputation in the quantum computing sector, outpacing competitors like Rigetti Computing and D-Wave Quantum [2] Quantum Computing Technology - Quantum computers utilize quantum bits (qubits) to perform complex calculations, differing fundamentally from classical computers that use binary bits [5][6] - Qubits can exist in multiple states simultaneously, allowing quantum computers to solve problems much faster than classical computers, although they are not suited for everyday tasks [7] IBM's Quantum Capabilities - IBM currently offers 2,299 qubits for customer use and possesses the largest quantum computer with 1,121 qubits [8] - The Nighthawk quantum processor, IBM's latest innovation, features a scalable 120-qubit design that enhances complexity by 30% compared to its predecessor, the Heron chip [9] - The Nighthawk chip also boasts a 20% increase in inter-qubit connections, enabling it to handle larger and more complex workloads [10]

Key Takeaways IBM partners with Contiem to deliver the UK MoD's DEEAMS program.The contract replaces 17 legacy systems with a single AI-driven platform.IBM also secures $31M with FEMA, expanding its government services portfolio.International Business Machines Corporation (IBM) has partnered with Contiem, a global provider of content software and services, to support the UK Ministry of Defence’s (MoD’s) Defence Equipment Engineering Asset Management System (DEEAMS) program. The deal strengthens IBM’s positi ...

In this article, we will look at the 15 Best Long Term Low Volatility Stocks to Invest In.On January 26, Sherry Paul, Morgan Stanley senior portfolio manager, appeared on CNBC’s ‘Closing Bell’ to talk about the state of equity markets and whether more volatility is expected ahead.According to her, one of the most important things that came out of Davos was going from the phrase globalization to the “new world order”, in which the former felt more like a conscious uncoupling, while the latter has a much hars ...

Core Viewpoint - The nomination of Kevin Warsh by President Trump to lead the Federal Reserve is seen as a strategic move to return the central bank to traditional monetary policies and regulatory norms, especially in light of his experience during the 2008 financial crisis [1][5][10]. Group 1: Warsh's Qualifications and Experience - Gary Cohn highlighted Warsh's instrumental role during the 2008 financial crisis, stating that he was the point person at the Fed during critical discussions involving bank stress and asset movements [4]. - Warsh's background includes serving as the youngest Fed governor in history at age 35, appointed by President George W. Bush, and he has held various roles in the private sector and academia since leaving the Fed in 2011 [13][14]. Group 2: Expected Policy Changes - Cohn expressed confidence that Warsh would focus the Federal Reserve on its core economic mission, steering it away from non-financial issues and potentially implementing one to two interest rate cuts this year [7]. - Warsh is expected to reverse the Fed's large balance sheet policies, which involved significant purchases of securities, aligning with traditionalist views on regulation that support market growth while ensuring consumer access to capital [7]. Group 3: Political Context and Confirmation - Trump's announcement of Warsh's nomination ended months of speculation and reflects his long-standing relationship with Warsh, whom he believes will be among the most successful Fed chairmen in history [10][11]. - Warsh's confirmation by the Senate is required before he can assume the influential role in U.S. economic policymaking [12].

Core Insights - IBM has reported stronger-than-expected fourth-quarter results, with shares climbing approximately 35% over the past year [1] - The company's growth is significantly driven by artificial intelligence (AI) and quantum computing initiatives [2] Financial Performance - IBM's revenue grew by 12%, or 9% in constant currencies, reaching $19.69 billion, surpassing the consensus estimate of $19.23 billion [3] - Adjusted earnings per share (EPS) increased by 15% to $4.52, exceeding analyst expectations of $4.32 [3] Revenue Breakdown - Infrastructure revenue led growth with a 21% increase to $5.1 billion, attributed to the Z17 platform processing 50% more inference operations than the Z16 platform [5] - Software revenue rose by 14% to $9 billion, while consulting revenue increased by 3% to $5.3 billion [6] - The company anticipates software revenue growth of 10% this year, with Red Hat OpenShift expected to grow around 30% [6] Cash Flow and Acquisitions - IBM generated free cash flow of $14.7 billion, with expectations to increase this by about $1 billion by 2026 [7] - The company is actively using its cash flow for acquisitions, currently integrating HashiCorp and planning to close the acquisition of Confluent [8] Quantum Computing Progress - IBM introduced its 120-qubit Nighthawk system and is on track to launch a fault-tolerant quantum computer by 2029 [9] - The company projects revenue growth of more than 5% in constant currencies for 2026, slightly above analyst expectations [9] Valuation - IBM's stock is trading at a forward price-to-earnings (P/E) ratio of around 25 times 2026 analyst estimates, indicating reasonable valuation [10] - The company is positioned as a leader in AI and quantum computing, making its stock a solid investment at current levels [10]