Core Insights - IBM shares are outperforming Nvidia's in 2025, with a year-to-date increase of 45% compared to Nvidia's 42% [7] - The company is experiencing its strongest revenue growth in years, particularly in its AI solutions and quantum computing sectors [8][12] Company Performance - IBM's "AI book of business" grew 26% year-over-year, increasing from $7.5 billion to $9.5 billion, with software revenue rising 10% and infrastructure revenue climbing 17% [8] - The gross profit margin improved by 1.2% to 57.3%, and the company expects to achieve $4.5 billion in annual savings from improved productivity through AI solutions [9] - IBM's AI solutions consulting segment grew by $1.5 billion in Q3, indicating strong demand for its services [10] Quantum Computing Developments - IBM developed a quantum computing error correction algorithm that is 10 times faster than needed, enhancing the technology's practicality [12] - The company plans to build a quantum computer called Starling by 2029, projected to perform 20,000 times more operations than current models [13] - IBM's commitment to global leadership in quantum computing is demonstrated by the installation of Europe's first IBM Quantum system [14] Market Position and Valuation - Despite reaching an all-time high, IBM's stock is considered reasonably valued with a price-to-earnings ratio of 24, below the S&P 500 average of 31 [15] - The company offers a dividend yield of 2.2%, higher than any of the Magnificent Seven stocks, and has consistently surprised analysts with positive earnings [16] Future Outlook - The global $15.7 trillion AI revolution presents significant opportunities for IBM, which is positioned to benefit from its AI-driven efficiencies and cost savings [17]

Core Insights - IBM is seen as a significant underperformer in the AI sector despite its early innovations with Deep Blue and Watson, failing to monetize these technologies effectively [1] - Under CEO Arvind Krishna, IBM has experienced a resurgence, with stock prices doubling in the last two years and a revenue increase of 8% in Q2, leading to a 15% rise in adjusted earnings per share [2] - The company's generative AI order book has reached $7.5 billion, indicating a strong role of AI in its growth [3] Partnership with Anthropic - IBM has partnered with Anthropic, the AI startup behind the Claude chatbot, integrating it into its software portfolio to enhance productivity and security [5] - This partnership is beneficial for both companies; Anthropic gains access to IBM's corporate relationships, while IBM enhances its AI capabilities and reputation [6] Market Performance and Future Outlook - IBM's stock has seen recent gains driven by AI expectations, but the stock is no longer considered cheap [8] - The Anthropic partnership is expected to accelerate IBM's growth, although current profitability improvements warrant caution before labeling the stock as a buy [9]

[موسيقى] تدرون انه الشيء اللي كنا نعتقد انه راح يدمرنا بيوم من الايام هو انقذ حياتنا كم شخص ماخذ لقاح كورونا ممكن ترفعون ايديكم الذكاء الاصطناعي هو اللي ساعدنا بايجاد لقاح كورونا لان بدونه كنا نحتاج الى تقريبا 15 سنه من المحاوله بايجاد العقاقير اقدم من شات جي بي تي لان عندي خبره بهالمجال اكثر من سبع سنوات بس مو اقدم من الذكاء الاصطناعي بس ليش؟ لان بدا باربعينيات القرن الماضي عباره عن مجموعه من الخوارزميات لحل المشاكل وانعقد اول مؤتمر بحثي للذكاء الاصطناعيه بعدها بدا يتطور الى ان انتقل الى عصر ثاني اللي هو ع ...