What top creators are saying about International Business Machines Corporation(IBM)— Page 2

145 AI-extracted insights from 44 sources — podcasts, YouTube channels, and X/Twitter accounts.

Insights about International Business Machines Corporation (IBM) — Page 2 of 3

Showing insights 51–100 of 145.

Friday, June 26, 2026

Very Bullish

Positioned as a company that may benefit from government-led AI gatekeeping and elite access.

Thursday, June 25, 2026

Very Bullish

Primary beneficiary of government interest, receiving $1 billion in funding; currently serving over 210 organizations with real-world use cases in healthcare and finance.

Tuesday, June 23, 2026

Very Bullish

Beneficiary of a 'Quantum Dominance' narrative supported by high-level government interest and potential grants.

Monday, June 22, 2026

Very Bullish

Mentioned as a primary play in the multi-billion dollar race for quantum dominance.

Bullish

Beneficiary of a $2 billion government investment in quantum computing and cryptography.

Very Bullish
Target: $256

Bullish due to OpenAI partnership for cyber defense and leadership in government-backed quantum computing initiatives.

Friday, June 19, 2026

Bullish
Target: N/A

Serving as a proof of concept for AI integration, successfully automating 94% of HR queries for its 300,000-person workforce.

Wednesday, June 3, 2026

Bullish

Mentioned as a beneficiary of the massive quantum computing narrative.

Tuesday, June 2, 2026

Bearish

Identified as part of an unsustainable AI-driven rally in traditional stocks.

Bullish
Target: None

Beneficiary of the 'Trump KOL' effect strategy.

Bullish

Identified as a beneficiary of political momentum and the trend toward US-based AI manufacturing.

Monday, June 1, 2026

Very Bullish

Aiming to become the 'TSMC of Quantum' by manufacturing devices 30x faster for the entire industry.

Very Bullish

Stock saw an 8% jump following positive mentions by Donald Trump as part of the 'Trump Index' meta.

Saturday, May 30, 2026

Very Bullish

Successfully embedding AI into core business processes to reduce costs by millions and improve back-office efficiency.

Friday, May 29, 2026

Bullish
Target: $10 billion investment

Investing heavily in Quantum Computing, a sector gaining traction and government support.

Thursday, May 28, 2026

Bullish
Target: N/A

Stable but expensive play within the quantum computing sector grant recipient list.

Bullish

Viewed as a stable quantum computing play receiving significant government grants.

Thursday, May 21, 2026

Very Bullish

Received $1 billion in government funding for quantum computing development.

Very Bullish
Target: None

Slated to receive U.S. government funding via the CHIPS Act

Bullish
Target: None

Recipient of White House quantum computing grants; government taking equity stakes in the sector.

Very Bullish
Target: N/A

Receiving government grants and equity stakes as part of a $2 billion quantum computing initiative.

Very Bullish
Target: None

Rising 12% after receiving a billion-dollar government investment for quantum computing.

Bullish
Target: null

Reacting positively to reports of potential government investment in quantum computing firms.

Very Bullish
Target: None

Receiving approximately $1 billion in government grants and equity stakes for quantum development.

Friday, May 8, 2026

Bearish

Mentioned in the context of being used as a 'shield' for decision-makers to avoid personal responsibility for potential project failures.

Wednesday, April 29, 2026

Very Bullish

Reported strong earnings recently, indicating that tech concerns may not be broad-based.

Sunday, April 26, 2026

Very Bullish

Strategic focus on pragmatic B2B AI applications to drive operational efficiency and cost reduction in HR and IT.

Friday, April 24, 2026

Bullish

Part of a security coalition with CrowdStrike to deliver AI-driven exposure mitigation.

Bearish

Market sold off shares because software revenue was only in line and not a significant beat.

Wednesday, April 22, 2026

Bearish

Stock traded down after maintaining rather than raising full-year guidance despite a double beat.

Monday, April 20, 2026

Bullish

Experiencing high volatility with a 30% swing, hitting a 52-week low shortly after an all-time high.

Tuesday, April 14, 2026

Bullish

Developing quantum roadmaps that aim for significant scale by 2030, contributing to the 'Q-Day' timeline.

Saturday, March 28, 2026

Bullish

Serving as a prime case study for operational efficiency by using AI to automate HR and administrative tasks across a massive workforce.

Friday, March 27, 2026

Neutral

Mentioned as a sponsor regarding enterprise AI applications.

Thursday, March 26, 2026

Very Bullish

Successfully integrating AI into HR systems to resolve 94% of queries, demonstrating real-world productivity gains amidst market noise.

Friday, March 20, 2026

Very Bullish

Utilizing AI in HR, IT, and procurement to reduce costs and maintain margins for businesses during inflationary and volatile periods.

Monday, March 16, 2026

Bullish

Focusing on scaling AI for corporate workflows and internal efficiency, reporting significant gains in HR automation and software developer productivity.

Saturday, March 14, 2026

Bullish

Participates in the governance and security of the Hedera network to provide regulatory certainty for enterprises.

Friday, March 6, 2026

Very Bullish

Highlighted for its role in embedding AI across corporate functions like HR and IT to drive cost reductions.

Monday, March 2, 2026

Very Bearish

Experienced its worst stock drop in 25 years after Anthropic released AI tools capable of automating legacy COBOL migration.

Friday, February 27, 2026

Very Bearish

Lost $31 billion in market cap in a day as Anthropic demonstrated the ability to modernize legacy COBOL systems.

Very Bearish
Target: none

At risk of disruption as AI agents automate tasks and dismantle traditional SaaS and service contracts.

Bearish

Facing pressure as AI competitors target its legacy COBOL language franchise.

Very Bearish

Stock declined 13% as Anthropic's new tools threaten to automate legacy COBOL modernization.

Very Bearish
Target: None

Stock dropped 15% as Anthropic's new COBOL plugin threatens to automate IBM's high-margin legacy code maintenance business.

Thursday, February 26, 2026

Very Bearish

Market cap fell significantly as AI agents like Claude can now debug legacy COBOL code, threatening their maintenance moat.

Very Bearish

Explicitly named as a potential 'loser' in the current economic shift, as its business model is seen as vulnerable to corporate clients developing their own software and becoming more self-sufficient.

Wednesday, February 25, 2026

Very Bearish

Used as an example of a legacy tech company at high risk of disruption from specialized AI agents, as its enterprise sales and consulting model could be replaced by on-demand AI services.

Very Bearish

Had its worst trading day in 25 years due to fears of AI disrupting its core mainframe business by creating an alternative to COBOL. Described as 'not an innovative company' and highly vulnerable.

Tuesday, February 24, 2026

Very Bearish

Stock fell 18% due to the disruptive threat of AI (Anthropic's Claude) on its core mainframe business, which relies on the legacy programming language COBOL.