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

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

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

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

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

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

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

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

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

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

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

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

Mentioned as a sponsor regarding enterprise AI applications.

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

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

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

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

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

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

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

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

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

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

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

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

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.

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.

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.

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.

Stock fell on AI disruption fears regarding COBOL legacy systems, though hosts view it as an overreaction.

Suffered its worst stock drop since 2000 (-14%) after Anthropic's AI, Claude, demonstrated the ability to streamline COBOL, threatening IBM's legacy mainframe business.

The company's core business as a 'human consultant' is directly threatened by AI automation. Its business model is considered highly vulnerable to disruption, and a potential pair trade of long AAPL / short IBM was suggested.

Suffered its worst drop since 2000 (-14%) after it was announced AI could streamline COBOL, a legacy language central to many of its systems.

Stock fell over 10% in a single day after an announcement from Anthropic that its AI model can streamline COBOL code, which directly threatens a core part of IBM's legacy mainframe business.

The stock dropped significantly after an AI company's announcement suggested its models could automate core IBM services, highlighting its vulnerability to AI narratives.

Stock fell over 11% after Anthropic's Claude AI model demonstrated the ability to streamline COBOL code, a legacy programming language that directly threatens IBM's core mainframe business.

Stock had its worst day since 2010, falling 14%, due to a direct threat to its legacy COBOL business from a new AI tool announced by Anthropic.

Stock crashed over 10% on news that an AI could automate COBOL, suggesting its business model is at risk from AI disruption.

The stock declined over 10% following Anthropic's announcement that its AI can streamline COBOL code, a programming language historically intertwined with IBM.

Used as a historical comparison to NVIDIA, highlighting NVIDIA's greater valuation and profitability with a much smaller workforce.

Investing in IBM is presented as a long-term, speculative way to gain direct exposure to the high-risk, high-reward development of quantum computing technology.

Mentioned only as a valuation comparison, noting that Microsoft is trading at a cheaper valuation than even older tech companies like IBM.

Listed as a customer and backer of AI semiconductor company Cerebras, showing its engagement with emerging players in the AI hardware ecosystem.

IBM is successfully monetizing AI, with its Chief Commercial Officer stating that AI has reached the 'ROI stage,' indicating customers are seeing tangible returns from its implementation.

The complexity of deploying AI at scale creates a significant opportunity for IT consulting firms that help enterprises manage this transition.

Mentioned as a company with significant layoffs directly attributed to the rise of AI, indicating vulnerability to AI automation.

Mentioned as a key player in enterprise blockchain through its 'IBM Food Trust' platform, which is being successfully used by major corporations like Walmart, indicating a strong position in the enterprise adoption of blockchain.

Its subsidiary, Red Hat, is pursuing a 'picks and shovels' AI strategy by helping enterprises use smaller, specialized, open-source AI models that can be 100 times cheaper, positioning it to benefit from the AI cost-optimization trend.

Making an $11 billion all-cash acquisition of Confluent (CFLT) to strengthen its AI data layer, which is seen as a positive long-term catalyst for growth in its high-margin software division.

Mentioned by Jim Cramer as a potential opportunity within the speculative and long-term theme of quantum computing.

Mentioned as a 'first tier' quantum company, used as a point of contrast against the 'second and third tier' quantum stocks the speaker is shorting.