IBM — All updates

IBM — 2 entries on this page, 0 of them a change of direction.

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The Motley FoolPublished 2026-09-12

“3 AI Stocks That Could Win Big From the Sovereign AI Boom”

$IBMBullish

IBM is undervalued relative to long-term growth potential; sovereign AI and quantum initiatives support a contrarian bull thesis.

Yeah, absolutely. Well, and I wanted to hit one final stock today. This is more of a legacy business that I find to be an interesting way to play the sovereign AI boom. And I wanted to talk about IBM, right?

I mean, this is not a new business. This is sort of a household name. And it's interesting.

What they said to watch for

adoption rate of the Sovereign Core software solution

Watch the source12:01

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Ale's World of StocksPublished 2026-09-12

“Every Stock I'm Buying in September 2026 (Huge Opportunities)”

$IBMBullish

IBM is a reliable sleeper play on quantum computing with strong enterprise/hybrid cloud exposure; current valuation/dividend are safe; plan to accumulate more.

Then I spent 20 on um, IBM, great legacy play with, uh, now a ton of exposure to, you know, enterprise solutions, hybrid cloud, especially quantum computing. I actually think it's like my favorite kind of reliable sleeper play on quantum computing.

If quantum computing takes off in the future like so many people think it will. Um IBM is going to be a very big beneficiary. So I'll definitely be collecting them. It's a very safe play already without it.

Now you add quantum computing adds even more to it. Got a great dividend, good valuation. Um so I like IBM and it's one of our newest additions to to the portfolio.

Watch the source14:53

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