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IBM Software & Qunatum Computing Undercards in A.I. "Arms Race"

IBM Software & Qunatum Computing Undercards in A.I. "Arms Race"

Schwab Network · Schwab Network

October 22, 20256m 15s

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Show Notes

Dan Morgan says IBM Corp. (IBM) doesn't flex the same muscles hyperscalers have when it comes to data center buildout, though he believes its software segment offers it another edge. He explains how investors will eye IBM's hybrid cloud and details on its Anthropic partnership in Wednesday's postmarket report. Dan also notes the company's quantum computing business as one that will offer "the next leg of growth." Tom White turns to the options front for IBM.


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