IBM has leader potential among the AI beneficiaries
Technology and consulting as keys to sustainable growth for companies
The results for the 4th quarter propel the stock to a new all-time high
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IBM has managed to effectively escape the broad selling pressure in the technology sector and benefits from the rapid adoption of AI. I see good opportunities here for a sustainable continuation of the trend. The consulting business is struggling in the short term but could accelerate again with a record quarter in contract signings. This is key for the Watsonx deployment. The GenAI bookings stand at 5 billion USD, with 2 billion USD alone in the last quarter. Watsonx.ai enables the training, validating, optimizing, and deploying of AI models....
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