IBM trades at a fraction of Microsoft's and Nvidia's valuations despite leading positions in quantum computing and AI. American Express continues its streak of beating analyst expectations while embracing blockchain and AI technologies.
Alex King from Cestrian Capital Research and Growth Investor Pro encourages a disciplined, price-focused approach, favoring fundamentals, technicals, and capital rotation over hype. The AI cycle is still early; Nvidia and other leaders may face future disruption, but current price trends remain strong until proven otherwise.
On October 22, 2025, International Business Machines NYSE: IBM investors witnessed a perplexing market event. After closing the trading day near a 52-week high, the company released a third-quarter earnings report that appeared to check all the right boxes.
International Business Machines Corporation offers a unique blend of defensive stability and strong growth potential in AI and quantum computing, making it an underrated long-term opportunity. Recent IBM breakthroughs include a quantum algorithm running 10x faster on AMD chips and a $9.5 billion AI book of business, driving momentum in both segments. Despite modest stock movement, IBM's revenue...
Shares of Advanced Micro Devices jumped on a report that IBM can utilize the company's chips to run certain quantum computing algorithms. IBM plans to launch a quantum computer by 2029 and announced a partnership with AMD in August.
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