IBM is betting that hybrid cloud, Red Hat, and generative A.I. can drive its next phase of growth, but investors are still waiting for stronger results. In this Tech Corner, George Tsilis breaks down IBM’s latest earnings, its growing A.I. book of business, and why enterprise spending is shifting toward infrastructure and away from some consulting projects. George also examines IBM’s software growth, cash flow and dividend appeal, along with the risks posed by slowing revenue, consulting automation, and weak technical momentum following the stock’s historic sell-off.
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