Tech Corner: Can IBM Turn A.I. Demand Into Growth? episode artwork

EPISODE · Aug 1, 2026 · 8 MIN

Tech Corner: Can IBM Turn A.I. Demand Into Growth?

from Schwab Network · host Schwab Network

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.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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Tech Corner: Can IBM Turn A.I. Demand Into Growth?

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