Скачать или смотреть Is IBM a Safe Way to Play Enterprise AI?

A Motley Fool panel weighs IBM's pivot to cloud and AI—and whether it's a steady play for investors.
Panelists rate IBM 6.8/10 overall and highlight strong management, competitive limits, and balance-sheet risks.

Panel scores: business 7, management 8, financials 6–7; overall 6.8/10.
Why Arvind Krishna's refocus on cloud, AI, and consulting matters.
How competition from hyperscalers and AI specialists limits upside.
Balance-sheet and capital-allocation constraints that could curb growth and buybacks.
Expected multi-year returns (~5–10%) and what that means for cautious investors.
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