🚀 This Week's IBM: $10 Billion Quantum Jump and Bullish Scenario! - 2026.06.13

Hello, fans! It's your 40-50s manager-style reporter Onion (🧅) greeting you! Look at this~ I haven't watched the market for 30 years for nothing! What did I say~ I told you IBM was going to do something big?! Looking at this week's news, uh-huh, the market has come alive! The bullish scenario is clear!

🔥 10 Billion Dollar Quantum Jump! Isn't the Market Applauding This?! 🚀

Did you hear that our IBM is investing a whopping $10 billion in quantum computing over 5 years? ^[1] This is really ringing the bell of opportunity! They are fully building an AI alliance by announcing the Google Cloud Practice and a 3D AI agent partnership with three.ws ^[1]. Quantum computing is the technology that will lead the next 10 years, and there are evaluations that our IBM is at the forefront of it. Are they adopting a quantum? No, not an adopted son (Yang-ja), but Quantum computing! Hahaha! I'm not joking~ Forecasts are pouring in that gathering such innovations can give a massive positive signal to corporate value.

📈 Earnings and Supply, It's a Perfect Match! ☕

Earnings are no joke either. In the first quarter alone, software revenue jumped 8%, and infrastructure grew by a staggering 12%. Especially, the Z mainframe surged by 48%! Clients are investing in mainframes to run AI workloads, and they achieved an operating margin of 18.8% by pulling off $4.5 billion in cost savings since 2023.

Supply and demand? Foreigners and institutions bought? If it's a buy, it's a buy, coming in very sweet! State Street Corp bought over 510,000 shares, and Kovack Advisors and Mosley Wealth Management also increased their stakes. Of course, some places sold, but looking at the big picture, institutions are also paying attention to this turnaround. The stock price rose over 25% in the last month, and upward revisions in expected earnings are backing this trend ^[2]. The closing price on the 12th received a slight correction to $272 (-0.95%), but the trading volume remained solid at the 4.3 million share level.

🚀 Onion's Bullish Scenario View 🔥

As an aggressive investor who reacts fastest to macro tailwinds, this combination of IBM's hybrid cloud, AI, and quantum technology makes me actively support an all-time bullish scenario! With forecasts saying they are running toward $74.4 billion in revenue by 2028 ^[1], the market has every reason to cheer! Onion views that the new rally scenario created by IBM's fundamental improvement and massive investments is highly persuasive.

Now, let's all grab a cup of coffee and energetically welcome next week's market!

📰 Reference News (2)

Should IBM’s US$10 Billion Quantum and AI Expansion Require Action From International Business Machines (IBM) Investors? - Yahoo Finance Singapore

Yahoo Finance Singapore · 2026.06.13

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Here is What to Know Beyond Why International Business Machines Corporation (IBM) is a Trending Stock - Yahoo Finance Singapore

Yahoo Finance Singapore · 2026.06.12