International Business Machines Corporation (IBM): Watsonx Teams With Oracle Cloud to Advance Multi-Agent AI Workflows
We recently published a list of 10 AI Stocks Getting Wall Street's Attention Right Now. In this article, we are going to take a look at where International Business Machines Corporation (NYSE:IBM) stands against other AI stocks that are getting Wall Street's attention right now.
Investors in the artificial intelligence trade have been frantic ever since the tariff frenzy started. Particularly on April 2, dubbed Liberation Day by President Donald Trump, the administration announced sweeping tariffs that led to significant market volatility and a sharp downturn in stock indices.
While the President may strive to make the United States the 'world capital' of artificial intelligence, the aggressive trade and tariff moves that have since followed have been threatening the crucial technology and weakening competition with China.
Executives and experts in AI and data center construction have been worried about how trade levies would significantly increase the cost of constructing, equipping, and operating the data centers that will, in turn, power AI development.
READ NEXT: 10 AI Stocks in the News Today and 10 AI Stocks in the Spotlight This Week.
Fast forward to earnings reports from some of the Big Tech, and it can be noted how investors have been worried more than necessary about the AI trade. Meta and Microsoft, in particular, reported strong quarterly results that demonstrated how artificial intelligence progress won't necessarily slow amid economic turmoil.
'Few stocks are truly immune to Trump tariffs [and] trade war, but AI is a lot less impacted than investors currently believe. We're early in a very steep growth curve right now, and that goes for AI infrastructure.'
What happens next to AI stocks largely depends on what's next for tariffs. If it's better than expected, these and other AI stocks may climb and lift valuations. On the other hand, if tariffs seem high, these stocks could fall further.
Nevertheless, strong companies, particularly the likes of Nvidia and Palantir, are likely to win over the longer term due to their smart innovations. According to Wells Fargo's Christopher Harvey, it may be time for investors to reenter the trade.
'The group's risk/reward today is much more attractive than a year ago. We remain in a durable AI investment super cycle.'
For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024.
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