The AI Stock Retirees Are Adding to Their Portfolios -- and Growth Investors Should, Too
Summary
The article argues that IBM now offers meaningful AI exposure while maintaining a long-running dividend growth streak, making it attractive to retirees and growth investors. It highlights watsonx, Red Hat OpenShift reaching $2 billion ARR, and AI-assisted mainframe modernization as drivers of software revenue acceleration. The piece notes IBM's software ARR of $24.6 billion, recent guidance for mid-single-digit revenue growth and rising free cash flow, and the strategic fit of the Confluent acquisition. The author positions IBM as a lower-volatility way to gain enterprise AI exposure compared with pure-play AI names.
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