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12min chapter
IBM, Airlines Earnings Breakdown; Baker Hughes Reports; Award Shows in Focus
Bloomberg Intelligence
IBM's Positive Financial Outlook
They discuss IBM's recent earnings, highlighting its higher-than-expected free cash flow number indicating organic growth and operational efficiencies. They also mention IBM's role in the AI industry, emphasizing its consulting services for cleaning up data, choosing appropriate models, and training AI models for enterprise use. The chapter concludes with a discussion on the potential read-through for greater tech investment and the optimistic outlook for tech spending.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode