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IBM’s $10 Billion Quantum Gamble Has Huge Upside Potential

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated July 6, 2026

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IBM (NYSE:IBM) is investing heavily in quantum computing while building around enterprise AI, hybrid cloud, and software. The upside case is compelling because fault-tolerant quantum systems could unlock problems classical computers cannot solve, but the timeline, technical risk, and competition make this one of the most fascinating tech stories in the market.

Stock prices used were the market prices of June 19, 2026. The video was published on July 1, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.

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