Question 1

How did IBM shares perform during the severe one-day sell-off described in the editorial notes?

Accepted Answer

IBM shares suffered a severe one-day sell-off that erased roughly $68bn of market value, described as the company’s worst trading day on record.

Question 2

What did reporting say about where IBM customers are reallocating budgets?

Accepted Answer

Reporting indicates customers are shifting budgets toward AI infrastructure and away from legacy software licences, creating revenue risk for IBM’s traditional software lines.

Question 3

What does IBM's announced nanostack architecture claim to deliver?

Accepted Answer

IBM's announced nanostack architecture is positioned as a semiconductor roadmap advancement delivering higher transistor density, improved material performance, and energy-efficiency gains.

Question 4

What is IBM's Granite 4.2?

Accepted Answer

IBM released Granite 4.2 on 26 August 2026 as the newest open-weight members of its Granite family for download and self-hosting, with 3B, 8B and 30B variants and a native 128,000-token context window.

Question 5

What production timeline is cited for the planned Anderon quantum foundry spin-out?

Accepted Answer

The broker cites a possible five-year production timeline for the planned Anderon quantum foundry spin-out to establish a domestic quantum wafer manufacturing path.

Question 6

What approach did IBM say Granite 4.2 uses?

Accepted Answer

IBM said Granite 4.2 uses a decoder-only approach. It reported that the 8B and 30B variants were trained with an agentic reinforcement-learning block for capabilities such as terminal use, web search, and external-tool calling.

Timeline

IBM

Wedbush sees 35% upside in IBM after sub-1 nanometer chip breakthrough

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