IBM has strengthened its enterprise AI capabilities through a newly announced alliance between Fusemachines and IBM Platinum Partner ModulAIre, targeting IBM-based environments. The collaboration will integrate Fusemachines AI Studio—an end-to-end platform for data preparation, model development, deployment and governance—into ModulAIre’s AI and data portfolio. Enterprises using IBM Cloud, Watson and data integration platforms can now move production-ready AI solutions from pilot to scale more quickly, with initial use cases focused on operational efficiency, intelligent automation and predictive decision intelligence.

Gary Cohn, IBM’s Vice Chair and former Goldman Sachs president, publicly endorsed President Trump’s choice of Kevin Warsh to lead the Federal Reserve. Cohn highlighted Warsh’s hands-on role during the 2008 financial crisis as instrumental in guiding bank mergers and asset stabilization. He noted that Warsh’s traditionalist approach would help the Fed reduce its balance sheet and refocus on core monetary policy, potentially supporting one to two rate cuts this year. Cohn’s comments underscore IBM’s engagement in macroeconomic dialogue and its leadership’s influence on public policy.

IBM reported a double-digit revenue increase in the fourth quarter, driven by 14% software growth and 21% infrastructure revenue expansion. Total revenue rose by 12.2% year-over-year, while EPS exceeded consensus forecasts. Management emphasized momentum in watsonx, Red Hat integration and the recent acquisition of Confluent to bolster data streaming for AI workloads. The board also approved a quarterly dividend of $1.68 per share, reinforcing confidence in cash flow and shareholder returns.

Donaldson Capital Management boosted its IBM stake by 1,510%, raising its holding to 160,818 shares—about 1.4% of its portfolio—valued at approximately $45.4 million at quarter-end. Other firms such as Winnow Wealth and Mountain Hill Investment Partners established new small positions. Overall, institutional investors now control 59% of IBM’s shares. On the sell-side, one analyst rates the stock as a Strong Buy, twelve as Buy, five as Hold and one as Sell, reflecting a Moderate Buy consensus without disclosing specific price targets.