On theCUBE Pod: Ibm Stock Soars As Deepseek News Continues To Shake Up Industry
SiliconANGLE, Monday, February 10th, 2025
It was another dramatic week in the tech world, with IBM Corp. making waves with its stock soaring to its best day since 2000.
In the latest episode of the CUBE Podcast, theCUBE Research analysts John Furrier (pictured, left) and Dave Vellante (right) broke down what's going on with IBM stock and what it means for the industry more broadly. That subject was the focus of a recent post from Furrier on LinkedIn. It's possible that IBM has received a gift from DeepSeek, according to Furrier.
'There's a class of companies . that their entire value proposition of their bet for their AI strategy is kind of confusing,' he said. 'But a lot of smart people, like Arvind 'Krishna' over at IBM, Matt Hicks, who's the CEO of Red Hat, which is now part of IBM, companies that are in this position where they have this bet and their strategy that's hard to tell was completely unpacked by DeepSeek.'