Dan Ives Called IBM 'Sleeping Giant'—Now Trump's $1 Billion Quantum Bet Is Proving Him Right

Benzinga05-22

Ives forecasted this type of aggressive government intervention. Highlighting the technological “arms race” between the U.S. and China, he stated investors needed to watch the White House, predicting ...

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Highlighting the technological “arms race” between the U.S. and China, he stated investors needed to watch the White House, predicting ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/26/05/52738667/dan-ives-called-ibm-sleeping-giant-now-trumps-1-billion-quantum-bet-is-proving-him-right\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dan Ives Called IBM 'Sleeping Giant'—Now Trump's $1 Billion Quantum Bet Is Proving Him Right</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDan Ives Called IBM 'Sleeping Giant'—Now Trump's $1 Billion Quantum Bet Is Proving Him Right\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-22 16:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/equities/26/05/52738667/dan-ives-called-ibm-sleeping-giant-now-trumps-1-billion-quantum-bet-is-proving-him-right><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ives forecasted this type of aggressive government intervention. Highlighting the technological “arms race” between the U.S. and China, he stated investors needed to watch the White House, predicting ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/26/05/52738667/dan-ives-called-ibm-sleeping-giant-now-trumps-1-billion-quantum-bet-is-proving-him-right\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1430594728.SGD","symbol_name":"Eastspring Investments - Global Low Volatility Equity AS SGD","start_time":0,"source_url":"https://www.benzinga.com/markets/equities/26/05/52738667/dan-ives-called-ibm-sleeping-giant-now-trumps-1-billion-quantum-bet-is-proving-him-right","article_id":"2637972193","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/cdn-cgi/image/width=260,dpr=2,format=auto,quality=85/files/images/story/2026/05/22/Dusseldorf--North-Rhine-westphalia--Germ.jpeg"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/markets/equities/26/05/52738667/dan-ives-called-ibm-sleeping-giant-now-trumps-1-billion-quantum-bet-is-proving-him-right","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2637972193","pubTimestamp":1779437940,"columns":[],"sourceInfo":{"source_id":"benzinga_hot_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Trump admin invests $1B in IBM's new quantum foundry, validating Dan Ives' massive upside call. Read how CHIPS Act funds fuel the tech race.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4612":"AI芯片","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4538":"云计算","BK4579":"人工智能","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","BK4588":"碎股","BK4134":"信息科技咨询与其它服务","IVES":"DAN IVES WEDBUSH AI REVOLUTION ETF","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4543":"AI","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IBM":"IBM","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","BK4575":"芯片概念"},"translate_title":"丹·艾夫斯(Dan Ives)称IBM为“沉睡的巨人”——现在特朗普10亿美元的量子赌注证明他是对的","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IVES":1.5,"IBM":1.5},"content_text":"Ives forecasted this type of aggressive government intervention. Highlighting the technological “arms race” between the U.S. and China, he stated investors needed to watch the White House, predicting they were “going to continue to make stakes no different than Intel.” That foresight materialized flawlessly with this new CHIPS Act funding strategy.\nThrough the CHIPS and Science Act, the Department of Commerce signed a Letter of Intent to award IBM $1 billion. The funds will establish Anderon, a new, standalone, pure-play quantum foundry located in Albany, New York.\nTo solidify the initiative, IBM will match the federal funding with its own $1 billion cash investment.\nSecretary of Commerce Howard Lutnick championed the historic federal award, declaring that the administration is “leading the world into a new era of American innovation.”\nAnderon will specialize in producing 300-millimeter quantum wafers, creating a secure domestic supply chain for the nation’s critical infrastructure.\nJust recently, Ives characterized the quantum sector as still sitting in the “dugout,” noting the game had not yet started.\nWith the Trump administration officially deploying billions to build a domestic ecosystem, the push for scalable quantum technologies is officially underway.\nIn comparison with the S&P 500’s 8.56% year-to-date advance, shares of IBM have declined by 14.60% over the same period. It closed 12.43% higher on Thursday at $252.97 per share.\nOver the last month, IBM stock was down 1.06%, and it dropped 14.95% and 3.03% over the last six months and the year, respectively. Benzinga’s Edge Stock Rankings indicate that IBM maintains a weak price trend in the medium, short, and long terms, with a moderate growth ranking.\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nShutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.3","shortVersion":"4.42.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2637972193","isCrawlerRequest":true}