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Jim Cramer Discusses Quantum Computing & International Business Machines Corporation (IBM)

By Ramish Cheema | September 26, 2025, 8:57 AM

We recently published 14 Stocks Jim Cramer Discussed Including His 2 Top Quantum Computing Stocks. International Business Machines Corporation (NYSE:IBM) is one of the stocks Jim Cramer recently discussed.

Cramer has discussed International Business Machines Corporation (NYSE:IBM) frequently in 2025. In his earlier comments, Cramer has called the firm one of the “most reliable companies,” and he defended it in July after the stock dipped following the firm’s second-quarter earnings report. Cramer remarked he wasn’t “sure” how the stock could react so negatively to a software business slowdown and commented later that the firm had a major opportunity in quantum computing. In fact, the CNBC TV host believes that International Business Machines Corporation (NYSE:IBM) is one of the leaders in quantum computing. He has discussed the firm with respect to the emerging technology several times this year. Despite being critical of quantum computing at the year’s start, Cramer remarked in August that “I think quantum really matters.” This time, he reiterated his optimism about quantum computing and led the conversation with International Business Machines Corporation (NYSE:IBM):

“Yes I am because I do ultimately believe in quantum but I believe in quantum first of all, with IBM. . .”
Jim Cramer Discusses Quantum Computing & International Business Machines Corporation (IBM)
Sergiy Zavgorodny/Shutterstock.com Here is what Cramer said about International Business Machines Corporation (NYSE:IBM) in August on Mad Money:
“Okay, I didn’t think IBM’s quarter… was all that bad at all. I think you have a major opportunity down here because I think that we’re going to start talking about IBM and quantum. I think they have the lead in quantum, and I think quantum really does matter. They have a great software package. They’re doing so many things that are good. Against that, let me tell you what’s really going on. The chart’s bad, and people are saying it’s a head and shoulders. Now, you and I both know there comes a time when you have to step in if the fundamentals are right, and I think we’re there, okay.”

While we acknowledge the potential of IBM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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