Ahead of IBM Corp. (IBM) earnings after the close on Wednesday, Dan Morgan noted the company has "no room for error" in its report after its strong rally. While Dan says IBM isn't caught up in the hyperscaler race, he does see its cloud and software businesses as candidates with high-growth potential. He explains the company's "different approach" to cloud. Tom White later joins and offers example options trades for IBM and Microsoft (MSFT).
Morning Trade Live
23 Jul 2025
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