(https://www.cnbc.com/2026/06/23/buy-ibm-as-investors-underappreciate-the-strength-of-its-software-business-says-jpmorgan.html) to overweight, specifically calling out the strength of its software division that markets have systematically ignored. Meanwhile, (https://www.cnbc.com/2026/06/23/oracle-ai-job-cuts-layoffs-21000.html)—which isn't bearish, it's a tell.

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