Market Rebound: Impact of AI and Tariff Policies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy IBM?
Source: Fool
- Market Recovery: Tuesday's session marked a partial recovery from Monday's broad sell-off, with the S&P 500 rising 0.8%, the Dow Jones up 0.93%, and the Nasdaq Composite increasing by 1.1%, indicating a restoration of investor sentiment and market stability.
- AI Influence: Anthropic's event proved less threatening than anticipated, positioning Claude as an orchestration layer that integrates with existing tools like DocuSign and Salesforce, leading to a 4% rise in their shares, reflecting a positive market response to collaboration and integration.
- Tariff Policy Uncertainty: Trump's increase of the global tariff rate to 15% and the Supreme Court's ruling against emergency powers tariffs have created investor uncertainty regarding future effective tariff rates, putting pressure on growth stocks and high-risk investments while increasing market volatility.
- Long-Term Trend Intact: Despite current market fluctuations, all three major indexes are up over 13% in the past 52 weeks and are within 3% of their end-of-2025 levels, indicating that the long-term upward trend remains intact, with investors needing to watch Nvidia's upcoming earnings report for potential market impacts.
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Analyst Views on IBM
Wall Street analysts forecast IBM stock price to rise
16 Analyst Rating
11 Buy
4 Hold
1 Sell
Moderate Buy
Current: 253.330
Low
210.00
Averages
315.80
High
375.00
Current: 253.330
Low
210.00
Averages
315.80
High
375.00
About IBM
International Business Machines Corporation is a provider of global hybrid cloud and artificial intelligence (AI) and consulting expertise. The Company’s segments include Software, Consulting, Infrastructure and Financing. The Software segment includes hybrid cloud and AI platforms, which allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment is focused on the hybrid cloud infrastructure market, providing on-premises and cloud-based server and storage solutions. In addition, it offers a portfolio of life-cycle services for hybrid cloud infrastructure deployment. The Financing segment provides client and commercial financing, facilitating its clients’ acquisition of hardware, software and services. It helps clients in more than 175 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Quantum Computing Breakthrough: IBM's Nighthawk quantum processor is expected to achieve quantum advantage by the end of this year, marking significant progress in solving real-world problems, which could further drive its stock price upward after reaching an all-time high of $324.90 last year.
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See More
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