Key Points Cognitus will almost certainly boost IBM's SAP-related capabilities. IBM's stock has outpaced the S&P 500 as investors see it as more of an AI play. 10 stocks we like better than International Business Machines › International Business Machines (NYSE: IBM) is again emerging as a force in the tech industry. Until a few years ago, IBM looked increasingly like a company the tech industry had left behind, and its stock performance reflected that. That has changed under the leadership of CEO ...