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IBM stock crashed 25% after weak Q2 guidance, citing companies diverting budgets to AI hardware over software. CEO Krishna downplays concerns, but broader software sector (Salesforce, ServiceNow) sho…
IBM shares fell ~2% pre-market after Q2 revenue and adjusted EPS missed estimates, with software growth disappointing and full-year revenue growth guidance lowered, though management calls it a timin…
IBM issued a severe Q2 revenue warning, causing its stock to plummet over 25%. The shortfall resulted from customers prioritizing AI infrastructure spending over IBM's traditional software and mainfr…
IBM shares plunged 25% after weak Q2 preview and Oppenheimer downgrade, citing AI-driven client spending shifts. Despite new AI/hardware launches, analysts remain split, with some seeing long-term up…
While IBM's stock crashed after missing Q2 estimates, the article suggests that pullbacks in memory chip stocks like Micron and Sandisk reflect broader Fed rate hike worries rather than AI sector iss…
IBM crashed 26% after a Q2 preannounced miss tied to AI-driven IT budget shifts, yet analysts like Wedbush's Ives maintain bullish targets, viewing it as timing not structural decline. Peers Oracle a…
TSMC posted blowout Q2 earnings driven by AI chip demand, benefiting Apple, AMD, and Nvidia. Meanwhile, China's Moonshot AI unveiled a competitive open-weight model, pressuring Google's proprietary A…
Markets fell this week on AI-stock profit-taking, IBM's revenue miss, and weak Netflix guidance, while oil prices rallied on Middle East tensions, boosting energy stocks like ExxonMobil.