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Storia in 16 fonti

What IBM's profit warning means: Hardware is 'eating everyone's lunch'

By Britney Nguyen and Hannah Pedone

Raccontata daforbes.comchannelnewsasia.comcnbc.comcryptobriefing.cominvestors.comdailysabah.comhandelsblatt.comwww1.folha.uol.com.breconomictimes.indiatimes.comhindustantimes.comtheregister.comcityam.com+4 altre

Confronto fonti

6 prospettive sulla stessa storia
AI · summaries
morningstar.comStai leggendo1 g fa

What IBM's profit warning means: Hardware is 'eating everyone's lunch'

By Britney Nguyen and Hannah Pedone

originale
cryptobriefing.com1 g fa

IBM issues profit warning as enterprise customers rush to buy AI hardware

IBM stock dropped 25% after Q2 results missed estimates. Enterprise customers are shifting budgets from software to AI hardware, reshaping tech spending.

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hindustantimes.com2 g fa

IBM stock crashes 22% as AI spending shift hits software industry

IBM warns AI infrastructure spending is hurting software budgets as revenue misses estimates, sending IBM shares and software stocks sharply lower.

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dailysabah.com2 g fa

IBM warns AI boom hurting software firms, triggering big rout

IBM shares plunged over 20% on Tuesday and the company led a massive market rout after forecasting ​second-quarter revenue below estimates and signaling...

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channelnewsasia.com2 g fa

IBM warns AI boom is squeezing software budgets; shares sink in sector rout

July 14 : IBM said it had "faltered" in keeping pace with a shift in corporate spending from software to data-center infrastructure and forecast second-quarter earnings below estimates, the clearest sign yet of AI's…

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cityam.com2 g fa

'Ugly moment' for software stocks as IBM suffers biggest one-day slump in decades

IBM shares plunged more than 23 per cent on Tuesday after the tech giant warned that customers were diverting spending

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Timeline cronologica

  1. martedì 14 luglio 2026·forbes.com

    Here’s Why IBM Is Crashing Toward Its Worst Day Ever

    “What played out was worse than our expectations,” CEO Arvind Krishna warned investors.

  2. martedì 14 luglio 2026·channelnewsasia.com

    IBM warns AI boom is squeezing software budgets, triggers sector rout

    July 14 : IBM sparked a market rout on Tuesday after forecasting second-quarter revenue below estimates and signaling that businesses were favoring spending on data-center…

  3. martedì 14 luglio 2026·channelnewsasia.com

    IBM forecasts preliminary Q2 revenue below estimates as spending shifts to AI

    July 14 : IBM's preliminary second-quarter revenue forecast came below Wall Street estimate on Tuesday, as customers prioritized spending on AI infrastructure, including servers,…

  4. martedì 14 luglio 2026·channelnewsasia.com

    IBM warns AI boom is squeezing software budgets; shares sink in sector rout

    July 14 : IBM said it had "faltered" in keeping pace with a shift in corporate spending from software to data-center infrastructure and forecast second-quarter earnings below…

  5. martedì 14 luglio 2026·cnbc.com

    IBM shares drop more than 17% after company warns second-quarter earnings fell short of expectations

    CEO blamed the shortfall on weakness in the software and infrastructure business because clients shifted money toward hardware purchases.

  6. martedì 14 luglio 2026·cryptobriefing.com

    IBM stock falls 20%, erasing $55B in market cap after earnings miss

    IBM stock dropped nearly 20%, erasing $55 billion in market cap after an earnings miss driven by software and infrastructure weakness. What it means for

  7. martedì 14 luglio 2026·investors.com

    IBM Stock Dives After Releasing 'Disappointing' Preliminary Earnings

    IBM stock tumbled after the company published its earnings ahead of schedule and acknowledged a "disappointing" quarter.

  8. martedì 14 luglio 2026·dailysabah.com

    IBM warns AI boom hurting software firms, triggering big rout

    IBM shares plunged over 20% on Tuesday and the company led a massive market rout after forecasting ​second-quarter revenue below estimates and signaling...

  9. martedì 14 luglio 2026·handelsblatt.com

    IBM-Aktie bricht an der Wall Street nach Gewinnwarnung ein

    Der IT-Konzern verfehlte im zweiten Quartal deutlich seine Umsatzerwartungen. IBM-Chef Krishna gibt zu, sich nicht schnell genug an KI-Infrastruktur angepasst zu haben.

  10. martedì 14 luglio 2026·www1.folha.uol.com.br

    IBM vê ações despencarem 25% e pode amargar maior queda em 54 anos

    Empresa de software enfrentou forte desvalorização após anunciar resultados do segundo trimestre

  11. martedì 14 luglio 2026·economictimes.indiatimes.com

    IBM warns AI boom is squeezing software budgets, triggers sector rout - The Economic Times

    Software investors have long been on ​edge over fears that AI tools capable of automating routine work could pose an ​existential threat to the industry. Tuesday's announcement…

  12. martedì 14 luglio 2026·investors.com

    Software Stocks, IT Services Firms Pummeled Amid IBM's Q2 Earnings Miss

    Software stocks were hammered after IBM pre-announced weaker-than-expected Q2 financial results. Shares in IT services firms also fell.

  13. martedì 14 luglio 2026·hindustantimes.com

    IBM stock crashes 22% as AI spending shift hits software industry

    IBM warns AI infrastructure spending is hurting software budgets as revenue misses estimates, sending IBM shares and software stocks sharply lower.

  14. martedì 14 luglio 2026·theregister.com

    IBM's mainframe sales get mugged by AI hardware panic, stock loses more than a quarter of its value

    CEO Krishna: Customers blew their Z budgets on servers and storage before prices spike, Q2 financials 'disappointing'

  15. martedì 14 luglio 2026·theregister.com

    IBM's mainframe sales get mugged by AI hardware panic, stock sheds more than a quarter of its value

    CEO Krishna: Customers blew their Z budgets on servers and storage before prices spike, Q2 financials 'disappointing'

  16. martedì 14 luglio 2026·cityam.com

    'Ugly moment' for software stocks as IBM suffers biggest one-day slump in decades

    IBM shares plunged more than 23 per cent on Tuesday after the tech giant warned that customers were diverting spending

  17. martedì 14 luglio 2026·zerohedge.com

    Big Blew It! IBM Crashes Most Since '60s Amid CapEx Woes; Goldman Warns Over 'Software Bear Case'

    "This redirection of budgets towards AI has been a topic that Karl Keirstead/team have been articulating as a potential risk for some time..."

  18. martedì 14 luglio 2026·timesofindia.indiatimes.com

    Why is IBM stock crashing today? Shares plunge over 25% - here’s what’s driving the fall

    IBM stock price crash: IBM shares tumbled on Tuesday after the company indicated that its second-quarter revenue would likely fall short of Wall Street expectations. Based on…

  19. martedì 14 luglio 2026·thenextweb.com

    IBM shares plunge after preliminary Q2 revenue falls short of estimates despite surging AI bookings

    IBM issued preliminary Q2 results showing revenue of $17 billion, below analyst estimates, as clients shifted spending and large deals failed to close.

  20. martedì 14 luglio 2026·financialpost.com

    Software stocks sink as IBM miss delivers ‘devastating blow’

    Software and IT service stocks are under pressure as investors fret the proliferation of AI will reduce demand for their services. Read more