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Chamath Palihapitiya on IBM Stock Drop, AI Spending Concerns: ‘You’re Starting to See a Little Bit of the
Chamath Palihapitiya said AI spending is not keeping up with AI productivity, a warning sign for what's to come.
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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…
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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.
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cnbc.com
Chamath Palihapitiya says soaring AI token spend will hit companies' earnings
Palihapitiya is part of a growing chorus of investors and tech executives who are cautioning that the tokenmaxxing era is coming to an end.
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businessinsider.com
Chamath Palihapitiya says CFOs could be in for a tokenmaxxing shock during company earnings
AI spending ballooned as companies pushed workers to use more tokens. Chamath Palihapitiya says CFOs may soon feel the hangover.
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What smart people are saying about IBM's AI warning and SaaSpocalypse fears
IBM CEO Arvind Krishna wrote a letter to shareholders about a revenue miss. It's renewing months-old fears about a SaaSpocalypse.
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axios.com
This "will rattle many": IBM stock tanks as AI budgets shift
IBM startled investors Tuesday with an acknowledgment that shifting priorities in the AI economy are bludgeoning its core business.
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nzherald.co.nz
IBM shares plunge 25% as AI spending boom disrupts business
CEO Arvind Krishna admitted the tech giant ‘did not adapt quickly enough’.
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benzinga.com
Chamath Palihapitiya on IBM Stock Drop, AI Spending Concerns: ‘You’re Starting to See a Little Bit of the
Chamath Palihapitiya said AI spending is not keeping up with AI productivity, a warning sign for what's to come.
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straitstimes.com
IBM shares plunge 25% as customers shift spending to AI
AI shopping spree pulled spending away from IBM’s infrastructure and software business. Read more at straitstimes.com. Read more at straitstimes.com.
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cryptobriefing.com
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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techspot.com
IBM's stock just had its worst day since 1968
In a recent letter to investors, IBM CEO Arvind Krishna explained that the company experienced some unexpected shortfalls in its latest financial performance. The former pioneer…
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fortune.com
Why IBM just suffered its worst stock crash of all time—and what it says about the 'dual bubble' in markets | Fortune
The earnings behind AI stock may never have been real in the first place.
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IBM shares plunge 25% after CEO admits company fell behind | Fortune
IBM’s AI bet is creating a painful paradox: the technology transforming the industry is also pressuring the company’s core businesses.
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IBM's profit warning signals a seismic shift in how enterprises are spending on AI
IBM's Q2 miss and 25% stock drop reveal enterprises shifting AI spend from software to hardware, with ripple effects for crypto mining and tech markets.