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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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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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martedì 14 luglio 2026·forbes.com
What IBM's Revenue Miss Tells CIOs About AI Spending
IBM's Q2 miss wasn't weak AI demand. It was budget rotation to hardware. Here's what the shift from software to infrastructure spend means for CIOs
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,…

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

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

Timeline cronologica

What IBM's Revenue Miss Tells CIOs About AI Spending

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

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

IBM shares plunge 25% as customers shift spending to AI

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

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

IBM shares plunge 25% as AI spending boom disrupts business

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

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

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

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

IBM stock tumbles 25% as preliminary quarterly results fall below expectations

IBM warns AI boom hurting software firms, triggering big rout

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

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

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

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

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

IBM loses quarter of its value as tech giant’s shares plunge and profits falter

Why IBM shares crashed 26%: CEO Arvind Krishna highlights customer spending shifts towards AI

IBM shares plunge 25% as AI spending boom disrupts business

IBM stock logs worst day ever as shares plunge 25% on Q2 earnings warning

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

IBM stock dives toward worst day in nearly 40 years after earnings miss

IBM shares plunge 25% as customers shift spending to AI