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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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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.
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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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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…
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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
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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...
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edition.cnn.com
IBM is on pace for its worst day ever | CNN Business
IBM struggled over the past three months as customers scrambled to get their hands on components that AI datacenters are gobbling up, its CEO said.
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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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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..."
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economictimes.indiatimes.com
Why IBM shares crashed 26%: CEO Arvind Krishna highlights customer spending shifts towards AI
IBM's second-quarter results missed expectations, impacted by customer spending shifts, triggering one of the worst crashes in its stock. CEO Arvind Krishna said clients…
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businessinsider.com
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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IBM stock dives toward worst day in nearly 40 years after earnings miss
IBM stock plunged 25% after Q2 2026 revenue of $17.2B missed estimates by $700M, marking its worst day since 1968 as AI spending shifts rattle markets.
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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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IBM Stock Plunges After Surprise Warning As Investors Brace For July 22
IBM’s stock plunged $67 billion after a surprise earnings warning revealed a sharp shift in enterprise tech spending. Investors now await IBM’s July 22 report.
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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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timesofindia.indiatimes.com
Worse fall than 1987, $69 billion wipeout as IBM ‘falters’: Why stock price crashed 25% - analysts call it ‘ugly moment’
A $69 billion wipeout and worst fall in nearly 40 years - IBM’s share price on Tuesday crashed 26% in trade in a sign of how the technology sector is rebalancing with the growth…
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newsbytesapp.com
IBM loses $70B after CEO says firm 'faltered' on AI
IBM experienced its worst stock crash in 58 years, losing $70 billion in market value after Q2 results revealed a mere 1% revenue growth and declining infrastructure sales.
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'We faltered, did not move quickly:' How IBM CEO Arvind Krishna's statement led to $70 billion wipeout
IBM shares rebounded nearly 2% in premarket trade after plunging 25% in their worst single-day fall in 58 years, wiping out nearly $70 billion in market value. The selloff was…