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IBM’s profit warning shows tech valuations are all in the timing
There is a case for believing AI revenue will grow more slowly than the hyperscalers have baked into their plans
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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…
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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
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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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morningstar.com
What IBM's profit warning means: Hardware is 'eating everyone's lunch'
By Britney Nguyen and Hannah Pedone
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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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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.
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ft.com
IBM’s profit warning shows tech valuations are all in the timing
There is a case for believing AI revenue will grow more slowly than the hyperscalers have baked into their plans
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IBM warns of massive sales shortfall as AI spending reshapes the tech landscape
IBM stock crashes 25% after warning Q2 revenue will miss estimates by $660M. The sell-off highlights a growing AI divide in tech with ripple effects across