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AI spending narrative dominated markets as investors favored chipmakers and infrastructure firms while software stocks faced pressure.
Alphabet, Tesla, and Intel are among the key companies reporting their second-quarter results later this week.
The biggest concern among investors is that IBM will lower its full-year 2026 guidance when it releases its full, official Q2 report.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results out from Alphabet (GOOG, GOOGL), Tesla (TSLA), General Motors (GM), and Intel (INTC).
IBM (NYSE:IBM) has joined Unipart Group Limited and KBR, Inc. to form the Team ORION alliance. The alliance will deliver advanced logistics and resilient digital frameworks to the UK Ministry of Defence. The agreement positions IBM as a core technology provider in a mission critical government contract focused on defense digital transformation. For investors watching IBM, Team ORION adds a new angle to the company’s focus on hybrid cloud, software and consulting. Defense customers often...
IBM’s board faced an uncomfortable decision after learning that the company’s second quarter had fallen well short of expectations. Directors can now take a breather and wait until the scheduled earnings release and let executives explain the results in detail. Or they could warn investors ...
After a steep post-update decline, IBM now has one earnings report to rebuild investor confidence.
Markets face a potentially volatile week as AI bubble fears intensify amid concerns that technology sector repricing has not yet reached equilibrium, coinciding with earnings season ramping dramatically through late July.
With Oppenheimer's downgrade and a complete withdrawal of its price target following IBM's 25% single-day post-earnings drop, where will IBM go from here? Investors are wondering.
International Business Machines Corporation (NYSE:IBM) lost 25.2% on July 14, erasing about $68 billion in market value in the stock’s worst session on record. At first glance, the sell-off appears contradictory amid the still-robust AI investment cycle. Gartner expects worldwide AI spending to jump 47% to $2.59 trillion in 2026, with $1.43 trillion going to […]
Plus, what happens when you give an AI agent access to your passwords, tech executives fear for their lives amid AI backlash, how not to charge your phone, and more.
(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz
A week of tech stock crashes!
IBM just handed retirees a lesson they never expected from one of the most storied dividend payers in market history, and the real danger has nothing to do with the stock price itself.
The tech company pre-announced earnings and revenue that fell short of investors' expectations.
The problem for IBM Chief Executive Arvind Krishna is that things are going too fast and too slow—all at the same time—and he’s stuck in the middle. Krishna bet big on a hybrid-cloud approach in response to the rise of hyperscalers and has long sold investors on IBM’s role in quantum computing—a next-generation technology he says is three to five years away. While the biggest tech companies’ cloud businesses have helped position them to adapt to AI, many, like Krishna, find themselves trying to manage legacy businesses even as they struggle to keep pace with emerging, pure-play rivals.
Here is a way to collect an attractive income stream on a top-tier tech consultant now, which you keep no matter what, while lining up a chance to buy the stock at a serious discount if it keeps falling.
US equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.
Investing.com -- Profit-taking in AI names, a decline in IBM, and a disappointing Netflix outlook have helped push markets lower this week, while rising oil prices offered one of the few pockets of strength.
"For those intoxicated by the ride and potential profit opportunity, the lesson that ‘what goes up’ can ‘COME DOWN A LOT FASTER’ is often a painful surprise," InvesTech Research's Claire Cantalupo wrote. The analyst flagged SpaceX's post-IPO plunge, the stock has shaved $1 trillion from its market capitalization at its peak. The PHLX Semiconductor Index has also entered a technical bull market, down more than 20% from all-time highs seen just one month prior.
IBM heads into Q2 earnings with AI and cloud momentum, but premium valuation, margin pressure and weaker estimates argue for caution.
Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the clearest forward-revenue signal he has ever seen in enterprise software. Something in that math does not add up, and figuring out which side is wrong could define the trade of the year.
Housing Starts Jump, Building Permits Decline in June
The Dow opened down 1%, or more than 500 points, but within the first hour of the trading day the blue-chip index clawed its way back to the flatline. Travelers Companies was the Dow's best performing component, up 8.
Investors continue booking profits on the AI trade, especially overseas, on concerns over high capex spending.
The backdrop of IBM stock falling on Tuesday provided an opportunity for investor Chamath Palihapitiya to share his latest thoughts on the AI sector and heavy spending leading to potential risks down the road. Palihapitiya on AI Spending The CEO...
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