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Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from last quarter suggest the selloff may have handed investors a rare window.
IBM (IBM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
IBM's CEO recently highlighted stronger enterprise spending on AI infrastructure, including servers, storage, and memory. This commentary supports growing demand expectations for AI hardware, a key end market for Monolithic Power Systems (NasdaqGS:MPWR). A softer-than-expected inflation report has added to broader optimism around semiconductor companies tied to AI themes. Monolithic Power Systems, or MPWR, designs and supplies power solutions used in data centers, automotive systems,...
The most dangerous moment for a stock is rarely when the skeptics pile on. It is when the last true believer quietly heads for the door. Wall Street runs on a simple hierarchy. There are the analysts who never liked a company, the ones who flip with the wind, and the rare few who plant a flag and ...
Big Blue had been riding high. Not only did fewer companies buy the actual mainframe hardware, they also bought less of the high-margin software required for tasks like banking and credit-card payments.
While the market frets about near-term headwinds, the consulting giant is quietly deploying billions to buy its next wave of growth.
According to TheFly, Citi analyst Fatima Boolani cut her price target on IBM to $255 from $375 while maintaining a ‘Buy’ rating.
Investing.com - U.S. stock index futures fell sharply on Friday, pointing to a second straight day of losses on Wall Street as investors continued to reassess lofty technology valuations following a string of disappointing corporate updates tied to artificial intelligence spending.
(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble
IBM shares crashed after the company preannounced poor Q2 results.
(Bloomberg) -- International Business Machines Corp.’s warning this week that its sales are falling well short of expectations highlights a growing divide between artificial intelligence winners and everyone else in the tech universe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Ma
(Bloomberg) -- Circle Internet Group Inc. shares have lost more than three-quarters of their value from the highs seen just after their initial public offering last year and as more stablecoins come to market, one analyst is warning it could get worse.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian T
<body><p>STORY: From a huge hit for SK Hynix shares to mass layoffs at Volkswagen.</p><p>:: The Week In Numbers</p><p>This is The Week In Numbers.</p><p>:: 15%</p><p>15% is the fall SK Hynix shares took in trading on Monday in the South Korean chip giants biggest one-day decline on record.</p><p>It came just days after it's U.S. listing as investors in Seoul cashed out of a massive share price rally following its Nasdaq debut last week.</p><p>Monday's stock drop kicked off a volatile week for the company's shares.</p><p>:: 25%</p><p>25% is the plunge IBM shares took after it signaled the AI infrastructure boom is drawing spending away from the software sector.</p><p>Big Blue said it expected revenue to rise just 1% in the second quarter, falling short of Wall Street hopes. </p><p>In a letter to investors, CEO Arvind Krishna said the firm had "faltered" in keeping pace with a shift in corporate spending from software to data-center infrastructure.</p><p>:: 11%</p><p>11% is the hit global smartphone shipments took in the second quarter falling to their lowest level for the period since 2013.</p><p>That's according to early estimates from Counterpoint Research, which said a memory chip shortage has driven up smartphone prices and dampened demand.</p><p>Memory chip prices have soared as suppliers prioritize AI data center customers over consumer electronics.</p><p>:: 50,000</p><p>50,000 jobs may need to be cut at Volkswagen to match the competitiveness of rivals.</p><p>That's what its CEO told staff in an internal memo.</p><p>It effectively confirms for the first time that the automaker is looking to reduce up to 100,000 positions.</p><p>Sources also told Reuters last month VW could close four German factories. </p><p>:: $14.8 billion</p><p>$14.8 billion is the equity value Uber placed on German firm Delivery Hero, as it launched a takeover bid of the food-delivery company.</p><p>Were a deal to go ahead it would create the largest food-delivery group outside China.</p><p>An acquisition would further the U.S. ride-hailing firm's efforts to build a global food-delivery business, as competition with U.S. and European rivals heats up.</p></body>
Plus, well-off boomers are upsizing, not downsizing—and a shortcut to private-equity riches is minting young millionaires.
Chip stocks and other tech trades have been volatile lately. But earnings growth for the S&P 500 should still be strong. The broadening of the rally is for real.
Big Blue had been riding high. Not only did fewer companies buy the actual mainframe hardware, they also bought less of the high-margin software required for tasks like banking and credit-card payments.
We'll know more on July 22.
A rare early warning from one of tech's oldest names doubles as a map of enterprise spending right now.
Investors debate whether heavy spending on AI infrastructure will deliver profits fast enough to justify the rising costs.
IBM (IBM) shares lost roughly one-quarter of their value on July 14 after the tech giant dropped disappointing preliminary second-quarter results. The collapse was historic, but the severity of the earnings gap alone doesn’t explain the market reaction. IBM could be in an artificial intelligence ...
IBM released an earnings warning that sent the stock spiraling.
Directors had long known that the artificial-intelligence revolution would upend the technology icon’s business, but the pain came sooner than expected, leaving the company with a tough choice, according to people familiar with the discussions. Board members debated whether to issue a rare warning that bad news was coming or wait for the numbers to hit the tape a week later when executives could discuss them with investors, the people said. After asking tough questions of CEO Arvind Krishna, the board agreed to take its medicine and disclose the disappointing results in the hopes of winning credibility for transparency.
So far in the Q2 cycle, several companies, including Micron and Citigroup, have been standouts, whereas preliminary results from IBM have been disappointing.
Jim Cramer is not favoring dip-buying opportunities at IBM following its preliminary results.
IBM launched its new Power S1112 on-premise server for local AI inferencing shortly after reporting preliminary Q2 2026 revenue of $17.2 billion and adjusted EPS of $2.93, both missing estimates and triggering a 25%+ single-day stock plunge. How do investors feel about this?
International Business Machines (IBM) has spent three years quietly convincing Wall Street it belonged in the artificial intelligence trade. However, on July 14, the market decided otherwise in a single session. IBM shares closed at $217.07, falling 25.21% that day alone. This came ...
IBM just posted the biggest single-day drop in its history after a weak earnings report. With volatility elevated, here's an options trade that pays you upfront to buy the stock at a discount.
Cognizant’s shares fell after IBM’s disappointing preliminary report shook the consulting sector. Has CTSH become an attractive bargain, or is the recent weakness a warning sign for investors?
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