Motley Fool25d agoneutral
IBM: Should Investors Buy the 25% Crash in the Stock or Stay Away?IBM shares crashed after the company preannounced poor Q2 results.
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Bloomberg25d agoneutral
IBM’s Warning Is a ‘Hammer’ Slamming Down on Tech’s AI Outsiders(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
Bloomberg25d agoneutral
Circle Gets Street-Low Target as Stablecoin Competition Heats Up(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
Reuters Videos25d agobearishVIDEO
The Week In Numbers: SK Hynix shares plunge, mass Volkswagen layoff fears<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>
The Wall Street Journal25d agobearish
The Boardroom Debate That Led to IBM’s Historic 25% Stock PlungePlus, well-off boomers are upsizing, not downsizing—and a shortcut to private-equity riches is minting young millionaires.
Barrons.com26d agoneutral
Stop Worrying About AI and Focus on the Rest of the MarketChip 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.
Barrons.com26d agobearish
After an Epic Fall, IBM Faces a Long Road Back to RelevanceBig 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.
Motley Fool26d agobullish
Down 26%, Is IBM Stock the Smartest Dividend Stock to Buy for the Second Half of 2026?We'll know more on July 22.
Motley Fool26d agobearish
IBM Just Pre-Announced an Earnings Miss. The Reason Reveals Where AI Money Is Really Flowing.A rare early warning from one of tech's oldest names doubles as a map of enterprise spending right now.
Stocktwits26d agobearish
Why Did IBM, ORCL, SMR Stocks Drop To 52-Week Lows Today?Investors debate whether heavy spending on AI infrastructure will deliver profits fast enough to justify the rising costs.
TheStreet26d agobearish
IBM’s historic crash exposes AI spending trapIBM (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 ...
Motley Fool26d agoneutral
Is IBM's Crash Really a Buying Opportunity?IBM released an earnings warning that sent the stock spiraling.
The Wall Street Journal26d agoneutral
The Inside Story of IBM’s Shocking Profit WarningDirectors 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.
Zacks26d agoneutral
Q2 Earnings: 2 Winners and 1 Loser So FarSo far in the Q2 cycle, several companies, including Micron and Citigroup, have been standouts, whereas preliminary results from IBM have been disappointing.
Barchart26d agoneutral
Why Jim Cramer Is Telling Retail Investors to Stay Far Away from the IBM Stock DipJim Cramer is not favoring dip-buying opportunities at IBM following its preliminary results.
Barchart26d agobearish
IBM Launches a New Server Solution After Its Post-Earnings Plunge. What This Actually Means for IBM Stock.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?
TheStreet26d agoneutral
IBM's worst day since 1968 handed Micron a giftInternational 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 ...
Barchart26d agobullish
IBM Just Had the Worst Day in Its History. Here's How to Get Paid to Buy the Dip.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.
Barchart26d agobearish
How to Play Cognizant Stock After a Major IBM-Driven Sell-OffCognizant’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?
Barrons.com26d agoneutral
The S&P 500 Is Lagging. Do You Know How Your Retirement Savings Are Actually Invested?How to protect your retirement savings against a potential selloff in stocks tied to artificial intelligence.
Barrons.com26d agobearish
What’s Next After IBM’s Collapse? Blue Chip Selloffs Are Hard to Read.It was also the last time IBM stock price saw a collapse larger than Tuesday‘s 26% plummet. The historic meltdown wiped nearly $70 billion from Big Blue’s market cap and added a new element to the so-called “SaaSpocalypse” selloff that has taken more than 20% from the Expanded Tech-Software Sector exchange-traded fund’s sector since last autumn. Back in 1968, concerns about antitrust investigations drove IBM shares lower.
Moneywise26d agoneutral
Starbucks spends $400 million a year on software — now it's using AI to build its own and cut out the middlemanTraditional software systems may have an expiration date, sooner than big technology development companies may expect.
Zacks26d agoneutral
Can IBM Accelerate Enterprise AI With Its Expanded Power Portfolio?IBM unveils three new Power platform products to automate IT, modernize app development and boost AI workloads with new server and support tools.
StockStory26d agobearish
3 Unpopular Stocks That Fall ShortWall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
Zacks27d agoneutral
Zacks Investment Ideas feature highlights: IBM, Micron Technology and Marvell TechnologyIBM's sharp post-warning selloff raises buy-the-dip questions as investors await its Q2 report and updates on AI strategy and guidance.
Stocktwits27d agoneutral
MU, SNDK, SKHY, WDC Stocks Drop Overnight: AI Memory Giants Suffer Reversal As IBM-Driven Rally FadesAI memory stocks tumbled as investors took profits after IBM-fueled gains, but analysts remain bullish on long-term demand.
Barrons.com27d agoneutral
As AI Gobbles the Market, Make Sure You’re Truly DiversifiedHow to protect your retirement savings against a potential selloff in stocks tied to artificial intelligence.
Stocktwits27d agobearish
Why Did SPCX, IBM, BSX Drop To 52-Week Lows Today?SpaceX, IBM and Boston Scientific fell to 52-week lows on Wednesday as Wall Street concerns and profit-taking sent the stocks lower.