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Sideways stock market action can be challenging. IBD's Stock Market Week Ahead provides some tips for how to play the coming week, and what to watch for.

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.

Stock market indexes fell this week, with the heaviest losses on the Nasdaq and AI stocks. Goldman, GE, TSMC, IBM were notable movers.

Today, July 17, 2026, U.S. strikes in Iran are driving WTI crude oil toward $82 per barrel, and Chinese AI capabilities take another leap forward.

"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...

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

The company is making an enormous bet on AI infrastructure, and the sheer scale of that wager is now the central vulnerability for investors.

It was a blue chip day for IBM.

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.&nbsp;</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&nbsp;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.&nbsp;</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>