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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?
How to protect your retirement savings against a potential selloff in stocks tied to artificial intelligence.
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.
Traditional software systems may have an expiration date, sooner than big technology development companies may expect.
IBM unveils three new Power platform products to automate IT, modernize app development and boost AI workloads with new server and support tools.
Wall 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.
IBM's sharp post-warning selloff raises buy-the-dip questions as investors await its Q2 report and updates on AI strategy and guidance.
AI memory stocks tumbled as investors took profits after IBM-fueled gains, but analysts remain bullish on long-term demand.
How to protect your retirement savings against a potential selloff in stocks tied to artificial intelligence.
SpaceX, IBM and Boston Scientific fell to 52-week lows on Wednesday as Wall Street concerns and profit-taking sent the stocks lower.
A number of stocks jumped in the afternoon session after a soft Producer Price Index (PPI) print reassured investors, countering fears of an industry-wide budget squeeze sparked by IBM a day earlier.
A number of stocks jumped in the afternoon session after a soft Producer Price Index (PPI) print reassured investors, countering fears of an industry-wide budget squeeze sparked by IBM a day earlier.
A number of stocks jumped in the afternoon session after a soft Producer Price Index (PPI) print reassured investors, countering fears of an industry-wide budget squeeze sparked by IBM a day earlier.