Question 1

Warum ist der IBM-Aktienkurs um 25% eingebrochen?

Accepted Answer

IBM issued a pre-earnings warning that customers were diverting spending toward AI infrastructure and cybersecurity, hurting mainframe and software sales, and CEO Arvind Krishna admitted several large deals failed to close on schedule. The drop wiped out around $70 billion in market value, its worst single day in nearly 60 years.

Question 2

Was hat IBM zu den KI-Investitionen gesagt?

Accepted Answer

Krishna said clients spent the final weeks of June buying servers, storage, and memory to lock in supply-constrained infrastructure before expected price increases, a bigger shift than IBM anticipated. He also said cybersecurity concerns, linked by Barclays analysts to Anthropic's Mythos AI model, led companies to delay software purchases.

Question 3

Wann gibt IBM die vollständigen Ergebnisse des zweiten Quartals bekannt?

Accepted Answer

IBM is scheduled to report its full second-quarter results on July 22, and it currently expects revenue of about $17.2 billion and adjusted earnings per share of $2.93, both below Wall Street estimates.

JETZT

IBM-Aktie stürzt um 25 % ab, ihr schlimmster Tag seit 1987, aufgrund des Wechsels der KI-Ausgaben

Ein scharfer, knapper Brief.
Jeden Tag.

JETZT

IBM-Aktie stürzt um 25 % ab, ihr schlimmster Tag seit 1987, aufgrund des Wechsels der KI-Ausgaben

Ein scharfer, knapper Brief.Jeden Tag.

Ein scharfer, knapper Brief.
Jeden Tag.