Question 1

¿Por qué las acciones de IBM cayeron 25%?

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

¿Qué dijo IBM sobre los gastos en IA?

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

¿Cuándo informa IBM sus resultados completos del segundo trimestre?

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.

NOW

Las acciones de IBM caen un 25%, su peor día desde 1987, por el cambio en gastos de IA

Un breve y afilado resumen.
Todos los días.

NOW

Las acciones de IBM caen un 25%, su peor día desde 1987, por el cambio en gastos de IA

Un breve y afilado resumen.Todos los días.

Un breve y afilado resumen.
Todos los días.