Question 1

Perché le azioni IBM sono crollate del 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

Cosa ha detto IBM riguardo alle spese per l'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

Quando IBM pubblicherà i risultati completi del secondo 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

Il crollo del 25% delle azioni IBM, il giorno peggiore dal 1987, a causa dello spostamento sulla spesa in AI

Un breve riepilogo incisivo.
Ogni giorno.

NOW

Il crollo del 25% delle azioni IBM, il giorno peggiore dal 1987, a causa dello spostamento sulla spesa in AI

Un breve riepilogo incisivo.Ogni giorno.

Un breve riepilogo incisivo.
Ogni giorno.