Question 1

Почему акции IBM упали 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

Что IBM сказала о расходах на ИИ?

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

Когда IBM отчитается о полной финансовой отчетности за второй квартал?

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

Акции IBM упали на 25%, самый худший день с 1987 года, из-за смены приоритетов в расходах на ИИ

Один четкий краткий обзор.
Каждый день.

NOW

Акции IBM упали на 25%, самый худший день с 1987 года, из-за смены приоритетов в расходах на ИИ

Один четкий краткий обзор.Каждый день.

Один четкий краткий обзор.
Каждый день.