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IBM plunges 25%, the “end” for traditional IT giants?
IBM posts its largest one-day drop in decades, wiping out $70 billion in a single night!
The main reason is that its Q2 earnings report unexpectedly triggered a blow-up: revenue was only $17.2 billion (vs. expectations of $17.9 billion), and the CEO admitted that “multiple large traditional orders have been delayed in closing.”
The truth right now is brutal—company IT budgets are being aggressively siphoned off by AI.
Legacy software and hardware vendors that don’t touch “real AI” are facing ruthless sell-offs, and B2B powerhouses like Salesforce and Microsoft also need to watch out for the pain of budgets being redirected!
#IBM #美股 #AI算力