The investigation focuses on IBM statements about the potential of IBM Z's 2026 cycle with the z17 program. NEW YORK, July 15, 2026 /PRNewswire/ -- July 14, 2026, International Business Machines Corporation (NYSE: IBM) shares fell more than 24% after IBM released preliminary second-quarter results and reduced its near-term revenue and earnings outlook.

prnewswire.com - 2026-07-15 14:13:00

IBM shares fell just over $73 to ~$217 — a jaw-dropping 25% single-day decapitation.

cnbc.com - 2026-07-15 13:17:38

International Business Machines Corp (NYSE:IBM) drew a more cautious outlook from analysts after preliminary second quarter results missed expectations, with Bank of America and UBS citing weaker software and infrastructure demand, shifting customer capital spending priorities and delayed large deals as key challenges for the company. Bank of America noted that IBM's preliminary Q2 revenue of $17.2 billion came in below the $17.9 billion consensus estimate, while adjusted earnings per share of $2.93 missed expectations of $3.02.

proactiveinvestors.com - 2026-07-15 13:05:15

Gary Cohn, IBM vice chairman and former Trump NEC director, joins ‘Squawk on the Street' to discuss Federal Reserve Chairman Kevin Warsh's first semiannual monetary policy testimony to Congress, the outlook for rate cuts, the economic impact of AI, and more.

youtube.com - 2026-07-15 12:20:18

IBM (NYSE:IBM | IBM Price Prediction) currently trades at $214.46 after a brutal reset, while Wall Street's consensus price target sits at $294.94.

247wallst.com - 2026-07-15 12:05:44

IBM (IBM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

zacks.com - 2026-07-15 11:01:21

Diane King Hall breaks down this morning's biggest movers at the opening bell, including BlackRock's (BLK) record assets under management driving second quarter earnings beat, Aehr Test Systems (AEHR) rallying after an earnings beat, and IBM Corp. (IBM) falling after Oppenheimer downgrade following its worst ever single day percentage decline. ======== Schwab Network ======== Empowering every investor and trader, every market day.

youtube.com - 2026-07-15 10:30:18

FTNT, OKTA and S are benefiting from rising cybersecurity demand as AI infrastructure spending and global cyber threat concerns reshape enterprise priorities.

zacks.com - 2026-07-15 10:05:21

IBM warns AI infrastructure spending is reshaping enterprise tech budgets, triggering a historic stock selloff and raising questions about software demand.

zacks.com - 2026-07-15 09:11:04

IBM stock suffered its worst single-day decline in history on Wednesday – losing $67 billion in market value. The cause was an extraordinary pre-announcement – a week before Big Blue's scheduled earnings report – which featured disappointing results.

forbes.com - 2026-07-15 09:05:10

International Business Machines Corp (NYSE:IBM) drew a more cautious outlook from analysts after preliminary second quarter results missed expectations,...

proactiveinvestors.com - 2026-07-15 09:04:00

Stock futures are pointing to a higher open as investors digest a flurry of earnings reports from major companies; oil prices are higher as the U.S. and Iran continue to trade strikes; PayPal shares are surging following a report that Stripe and Advent International have made a joint offer to buy the payments giant; ASML shares are gaining after the maker of chip manufacturing equipment reported strong results and lifted its sales forecast; and Morgan Stanley, Johnson & Johnson, Conagra and United are among the other big names reporting earnings today. Here's what you need to know today.

investopedia.com - 2026-07-15 09:01:00

Here are five key things investors need to know to start the trading day.

cnbc.com - 2026-07-15 08:39:26

On Tuesday, IBM released preliminary financial results for its second quarter. IBM noted that AI spenders are prioritizing their purchases of servers, storage, and memory over software right now.

fool.com - 2026-07-15 08:35:00

Strong earnings kicking off the earnings season face headwinds with rising tensions between the U.S. and Iran. As crude oil hovers around $80, Tom White talks about the key headlines investors should watch for.

youtube.com - 2026-07-15 08:34:15

IBM just suffered its worst single-day market cap wipeout since 1987, insurance giants are getting slashed across the board, and a handful of surprising names just landed fresh Buy ratings from Wall Street's biggest banks.

247wallst.com - 2026-07-15 07:59:02

PayPal pops on surprise takeover offer, ASML pops on strong results, and more

fool.com - 2026-07-15 07:30:00

As International Business Machines Corp. (NYSE:IBM) stock crashed amid a shift in enterprise tech spending, as of July 15, Jim Cramer had previously recommended that investors buy the shares.

finbold.com - 2026-07-15 06:20:02

NEW YORK, July 15, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm  Bleichmar Fonti & Auld LLP announces an investigation into International Business Machines Corporation (NYSE:IBM) for potential securities fraud after its significant stock drop. If you invested in IBM, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/ibm-class-action-lawsuit.

globenewswire.com - 2026-07-15 06:17:00

New IBM Power Autonomous Operations software identifies and resolves capacity constraints up to 15x1 faster than manually performing the operation IBM Bob™ Premium Package for i helps accelerate application development on IBM i Entry-level Power S1112 server helps enterprises innovate at every scale ARMONK, N.Y., July 15, 2026 /PRNewswire/ -- IBM (NYSE: IBM) today announced IBM Power Autonomous Operations, an AI agent that can help continuously monitor Power systems and autonomously resolve issues to keep operations running smoothly.

prnewswire.com - 2026-07-15 06:00:00

IBM CEO Arvind Krishna owned the shortfall that triggered the stock's worst day on record. Tech leaders say candor can build more credibility than trying to spin disappointing news.

businessinsider.com - 2026-07-15 05:56:01

Shares in the IT company aren't mounting much of a comeback, as investors reel from Tuesday's brutal selloff.

barrons.com - 2026-07-15 05:52:00

Investment Thesis

benzinga.com - 2026-07-15 05:32:24

IBM stock suffered its worst one-day decline on record after the technology group admitted that customers were moving money away from its products and towards urgently needed data-centre infrastructure. The stock plunged 25.2% to $217.07 on Tuesday, leaving it just above its 52-week low, after preliminary second-quarter revenue and profit missed Wall Street forecasts.

invezz.com - 2026-07-15 04:52:28

IBM's revenue growth slowed to a crawl in Q2 due in large part to hardware costs crowding out software spending. Even after the decline, IBM's total returns have outperformed the S&P 500 during Arvind Krishna's time as CEO.

fool.com - 2026-07-15 04:30:00

IBM investors who relied on the Company's projected Software and Infrastructure segment growth rates and stability faced losses after IBM reported preliminary second-quarter 2026 results and shares fell nearly 25%. NEW YORK, July 14, 2026 /PRNewswire/ -- On July 14, 2026, International Business Machines Corporation (NYSE: IBM) shares fell more than 24% after IBM released preliminary second-quarter 2026 results well-below market expectations.

prnewswire.com - 2026-07-14 22:12:00

IBM's stock suffered its worst day in decades. "This quarter we faltered," CEO Arvind Krishna said.

fool.com - 2026-07-14 21:05:19

'Mad Money' host Jim Cramer talks what is behind IBM's stock price nosedive.

youtube.com - 2026-07-14 19:18:22

CNBC's Jim Cramer said IBM's sharp sell-off isn't enough to make the stock a buy, as corporate IT spending is shifting away from software toward cybersecurity, hardware and AI tokens. Cramer said IBM still has attractive long-term businesses, but the company remains on the wrong side of the technology spending priorities.

cnbc.com - 2026-07-14 18:46:58

IBM (IBM) closed at $217.07 in the latest trading session, marking a -25.21% move from the prior day.

zacks.com - 2026-07-14 18:45:23

The stock market rallies again as a profit warning from IBM is offset by tame consumer prices and strong earnings from Goldman Sachs.

investors.com - 2026-07-14 18:17:44

The backdrop of IBM (NYSE:IBM) stock falling on Tuesday provided an opportunity for investor Chamath Palihapitiya to share his latest thoughts on the AI sector and heavy spending leading to potential risks down the road.

benzinga.com - 2026-07-14 18:09:44

IBM is in free fall.

fastcompany.com - 2026-07-14 17:51:51

Today, July 14, 2026, customers redirected IT budgets away from software and infrastructure, raising questions about near-term demand durability.

fool.com - 2026-07-14 17:41:39

Shares of the corporate stalwart plunged 25% as AI purchases crowd out traditional tech spending in many companies' budgets.

wsj.com - 2026-07-14 17:18:00

The company said the shortfall in its software and infrastructure business was tied to clients spending on memory ahead of price hikes.

marketwatch.com - 2026-07-14 17:10:00

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More.

youtube.com - 2026-07-14 16:35:47

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. -------- More on Bloomberg Television and Markets Like this video?

youtube.com - 2026-07-14 16:34:34

“When we discussed our expectations with you in April, we noted that we would be wrapping on the launch of z17 in the second quarter. Given this was the strongest start to a mainframe program in our history, we expected Infrastructure revenue to decline low-single digits for the year, beginning this quarter.

forbes.com - 2026-07-14 16:30:24

MILWAUKEE, July 14, 2026 /PRNewswire/ -- Ademi LLP is investigating possible securities fraud claims against IBM (NYSE: IBM). The investigation results from inaccurate statements IBM may have made regarding its financial statements, business operations and prospects.

prnewswire.com - 2026-07-14 16:28:00

NEW YORK--(BUSINESS WIRE)---- $IBM #AI--IBM Stock Plummets over 25% after Shortfall Announced Triggering Securities Fraud Investigation.

businesswire.com - 2026-07-14 16:07:00

Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. @CharlesSchwab's Joe Mazzola believes Microsoft (MSFT) is in a "show me" period when it comes to how it will make ROI off all its AI spending.

youtube.com - 2026-07-14 16:00:30

Don't put all your eggs in one basket

marketwatch.com - 2026-07-14 15:36:00

Palo Alto Networks Inc. (NASDAQ:PANW) shares are climbing Tuesday alongside several cybersecurity peers as the AI-driven security spending theme continues to attract buyers. Here's what you should know.

benzinga.com - 2026-07-14 15:15:42

IBM's brutal second-quarter preliminary results came with some good news for artificial-intelligence hardware and cybersecurity vendors.

barrons.com - 2026-07-14 14:45:00

Cybersecurity stocks jumped on Tuesday after IBM CEO Arvind Krishna flagged cyber fears as a top priority for customers in the company's preliminary second-quarter results. Krishna told CNBC's Sara Eisen on Tuesday that some major deals were put on hold toward the end of the quarter as businesses rethink spending.

cnbc.com - 2026-07-14 14:41:20

Shares in IBM plunged 24% on Tuesday after the U.S. tech giant released disappointing preliminary second-quarter results, blaming a shift in customer spending due to expected higher prices for memory chips and other AI-related infrastructure.

techxplore.com - 2026-07-14 14:40:01

IBM says the AI-driven memory shortage is dinging its sales. That's bad for the stock—and it's pulling software shares downward.

investopedia.com - 2026-07-14 14:36:10

International Business Machines Corp. (NYSE:IBM) warning that clients paused software and mainframe spending amid "rapidly-evolving, industry-wide cybersecurity concerns" sent the stock down more than 24% on Tuesday, heading towards its worst daily performance ever.

benzinga.com - 2026-07-14 14:31:48

IBM warned investors of a shift in tech budgets as AI spending impacts other tech sectors. Security spending is increasing as companies react to AI-driven cybersecurity threats.

businessinsider.com - 2026-07-14 14:29:20