IBM shares down 23% as clients spend more on hardware and memory chips
rvz
21 points
9 comments
July 14, 2026
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Discussion Highlights (4 comments)
johnbarron
Current title too kind to IBM...real title is: "IBM stock craters 23% after issuing second-quarter earnings warning"
kstrauser
I wonder how true that is, vs customers using AI to port projects off big iron, or to many work that they’d previously outsourced to Big Blue. I suspect it’s only going to get easier to migrate to cheap servers running modern languages, which can’t be great news for companies that highly depend on lock-in.
rwmj
Press release: https://newsroom.ibm.com/2026-07-14-Arvind-Krishnas-Letter-t...
ChrisArchitect
Some later discussion: https://news.ycombinator.com/item?id=48907665