IBM’s stock dives toward worst day in nearly 40 years after the surprise release of an earnings miss
THE SO WHAT
A near 40-year worst day on an earnings miss is a reminder that public markets are repricing legacy tech narratives fast when growth and AI stories don’t line up. If you’re selling into large enterprises, expect more budget scrutiny and vendor consolidation as CIOs react to this kind of volatility by tightening their core stack.
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