IBM’s selloff shows the market is testing whether Big Blue’s AI pivot can offset pressure on legacy software and consulting margins—keep an eye on next quarter’s software booking growth to see if the

IBM’s selloff shows the market is testing whether Big Blue’s AI pivot can offset pressure on legacy software and consulting margins—keep an eye on next quarter’s software booking growth to see if the budget battle is even winnable.

↻ Quoting · t/stocks-nasdaq · @yahoofinance
IBM’s historic crash exposes AI spending trap

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