IBM lowers full-year sales outlook amid AI volatility

Earnings

โดย Yahoo Finance·Read original

Summary · why it matters

IBM lowered its full-year sales guidance after falling short of second-quarter earnings and revenue estimates, with the stock down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management Company CIO Brent Schutte, speaking on Yahoo Finance's Opening Bid, cautioned investors against concentrating in any single AI theme, noting that AI-related volatility is moving across the value chain and pressuring stocks with far-out earnings when rates are higher. Schutte advised diversification into areas like US small caps and real estate investment trusts, while acknowledging that AI still holds opportunities but its ultimate benefit for end-user companies remains undecided.

International Business Machines ▼

Impact on stocks 6

Artificial Intelligence▲ · 3 stocks

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Alphabet Inc Class C

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Microsoft Corporation

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Quantum Computing▼ · 1 stocks

International Business Machines

▼ NegativeCapitalrelevance

IBM lowered full-year sales guidance and missed Q2 estimates, directly impacting its financial outlook.

Spatial Computing / AR/VR▲ · 1 stocks

Meta Platforms Inc.

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Electrification & Mobility▲ · 1 stocks

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Off-coverage companies 1

Northwestern Mutual Wealth Management CompanyPrivate± Mixed

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