IBM
International Business Machines
Mentions (24Hr)
9712.50% Today
Reddit Posts
Jim Cramer says IBM's 25% plunge isn't enough to make the stock a buy
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
IBM shares plunge 25% as customers shift spending to AI
Don't think I've ever seen more extreme option gains - IBM 07/17 245P
IBM - I think it's a bit of an overreaction
IBM dropped 24% today on a green day. Could this be AI infra capex eating into IT spending or just an IBM-specific stumble.
Stock Market Recap for Tuesday, July 14, 2026
Just got a margin call. Do I call them back or is it probably spam?
IBM Stock Tanks Right After CNBC's Jim Cramer Pumped It
IBM stock craters 23% after issuing second-quarter earnings warning
Am I wrong that today's IBM selloff is really an AI capex crowding out story, not a software demand story?
IBM shares skid more than 20% after company warns second-quarter earnings fell short of expectations
Pre-Market Gainers and Losers for Today (July 14, 2026) 📈 📉
IBM forecasts preliminary Q2 revenue below estimates as spending shifts to AI, triggering a SaaS sell-off
IBM down more than 20% in pre-market.
IBM expects second-quarter revenue below estimates. Results in SaaS sell-off
“Those who would read this letter… a hundred years from now… will know…”
Starbucks Working on AI Tools to Replace Microsoft and IBM Software
Starbucks Taps AI to Reduce Reliance on Microsoft, IBM Software (means buy your own hardware)
USD 60k IBM All-in Portfolio, entirely with Margin
White House to host quantum tech summit with industry Tuesday
3D Systems DDD might profit from its CEO’s White House meeting
3D Systems DDD might profit from its CEO’s White House meeting
IBM Debuts World’s First Sub-1 Nanometer Chip Technology
Trump’s quantum announcement is out. What’s your top quantum play right now? $RGTI, $QBTS, $IONQ, or $IBM?
Why I think Infleqtion $INFQ might be a big winner and everyone sleeps on it
Why Quantum Stocks Outperform Today‘S Markets!
With Trump’s quantum computing executive orders, which stocks are still worth buying at this point?
While everyone fights over NVDA, IBM just made a bet on $THREE
Broadcom M&A (Hock the acquirer and the conquest for IBM)
Bought 6/18 IBM 320 Calls at close
The U.S. Government Just Picked Its Quantum Computing Favorites - Are We Watching the Birth of a New Tech Megacycle?
The More I Read About Quantum Computing, The More It Looks Like The Next Major Infrastructure Buildout
The U.S. Just Dropped $2 Billion On Quantum Computing, And I Think This Could Be One Of The Biggest Technology Stories Of The Decade
The Most Exciting Thing About Quantum Computing Right Now Is That It Keeps Getting Bigger
Our Bond $OBAI: CEO has sold companies to HPE ($650M) and IBM ($200M). Now he runs an $11M nano cap and won't sell a share. DD.
Thank you Lisa Su! Arvind and spez please take it from here.
The Most Interesting Technology Race In The Market Right Now Might Not Be AI
I Started Researching AI And Somehow Ended Up Bullish On Quantum Computing
Government is buying tech stocks directly now. What is going on?
Why I Think Quantum Computing Is Finally Moving From Hype to Infrastructure
quantum stocks suddenly feel a lot more important after the new $2B government move
Quantum watchlist for 2026-2027: who actually has the best setup?
The US government is now buying stock in private tech companies. Here is why.
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
No Huang Answers : NVIDIA GTC Taipei 2026 Keynote Sent the Jensen Bump Across the AI Food Chain
I posted this last night. $IBM is up 30%ish today…!
The boring "boomer stock" IBM is flying pre-market 😲
Pre-Market Gainers and Losers for Today (June 1, 2026) 📈 📉
🚨 Some of the world’s most iconic companies faced serious financial struggles at one point in their history:
$IBM is the latest stock trump has referred.
Donald Trump Is Calling Stocks Again — Could $IBM Be Next?
$VIVO now at 153% SI… up another 9% today
Best of May (INTC, IBM, MU) and one painful loss.
Ignored potential for IBM selling quantum as a service to AI companies
US to invest $2 billion in quantum computing firms
Which stock from this watchlist has the highest 10x potential for the mid-to-long term?
Quantum computing catalyst drives capital into semiconductor infrastructure leaders
US awards IBM and other firms $2 billion to give America the edge in quantum computing
Mentions
What? should telling the truth about how a business is doing be immoral now. It’s not common but business is built on trust. If I owned a company and they didn’t pre-announce a huge miss I’d join the class action lawsuit. IBM results were fine and I actually think they got ahead in the rehiring race in the software sector. The CEO made it a point they were hiring young, talented engineers. Now, everyone is hiring people back. What are they going to do about memory prices. Everyone will have the same problem. If Apple has to raise prices then maybe IBM can initiate a tiered memory acquisition. Initially invest slowly, find the best product, it could be a photovoltaic chip like Neurophos or maybe one of the Germans.
For pay, yes to some being paid less but not all. People with RSUs that would normally get refreshed next year are not, so they take a pay cut. Theyre going being IBM pay band for promotions post aug 1, which is significantly lower than Confluent pay bands, which means there is no longer any incentive to get promoted since you will not get much pay bump. They are removing some flexibility (e.g. being able to work in other countries) and benefits. Overall, the experience for employees is worse. Morale is terrible. Transition has been incredibly messy from IBM side.
IBM sold their Think brand to Lenovo
IBM. What year is this folks, what year is this. Anyone still working at ibm is also on r/SuicideWatch
I can't speak for most of the company, but IBM's Semiconductor research division is quite literally the best on the planet. They were the first to design 2nm chips (with Samsung) and they were recently the first to go sub-1nm. In that particular area, IBM is incredible. That said, that small division isnt worth investing in IBM. That'd be like investing in Samsung because you like their headphones. They may be amazing headphones, but they're a small fraction of their total revenue.
It's not a big miss for IBM
I have worked with IBM for years. The consulting services were always the B team. Never on time and never on budget. Always had to fly other people in to fix the problems. That is why I could never buy the stock.
IBM loses **$69** billion of market value in a single day **$69 LMAO**
It’s fake. Makes the AI story more believable, Trump will buy part of IBM for cheaper whole market goes higher because QE
What Cramer said something about the big blue??? …… f:\*+# …. Hurriedly cancels my orders…. But then IBM is not going anywhere anytime soon. Their moat is too big and their space is wide… their lock-in is solid …. Hurriedly puts CSP for $150/- Thoughts??
Ai fears are a coverup story for IBM. Real reason it crashed was because I held calls. But they won’t tell you the truth
where r the retards that bought IBM $400C Leaps? Ur gonna need a decade for those to hit (maybe longer).
AEHR up 30% after hours. It ain't no IBM that's for sure
guessing those IBM Watson ads during the sunday UFC fight didn't quite hit the target audience 💅
I will let IBM dump some more and thetafuck call buyers for next 6 months, and fullport.
*Nobody ever went broke choosing IBM* Oh yeah they did!
CEO getting ahead of the ugly news because IBM is a bloated, inefficient POS of a legacy tech company floundering to compete
IBM nana took a piledriver straight to the throat today.
i swear no forum or anything had IBM reporting this morning.. that was kind of scammy. if anything, on any earnings calendars they have them reporting next week
Former IBMer, short that shit to 0. Makes me smile every time IBM and Oracle dump. I personally hate those two companies.
why is IBM still a thing? isn't it about time for it to croak?
Didn't realize RHEL was IBM.
“IBM” Yeah, you sure did big guy
IBM I may have made a mistake
IBM is one of the few companies that doesn’t buy politicians so I’d bet less than that
So you could have bought lotto 230p on IBM and 1500x your money? Yeah, don't we all wish.
America is built on IBM Z series mainframes. Government, Healthcare, Financial, Banking.
Im part of a company being acquired by IBM. Everyone gates it and its ruining a good thing we had going
Y’all think my lotto IBM 205p and 200p are gonna go ITM tomorrow? 😩👀
IBM should give trump 10% of the company then
If Michael Ber-ry was so good at what he does, why didn't he short IBM and Lucid? Fucking pos.
IBM also basically invented early iterations of what we call virtualization and the cloud. They produced their first virtual machine in 1972, but companies pay VMware for ESXi or Microsoft for Hyper-V nowerdays. Ibm doesn't even have an alternative that I'm aware of. And they had everything they needed for cloud computing with their mainframes and software, but they were beaten by an online bookstore by 5 years.
IBM Chairman and CEO Arvind Krishna attributed the company's weaker-than-expected second-quarter performance to an unexpected shift in customer spending towards AI infrastructure, including servers, storage and memory, to secure supply-constrained hardware, which affected its Software and Infrastructure businesses.
Should I pull out of IBM and put it into ORCL?
IBM, ORCL, LCID, bears are fucking eating when they pick right
I bought IBM calls at close AMA
Nice haircut on IBM. CRM is next 😏
Load on WEN and IBM
Load on IBM, let's send a message
Loading on IBM just to fuck Cramer
IBM earnings next week, gonna buy a car with my winnings. Dell 2.0
Trump doesn't have a stake in IBM
Starbucks is writing their own enterprise software using AI. They kicked out all IBM consultants and IBM software.
Why the fuck would the CEO of IBM not just wait until earnings...i was going to be out by then
IBM has been a shit investment for like 10 years now
As someone who need to rely on IBM. I can get a faster answer with Claude/Gemini/Chatgpt than working with their support Their entire moat atm is basically locking customers into using their AS/400s because they are rock solid for what they do. As soon as our database can be fully migrated off of it we’ll leave
When’s the last time you heard a graduate from a top university want to work at IBM? It’s always Google (for software) and Nvidia (for hardware). Next level down is Meta (for software) and Apple (for hardware). Then Amazon or Tesla (both software and hardware), for grinders who couldn’t get into the above. You have some boujie folks go to start ups. IBM is so far down the list it’s probably tied with BlackBerry.
IBM got disrupted by AI after spending years telling everyone they were an AI company. Watson died for this
IBM isnt going away like intel so bought
their silicon business was dead either way. global foundries shit the bed too and AMD managed to get out of it without going bankrupt. it was their real reason for suing intel back in the day. they bullshitted about rebates and now they're doing the same shit with rebates. what they wanted out of the suit was to be able to cut loose global foundries without losing the x86 license, which they eventually got by the end of the suit. IBM's problem is they trimmed everything, not just the fat. now they've got hardly anyone except a few guys in their basements testing different kinds of transistors and smaller feature sizes for the next 30 years, then end up doing jack shit with their findings because they have no foundries and all the foundries that can afford to go so small already have their own processes in the pipeline.
Australians must be laughing. Down there IBM looks green.
when i first bought IBM my thesis was "this might go up". now my more solid thesis is "this MUST go up". that is my DD.
Don’t worry IBM bagholders. The company is a leader on quantum computing. 🚀
Fraud is bullish IBM 8/21 300c
I went all in on IBM shares today. Can only go up from here
Fuck it. I’m buying the IBM dip.
IBM seemed cheap before taking a nosedive lol
OpenAI: I invented ChatGPT that can crack math equations 💪 Anthropic: I am eliminating software engineering 💪 IBM: Elementary, my dear Watson. 🧑🍼
I am surprised IBM still exists
IBM shit all over SaaS. But SaaS will rise.
IBM -> design chips with their own internal research team. [https://hc2025.hotchips.org/assets/program/conference/day1/23\_ibm\_starke\_v2.pdf](https://hc2025.hotchips.org/assets/program/conference/day1/23_ibm_starke_v2.pdf) [https://hc2024.hotchips.org/assets/program/conference/day1/04\_HC2024.IBM.CBerry.final.pdf](https://hc2024.hotchips.org/assets/program/conference/day1/04_HC2024.IBM.CBerry.final.pdf) There are the Power Series and the Tellum used in mainframe. I think the plan here is. IBM will sell mainframes and thru software virtualization with tweaks on the Tellum chip they can made Mainframe like a general purpose x86 Server CPU (similar to what Intel and AMD epyc) sells to data-center but running with ARM ISA. Just that in IBM case, their customers are the Enterprise (like Banks, Visa and Mastercard) What is the way out. IBM to partner with Intel Foundry on making chips with their own 1nm CFET transistor technology. So they cross-license it with Intel Fabs, which allows them to jump ahead in CFET (post GaaFET). And Intel depending on their own roadmaps can spread the risk, if intel foundry own CFET design hits a roadblock. Because designing things at those nano-scale is tough. That IBM+Intel foundry chip thru virtualization layer can run on ARM aarch64 ISA which makes it general purpose for enterprise. [https://www.servethehome.com/ibm-outlines-sub-1nm-nanostack-transistor-technology/2/](https://www.servethehome.com/ibm-outlines-sub-1nm-nanostack-transistor-technology/2/) https://preview.redd.it/ati7n320jadh1.png?width=2108&format=png&auto=webp&s=6fa7b1f4e5d30fbd7499670a50b9fae9008b9503
How much insider trader shenanigans you think went down on that IBM dump?
gaatdayuum IBM looks like one of those days when you eat Taco Bell and dont make it to the bathroom all the way
SPY gonna pull an IBM tomorrow
WTF has IBM even done in the last decade, maybe more? Might as well invest in a typewriter company at this point.
IBM: uh we're gonna miss our targets by 4% Rational investors whose only job is price discovery: WHAT THR FUCUSKKAKSSK -25% in. one. fucking. session. So the tech premium is 25% fucking percent and why is that? The expectations are completely made up whisper numbers that outperform guidance every quarter? Any stock that doesn't double in value every year is basically worthless to bulls. That's why we rotate every couple days, why the breadth is what it is, why the sell offs, the rallies, the stupid ass huge candles. A couple pink swans and everyone lost their fucking minds
Shiiitttt, I'm almost considering selling my short term bonds and putting them all into IBM until it bounces 5-10%...
IBM is for quantum computing
IBM -> design chips [https://hc2025.hotchips.org/assets/program/conference/day1/23\_ibm\_starke\_v2.pdf](https://hc2025.hotchips.org/assets/program/conference/day1/23_ibm_starke_v2.pdf) [https://hc2024.hotchips.org/assets/program/conference/day1/04\_HC2024.IBM.CBerry.final.pdf](https://hc2024.hotchips.org/assets/program/conference/day1/04_HC2024.IBM.CBerry.final.pdf) There are the Power Series and the Tellum used in mainframe. Also quantum computing stuff (which most Sass companies don't even have a design team for the above).
Didn’t IBM get a bunch of Government money for quantum?
Imagine you followed Cramers advise and bought IBM before the drop
It’s been like that since inception and he’s been hawking IBM for years. Wsb is just trying to karma farm memes
IBM yield is 3.10% now. Same as HYSA with potential upside. 😂
The contagion to the broader software industry is unwarranted. The logic falls apart for Salesforce, ServiceNow, Workday, etc. Their buyers are line-of-business leaders (sales, service, HR, marketing) spending out of opex software budgets - not infrastructure teams making capex tradeoffs between servers and CRM licenses. Different buyer, different budget pool and approval chain. There’s no real mechanism for a memory shortage to crowd out a Salesforce renewal like it would for IBM selling legacy on-prem mainframes
Didn’t our glorious leader try to pump IBM in June?
Only watson people knew was from Sherlock , nobody used IBM’s
IBM’s going up for sure. 🥭s not going to let it sink
IBM sacrificed itself so memory and semis could run. Thank you IBM, I will buy 1 share when MU hits 1.5k
At least the IBM communities on Reddit are having some solid gains today.
How does it feel IBM, now you know how we feel
My IBM calls https://preview.redd.it/y3scx4ldgadh1.jpeg?width=524&format=pjpg&auto=webp&s=e82bc0943642503397eac173337cd5b851898e2c
U cant compare MSFT to IBM bruh
IBM fuked my software calls. SKHY to the rescue
I’ll buck the trend and say thanks for stuffing it into Claude because I don’t have the time today and this saved me a few steps. As for IBM, I believe it’s harder to kill old tech than we mongoloids seem to think. Unless you’re making Oracle-like decisions, dumping gasoline on dumpsters full of cash and ignoring a few untreated knife wounds, they probably aren’t as cooked as the 25% dump would suggest.. I’m probably gonna swing trade options on IBM after the dust settles in 72 hours. But I’m just a retard with too much fun money so idk..
https://preview.redd.it/lix1tf03fadh1.png?width=1681&format=png&auto=webp&s=be1fc3ba264e1f50a643814c3207ea00513373f4 [https://www.servethehome.com/ibm-outlines-sub-1nm-nanostack-transistor-technology/3/](https://www.servethehome.com/ibm-outlines-sub-1nm-nanostack-transistor-technology/3/) In theory, depending on how it can be ported over for high volume manufacturing with profitability, the fabs can work with IBM on next generation transistors technology (moving from GaaFET to CFET) So yeah, actually IBM still have lots for things (non software stuff) going for it then what's is been suggested on the headline news. Maybe instead of "AI" -> it can be a Intel+IBM partnership aka "II"
Bers: Friendship ended with KOSPI, now BFFs with IBM
there's a deeper revelation in this AI-slop post: IBM can't make money with AI slop but maybe the reason we all lose our jobs, is someone realizes most of the work we do has no value.
Full ported into $IBM at 219.76 for tomorrow's intraday trade premarket itself.
IBM... More like IBS, ammaright? LMAO
For context, IBM was $110/share 25 years ago. So it hasn’t gone bankrupt but it’s not exactly been a winner. Not my cup of tea, if I’m buying a hope/dream I’d go with Musk. (not buying that either).
IBM run was in response to government funding, a la Intel style “stake”
So really, bad news for IBM with overspending, is really good news for NVDA, TSM, MU, and SNDK? That money is flowing right into those company's pockets
IBM was one of the companies saying they were still going to hire entry workers: https://fortune.com/2026/02/13/tech-giant-ibm-tripling-gen-z-entry-level-hiring-according-to-chro-rewriting-jobs-ai-era/
I mean if you buy the ETF it is still green for the day since IBM is only 3% but I am down 10.9% from WQTM so what the fuck do I know
No worries, they'll be back. IBM is old school like Sony and here comes Rapidus. Let's go! Give it 5 Years I say!
lol who the f invests in IBM in 2026
COBOL will never die. At least not anytime soon. The entire fucking planet's financial systems run on it. So do many significant military systems. That's all I know. IBM isn't going away. I do think it's a little of both- they screwed the pooch and missed on closing what they should've closed, but there is also a shift in priorities. Haven't done it yet but today's huge drop for me is a buy opportunity. Nothing big right away, I'd like to see it start to recover first. Just looking at the chart it's technically in the buy zone but there may be more pain ahead. Just IMHO
I know you’re joking, but the ironic thing is that IBM divested from their hardware business in the 2010s to inflate their shit ass stock for Warren Buffet. They sold off Thinkpad and even better they sold off their silicon business to Global Foundary($GFS). I believe they actually paid GFS to take the business. Hilarious that this company pushed the edge of AI with Watson and they could have developed specialty hardware to reduce the astronomical costs. This was easily a trillion dollar fumble. The former CEOs were dog ass. Ginni R and Sam P… I can’t remember their last names. Ginni pissed away billions of dollars trying to invent new markets in healthcare to avoid competing directly with Microsoft, Google, and Amazon. Then she bought RedHat. KEKW