ibm股价跌25%

$IBM $SKHY $SNDK A century-old company collapses overnight: IBM plunges 25% to the biggest one-day drop in 115 years—what exactly happened?

Last night, IBM’s stock closed down 25.21%, at $217.07, recording the largest single-day decline in the company’s 115-year history. The market value evaporated by $69 billion. CEO Arvind Krishna issued a rare public letter admitting, “We missed it.”

Why did it collapse?

In one sentence: all the company’s money has been siphoned into AI hardware. Customers are massively shifting capital expenditure away from software and mainframes toward purchasing AI servers, storage, and memory. IBM’s preliminary revenue in the second quarter was $17.2 billion, below expectations of $17.9 billion, and revenue in the Infrastructure segment tumbled by 7%. The CEO admitted, “We didn’t expect the magnitude of the capital expenditure reallocation.”

But here’s the interesting part—while IBM was crashing, chip stocks were celebrating across the board. SK hynix ADR surged 27%, Micron rose nearly 5%, and SanDisk jumped more than 5%. The market is undergoing a textbook-level capital shuffle: from traditional IT service providers → AI hardware and storage.

Can you buy the dip?

Not so fast in the short term. CNBC host Jim Cramer was explicit: “Even after the plunge, I still don’t recommend buying.” Corporate IT spending directions have already changed. HSBC downgraded the rating to “Hold/Reduce,” implying an additional 33.6% downside from the target price.

However, over the medium to long term, Goldman’s interpretation is worth thinking about: IBM’s plunge isn’t bad news—it’s the most tangible confirmation that the storage super-cycle is unfolding. Corporate customers rushed to secure supply before price hikes, which precisely confirms the breadth and depth of the storage shortage.

IBM is the casualty of the AI era, but it used one massive drop to deliver a “fundamental validation” for the entire storage sector. Don’t rush to catch IBM’s shares, but Micron, SanDisk, and SK hynix—when they pull back, it’s worth taking another look.#IBM股价跌25% #亚洲芯片股在美股半导体反弹后走高

$IBM In one night, it wiped out 25%! IBM collapses—smart money flipped early and went short!

When the blue giant falls, it’s not a gold pit—it’s a grave pit.”

IBM plunged 25% last night, closing at $217. The CEO gave an early warning: customers’ money has all gone to buying AI servers and storage—no one wants the software anymore. Goldman said it’s good news, but for the short term it’s all about the liquidation: shorts have been pressing the longs, and this massive bearish candle directly blows up the long positions.

Smart money opened at an average price of 223, up $260,000 with a 64% gain; while the longs opened at 220.8, losing $8,000.

Technically, it’s a dead cross. If the rebound can’t break above 220, it’s just a fake bounce.

Trade plan: Aggressive traders can try a small long position at 217; conservative traders should wait for 220–222 to go short.

Retail investors are still trying to bottom-buy, and smart money is adding to shorts—whose side are you on? #IBM股价跌25%

The “Black Tuesday” of the Blue Giant —

On July 14 Eastern Time, NYSE: IBM shares fell 25.21% to $217.07, with a market value wiped out by more than $70 billion in a single day—IBM’s worst day since the “Black Monday” of 1987. The trigger was the company’s early disclosure of preliminary Q2 revenue of $17.2 billion, below Wall Street’s $18 billion expectations. CEO Arvind Krishna conceded that they had “missed it.”

The plot isn’t complicated: enterprise customers shifted their capital expenditures at the end of June to抢（go for） AI servers, storage, and memory. IBM’s flagship z17 mainframe isn’t selling, and it also failed to close several big deals. On top of that, Anthropic’s newly released Mythos model has pulled customers’ attention away to network security work, leaving IBM’s software and infrastructure “both legs” getting kicked at the same time.

What’s interesting is that the broader market didn’t get buried with it. On the same day, NASDAQ: NVDA rallied more than 4%. Chips and storage were broadly green, and SK hynix ADR surged 27%. Old IT money is clearly flowing—brightly—into new AI infrastructure. Even in the ETH circle, some people treat the news as a joke: “The blue giant can’t run the smart-contract narrative; compute coins are actually more popular.” The awkwardness of an established blue chip getting sidelined in the AI reshuffle is now laid bare by this drop.📉#IBM股价跌25%
$IBM
$SKHY
$NVDA

Coin World News: IBM plunged 25% in what is its biggest drop in 58 years, with its market value evaporating by about $50 billion. The stock price fell from $290 to $215, marking its worst trading day since 1968. CEO Arvind Krishna said, “We performed poorly this quarter and failed to quickly adapt and adjust.”

$IBM Big money—buy the dip on that LAB kind of shoddy scam! That’s just stupid behavior—pure hot air, a string of code! Better to buy IBM instead: listed in 1973; 53 years on the market, through all the ups and downs, proven to stand up to the test of time! With such a huge established company, no matter what, it won’t end up like those knockoff scams with a 99% plunge! Buy the dip with a light position, then slowly add more!

#IBM股价跌25% Eastern Time on July 14, 2026, IBM’s stock closed sharply down 25.21%, marking the largest single-day decline since the 1987 “Black Monday.” The company’s market value shrank by nearly $70 billion in one day, with a total closing market capitalization of about $204 billion.

Key reasons for the drop
Earnings far below expectations‌: IBM released preliminary results for the second quarter of 2026. Revenue was approximately $17.2 billion, up only 1% year over year, well below the market’s expectation of $17.9 billion. Infrastructure business revenue fell 7% year over year, and software business growth was also far slower than the full-year guidance provided at the beginning of the year.
Structural shift in customer spending‌: CEO Krishnan publicly acknowledged that corporate customers are massively shifting their IT budgets away from IBM’s traditional software and services, toward AI infrastructure purchases such as AI servers, GPUs, and storage chips. Many traditional software orders are being delayed or even canceled, directly impacting IBM’s core revenue base.
Accumulated negative sentiment earlier‌: Earlier, Anthropic’s release of a COBOL code migration tool directly weakened IBM mainframe’s core moat. Coupled with Accenture’s earlier downgrade to its earnings guidance, the entire IT services segment has been in a bearish mood. This earnings warning then directly triggered a wave of concentrated selling.

As of that day’s close, IBM’s share price was $217.07, with trading volume reaching $14.809 billion and a turnover rate of 7.18%. The market generally believes that, as a technology giant long known for stable performance, such a major miss in this quarter will force the market to reassess its long-term growth logic, and the recovery cycle may be lengthy.

$IBM plunged by about 25%. The most ironic part is this: the company’s revenue isn’t down year over year—it’s only up 1%. What the market is truly cutting isn’t “right now,” but the overly optimistic expectations that were hyped up earlier.

IBM disclosed preliminary second-quarter revenue of $17.2 billion. Software revenue grew by 5%, but infrastructure revenue fell by 7%, and gross margin dropped by 100 basis points year over year. Management admitted that large customers shifted budgets toward servers, storage, and memory, and several big deals didn’t land on the expected timeline. The final earnings report won’t be fully released until July 22.

The perpetual market has already magnified disappointment: the price was smashed from around 296 down to 216. In the last ~4 hours, OI surged by about 414%, funding rate is still around +0.042%, and the contracts are trading at a slight premium to the index of about 0.02%. This isn’t “everyone ran away”—it’s that after the crash, both long and short sides are疯狂 adding positions.

Who profits? The shorts who priced in the downside early, the platforms that profit from volatility and fees. Who pays the bill? The longs who equate “AI concept + a century-old company” directly with earnings certainty, and those who mechanically bottom-buy just because it’s down 25%.

The 15-minute and 1-hour RSI is about 12 and 5 respectively—extremely oversold—so chasing shorts is just as dangerous. For the near term, first watch whether 216 can hold. Only if it reclaims 225–230 and OI cools down does it start to resemble panic unwinding. If it breaks below 216, or if rebounds keep failing to get above 230 while OI continues to build, that would indicate the new positions are still using capital to keep cutting each other.

My take: this isn’t that IBM suddenly became worthless—it’s that the market finally stabbed the “expectation premium.” Even the preliminary data could be slightly adjusted by the final results, but before the full earnings report on July 22, don’t automatically interpret the low price as a bargain.

#IBM股价跌25%

SK Hynix ADR surged 27% in a single day, while IBM fell more than 20% pre-market, setting its largest intraday decline on record. In the same day, under the same AI narrative—two extreme market moves in opposite directions. This kind of divergence is inevitable once AI investing enters maturity.

In the early days of AI trading, the logic was “spray and pray”: buy everything that had anything to do with AI, because you didn’t know who the winners would be, so you bet on the entire theme. That approach worked in 2023 and 2024—nearly the whole AI sector benefited, and industry allocation mattered more than stock picking.

But today’s IBM drop marks the end of this era.

Goldman Sachs’ report lays out the underlying logic clearly: enterprise IT budgets are a fixed pool of money. AI computing hardware is fighting for market share, squeezing out traditional software budgets. IBM’s results aren’t “IBM doing something wrong.” It’s that customers redirected the portion of budgets that would have gone to IBM toward buying GPUs and AI infrastructure. This is a zero-sum game in capital expenditure: someone wins, someone loses. Hynix is the winner, and traditional enterprise software companies are the losers.

The detail that makes the Hynix ADR outperformance even more interesting is that the premium over the Korean market expanded to more than 50%. Two trading days ago, the Korean market just logged its largest-ever single-day decline, yet today the ADR rose 27%, with the premium widening to 50%. This isn’t the same batch of funds making decisions—it’s the pricing of the same company rapidly tearing in two between the U.S. and South Korea. U.S. capital is chasing the AI narrative, while Korean capital is digesting deleveraging pressure. The pricing logic in the two markets has temporarily decoupled. This premium is not sustainable; ultimately it will converge. Whether Korean stocks will catch up or the ADR will fall back is an arbitrage signal worth tracking next.

A U.S. Department of Commerce official hinted that chip and AI regulatory measures are about to be introduced. The timing is very delicate. After Hynix just jumped 27%, the regulatory signal comes out—so is it cooling an overheated market preemptively, or is it merely routine commentary? It depends on the details, but the market will treat it as a risk repricing first.

The story of overall AI growth is still intact, but mean reversion has ended. From now on, simply buying “AI” isn’t enough. You need to determine who is a net beneficiary of AI spending and who is a net sufferer. The era of industry allocation is over; the era of individual stock selection has begun.

DYOR—not investment advice

$SKHY $SKHYNIX US stock close summary: chip stocks see extreme swings—SK Hynix surges nearly 30%

The US stock market’s trading value leaderboard shows clear divergence. Memory chip stocks, led by Micron and SK Hynix, surged on strong AI-driven demand.

Leading highlights: AI fuels a storage chip boom

* Micron Technology (MU): With a trading value of $29.822 billion, it ranked first on the list, closing up 4.92%. Wall Street institutions project that, driven by AI’s strong demand for high-bandwidth memory (HBM), its net profit could jump from $9.0 billion in fiscal 2025 to $176.0 billion in fiscal 2027.

* SK Hynix (SKHY): Closed up 27.29%, with trading value reaching $12.678 billion. Top research firm SemiAnalysis is optimistic about its DRAM earnings outlook, estimating its stock price could trade at a 51% premium versus Korean-listed shares.

* SanDisk (SNDK): Closed up 5.01%. Multiple Wall Street investment banks, including Goldman Sachs and Wedbush, raised their price targets, citing strong storage industry demand and a supply-constrained environment.

* Nvidia (NVDA): Up 4.06%, with trading value ranking second. Reports say it is considering a partnership with Mitsubishi Heavy Industries in AI data center cooling technology.

* Intel (INTC): Closed up 4.50%. The company announced it will invest €5 billion to upgrade its Irish facilities to expand European capacity and meet demand for AI and high-performance computing.

Trailing highlights: IBM’s results disappoint badly; Oracle and SpaceX fall

* IBM (IBM): Down 25.21%, logging the largest single-day drop in the company’s 115-year history, with a $69 billion market value wipeout. Preliminary second-quarter results show revenue and profits both below market expectations. The CEO acknowledged the company failed to adapt in time to changes in how customers spend.

* Oracle (ORCL): Down 2.74%. The market is concerned that its $300 billion data center collaboration with OpenAI could significantly increase the company’s debt, and that execution carries risks—leading to a downgrade in its credit rating.

* SpaceX (SPCX): Down 2.20%. The stock has fallen for three straight days, approaching the $135 IPO offering price.

Other notable stocks to watch

* JPMorgan Chase (JPM): Up 2.50%. Second-quarter net profit surged 41.2% year over year to $21.16 billion, setting the highest quarterly profit record in US banking history, driven largely by a broad-based boom across market and investment banking businesses.$QQQ

$IBM In one day it dropped so much—U.S. stocks whose market value is bigger than Ethereum; bottom-fishing is the move, brothers! Here are the wealth secrets I’m sharing with everyone.

$IBM IBM what's going on? so exciting

#IBM股价跌25% This stock price has dropped so badly, it’s been falling for several days in a row. Tomorrow the earnings report is coming out—it's time for a rebound. I’m going in with more positions. Baby buds, make sure you control your position size.

#IBM股价跌25% kept trying to buy undervalued, swearing I’d hold until I got 300—ended up taking a profit of 10u and leaving; 99% of people do this…😂😂😂

$EVAA 1000U Want a steady turnaround? It’s not as complicated as you think.

$US In plain terms, it comes down to three steps. What’s hard is never the method—it’s whether you can actually carry it out.

$HYPE Many people start out by thinking 1000U is too little, and their mindset breaks halfway. Then they get anxious, rush, and make trades blindly.

The problem isn’t that the market doesn’t give opportunities—it’s that you throw off the rhythm yourself first.

Step 1: Use 200U to test

Don’t think about doubling in one shot. The key is to find the market rhythm and trade along the trend with trending coins. Set small targets and reach 300U or 400U.

Once you make money, pause first—don’t get greedy and force trades. This step is all about restraint.

Step 2: 400U to 800U

This is the stage most likely to wreck you.

Because when you start making money, confidence skyrockets. Then you trade too often, chase pumps, sell lows, and in the end you give back everything you earned.

This part isn’t about technical skills—it’s about whether you can hold steady.

Step 3: 800U to 1500U

Now you’re verifying whether you have a logic you can repeat and execute.

If you can keep moving up steadily, it means you’ve transitioned from trading on luck to trading by rules, and your account is entering a positive feedback loop.

Many people get stuck because when they earn a little, they want to speed up. When they lose a little, they want to break even fast. The moment the rhythm slips, you’re back to the starting point.

After you reach 2000U, the game upgrades: part of it sets up trend traps, and part is rolling with low-position futures.

But the core stays the same: position sizing, stop-loss discipline, and not overleveraging.

In the small-capital phase, the most important thing isn’t how much you make—it’s staying alive and repeating the right actions.

The crypto market isn’t short of opportunities; what it lacks is people who can control themselves.

1000U isn’t embarrassing. Making a mess is what really means there’s no opportunity.

If you’re still bumping around in the crypto market, follow Brother Xu—I’ll hand you this light and help pull you ashore!
#OFAC冻结伊朗央行加密钱包超1.3亿美元 #IBM股价跌25%

【ETF funds are back! $239 million re-entered, institutions start bargain-buying BTC and ETH? 💰🚀】

Institutional funds are finally starting to flow back.

Latest data shows that:

📈 Bitcoin spot ETFs saw a daily net inflow of approximately $181 million.$BTC
📈 Ethereum spot ETFs also had a net inflow of approximately $58 million.$ETH

Total inflows have exceeded $239 million, returning to the crypto market.🔥

Why is this important?

Because just a few weeks ago,
BTC and ETH ETFs went through a round of sustained outflows, and many people worried that institutions might already be pulling out.💸

But now it seems things are starting to change.

More and more funds are returning to ETFs, indicating:

👉 Some institutions are beginning to reposition their crypto allocations again.

Among these, Bitcoin remains the main destination for the inflows.

And the fact that Ethereum ETFs have continued to receive inflows also suggests that institutional interest in ETH is gradually recovering.

However, don’t rush to declare a bull market yet.🐮

One round of inflows doesn’t necessarily mean the trend has completely reversed.

What’s truly worth watching is:
📌 Whether ETF fund inflows can continue to be net-positive in the coming days.

If institutions keep buying, market confidence may recover further;
but if it’s only a short-term rebound, price action may continue to chop sideways.

📌 The return of large-scale ETF inflows is a rare positive signal recently,
but what ultimately determines the market still depends on whether institutions will keep adding to their positions.

Click on my profile to follow me—every day, I’ll be the first to help you understand crypto market hotspots, ETF flows, institutional moves, and macroeconomic factors, in the simplest way, so you can spot the next opportunity!🚀

#2026足球风潮 #美英财政部发布稳定币联合建议 #比特币ETF #以太坊ETF #IBM股价跌25%

$BTC What should I do?

Bitcoin ETF fund flows reverse: On July 14, net inflows of $181 million, ending an 8-week streak of outflows

On July 14, spot Bitcoin ETFs recorded a net inflow of $181 million, with BlackRock’s IBIT leading at $139 million. Ethereum ETFs also saw a net inflow of $58.3 million, and all ten ETFs posted positive figures.

#IBM股价跌25%
#welinkBTC

$SKHYNIX
Brothers, don’t go looking for girlfriends from [the country with “K” in its name]
You’ve already taken off your pants—she says it’s too “big” and starts talking trash?
You put your pants back on, and she ties her hair in a ponytail and crouches down again?
You take off her pants and she bites it all down!
Oh crap, that’s not good—she has an infection

I advise everyone not to buy into anything Korean. A single day of fluctuation can be 20%#长鑫科技IPO定价8.66元估值5791亿元 $SKHY #IBM股价跌25%

【《CLARITY Act》sparks new controversy! What banks fear most isn’t Bitcoin—it’s stablecoins?🏦💵】

Before the U.S.《CLARITY Act》is even officially passed, banks are already getting anxious.

This time, the focus of the dispute isn’t Bitcoin, nor is it Ethereum.$BTC

It’s—Stablecoin Rewards.⚠️

Why?

Because many crypto platforms want to allow users to earn rewards for holding or using stablecoins.

But banks believe this is becoming increasingly similar to interest on bank deposits.💸

If users realize that:

💰 putting money into stablecoins can also earn rewards,
and transfers are faster and more convenient,

then traditional banks may lose large amounts of deposits.
$USDT

That’s also why the U.S. banking industry has been lobbying Congress, urging the《CLARITY Act》to further clarify the rules—so stablecoins don’t turn into a substitute for bank deposits.

For the crypto industry, this actually reflects an important shift.

Stablecoins are no longer just tools for trading in the coin world.🪙

They’re gradually moving into payments, cross-border remittances, and even everyday financial services.

And because their impact is growing, regulators and traditional banks are paying close attention.🌍

In the future, whether the《CLARITY Act》ultimately restricts stablecoin reward mechanisms will also affect:

📌 the development space for stablecoins
📌 the business models of crypto platforms
📌 the competitive landscape between traditional banks and Web3

📍 What banks are truly worried about isn’t stablecoins themselves—but that they’re gradually taking away traditional banks’ customers and deposits.$USDC

Click on my profile and follow me—every day, I’ll be the first to help you understand crypto headlines, global regulation, stablecoin development, and capital flows, using the simplest way to read the market and spot the next opportunity!🚀
#IBM股价跌25% #Circle因USDC套利封禁Heka基金 #USDT #稳定币监管 #stablecoin

$LAB old Yao coin rebound is limitless! Just short and it’s over 🔥🔥

Right now 🐕 the whale again transferred 20 million tokens to Kucoin. Judging by this momentum, it’ll definitely drop below 0.2 today. I’ve said it many times already: LAB is nothing but a scam coin. The bulls’ heads are made of solid iron. On the plaza, the little cabbages are still shouting “buy the dip.” If you can’t live, don’t drag others into the water.

There’s absolutely no sign of inflow on-chain—everything is flowing out. Every day in the market is a rebound, and then they smash it down again. What the 🐕 whale is luring is retail and newbies to buy the dip. Now everyone’s stuck up on the mountaintop. It’s better to honestly follow the rhythm, go with the trend, and short in—then you’ll have a full bowl of profit.

At dawn, I told followers that the high-entry short orders currently have an unrealized profit of 2700u. If the bulls have so much money, can they just give it to me 😂? When it rebounds, just short them. Follow me! When it’s time to buy the dip, I’ll naturally let you know.

Go with the trend to capture profits. Fighting against the trend and holding on hard only turns you into someone else’s fuel. Ye Zong will keep watching the chart continuously; my real-time trading ideas will be shared with everyone in the chat first. Fans, feel free to come ask for advice!! #中国二季度GDP增长4.3%不及预期 #IBM股价跌25%

I’ve recently received a lot of private messages, and everyone is asking the same question:
“Can we make it with a few hundred units?”
“How long would it take to grow from 1,000 units to 100,000?”
I understand, because when many people enter the market, they hope to change the outcome with a small amount of capital.
But let me be clear:
Small capital has the chance to grow, but it’s never because of luck, chasing hype, or blindly following trades.
What truly determines the result is the method, execution, and risk management.$BULLA

I’ve also gone through it myself, growing step by step from small capital.
Many people haven’t lacked opportunities—they just haven’t been able to hold on.
They sell as soon as it goes up a little; they’re satisfied after making a bit of profit;
when the real move starts, they can only watch the price rise and regret.$AKE

There’s another even more common situation:
They don’t cash out the profits they’ve made, and in the end, they give everything back during a pullback.
So trading is never about a single stroke of luck—it’s about whether you can consistently execute the right strategy over the long term.
I’ve coached some small-capital traders who are able to grow slowly—not by some so-called “magic indicators,” but by:
Taking action only when there’s an opportunity, and waiting when there isn’t;
Managing position sizing, without putting all your chips into one trade;
Letting winners run to expand profits, and cutting losses promptly when something goes wrong.$DODO

Real stable traders all understand this truth:
The market always has opportunities, but your principal is only once.
To turn 1,000 units into 100,000, the key isn’t fantasizing about how many times you can multiply or how long it might take—it’s whether you can build a trading system that fits you and stick to it.
People who rush to turn things around often lose because of their emotions;
those who know how to accumulate have a chance to go further.
Trading is a long-term game—moving slower is fine, but the direction must be correct.#长鑫科技IPO定价8.66元估值5791亿元 #IBM股价跌25%