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IBM cuts annual revenue growth forecast as customers prioritize AI infrastructur

BACKGROUND
1 SIGNALFIRST DETECTED 22 July 2026
Narrative synthesis pending — 1 signal collected.
How the story developed
Other feeds and industry voices
23 Apr
IBM's slower revenue growth fans AI worries, shares fall reut.rs/4mLk9cd

IBM's slower revenue growth fans AI worries, shares fall reut.rs/4mLk9cd

OPINION · WHAT · ReutersOPEN STORY
15 May
Applied Materials sees quarterly revenue above estimates on sustained AI spending reut.rs/4uTHvzk

Applied Materials sees quarterly revenue above estimates on sustained AI spending reut.rs/4uTHvzk

OPINION · WHAT · ReutersOPEN STORY
23 Apr
India's Infosys forecasts weak revenue growth as AI-driven caution dents IT spending reut.rs/4mMNOBB

India's Infosys forecasts weak revenue growth as AI-driven caution dents IT spending reut.rs/4mMNOBB

OPINION · WHAT · ReutersOPEN STORY
28 May
Salesforce revenue forecast disappoints amid AI disruption fears reut.rs/3PP4JHQ

Salesforce revenue forecast disappoints amid AI disruption fears reut.rs/3PP4JHQ

OPINION · WHAT · ReutersOPEN STORY
1 May
Western Digital forecasts quarterly revenue above estimates on AI storage demand reut.rs/4tPeLra

Western Digital forecasts quarterly revenue above estimates on AI storage demand reut.rs/4tPeLra

OPINION · WHAT · ReutersOPEN STORY
17 Jul
Among AI crowd, some investors position for slower hyperscaler spending growth reut.rs/3ToW0NP

Among AI crowd, some investors position for slower hyperscaler spending growth reut.rs/3ToW0NP

OPINION · WHAT · ReutersOPEN STORY
30 Apr
Twilio raises annual revenue growth forecast on AI-driven demand, shares jump reut.rs/4uqq3Ci

Twilio raises annual revenue growth forecast on AI-driven demand, shares jump reut.rs/4uqq3Ci

OPINION · WHAT · ReutersOPEN STORY
14 May
Cisco jumps on strong revenue forecast, AI push with job cuts reut.rs/4d9Afcv

Cisco jumps on strong revenue forecast, AI push with job cuts reut.rs/4d9Afcv

OPINION · WHAT · ReutersOPEN STORY
Sources
Reuters

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