Artha Journal

🚨 आज IBM को शेयरमा के भइरहेको छ? 📉

आज प्रविधि क्षेत्रको ठूलो कम्पनी IBM को शेयर करिब २५% ले घट्यो, जसले कम्पनीको बजार मूल्यबाट $५० अर्बभन्दा बढी गुमायो।

तर, यस्तो ठूलो गिरावट किन आयो?

१. कमजोर दोस्रो त्रैमासिक अनुमान ⚠️

IBM ले आफ्नो आम्दानी रिपोर्टभन्दा अघि नै लगानीकर्तालाई चेतावनी दियो:

अनुमानित आम्दानी: $१७.२ अर्ब (वाल स्ट्रिटको अपेक्षाभन्दा कम)
अनुमानित प्रति शेयर आम्दानी (EPS): $२.९३ (अपेक्षाभन्दा कम)
Infrastructure व्यवसायको आम्दानी ७% घट्यो
२. AI खर्चको नयाँ दिशा 🤖

विश्वभरका कम्पनीहरू अहिले AI विकासका लागि सर्भर, चिप र डाटा सेन्टर मा ठूलो लगानी गरिरहेका छन्।

यसका कारण धेरै कम्पनीहरूले IBM को सफ्टवेयर र पुराना प्रणालीमा गर्ने खर्च घटाएर AI हार्डवेयरतर्फ बजेट सारिरहेका छन्।

३. IBM को आन्तरिक चुनौती 🛑

IBM का CEO अरविन्द कृष्णाले कम्पनीले बजारको तीव्र परिवर्तनसँग पर्याप्त छिटो अनुकूलन गर्न नसकेको स्वीकार गरे। यसका कारण केही ठूला सम्झौताहरू ढिला भए।

ठूलो तस्वीर 🌎

IBM ले Red Hat को वृद्धि र क्वान्टम कम्प्युटिङमा दीर्घकालीन लगानी जस्ता क्षेत्रमा सम्भावना देखाइरहेको छ।

तर अहिले लगानीकर्ताको मुख्य चिन्ता के हो भने—AI को ठूलो लहरबाट तत्काल फाइदा हार्डवेयर कम्पनीहरूले बढी पाइरहेका छन्, जबकि परम्परागत सफ्टवेयर कम्पनीहरू दबाबमा छन्।

के IBM को यो गिरावट अस्थायी समस्या हो, वा प्रविधि क्षेत्रमा भइरहेको ठूलो परिवर्तनको संकेत? तपाईंको विचार के छ? 👇

#शेयरबजार #लगानी

🚨 What Is Happening With IBM Today? 📉

IBM’s stock took a historic hit today, falling nearly 25% and wiping out more than $50 billion in market value.

So, what happened?

1. Weak Q2 Outlook ⚠️

IBM surprised investors with a warning before its earnings report:

Revenue expected: $17.2B (below Wall Street expectations)
Earnings expected: $2.93/share (below estimates)
Infrastructure revenue fell 7%
2. AI Spending Shift 🤖

Companies are spending heavily on AI infrastructure—servers, chips, and data centers—rather than enterprise software.

IBM says many customers redirected budgets toward hardware, causing software deals to slow down.

3. Ex*****on Problems 🛑

CEO Arvind Krishna admitted IBM’s teams did not adapt quickly enough, causing some major deals to be delayed.

The Bigger Picture 🌎

IBM says areas like Red Hat growth and its long-term quantum computing investment remain strong. But investors are worried that the AI boom is benefiting hardware companies more than traditional software giants.

Is this a temporary setback—or a sign of a bigger shift in tech spending? What do you think? 👇

Markets kicked off the week on shaky footing today, with a mix of geopolitical tension and a tech cooldown driving the narrative.
Here is what went down on Monday, July 13, 2026:
The Benchmarks: The S&P 500 snapped its two-day winning streak, falling 0.79% (down about 60 points) to close at 7,515.34. The tech-heavy Nasdaq also faced heavy pressure throughout the day.
The Oil Spike & Geopolitics: Renewed tensions between the U.S. and Iran in the Gulf rattled investors. Reports of disrupted shipping traffic through the critical Strait of Hormuz pushed crude oil prices up by over 2%, putting a damper on broader market momentum.
Chip Stocks Retreat: The semiconductor sector took a noticeable hit. Major memory-chip makers saw sharp declines, pulling the Nasdaq lower as the AI and tech momentum trade paused for a breather.
What’s Next?
This is just the beginning of a highly anticipated week. Investors are bracing for fresh CPI and PPI inflation reports, alongside the official kickoff of the Q2 corporate earnings season tomorrow as the big banks begin to report.
How are you adjusting your portfolio ahead of this week's data drops? Let's discuss below! 👇