5 trends tracked about this subject — the full history, oldest to newest below.
IBM faces significant market pressure following a revised revenue forecast and concerns regarding the impact of AI infrastructure spending on software sales.
Cheap Chinese open-weight AI models are challenging the economics of the AI boom and capturing enterprise workloads.
IBM shares face their worst weekly performance in over 58 years following a 25% plunge sparked by a significant shift in AI capital expenditure.
Microsoft 365 Copilot faces low adoption rates and minimal weekly usage despite price increases and aggressive integration.
Palantir faces a volatile market as valuation concerns and a 23% year-to-date decline clash with forecasts predicting a rise to $113.