SA Asks: What

IBM stock plunged 25% after weak Q2 pre-results as spending shifts to AI hardware. What

SA Asks: What's next for IBM after Tuesday's sell-off? (IBM:NYSE) | Seeking Alpha

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IBM's (

IBM

) stock plunged 25% Tuesday after the company issued disappointing preliminary Q2 results, which it attributed to customers shifting spending away from its products and more towards AI-related hardware such as servers and chips.

We asked Seeking Alpha analysts

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Quick Insights

How will IBM's revenue be impacted by customers shifting spending to AI hardware?

Analysts note revenue delays as spending rotates to AI hardware, but long-term impacts may be muted if sales eventually materialize.

Does IBM's quantum computing strategy offer sufficient growth potential for investors?

Analysts see quantum computing as IBM's promising next growth avenue, but success and integration with AI and cloud remain uncertain.

Are concerns about IBM's business model transformation justified amid AI disruption?

There are concerns about IBM's slow software growth and AI potentially replacing programmers, raising questions about strategy execution.

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