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85/100 Bearish 14.07.2026 · 11:27 Finrend AI ⏱ 1 dk 👁 3 TR

IBM Lowers Q2 Revenue Forecast Due to Shift in AI Spending

IBM announced its preliminary revenue forecast for the second quarter, falling short of market expectations. The company attributed the decline to a shift in customer spending toward artificial intelligence (AI), indicating reduced demand for traditional IT services. According to Reuters, IBM's preliminary revenue figure lagged behind analysts' average estimates. The company stated that growth in its existing business lines has slowed as AI-focused investments increase. This development is seen as a significant signal of how AI spending is impacting other areas within the technology sector. IBM's revised forecast highlights challenges in its traditional segments, such as cloud and consulting services. Despite accelerating investments in AI due to rising demand, the company faces short-term pressure on revenues. IBM emphasized that AI will offer long-term growth opportunities, but the transition period is costly. Markets reacted cautiously to IBM's announcement. Investors are curious about when the company's AI strategy will translate into tangible revenue growth. IBM is expected to release its full second-quarter results in the coming weeks. This is not investment advice.

📊 IBM — Piyasa Yorumu

▼ down · 70%

The news headline indicates that IBM has lowered its Q2 revenue forecast due to a shift in AI spending. This could negatively impact the company's short-term growth expectations. Technical indicators support this view: the RSI at 42.27 is below the neutral zone, the MACD is below the signal line, and the price is below both the 20-day and 50-day moving averages. The 3.87% decline in the last 24 hours suggests increasing selling pressure. The downtrend is likely to continue in the short term.

RSI 14
42.3
MACD
-1.73
24h Δ
-3.87%

📊 GOOGL — Piyasa Yorumu

▼ down · 65%

The news could be interpreted as a negative signal of a shift in AI spending within the technology sector, potentially putting pressure on GOOGL stock. Technical indicators also point to weakness: the RSI is near oversold territory at 36, the MACD is below its signal line, and the price is below both the 20-day and 50-day moving averages. The 1.7% decline in the last 24 hours suggests continued selling pressure. While the short-term downtrend is likely to persist, the RSI approaching oversold levels could also indicate a potential rebound buying opportunity.

RSI 14
36.4
MACD
-1.43
24h Δ
-1.70%

📊 NVDA — Piyasa Yorumu

▼ down · 65%

IBM's downward revision of its revenue forecast due to a shift in artificial intelligence spending could amplify growth concerns across the sector. Although NVDA's RSI stands at 46.85, indicating a neutral zone, the MACD remains below the signal line, pointing to short-term weakness. The price trading below the 20-day moving average (206.07) suggests continued selling pressure. However, the 50-day moving average (200.63) serves as a nearby support level, where a potential rebound could occur. Increased selling is expected at tomorrow's open as a result of the news.

RSI 14
46.9
MACD
1.09
24h Δ
0.64%

📊 AMD — Piyasa Yorumu

▼ down · 60%

IBM's downward revision of its revenue forecast due to a shift in AI spending could be interpreted as a sign of broad weakness in the technology sector. Although AMD's stock has risen 4.27% in the last 24 hours, its RSI stands at 44.46, indicating a neutral zone, and the price is trading below both its 20-day and 50-day moving averages. The MACD line remains below the signal line, suggesting weak short-term momentum. Therefore, AMD is likely to exhibit a downward trend in the near term due to the negative impact of the news.

RSI 14
44.5
MACD
0.46
24h Δ
4.28%
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