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[ARTICLE · art-70367] src=ca.finance.yahoo.com ↗ pub= topic=artificial-intelligence verified=true sentiment=↓ negative

IBM may be caught up in latest bout of AI volatility: 'Don't concentrate in any one theme'

IBM lowered its full-year sales outlook after falling short of second quarter earnings and revenue estimates, with the stock down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management Company CIO Brent Schutte warned against concentrating in any one theme amid the latest bout of AI volatility that may be affecting IBM.

read1 min views1 publishedJul 23, 2026
IBM may be caught up in latest bout of AI volatility: 'Don't concentrate in any one theme'
Image: Ca (auto-discovered)

IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026.

Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the latest round of AI volatility that the chipmaker may be caught up in.

source & further reading
ca.finance.yahoo.com — original article What IBM execs think will be different 90 days after a brutal warning Earnings: Negative cash flows make Big Tech more 'economically sensitive' AI 'kill switch' bill floated by US House lawmakers
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