The same warning that erased billions from Big Blue in one session sent money straight into another corner of the AI trade.

International Business Machines (IBM) just suffered the largest single-day drop in its long history. The cause? Missed revenue, missed earnings, but most damningly, the company stated that many of their clients are shifting their “quarterly capex towards servers,

Current and former tech leaders say the CEO's candid response to the tech giant's disappointing quarter offers a lesson for handling bad news.

CNBC's Jim Cramer said IBM's sharp sell-off isn't enough to make the stock a buy.

Shares of the corporate stalwart plunged 25% as AI purchases crowd out traditional tech spending in many companies’ budgets.

IBM is worth a third less than it was last month. History is mixed as to where it heads next.

Malcolm Ethridge, Managing Partner at Capital Area Planning Group, joins CNBC's Halftime Report to detail his latest sale of IBM.