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IBM’s profit warning shows tech valuations are all in the timing

  • Posted on July 16, 2026
  • By Financial Times
  • 0 Views
  • 1 min read
IBM’s profit warning shows tech valuations are all in the timing
IBM’s profit warning shows tech valuations are all in the timing

There is a case for believing AI revenue will grow more slowly than the hyperscalers have baked into their plans
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Author
Financial Times

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