IBM Shares Crash 24% After Quarterly Results — CEO Blames Sudden Order Shifts

IBM shares plunged 24% after the company released preliminary second-quarter results for 2026. The CEO openly admitted the company was caught off guard by a sudden and sharp shift in the structure and timing of client orders. XTB analyst Kamil Szczepański suggests artificial intelligence may be behind the unexpected change, as it reshapes the procurement needs of large corporations.