周一，IBM 股价单日暴跌13%，310亿美元直接没了 华尔街真正恐慌的，从来不是一天13%的跌幅。 而是那一天，AI开始触碰一个几乎“神圣不可动”的东西——美国金融体系的底层代码。 IBM股价暴跌的表面原因很简单：Anthropic 宣布其 Claude Code 可以用于现代化 COBOL 系统。 当天承压的，并不只有IBM。多家软件与网络安全公司下跌。 原因相似：AI不仅能写代码，还能： ✅审查代码 ✅找漏洞 ✅优化结构 ✅自动生成文档 这意味着什么？意味着“技术维护”与“人力密集型软件服务”的价值可能被压缩。 过去十年，大量私募基金收购软件公司。 逻辑很简单：软件维护是稳定现金流。 如果AI削弱维护利润空间， 估值自然需要重新计算。 IBM这13%的跌幅，是一次提醒：当AI开始阅读旧世界的代码， 旧世界的利润结构，就开始被审视。 你觉得，AI最先重构的会是： 程序员岗位？ IT维护产业链？ 还是整个金融基础设施？ 留言区说说你的判断。 #IBM #AI

JUST IN: $IBM down 11% after Anthropic announces that Claude can streamline COBOL code. After AI disruption fears hit Wall Street, what’s your outlook on $IBM?

💥BREAKING: $IBM stock crashed 13% yesterday, its worst day in over 25 years. This happened after Anthropic said their AI (Claude) can now easily read, fix and modernize old COBOL code. IBM makes a ton of money maintaining COBOL code for banks and big firms. AI disruption.

AI is crashing the entire US stock market.

IBM just lost $30B in market cap because AI learned a new skill. AI is about to start one-shotting the biggest companies on earth. This is only the beginning.​​​​​​​​​​​​​​​​..

AI is about to start one-shotting the biggest companies on earth. IBM lost $30B in market cap in one hour because AI learned a new skill. This is only the beginning.​​​​​​​​​​​​​​​​..

尼玛的天天讲鬼故事，一周屠一个板块。还要等2028年？

Anthropic Put了 $IBM ！！赶紧动手！ Anthropic launches AI tool to streamline COBOL code modernization $IBM $ACN $CTSH selling off

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Big-tech earnings kick off this week. 🚨 Mark these key players you can’t miss! 👀 Tue: $NFLX Wed: $JNJ, $IBM Thu: $GE, $PG, $INTC

$IBM is down nearly 2% today. 100% of analysts have a buy rating on it in the last 2 months.

IBM, $IBM, says it will develop a quantum computing internet by late 2030s Announces plans with Cisco, $CSCO, to build network of quantum computers.

BREAKING: $IBM HAS REVEALED ITS MOST POWERFUL QUANTUM PROCESSOR CALLED QUANTUM NIGHTHAWK IBM SAYS THAT THE FIRST VERIFIED QUANTUM ADVANTAGE WILL BE PROVEN BY MORE PEOPLE BY THE END OF 2026

On the radar: 🏦 $IBM to cut thousands of roles in focus on software growth. 💳 Mastercard in $2B talks to acquire Zero Hash for 24/7 stablecoin settlement. 🚀 Senator Cynthia Lummis says crypto market structure is the "most important piece of digital asset legislation in United States history." #SmartDelivery

JUST IN: IBM, $IBM, will lay off thousands of employees in the current quarter, with a 1% cut globally expected to impact nearly 3,000 employees.

U.S. stocks dumps as Wall Street digests chaotic earnings wave. $IBM ⬇️ 6%, $TSLA ⬇️ 4%. With CPI data coming this week, are you going to long or short on #BitgetStockFutures today?

$IBM earnings: - EPS: $2.65, est: $2.45 - Revenue: $16.3 billion, est: $16.1

$NFLX Netflix reports on Tuesday. 🔘 EPS: $6.89 (+27.6% YoY) 🔘 Revenue: $11.52B (+17.3% YoY) Ride the wave and time your entry on #BitgetStockFutures.

Week ahead: Smart trades start with knowing what’s next. 💼 Next big earnings ahead: $NFLX | $GE | $LMT | $KO | $TSLA | $IBM | $INTC | $PG $INTC +60%, $TSLA +37%, $IBM flat over the past 90 days. How will earnings move the chart this time?

$BABA, $ASML, $IBM, $INTC and $ARM USDT Futures is now live on #Bitget, with up to 10x leverage and trading bots support. Read the details 👉

$BABA, $ASML, $IBM, $INTC and $ARM USDT Futures is now live on #Bitget, with up to 10x leverage and trading bots support. Read the details 👇

WEDBUSH’S DAN IVES RELEASED THE “IVES AI 30,” FEATURING TOP AI PLAYS: 🔸 Hyperscalers: $MSFT, $GOOGL, $AMZN, $ORCL 🔸 Software: $PLTR, $CRM, $IBM, $NOW, $SNOW, $PEGA, $MDB, $SOUN, $INOD 🔸 Consumer Internet: $BABA, $AAPL, $META, $BIDU, $RBLX 🔸 Cybersecurity: $PANW, $ZS, $CRWD 🔸 Autonomous/Robotics & Power: $TSLA, $OKLO, $GEV 🔸 Semiconductors/Hardware: $NVDA, $AMD, $TSM, $AVGO, $MU, $NBIS

IBM, $IBM, says it is building a practical quantum computer with 200 logical qubits by 2029

IBM, $IBM, plans to invests 150 billion in America over next five years

IBM, $IBM, earnings: - ADJ EPS $1.60, est: $1.40 - Revenue: $14.54 billion, est: $14.40 billion

$IBM earnings: - Revenue: $17.55 billion, est: $17.54 billion - Earnings: $3.92, est: $3.78

$IBM $AMD - IBM TO DEPLOY AMD INSTINCT MI300X ACCELERATORS ON IBM CLOUD

$IBM $NVDA $AMZN - AWS NEGOTIATING DEAL TO SUPPLY IBM WITH NVIDIA GPUS: INSIDER AWS NEGOTIATING POTENTIAL $475M AI CLOUD DEAL WITH IBM: INSIDER

#Downgrades - Oct 02, 2024 $NKE: CFRA Downgrades to Hold from Buy - PT $89 $GRTS: Jones Trading Downgrades to Hold from Buy $SSTK: Citi Downgrades to Neutral from Buy - PT $2 (from $8) $GEV: Raymond James Downgrades to Market Perform from Outperform $PRMW: Raymond James Downgrades to Market Perform from Outperform $PBF: JPMorgan Downgrades to Neutral from Overweight - PT $40 (from $53) $HOG: Baird Downgrades to Neutral from Outperform - PT $40 (from $44) $MELI: JPMorgan Downgrades to Neutral from Overweight - PT $2,400 $FMBH: KBW Downgrades to Market Perform from Outperform - PT $42 $NTB: KBW Downgrades to Market Perform from Outperform - PT $41 (from $44) $ESQ: KBW Downgrades to Market Perform from Outperform - PT $72 (from $68) $TMUS: Raymond James Downgrades to Outperform from Strong Buy - PT $221 (from $208) $IBM: DZ Bank Downgrades to Hold from Buy - PT $215 $STTK: Needham Downgrades to Hold from Buy $SITC: Wells Fargo Downgrades to Equal Weight from Overweight - PT $19 $PVH: BofA Securities Downgrades to Neutral from Buy - PT $107 (from $130) $CRL: BofA Securities Downgrades to Neutral from Buy - PT $215 (from $250) $TEM: BofA Securities Downgrades to Neutral from Buy - PT $60 (from $45) $ZIM: Jefferies Downgrades to Hold from Buy - PT $25 $KZR: H.C. Wainwright Downgrades to Neutral from Buy $MBLY: BNP Paribas Exane Downgrades to Underperform from Neutral - PT $12 $GRTS: B.Riley Downgrades to Neutral from Buy - PT $1 (from $3)

相比微软和苹果成立都已经50年左右了，黄仁勋创立英伟达才30年，而且以一个1.5代移民的身份。 人类的科技发展不是线性的，而是指数的。