IBM CEO Arvind Krishna stated that the organization did not anticipate the scale of the capital reallocation directed towards Artificial Intelligence (AI) infrastructure. In response to this change in scenario, IBM shares fell by 25% on the New York Stock Exchange on Tuesday, July 14, marking the largest daily decline since 1972.
Krishna informed investors that the historical turbulence was caused by the intense corporate competition to establish vast AI infrastructures. This movement resulted in a slowdown in software sales and affected the financial results of IBM and other companies in the second quarter of the year.
According to Krishna, in the last weeks of June, it was observed that customers were diverting their quarterly capital expenditures to acquire servers, memory, and storage, aiming to secure infrastructure against potential price increases and limited supply. He also mentioned that several large deals did not materialize as planned.
As reported by Reuters, the sharp devaluation of shares led IBM to risk losing up to US$ 70 billion (equivalent to R$ 356 billion at the current exchange rate) in market value. Currently, the company has an evaluation of about US$ 272.7 billion (R$ 1.4 trillion).
Technological priorities in various global companies have been altered. The amount that would have been allocated to IBM's corporate systems and programs is being redirected to hardware acquisition. The business market seeks to ensure access to essential chips and servers for operating AI, sectors that already face serious scarcity issues.
In his letter to investors, Arvind Krishna detailed that this dynamic surprised the company, as companies reallocated spending and suspended large deals that were already considered certain. It is relevant to note that late last year, the executive had criticized AI spending.
In addition to the demand for hardware, cybersecurity has become another factor consuming corporate IT budgets. With the introduction of advanced AI models, such as Anthropic's Mythos, companies are intensifying their defenses. These new AIs are capable of rapidly identifying software vulnerabilities, giving hackers an unprecedented technical advantage and forcing substantial investments in digital protection.
This combination of factors directly impacted IBM, which now forecasts revenue growth of only 1% in the second quarter, totaling US$ 17.2 billion (R$ 87.5 billion). This percentage represents the slowest growth rate in over a year and falls below the market analysts' estimate of US$ 17.8 billion (R$ 90.8 billion). Official company data will be released next week, on July 22.
The warning sign generated concern on Wall Street about the future of the software sector. This segment was already under pressure due to the advance of AIs capable of generating code and automating tasks. Reflecting this pessimistic sentiment, giants like Microsoft also registered drops in their shares, fluctuating between 2% and 5% on Tuesday.
To try to reassure investors, IBM emphasized its significant investments in quantum computing. The company has already allocated more than US$ 10 billion (R$ 51 billion) to develop its first large-scale quantum computer by 2029, a promising technological area that benefits from strong financial support from the United States government.
The company also highlighted the expansion of partnerships focused on the AI market itself, including agreements with OpenAI. However, these innovations are still in preliminary stages and should not be sufficient to compensate for the billion-dollar deficit in the short term.
For those planning to switch tablets or wishing to gift someone a high-quality device, Amazon has compiled various offers in the tablet section. Three items deserve special attention.
The iPad model released in 2025 is equipped with the A16 chip, the same one found in high-performance iPhones, which ensures agility and fluidity even when executing complex tasks. This tablet has 128 GB of storage, offering plenty of space for files, photos, videos, and documents. Its silver aluminum design is characterized as classic and robust, making it ideal for users seeking a multifunctional device for study, work, and leisure.
There is also a pink version of the 2025 iPad, which maintains the same capacity of the A16 chip but features a more contemporary and casual look. The processor guarantees stable performance for activities such as multitasking, image editing, video streaming, and using the Apple Pencil. With 128 GB of internal memory and Wi-Fi connectivity, it represents a practical option for those who prefer to stay within the Apple ecosystem without sacrificing functionality.
A simple yet useful everyday accessory is the capacitive stylus pen. This item is compatible with virtually any touch-sensitive screen, covering tablets, smartphones, and notebooks from manufacturers such as Apple, Samsung, Xiaomi, and Motorola. It is excellent for those who like to take notes, draw, or navigate with greater accuracy, avoiding fingerprints on the screen.
It is important to note that stock is subject to change at any time, and promotional conditions usually do not last long. If any of these products have sparked your interest, it is recommended to check immediately on Amazon before availability changes.
Monitoring homes or businesses has become simpler and more accessible thanks to various options of Wi-Fi security cameras available on sale on Amazon. Three models offering features such as infrared night vision, motion detection, and two-way audio have been gathered.
One of the presented options is the Full HD 1080p WiFi IP Security Camera, which has rotation capability, providing a wide and adjustable field of view. It features infrared night vision to ensure surveillance even in the absence of light. Furthermore, the two-way audio feature allows for real-time communication via smartphone. This model is water-resistant and operates on bivolt, making it suitable for both indoor and outdoor environments.
Another highlight is the Yoosee Full HD 1080p WiFi Bulb IP Camera. Its bulb-shaped design allows for discreet installation in any standard socket without drawing much attention. Despite its discretion, it maintains advanced features, including Full HD 1080p, infrared night vision, motion detection, and two-way audio. Compatible with the Yoosee app, this camera is also bivolt and water-resistant, making it ideal for those seeking quality without visibility.
For outdoor applications, the IP A8 Outdoor WiFi Security Camera was highlighted. This camera was specifically developed to withstand daily climate variations due to its water resistance. It ensures clear images at night through infrared night vision and allows continuous monitoring of everything from the cell phone, regardless of location. It is considered a robust solution for protecting entrances, garages, and other outdoor areas.
The promotional prices on Amazon are dynamic, so it is recommended to check each product immediately to avoid losing stock or changes in values. Readers are encouraged to click on the link for the model of interest to ensure greater peace of mind in daily life.
Thousands of Nubank users reported difficulties with the platform during the night of this Wednesday, the 15th. The greatest customer dissatisfaction is related to the functioning of Pix, which was experiencing failures.
The Downdetector website, which monitors the real-time status of various services and platforms, registered almost three thousand complaints from Nubank users regarding these issues.
Social media also recorded several complaints about the Pix issue.
Olhar Digital contacted both the Central Bank (BC) to verify if Pix was facing problems on other platforms, and Nubank itself. The bank informed that it is aware of a temporary instability and is actively working to restore services as quickly as possible. An official statement from the Central Bank is still awaited.
