Big Banks Cash In, IBM Crashes Out

Yahoo Finance ·

In this episode of Motley Fool Hidden Gems Investing , Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: IBM’s terrible, horrible, no good, very bad day. Shifting spending habits from enterprise clients. America’s biggest banks are reaping huge windfalls. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . This podcast was recorded on July 14, 2026. Tyler Crowe: Big banks are loving this market. Today on Motley Fool Hidden Gems Investing . Welcome to Motley Fool Hidden Gems Investing . I'm your host, Tyler Crowe, and today I'm joined by longtime Fool contributors Lou Whiteman and Matt Frankel. As I hinted with the intro, we're going to get into the blockbuster quarter that just about every bank had that reported today, and it was pretty much anybody that is a major bank in the United States reported today, and it looked fantastic. We're also going to get into some reader emails. But first, we're going to start with the big news moment of the day. That is shares of IBM are down 26% as we are taping this show after the company issued preliminary results for the upcoming quarter that really were not in line with analyst expectations. Now, Lou, this was a big drop. I saw a Bloomberg headline earlier before we got on. It was the biggest drop since, I think, 1968 for the stock more than Black Monday in 1987. What was this big drop for what it seemed to me was a relatively modest revision to what we were seeing? There had to have been more to the story here?

DYAX Investor Sentiment

Bullish (Long) 64% · Bearish (Short) 36%

305 participants

Related News

원문 보기 — Yahoo Finance