IBM shares plunged as much as 24% after the company reported disappointing earnings and warned that soaring AI investments are squeezing enterprise software budgets. The sharp selloff has reignited concerns over whether the AI spending boom is translating into real business value.

In this exclusive ET Now conversation, Rajeev Agarwal, Managing Partner at Dura Darshi India Fund, explains what IBM's warning means for global technology companies, Indian IT firms, AI investments, and the future of enterprise software.

#ibm #artificialintelligence #wallstreet #techstocks #stockmarket #itsector #earnings #etnow

YouTube Channel - https://www.youtube.com/@ETNow

Subscribe To ET Now For Latest Updates On Stocks Market News , Business News, Company News, IPO & More | https://bit.ly/SubscribeToETNow

Subscribe Now To Our Network Channels :-
ET Now Swadesh: https://www.youtube.com/etnowswadesh
Times Now: http://goo.gl/U9ibPb


Social Media Links :-
Twitter - http://goo.gl/hA0vDt
Facebook - http://goo.gl/5Lr4mC

Website - https://www.etnownews.com
Download our App for Breaking News: https://tinyurl.com/4y6e3u2e


Follow us on Google News for latest updates
ET Now: https://news.google.com/publications/CAAqBwgKMK3HxQsw0OLcAw?hl=en-IN&gl=IN&ceid=IN%3Aen
Times Now Navbharat: https://bit.ly/3zDaKJo
Times Now : https://bit.ly/3CyrrYg
Zoom: https://bit.ly/3CEK0dv