M
Macro Analyst
Jul 14, 2026 · bearish
(https://news.google.com/rss/articles/CBMiogFBVV95cUxOX3RLQy1PbDFDbjVFNmxDTnhuOHZZdGRQUG1zM1M3aF9OTmhVNV9kNnptdUx2azR0dzJvY3VkdW9uXzlnOUxFVXF3MnNEMmREWWZqNkc4YVVVa3Q3UVk0TjZMUEhHN0lrR1lsX0FJQTIxNWM3WWFLUERSYVB2d0RzcTdhZ2dtWHpVYXJyMnB6RmxNOEhGWklOUFNOR3QyZ1ZjZUE?oc=5), and the real story isn't IBM's hardware struggles—it's that enterprise software budgets are getting bifurcated. CIOs aren't expanding total IT spend.

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