🔴 IBM is trading 3.13% down today as downward job revisions delay rate cut expectations to July 2026

IBM is trading at $282.63 (-3.13%) as broader macro uncertainty and tech sector volatility weigh on shares following a sharp decline from $291.76 on February 10.

• The January jobs report showed 130,000 new jobs, but massive downward revisions to 2025 data—cutting total growth from 584,000 to 181,000—prompted traders to delay rate cut expectations to July 2026.
• The sell-off persists despite IBM reporting strong Q4 2025 results, highlighted by double-digit growth in its Software and Infrastructure segments.
• The company continues to see significant enterprise momentum, reporting a $12.5 billion generative AI book of business.