The move would wipe about $70 billion from IBM's market value, with the post framing it as a warning about staying competitive in the AI economy.
IBM shares were down 26%, putting the stock on track for its biggest daily decline since 1968. The drop equated to roughly $70 billion in market capitalization being erased in the session. The post cast the selloff as a broader lesson for companies navigating the AI economy, arguing that established players cannot afford to stand still as competition and investor expectations shift.