IBM issued a rare mid-quarter warning that triggered its sharpest single-day stock decline in 115 years on Tuesday, with CEO Arvind Krishna citing an AI-driven global memory shortage shifting enterprise budgets from software to hardware. The change could unsettle vendors beyond IBM as corporate spending prioritizes supply-constrained components.
The decline marked the company's steepest one-day fall since its founding.
The spending redirection could unsettle multiple enterprise vendors reliant on software and mainframe revenue.
Tap a lens to see what this story means for you.
Liked this? The Brief brings you the whole day in tech, verified, every morning.
Two minutes, free forever. What's in The Brief →
See what’s happening right now
The Feed runs all day — short, verified briefs the moment they break.
Open the FeedFollow @thecircuitry_
Every story we publish, as it happens. No noise between.
Reader-supported
The Circuitry is a passion project I've always wanted to build, and I love the work behind it.
Running it costs real money. APIs, hosting, time. To keep improving the site and growing this into something useful for everyone, those costs have to be covered.
Any contribution is appreciated. If not, no pressure. Thanks for reading.
NVD published records for three IBM DataStage on Cloud Pak for Data 5.4.0.0 vulnerabilities (CVE-2026-82101, CVE-2026-82103, CVE-2026-82110) that IBM rates 9.6 CVSS. They are covered by IBM's Sept. 21 bulletin, which says to upgrade to 5.4 patch 7 or later.
IBM disclosed CVE-2026-96012, a privilege escalation flaw in Db2 Mirror for i versions 7.4, 7.5, and 7.6 that IBM rates 9.9 CVSS. An authenticated attacker could bypass checks to execute malicious code and gain elevated privileges. Fixes are available.
IBM Maximo AI Service 9.1.0 and 9.2.0 are affected by CVE-2026-90920, a code-injection flaw IBM rates 9.8 CVSS. A remote attacker could execute arbitrary code. IBM says to upgrade to 9.1.19 or 9.2.3.
DigiTimes: Moonshot AI is seeking to settle shareholder claims exceeding US$700 million ahead of a potential US$5 billion Hong Kong IPO. The dispute over asset transfers and governance could complicate the AI startup's listing preparations.
Ecosia dropped Mistral after five months while Qualcomm and Huawei reached a new patent agreement, with the financial balance reportedly favoring Huawei. Free also set an early 2027 date for its next TV player after years of delays.
