Big Banks Cash In, IBM Crashes Out

Big Banks Cash In, IBM Crashes Out

From Motley Fool Hidden Gems Investing by The Motley Fool

July 14, 2026 · 24 min

About this episode

The episode discusses IBM's disappointing earnings and the strong performance of major banks.

BM gave its investors a heads up about the upcoming quarter, and the market didn’t like what management had to say. The company’s pre-released earnings were lower than analyst expectations, and its raising questions about the spending priorities for IBM’s clients. Plus, the big banks all had blowout earnings reports, and it isn’t just from cashing in on the SpaceX IPO.Have a question? Email us; [email protected] Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- IBM’s no good, horrible, no good, very bad day.- Shifting spending habits from enterprise clients.- America’s biggest banks reaping huge windfalls- Mailbag: How to buy Treasuries?- Mailbag: What to make of ToastCompanies discussed: IBM, MU, GS, BAC, JPM, WFC, C, TOSTHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or…

People in this episode

Host: Tyler Crowe

Guests: Lou Whiteman, Matt Frankel

Topics covered

  • IBM earnings
  • big banks earnings
  • investing strategies
  • market analysis
  • client spending habits

Keywords

  • IBM
  • earnings report
  • big banks
  • investing
  • SpaceX IPO
  • Treasuries
  • Toast

Mentioned in this episode

Organizations: IBM, MU, GS, BAC, JPM, WFC, TOST

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