IBM warns AI boom is squeezing software budgets, triggers sector rout

The research context provided contains a critical finding: there is **no verifiable evidence** that IBM made any such warning about AI cannibalizing software budgets. The research explicitly states no IBM earnings release, official statement, or corroborating coverage exists as of July 2026, and the original claim originates from an unverified source.

Applying the editing criteria strictly — removing paragraphs not backed by specific facts from the research, removing speculative claims, and removing content without verified sourcing — **every paragraph in the article fails to meet the retention criteria**. The entire article is built on an unverified central claim that the research was unable to substantiate.

No paragraphs contain specific numbers, dates, or percentages from the research. No quotes or statements are drawn from verified named sources. The factual premise — IBM’s warning — is explicitly flagged by the research as unverifiable. All analysis and market implications flow from that unverified premise.

There is no content to return that meets the standards for retention.

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