Wednesday, July 15, 2026
IBM crashed 25% in its worst day ever as enterprise clients shifted spending from software to AI hardware, while search interest spiked 600%. Nebius and CoreWeave are rising in queries as retail discovers AI infrastructure plays, but short squeeze setups continue to fail despite massive attention.
Ongoing Stories(2)
Avis (CAR): Short Squeeze Interest Without Price Movement
Still TrendingAvis continues to rank as a top short squeeze search term (109,000 breakout value), but price remains range-bound at ~$160, down 60% from 3 months ago. The attention-price divergence persists.
See previous coverageOpendoor (OPEN): The Russell 3000 Short Squeeze That Failed
Still TrendingOPEN still appears in short squeeze rising queries (126,750 breakout), but price has fallen to $4.55. Volume remains elevated but no squeeze has materialized despite sustained retail attention.
See previous coverageVisualizations(4)
IBM's Historic Single-Day Crash: Worst Ever
IBM stock crashed 25% on July 14, 2026, dropping from $287 to $217 - its worst single-day decline since at least 1968. The crash erased $70 per share following Q2 earnings miss ($2.93 EPS vs $3.01 expected).
AI Infrastructure Rotation: The IBM Divergence
While IBM crashed 10.7% over 3 months, AI infrastructure plays diverged: Nebius (NBIS) gained 16.4% and CoreWeave (CRWV) fell 32.7%. This reflects enterprise spending shifting from legacy software to AI hardware.
The Short Squeeze Graveyard: Still No Squeeze
Despite massive search interest in short squeeze plays (Avis down 60%, Opendoor down 6%, Beyond Meat down 17% over 3 months), prices remain depressed. Wendy's is the only winner, up 9.6% on 'Save Wendy's' meme traction.
Retail Anxiety Tracker: 'Margin Call' Searches
Margin call searches remain elevated at 4 (vs baseline of 2-3), but have not spiked above the 5-6 range seen in late May. 'Recession' searches stable at 12-15. Macro anxiety is present but not escalating.