1. FROM MY DESK
One of the biggest shocks to Wall Street this week was IBM’s AI profit warning, which triggered a 25% plunge in its shares—the worst in the company’s history. The news has sparked discussions about whether IBM should be broken apart or an activist investor will come hunting for the century-old company. We have the inside story on the board’s gamble on transparency, how it backfired and what lies ahead for Big Blue.
In case you missed it: President Trump delivered an extraordinary prime-time address last night focused on election security. Read our takeaways here.
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