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US Stock Market Today: S&P 500 Futures Slip As Traders Eye Key CPI Data
Simply Wall St.29d agoneutral
US Stock Market Today: S&P 500 Futures Slip As Traders Eye Key CPI Data

The Morning Bull - US Market Morning Update Wednesday, Jul, 15 2026 US stock futures are mixed in early trade, with S&P 500 contracts edging slightly lower while Nasdaq futures tick higher, as investors weigh cooling inflation hopes against rising geopolitical risks. The June Consumer Price Index is expected at 3.8% year on year and monthly CPI is forecast to dip 0.1%. In plain terms, this would signal some easing in the cost of living even as core inflation is seen steady at 2.9%. At the...

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IBM warns AI boom squeezing software budgets, shares sink
Reuters Videos29d agoneutralVIDEO
IBM warns AI boom squeezing software budgets, shares sink

<body><p>STORY: :: Archive&nbsp;</p><p>IBM shares plunged 25% on Tuesday after it signaled the AI infrastructure boom is drawing spending away from the software sector.</p><p>Big Blue said it expected revenue to rise just 1% in the second quarter, falling short of Wall Street hopes.&nbsp;</p><p>In a letter to investors, CEO Arvind Krishna said the firm had "faltered" in keeping pace with a shift in corporate spending from software to data-center infrastructure.</p><p>He said that clients shifted their expenditure "toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases."</p><p>Krishna added that&nbsp;"numerous large deals" had failed to close as expected.</p><p>IBM sells enterprise software and IT consulting services to big business and governments.</p><p>It noted that companies were also prioritizing cybersecurity spending given recent breakthroughs in AI hacking abilities.</p><p>Tuesday's announcement adds to concerns over a software industry already rocked by the rise of AI tools.</p><p>Software stocks Microsoft, ServiceNow, Salesforce and Intuit all fell between 1.5% and 5%.</p></body>

IBM
IBM CEO Says Customers Put Large Capex Deals on Hold as They Reassess Cyber Spending: 'Mythos Is Making People Pause'
Benzinga29d agoneutral
IBM CEO Says Customers Put Large Capex Deals on Hold as They Reassess Cyber Spending: 'Mythos Is Making People Pause'

International Business Machines Corp (NYSE:IBM) CEO Arvind Krishna said a few large capital expenditure deals were delayed late in the second quarter as customers paused spending to reassess cybersecurity investments following the launch of Anthropic‘s Mythos, while maintaining that the company’s software business remains unaffected by artificial intelligence. Large Deals Delayed CNBC reporter Sara Eisen said in a post on X Tuesday that Krishna told her the delayed transactions were tied to IBM’

IBM
Review & Preview: Inflation Cools
Barrons.com29d agoneutral
Review & Preview: Inflation Cools

It was a jam-packed day for the markets: earnings season started strong, oil futures fluctuated, Federal Reserve Chairman Kevin Warsh testified in front of lawmakers, and the latest June inflation report delivered a cooler-than-expected reading that should make policymakers hold off on raising interest rates—for now. The Dow closed just above the flatline at 0.02%. The Nasdaq Composite was up 0.9% and the S&P 500 finished the day up 0.4%.

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Microchip Technology and onsemi Stocks Trade Up, What You Need To Know
StockStory29d agoneutral
Microchip Technology and onsemi Stocks Trade Up, What You Need To Know

A number of stocks jumped in the afternoon session after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM appeared to validate AI hardware demand. June core CPI printed flat month-over-month (2.6% year-over-year versus a 2.9% forecast), reopening the door to a friendlier interest rate environment.

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Nvidia (NVDA) Stock Trades Up, Here Is Why
StockStory29d agoneutral
Nvidia (NVDA) Stock Trades Up, Here Is Why

Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 4% in the afternoon session after Morgan Stanley reiterated its "overweight" rating on the stock, and a U.S. official confirmed the company has begun shipping its powerful H200 AI chips to China.

IBMNVDA
Why Micron (MU) Stock Is Up Today
StockStory29d agoneutral
Why Micron (MU) Stock Is Up Today

Shares of memory chips maker Micron (NASDAQ:MU) jumped 4.2% in the afternoon session after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM appeared to validate AI hardware demand.

IBMMU
Gartner and DXC Shares Plummet, What You Need To Know
StockStory29d agoneutral
Gartner and DXC Shares Plummet, What You Need To Know

A number of stocks fell in the afternoon session after IBM issued a second-quarter revenue warning, suggesting that the enterprise shift toward AI hardware may be constricting demand for large-scale consulting projects.

IBM