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Investing.com - U.S. stock futures edged higher on Wednesday after a softer-than-expected inflation reading eased fears that the Federal Reserve may soon raise interest rates.
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...
Both stocks have declined sharply recently, piquing interest among retail traders.
In a Stocktwits poll that sought to gauge which names would post the best performance over the next 12 months, nearly half the users polled picked CrowdStrike as the clear winner.
<body><p>STORY: :: Archive </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. </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 "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>
A look at the day ahead in European and global markets from Tom Westbrook Europe's most valuable company and the top supplier of chip-making equipment reports on Wednesday with the AI rally getting
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’
According to data from the Bureau of Labor Statistics (BLS), the Consumer Price Index (CPI) for June rose 3.5% year-on-year, below market expectations.
IBM lost nearly a quarter of its market value on Tuesday after the stock suffered its steepest single-day decline since the company went public nearly 60 years ago.
SINGAPORE, July 15 (Reuters) - Asian markets were higher on Wednesday after a surprise slowdown in U.S. inflation scaled back market expectations for interest rate hikes, while oil took a breather as
It was a brutal day for Big Blue's shareholders.
A gloomy update from a famous peer negatively affected investor sentiment on CRM company.
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%.
This was partially due to a broad investor pivot away from software companies into hardware makers.
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.
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.
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.
Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) fell 3.6% in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.
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.
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.
Today, July 14, 2026, customers redirected IT budgets away from software and infrastructure, raising questions about near-term demand durability.
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.
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.
(Updates with index/price moves, macroeconomic data, and geopolitical news from the first paragraph.
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.
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.
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