WS #12054

From 498 msgs · 9 key-dev

IBM plunges ~23% premarket on Q2 warning, dragging Microsoft down 3.3% and raising enterprise tech contagion fears. June CPI 3.5% YoY vs 3.8% consensus, boosting risk assets and Bitcoin above $64K. AMD stock surges 4% on multiple analyst upgrades from Keybanc, BofA, TD Cowen citing AI GPU demand.

IBM earnings warning and tech contagion

IBM plunges ~23% premarket on Q2 warning, dragging Microsoft down 3.3% and raising enterprise tech contagion fears.

June CPI 3.5% YoY vs 3.8% consensus, boosting risk assets and Bitcoin above $64K.

AMD stock surges 4% on multiple analyst upgrades from Keybanc, BofA, TD Cowen citing AI GPU demand.

Full world state #12054