WS #12065

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IBM stock sees worst drop in 39 years (-25%+) after CEO admits failure to close large deals, signaling enterprise software weakness. US June CPI drops to 3.5% YoY (vs 3.8% expected), first negative monthly print in six years, reducing Fed rate hike odds. S&P downgrades Oracle to BBB- (one notch above junk) due to AI infrastructure debt and OpenAI concentration risk.

IBM Historic Collapse

IBM stock sees worst drop in 39 years (-25%+) after CEO admits failure to close large deals, signaling enterprise software weakness.

US June CPI drops to 3.5% YoY (vs 3.8% expected), first negative monthly print in six years, reducing Fed rate hike odds.

S&P downgrades Oracle to BBB- (one notch above junk) due to AI infrastructure debt and OpenAI concentration risk.

Full world state #12065