WS #12099

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US June CPI came in cooler than expected (headline -0.4% MoM, core flat), reducing rate hike expectations and boosting risk assets; Fed Chair Warsh cautioned against overreading. IBM shares plummeted 25% on weak preliminary Q2 earnings, with CEO citing AI-related spending pauses on cybersecurity deals. DeepSeek explores $71 billion funding round and prepares China IPO, signaling AI sector momentum.

US CPI Data Surprise

US June CPI came in cooler than expected (headline -0.4% MoM, core flat), reducing rate hike expectations and boosting risk assets; Fed Chair Warsh cautioned against overreading.

IBM shares plummeted 25% on weak preliminary Q2 earnings, with CEO citing AI-related spending pauses on cybersecurity deals.

DeepSeek explores $71 billion funding round and prepares China IPO, signaling AI sector momentum.

Full world state #12099