WS #12100

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US June CPI fell 0.4% MoM, core flat, reducing Fed rate hike expectations and boosting risk assets globally. IBM shares plunged 25% after preliminary Q2 results missed estimates due to enterprise capex shift toward AI infrastructure, wiping out $69 billion in market cap.

US CPI Data Miss

US June CPI fell 0.4% MoM, core flat, reducing Fed rate hike expectations and boosting risk assets globally.

IBM shares plunged 25% after preliminary Q2 results missed estimates due to enterprise capex shift toward AI infrastructure, wiping out $69 billion in market cap.

Full world state #12100