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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.
A number of stocks jumped in the morning session after IBM issued a revenue warning that suggested enterprise IT budgets are aggressively shifting toward server and memory purchases.
A number of stocks jumped in the morning session after IBM issued a revenue warning that suggested enterprise IT budgets are aggressively shifting toward server and memory purchases.
IBM (IBM) stock plunged over 20% in Tuesday's session after releasing weaker-than-expected preliminary results for its second quarter. Yahoo Finance Markets and Data Editor Jared Blikre breaks down what IBM's figures is signaling about the broader separation between software and chip stocks.
Shares of technology and consulting giant IBM (NYSE:IBM) fell 25.9% in the morning session after the company reported that enterprise customers unexpectedly diverted their IT budgets away from its software and infrastructure deals in the final weeks of June, rushing instead to buy supply-constrained hardware like memory and servers ahead of expected price increases.
IBM startled investors Tuesday with an acknowledgment that shifting priorities in the AI economy are bludgeoning its core business.
Shares in IBM plunged 24 percent on Tuesday after the US tech giant released disappointing preliminary second-quarter results, blaming a shift in spending by customers due to expected higher prices for memory chips and other AI-related infrastructure.A global rush by tech companies to build out artificial intelligence infrastructure has sent demand for servers, memory chips and storage soaring, driving up prices and creating supply shortages across the industry.
IBM's preliminary Q2 earnings are a major disappointment.
Today’s S&P 500 gains wouldn’t suggest it, but most of the index’s components are actually in the red. The S&P 500 is up 0.4% while the Equal Weight S&P 500 is moving in the other direction, down 0.3%. Nearly two-thirds of names in the S&P 500 were down despite session gains, signaling that stocks on the rise are doing the heavy lifting, offsetting the larger group of laggards and then some.
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
HSBC downgrades IBM shares to the equivalent of Sell, pointing to better investment opportunities in a basket of stocks including IonQ and Accenture.
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