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IBM lost a quarter. ASML found one. CPI changed hike expectations.

Jul 15, 2026

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6 min read

IBM lost a quarter. ASML found one. CPI changed hike expectations.

IBM crashes 25% on a capex confession. ASML raises guidance a third time. Goldman prints. CPI cools. And a Bitcoin miner just became an AI landlord.

Dio Pouerie, +1

Data packed morning: inflation and earnings from five banks

Jul 14, 2026

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5 min read

Data packed morning: inflation and earnings from five banks

June CPI and JPMorgan, Citi, BofA, Wells and Goldman all land at 8:30, oil jumps on a fresh Iran blockade, and a $26 billion chip debut just cratered.

Dio Pouerie, +1