---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42704314.md"
description: "• Earnings season reveals a significant divide in the tech sector, with winners and losers emerging. • IBM's CEO noted a shift in client spending towards hardware, leading to a 25% drop in IBM's stock. • Companies like SK Hynix and Dell saw stock increases in recent weeks due to rising demand for memory and servers. • PayPal received a $53 billion takeover offer from Stripe and Advent International, boosting its stock price. • Major U.S. banks report strong growth and increased deal pipelines, driven by client confidence in mergers. • June inflation numbers were lower than expected, reducing the likelihood of a Federal Reserve rate hike. • New York imposed a one-year moratorium on new data centers due to community opposition and resource concerns."
datetime: "2026-07-15T22:01:53.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42704314.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42704314.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42704314.md)
author: "[First Fellow](https://longbridge.com/en/profiles/27399941.md)"
---

# • Earnings season reveals a significant divide in …


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