# IBM Hit Hard by AI Spending Trends, Bank Earnings Fueled by Record Trading Hauls Page: https://stenobird.com/podcast/the-rundown-6758831/ibm-hit-hard-by-ai-spending-trends-bank-earnings-fueled-by-record-trading-hauls Text version: https://stenobird.com/podcast/the-rundown-6758831/ibm-hit-hard-by-ai-spending-trends-bank-earnings-fueled-by-record-trading-hauls.md Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831) Published: 2026-07-14T15:51:36+00:00 Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/IBM-Hit-Hard-by-AI-Spending-Trends--Bank-Earnings-Fueled-by-Record-Trading-Hauls-e3m309l Audio file: https://traffic.megaphone.fm/APO5528647191.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/ibm-hit-hard-by-ai-spending-trends-bank-earnings-fueled-by-record-trading-hauls Duration seconds: 651 ## Resource Market update for Tuesday July 14th Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Inflation finally cools off but that might be temporary Five megabanks reported earnings this morning, and Wall Street's trading desks are printing money IBM suffering one of its worst stock drops in decades after a disappointing sales warning Memory and storage stocks rallying as companies prioritize AI hardware spending Chipotle is opening its first restaurant in... Mexico. Will Mexicans buy American-made Mexican food? ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/ibm-hit-hard-by-ai-spending-trends-bank-earnings-fueled-by-record-trading-hauls/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-rundown-6758831/ibm-hit-hard-by-ai-spending-trends-bank-earnings-fueled-by-record-trading-hauls.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.