# Marqeta

Type: Company (MQ)

Source: SaaS Intelligence Brief — https://getsaasbrief.com/entity/marqeta
Canonical HTML page: https://getsaasbrief.com/entity/marqeta

## Timeline

- **2026-07-15**: June PPI Falls 0.3%, Sparking SaaS Stock Rally — The U.S. PPI for June posts a surprise 0.3% decline, following a 0.4% drop in CPI the day before. The disinflationary data eases fears of further rate hikes, sending Treasury yields lower and triggering a sharp afternoon surge in SaaS and cloud stocks.
- **2026-07-14**: IBM Warns of Enterprise IT Capex Reprioritization — IBM cautions that clients are prioritizing spending on AI servers and high-bandwidth memory, exhausting budgets that would otherwise go toward software, sending shockwaves through the SaaS sector.
- **2026-06-22**: Alphabet AI Talent Exits Rattle Software Sector — High-profile AI talent departures from Alphabet trigger a broad sell-off in software and communication services, with DocuSign dropping 5% and Oracle declining amid fears that AI agents will erode subscription models.

## Recent coverage (1 stories)

### SaaS Stocks Surge 5%+ After -0.3% PPI Douses IT Budget Cut Fears
2026-08-03 05:26:38 · Sentiment: Neutral · Impact: 5/10 · Sources: 1

A surprise drop in June wholesale inflation to -0.3% sparked a powerful rally in SaaS stocks, including DocuSign, Oracle, BILL, Marqeta, and Upland, relieving fears of a software budget squeeze triggered by IBM's warning. Lower Treasury yields and reduced rate-hike odds provided a valuation lift to cloud names battered by macro and AI disruption fears.
Full story: https://getsaasbrief.com/story/saas-stocks-surge-june-ppi-douses-budget-fears

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