{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Argentina Information Technology Services news", "home_page_url": "https://sharemaestro.com/newsreel/ar/technology/information-technology-services/", "feed_url": "https://sharemaestro.com/newsreel/ar/technology/information-technology-services/feed.json", "description": "Latest Information Technology Services company headlines from Argentina, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:98e6622ebd737bc7d3be32b6a7c011fb666882207fe86ba988c68c53ba2bfbbc", "url": "https://seekingalpha.com/news/4633278-globant-tumbles-on-outlook-cut-wedbush-downgrade?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633278-globant-tumbles-on-outlook-cut-wedbush-downgrade?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Globant tumbles on outlook cut, Wedbush downgrade", "content_text": "[Globant glass building with blue sky in the background] Arturo Rosenow * Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) tumbled 12% on Friday after it [https://seekingalpha.com/news/4633063-globant-stock-plunges-after-full-year-outlook-cut] cut its full-year outlook, prompting Wedbush Securities to downgrade the software development firm. * \u201cWe are downgrading shares of Globant from OUTPERFORM to NEUTRAL while lowering our price target from $54 to $37 reflecting ~6x our 2027 EPS estimate as we believe GLOB can no longer rebound over the next 12 months with the legacy T&M busi", "date_published": "2026-08-14T13:42:46+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Analyst action", "GLOB"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOB", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/0f30fdd3-a37c-4027-a350-7d41819b9aa0/"}]}}, {"id": "source:dc8b37b9f1329642068fc32b0c9f60c1280a71102d611e12f600e99df9468452", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-ibm-openai-together-ai-121144216.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibm-ibm-openai-together-ai-121144216.html", "title": "Should IBM\u2019s (IBM) OpenAI and Together AI Deals Recast Its Role in Enterprise AI Infrastructure?", "content_text": "Earlier this week, International Business Machines Corporation announced a wide-ranging partnership with OpenAI and a multi\u2011year US$240 million agreement with Together AI to deploy NVIDIA-powered AI infrastructure on IBM Cloud for large\u2011scale open\u2011source model inference. By embedding OpenAI's frontier models directly into IBM Consulting and standing up a dedicated OpenAI Practice, IBM is signaling an intensified push to become a core enterprise AI implementation partner across regulated industries and complex legacy environments. We'll now examine how IBM's decision to embed OpenAI models into", "date_published": "2026-08-14T12:11:44+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:97db093a60195832f518faa4e11d03c368bf0bf3eb796ed4f94da95329b6b5ff", "url": "https://seekingalpha.com/news/4633063-globant-stock-plunges-after-full-year-outlook-cut?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633063-globant-stock-plunges-after-full-year-outlook-cut?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Globant stock plunges after full-year outlook cut", "content_text": "Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) plunged nearly 15% in premarket trading Friday after the digital transformation services company reported mixed second-quarter results and cut its full-year 2026 outlook. Globant reported Q2 non-GAAP EPS of $1.40, missing [https://seekingalpha.com/news/4632790-globant-non-gaap-eps-of-1_40-misses-by-0_10-revenue-of-614_42m-beats-by-1_57m]analysts\u2019 estimates by $0.10, while revenue of $614.42M (flat Y/Y) beat expectations by $1.57M. The bigger concern for investors appears to be the company\u2019s outlook. The company lowered its full-ye", "date_published": "2026-08-14T09:09:24+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "GLOB"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOB", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/0f30fdd3-a37c-4027-a350-7d41819b9aa0/"}]}}, {"id": "source:e72533e2067b6080eb21f14a5acebf6862ba3779803cf2842ec7cf852d06795d", "url": "https://finance.yahoo.com/technology/ai/articles/globant-sa-glob-q2-2026-050324527.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/globant-sa-glob-q2-2026-050324527.html", "title": "Globant SA (GLOB) (Q2 2026) Earnings Call Highlights: AI Pods Drive 60% Surge in Glob AI ARR, ...", "content_text": "This article first appeared on GuruFocus. Revenue: $614.4 million in Q2 2026, within guided range, up 1.2% sequentially and slightly up year over year. Glob AI ARR: $52.8 million as of June, up from $32.8 million in March, roughly 60% growth in a single quarter; expected to surpass $110 million by year-end. Adjusted Gross Margin: 36.5%, slightly down due to USD weakness and utilization below targets. Adjusted Operating Margin: 13.2%, below guided range. Adjusted Net Income: $60.3 million with a 9.8% adjusted net income margin. Adjusted Diluted EPS: $1.40 for Q2 2026. Free Cash Flow: $12.6 mill", "date_published": "2026-08-14T05:03:24+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLOB"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOB", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/0f30fdd3-a37c-4027-a350-7d41819b9aa0/"}]}}, {"id": "source:4e3ff660d936503f1c0ff49beb7f28e9c86c39581159f9cc96f7c88973e01ccb", "url": "https://finance.yahoo.com/markets/stocks/articles/globant-glob-q2-earnings-lag-220503557.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/globant-glob-q2-earnings-lag-220503557.html", "title": "Globant (GLOB) Q2 Earnings Lag Estimates", "content_text": "Globant (GLOB) came out with quarterly earnings of $1.4 per share, missing the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.53 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -6.04%. A quarter ago, it was expected that this information technology services provider would post earnings of $1.5 per share when it actually produced earnings of $1.5, delivering no surprise. Over the last four quarters, the company has not been able to surpass consensus EPS estimates. Globant, which belo", "date_published": "2026-08-13T22:05:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLOB"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOB", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/0f30fdd3-a37c-4027-a350-7d41819b9aa0/"}]}}, {"id": "source:08c3865827826f276bae107db40ae9ae5c871a70a46ff68c7e729da1de4bc0ee", "url": "https://news.google.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?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi4AFBVV95cUxOTDd1VnlLNy1WS25rOWwyUkl6ZlctVE0zT2ktQ1NjZDkwMzJ5bjB3ZDJjWmY3NlMzS0gtQVFZcTBCUjlRZWYzZFVBNjZMc0F6V0R1aXo3Z2UyVnI4RVpMX2RqZlBRY2lYbEpFUWVHTTl5YkU1d3Rxd1BXNHZYQ3R3X2ZQUjZoMjloWVhzLXdKOFJBV0VfbjRUbUh5WVluUi05WmRXdXZIUnZSajVhMEdIeVcwd0p6bmk2X1p5aHp6WWNXdERiNnVRdXNBUWJsMWU0c2ZrRW5VYmtQdlJ5aDdEa9IB9AFBVV95cUxNMlQ1MEgwR3ZiZlltdjNZOTlVRWFpQ2t2T0l1dUJ1akYwdUNMUjBRbDFuM3BMVi1ueVNBRFJjM1dDQ20xZnJXaU82bGxhbV9SUVJGODJXRG4xZ0lFNTFPTGhtTnRVYlJUUl9nV3VYVnFNdXZWQ2Vtemo5TmZfb2xtNkxaRWVWTldmcHdPa1Y5MkI4TnhtTkNYOEdMLV90cGc3ZDBjLXJRcGkxR0NDWTl0N1pHLTFvSlRUcWszOFAtclgwdk9zeDlQVEFIVm9zQTUxdUxORlBHX0tOOVI0Ny1rR3dVQThrdDhlbUhOQnN1b3hfRUtt?oc=5", "title": "Globant recorta previsi\u00f3n de facturaci\u00f3n en 2026 y se desploman sus acciones en Wall Street", "content_text": "Globant recorta previsi\u00f3n de facturaci\u00f3n en 2026 y se desploman sus acciones en Wall Street", "date_published": "2026-08-13T21:18:12+00:00", "authors": [{"name": "Bloomberg L\u00ednea"}], "tags": ["Market update", "GLOB"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOB", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/0f30fdd3-a37c-4027-a350-7d41819b9aa0/"}]}}, {"id": "source:2fc4c35942d394745508baadb7a678cc68a4a013c82b50eb8eb49060bdbbadfd", "url": "https://finance.yahoo.com/markets/stocks/articles/globant-reports-2026-second-quarter-201500682.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/globant-reports-2026-second-quarter-201500682.html", "title": "Globant Reports 2026 Second Quarter Financial Results", "content_text": "LUXEMBOURG, Aug. 13, 2026 /PRNewswire/ -- Globant (NYSE: GLOB) today announced results for the three and six months ended June 30, 2026.Globant new logo \"Glob.AI ARR reached $52.8 million in the second quarter, up 61% quarter-over-quarter, and we now expect no less than $110 million exiting 2026. Alongside that, Globant's revenue for Q2 reached $614.4 million and free cash flow reached $12.6 million in the quarter, compared to negative $2.9 million a year ago, capping our strongest first half of cash generation on record. Last week we opened Glob.AI to the entire market, a single platform wher", "date_published": "2026-08-13T20:15:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLOB"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOB", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/0f30fdd3-a37c-4027-a350-7d41819b9aa0/"}]}}, {"id": "source:7d04e5a40adb5977e235a7529aff24a12c122da936334a9e558e3e6439419074", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-partners-openai-bolster-enterprise-191949046.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibm-partners-openai-bolster-enterprise-191949046.html", "title": "IBM partners with OpenAI to bolster enterprise AI push", "content_text": "IBM on Thursday announced its partnership with OpenAI to bring the AI company's models and tools to more enterprise customers, opening another avenue for OpenAI to connect with some of the world's largest companies through IBM's global consulting business as competition for corporate AI spending intensifies. The deal, terms of which were not disclosed, comes less than a year after IBM announced a similar alliance with Anthropic. OpenAI and IBM will jointly market AI offerings and develop industry-specific solutions for sectors including financial services, government, telecommunications, and r", "date_published": "2026-08-13T19:19:49+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:1d5c6b920ebba48366fe225811c0c444472f2e283855d1e4ca6bb36a3080216c", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-landed-240m-ai-deal-184620463.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibm-landed-240m-ai-deal-184620463.html", "title": "IBM Landed A $240M AI Deal. Is That Enough?", "content_text": "IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI's chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to three months before it even goes live. That kind of confidence from a partner is a good sign for a company whose shares have been under pressure this year. But a single deal, however sizable, still has to answer the bigger question: can IBM turn scattered growth pockets into a real growth story?IBM Landed A $240M AI Deal. Is That Enough? Bull Case: A Fresh Bet On AI Demand The agreement covers an initial cluster built with roughly 2,000 Nvidia Blackwell 300 chips, using the HGX B300 systems and Spectrum-X Ethernet networking, located in the US. Together AI's platform lets businesses run open-source models like DeepSeek, MiniMax and Kimi more cheaply than closed alternatives, and the startup was valued at $8.3 billion in July. Mak told Reuters the company expects full offtake well before the cluster is ready for service, a sign that inference, not just training, is becoming a serious growth lever for IBM Cloud. That momentum echoes what is already showing up in IBM's numbers. Software revenue rose 5% year-over-year in the most recent quarter, with Red Hat up 11%, the clearest evidence that IBM's shift toward higher-margin, recurring business lines is working. Longer term, CEO Arvind Krishna has said quantum computing could have a \"measurable impact\" on IBM's top and bottom lines as soon as 2028 or 2029, and he has pointed to the end of the 2030s as when that opportunity could be worth a trillion dollars. Add in a dividend raised for 31 straight years and covered about 2.5 times by expected free cash flow, and the long-term case has more legs than the stock price suggests. Bear Case: The Growth Problem The Deal Doesn't Solve None of that changes what happened in the quarter ended June 30, 2026: revenue grew just 1% to $17.2 billion, prompting IBM to cut its full-year guidance from more than 5% growth to a range of 4% to 5%. Consulting revenue was flat, infrastructure fell 7%, and the IBM Z mainframe line dropped 42%, the kind of decline that offsets a lot of AI headlines. Even the software growth investors lean on is decelerating, down from 11% growth in the prior quarter to 5% now. The dividend tells a similar story of caution: April's increase was a single penny per quarter, from $1.68 to $1.69, hardly the raise of a company brimming with confidence. Shares have fallen 33% from their 52-week high of $332.46, a slide that began after preliminary numbers badly missed expectations, and even after recovering some ground, the stock remains down 19% for the year. Story Continues What The Market Is Signaling Hedge fund ownership fell from 63 funds to 59 in the most recent quarter, a modest pullback suggesting some institutional investors are trimming rather than piling in. Short interest sits at just 2.62% of float, which points to little organized skepticism about the stock. IBM trades at a forward price-to-earnings ratio of 19.12 as of August 12, a multiple that assumes moderate growth rather than a rapid turnaround. Where This Leaves Investors The Together AI deal shows IBM Cloud can win real infrastructure business in the AI inference race, and the software segment and quantum roadmap give patient investors something to hold onto. Still, the mainframe decline, flat consulting revenue, and a guidance cut earlier this year show the core business isn't firing evenly yet. While we acknowledge the potential of IBM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock. READ NEXT: 10 Best Future Stocks to Buy Under $10 and 12 Best P", "date_published": "2026-08-12T18:46:20+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:e64684e2948f37b09ef88f20193a2e9884f54ad6b5ad8a874ae233bb8aaccda5", "url": "https://finance.yahoo.com/technology/ai/articles/does-ibm-ibm-gain-240-170932038.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/does-ibm-ibm-gain-240-170932038.html", "title": "What Does IBM (IBM) Gain From Its $240 Million AI Infrastructure Deal?", "content_text": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. International Business Machines (NYSE: IBM) agreed a multi year partnership with Together AI to build a US$240 million Nvidia powered AI inference cluster on IBM Cloud. The cluster will use Nvidia HGX B300 systems with Blackwell processors and is planned to be IBM Cloud's first dedicated large scale AI inference platform. The infrastructure is expected to be operational by Q1 2027 and is aimed at enterprise customers seeking cost efficient, open source AI capabilities. This kind of AI infrastructure build out highlights a wider set of stocks working on the hardware and cloud backbone for enterprise AI. These may be worth a closer look through 57 AI infrastructure stocks.NYSE:IBM Earnings & Revenue Growth as at Aug 2026 International Business Machines is a large US IT company with a US$222.6b market cap that provides integrated solutions and services across major global regions. Its role as a long standing enterprise technology provider gives it a base of corporate clients that could be relevant for large scale AI infrastructure on IBM Cloud. Beyond the headline: 1 risk and 4 things going right for International Business Machines that every investor should see. How does this AI cluster agreement fit into IBM's broader AI and cloud strategy? This agreement positions International Business Machines as the cloud provider behind Together AI's open source inference services using Nvidia HGX B300 systems and Spectrum X networking. It aligns with IBM's focus on enterprise grade cloud, AI infrastructure and partnerships with Nvidia, and gives IBM a concrete use case tied to large scale inference workloads on IBM Cloud. What does the US$240 million deal say about IBM's capital and risk profile? The multiyear cluster build comes shortly after IBM's CAD 2.75b in senior unsecured notes issued on 10 August 2026. This underlines that the company is comfortable using debt funding while carrying a high level of debt. For investors, this news connects AI growth ambitions with balance sheet discipline and makes debt management a key factor when weighing the risks around further large infrastructure commitments. What is the key signpost to judge whether this AI cluster is really working for IBM? The clearest checkpoint is Q1 2027, when the Nvidia powered inference cluster is expected to be available on IBM Cloud and serving Together AI's enterprise customers. Evidence that the platform is live at that point, with reference customers using open source model inference at scale, would give a concrete signal on how well this AI partnership is translating into real workloads for IBM. Story Continues For the full picture including more risks and rewards, check out the complete International Business Machines analysis. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include IBM. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments", "date_published": "2026-08-12T17:09:32+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:c29bb612567f8758807bee0b2aef806b5255858b8055b98aa10603e4f14aef62", "url": "https://finance.yahoo.com/technology/ai/articles/omain-specific-llm-platforms-market-152800489.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/omain-specific-llm-platforms-market-152800489.html", "title": "omain-Specific LLM Platforms Market Report 2026\u20132033: Evaluating Custom Fine-Tuning, RAG Architectures, and Market Shares of Microsoft, Google, NVIDIA, and IBM", "content_text": "Company Logo Accelerating shift from general-purpose AI to industry-tailored solutions\u2014highlighted by Microsoft's clinical AI advancements, Google's expanded Vertex AI vertical models, NVIDIA's domain-specific NIM microservices, and IBM's compliance-driven Granite LLMs\u2014is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. This 130-page study delivers an in-depth analysis of retrieval-augmented generation (RAG) frameworks, enterprise deployment models, key vertical applications (BFSI, healthcare, legal, manufacturing), and regional growth projections through 2033. Domain-Specific LLM Platforms MarketDomain-Specific LLM Platforms Market Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The \"Domain-Specific LLM Platforms Market Size, Share & Trends Analysis Report by Component, Deployment Model, Enterprise Size, Industry Vertical, Region, and Segment Forecasts, 2026-2033\" has been added to ResearchAndMarkets.com's offering. Global Domain-Specific LLM Platforms Market to Reach USD 15.54 Billion by 2033 The global domain-specific LLM platforms market was valued at USD 1.83 billion in 2025 and is projected to increase from USD 2.44 billion in 2026 to USD 15.54 billion by 2033. The market is expected to register a compound annual growth rate (CAGR) of 30.3% from 2026 to 2033. North America led the global market in 2025, accounting for more than 35.0% of total revenue. Market growth is being driven by rising enterprise demand for accurate, context-aware artificial intelligence models tailored to specific industries and business functions. Organizations across banking, financial services and insurance (BFSI), healthcare, legal services, manufacturing, retail, telecommunications, government and other sectors are transitioning from general-purpose models to specialized large language model platforms. These solutions support improved decision-making, workflow automation, operational efficiency and industry-relevant outputs while helping organizations reduce inaccurate or unsupported responses. Cloud computing and API-based AI ecosystems are accelerating the deployment of domain-specific LLM platforms. Hyperscalers and enterprise AI providers allow organizations to implement specialized models without making extensive investments in dedicated infrastructure. Lower deployment barriers are supporting adoption among large enterprises and small and medium-sized enterprises (SMEs). Demand is also increasing as organizations integrate LLM platforms into customer support, enterprise analytics, knowledge management, document processing and other critical workflows. Story Continues Data security, regulatory compliance and AI governance remain important market growth factors. Businesses operating in highly regulated industries, particularly BFSI and healthcare and life sciences, require controlled, secure and explainable AI systems. Heightened concerns surrounding data privacy, intellectual property protection and regulatory accountability are encouraging investment in enterprise-grade platforms with transparent governance, access controls and compliance capabilities. Technological advancements are further improving the performance and commercial potential of domain-specific LLM platforms. Retrieval-augmented generation, model fine-tuning frameworks and multimodal AI capabilities are enabling stronger contextual understanding, real-time information retrieval and greater accuracy across specialized applications. Continued development of graphics processing infrastructure, vector databases and scalable cloud environments is also improving deployment speed and expanding addressable use cases across industry verticals. Enterprises are increasingly adopting specialized LLM platforms to improve productivity and optimize operating costs. These platforms can automate repetitive processes, streamline complex workflows, enhance access to institutional knowledge and support faster business decisions. Combined with sus", "date_published": "2026-08-12T15:28:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:c7b56b6c36303aff9a2f59720ad0e77030ae4e94cd49dad79e9d0095a0de980b", "url": "https://finance.yahoo.com/technology/ai/articles/zacks-analyst-blog-highlights-quantinuum-141800204.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/zacks-analyst-blog-highlights-quantinuum-141800204.html", "title": "The Zacks Analyst Blog Highlights Quantinuum, IonQ, NVIDIA, IBM, QTUM, ARQQ, WQTM and CHPX", "content_text": "For Immediate Release Chicago, IL \u2013 August 12, 2026 \u2013 Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Quantinuum QNT, IonQ IONQ, NVIDIA NVDA, International Business Machines IBM, Defiance Quantum ETF QTUM, Arqit Quantum Inc. ARQQ, WisdomTree Quantum Computing Fund WQTM and Global X AI Semiconductor & Quantum ETF CHPX. Here are highlights from Tuesday's Analyst Blog: The Next AI Surge: Top Quantum ETFs to Buy Amid Funding Push As the artificial intelligence (AI) boom strains traditional silicon architectures, quantum computing is evolving from a long-term research project into an operational necessity. Processing complex neural networks, training massive AI models, and safeguarding critical infrastructure require capabilities that far exceed those of classical computing, and quantum computing promises to deliver them. This shift has catalyzed strong upward momentum for quantum stocks and exchange-traded funds (ETFs) that hold them in recent times. With the U.S. government now making historic financial commitments to the sector, this might be an opportune time for investors seeking high-growth opportunities to consider these funds as a strategic portfolio addition. However, before we delve deep into the specifics of these funds, it is crucial to examine the forces accelerating quantum demand and evaluate why ETFs offer a prudent way to capture this long-term growth. Driving Forces Behind Quantum Boom The spike in quantum demand is being propelled by a fundamental tech shift paired with massive funding offered by the U.S. government. Scientifically, classical supercomputers are approaching physical wall limits just as AI workloads, materials science, and bio-pharmaceutical research require rapid data processing. Quantum systems, by leveraging qubits in superposition, can theoretically solve specific problems\u2014like factoring encryption or simulating molecules\u2014in minutes that would otherwise take millennia. This is why investments are pouring in for quantum development today. Some recent technological breakthroughs are validating the commercial viability of quantum computing. For instance, in June 2026, Quantinuum published results in Nature on its 98-qubit Helios system operating beyond classical simulation boundaries. In the same month, researchers at Duke Quantum Center and IonQ reported the first fully distributed three-node entangled state of atomic qubits \u2014 a breakthrough for quantum networking. Story Continues In April, NVIDIA launched the world's first family of open-source quantum AI models, NVIDIA Ising, designed to help researchers and enterprises build quantum processors capable of running useful applications. Ising models enable researchers to tackle much larger, more complex problems with quantum computers by delivering up to 2.5X faster performance and 3x higher accuracy for the decoding process needed for quantum error correction. Notably, the U.S. administration has been backing this technology with aggressive funding. In November 2025, the U.S. Department of Energy (\"DOE\") announced $625 million in funding to renew its five National Quantum Information Science (\"QIS\") Research Centers to advance President Trump's directive of restoring American leadership in quantum science and technology. Recent federal directives \u2014 including $2 billion in CHIPS Act incentives for domestic quantum foundries, along with executive orders establishing national quantum computer procurement programs \u2014 are also effectively institutionalizing demand in this space. Interestingly, apart from quantum specialists like QNT, mainstream tech giants like International Business Machines are also benefiting from soaring quantum computing demand. In May, IBM secured the largest single portion of federal funding, worth $1 billion, to anchor a new U.S.-based quan", "date_published": "2026-08-12T14:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:9b0b375abca0b79c52c5d66baeae6170ed8a00fbcfb7062e065afd20961b328c", "url": "https://finance.yahoo.com/technology/ai/articles/project-worldwide-consolidates-ai-digital-130200419.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/project-worldwide-consolidates-ai-digital-130200419.html", "title": "Project Worldwide Consolidates AI & Digital Transformation Practice Under Wondersauce", "content_text": "Project Worldwide Expanded Global Practice Integrates Engineering Scale, Enterprise AI, and Experiential Design to Bridge Physical and Digital Brand Ecosystems Project Worldwide Consolidates AI & Digital Transformation Practice Under WondersauceLeft to right: Chris Meyer and John Sampogna NEW YORK, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Project Worldwide, an alliance of leading independent creative agencies, today announced the consolidation of its unified global AI and digital transformation practice under agency partner Wondersauce. The expanded practice helps organizations modernize their digital foundation to accelerate growth and improve efficiency. Wondersauce now serves as Project's business transformation partner, bringing together strategy, design, engineering, data, and AI in a single offering. Bridging Physical Activations and Always-On Digital Ecosystems For decades, Project Worldwide has delivered high-impact physical brand activations through several of its agencies including George P. Johnson (GPJ) who delivers innovative live, digital and hybrid brand experiences for the world's leading brands including Google, Cisco, IBM, Salesforce, DP World and more. The expanded practice now connects these physical experiences with digital products and content into a seamless, integrated customer journey. \"Project Worldwide is built around creating experiences that move people, including some of the world's most complex brand activations,\" said Chris Meyer, CEO of Project Worldwide. \"Today, those experiences extend to the platforms and intelligent systems that shape daily customer relationships. Expanding Wondersauce allows us to help clients connect physical engagement with the technology required to unlock growth.\" Core Practice Capabilities Everything about how brands operate is changing: how people discover them, how they engage with them, and how the work behind them gets done. In the intelligence age, growth comes through transformation, not all at once, but one meaningful shift at a time. Today, Wondersauce is expanding its capabilities to help enterprise organizations navigate that change. Digital Products & Platforms: Designing and building enterprise websites, mobile applications, e-commerce experiences, and digital platforms that improve customer engagement and business performance. AI Search & Discovery: Optimizing brand visibility, credibility, and discoverability across AI-powered search engines, Large Language Models (LLMS), and answer engines. Visioning Sprints: Working with executive teams to define priorities, align stakeholders, and create actionable roadmaps for modernization. Workflow Redesign: Simplifying how work gets done through better processes, connected systems, automation, and practical AI applications. Story Continues \"In the intelligence age, we are seeing a total transformation in how brands connect with audiences and manage their internal operations,\" said John Sampogna, CEO of Wondersauce. \"Sustainable growth no longer comes from massive overhauls, but from the cumulative impact of intentional, incremental shifts. Wondersauce is designed to help partners navigate this evolution by prioritizing practical innovation that yields tangible business outcomes.\" A Globally Distributed Delivery Model Headquartered in NYC, Wondersauce supports continuous global delivery through an expanded presence across North America, Costa Rica, Colombia, and India. This model provides enterprise clients with access to technical talent and around-the-clock engineering support while maintaining local strategic partnership. \"AI is fundamentally changing how businesses innovate and engage customers,\" said Rasheed Sait, Project's Chief Growth Officer, India & South Asia. \"This expansion gives clients access to a global network of talent, enabling us to build smarter, faster and more scalable solutions that transcend borders.\" About Project Worldwide Project Worldwide is a 100% employee-owned global independent network of 1", "date_published": "2026-08-12T13:02:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:233e0a586885f70edb8790fdb31c5d0673cb4fe8a0bc330b30759e3db5889c74", "url": "https://finance.yahoo.com/technology/articles/rimini-street-expands-c-suite-130000736.html", "external_url": "https://finance.yahoo.com/technology/articles/rimini-street-expands-c-suite-130000736.html", "title": "Rimini Street Expands C-Suite Leadership for Growth with Appointment of Two Proven Industry Veterans as Chief Operating Officer and Chief Delivery Officer", "content_text": "Rimini Street appoints Keith Costello as EVP and Chief Operating Officer and Alexander Guasch as EVP and Chief Delivery Officer LAS VEGAS, August 12, 2026--(BUSINESS WIRE)--Rimini Street, Inc. (Nasdaq: RMNI), the Software Support and Agentic AI ERP Company\u2122 and the leading third-party support provider for Oracle, SAP and VMware software, today announced the appointment of Keith Costello as chief operating officer (COO) and Alexander Guasch as chief delivery officer (CDO). New COO Brings Proven Experience Scaling Organizations for Growth Keith Costello brings decades of experience building and scaling global enterprise software and services organizations, including leading teams of tens of thousands and managing businesses generating billions of dollars in revenue. He previously served as president, enterprise applications, technology, consulting and engineering services at DXC Technology and general manager for IBM's global SAP business unit. Earlier, he completed eight years at SAP in various senior leadership roles, including executive vice president and general manager of business analytics and technology solutions, senior vice president of global field services and chief customer officer. As COO, Costello will own product strategy, determining what products, services and solutions Rimini Street will bring to market. He will also own the professional services sales function and other global business operations, which he will take over from Rimini Street president and CEO Seth Ravin. \"It's an exciting time at Rimini Street. The company has successfully sold billions of dollars of services and built a differentiated offering that helps clients unlock more value from their mission-critical enterprise systems while gaining greater control over their technology roadmaps,\" said Costello. \"I'm looking forward to working with the global team to scale operations, strengthen execution and support the company's continued growth worldwide.\" New CDO Brings Global Delivery Leadership and Client-Focused Execution Alex Guasch is a seasoned leader with more than 30 years of experience leading integrated global IT service delivery organizations with thousands of professionals. He has led numerous initiatives across enterprise software support, managed services, consulting, modernization, cloud transformation and AI-enabled innovation. Guasch formerly served in senior executive roles at HPE, IBM, VMware and Cognizant and has held leadership positions at Effectual and Optiv. As Rimini Street CDO, he is responsible for the end-to-end development and delivery of all company products, services and solutions worldwide, assuring reliable operational excellence, unparalleled service quality and successful client outcomes. Story Continues \"Client success starts with consistent, high-quality delivery, especially for the mission-critical systems that keep global organizations and government clients running smoothly,\" said Guasch. \"I'm pleased to join Rimini Street and lead an organization that has a storied reputation as one of the best enterprise software and technology engineering teams in the world, delivering 24/7/365 service globally with an average two-minute response time and client satisfaction ratings of 4.9 out of 5.0.\" Rimini Street is firmly focused on executing its operating plan to accelerate revenue growth and increase profitability. These expanded leadership roles strengthen execution, scale global operations and support continued client success. \"Keith and Alex bring the global operating experience, execution discipline and client-first leadership to scale our organization with speed and quality,\" said Seth Ravin, president and CEO, Rimini Street. \"Keith and Alex understand what it takes to run and grow complex technology organizations and deliver extraordinary client outcomes. They are welcome additions to our leadership team as we continue helping clients use technology to lower their total operating costs, improve profitability and ", "date_published": "2026-08-12T13:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:3596808c29706c0f94520a248695ce0b5e69b3d1bd0cafd185f7456ed825a874", "url": "https://finance.yahoo.com/technology/ai/articles/global-artificial-intelligence-ai-patent-082300357.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/global-artificial-intelligence-ai-patent-082300357.html", "title": "Global Artificial Intelligence (AI) Patent Landscape Report 2026: Analyzing Key Patent Holdings, R&D Filings, and IP Strategies of Industry Leaders", "content_text": "Company Logo Amid rapid 2026 breakthroughs, highlighted by Microsoft's and Google's expansion into autonomous AI agents, Nvidia's next-gen chip IP, and IBM's enterprise patent growth this detailed study provides an in-depth mapping of international patent filings, key assignee portfolios, technological clusters, and emerging licensing trends across the global AI ecosystem. Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The \"Artificial Intelligence AI\" has been added to ResearchAndMarkets.com's offering. Artificial Intelligence Patent Landscape Report 2010-2024: Global Market, Technology and Competitive Analysis The Artificial Intelligence Patent Landscape Report delivers a comprehensive analysis of 244,202 AI patents filed across major jurisdictions between 2010 and 2024. Drawing on international patent filings, the report examines innovation across healthcare, finance, entertainment, agriculture, energy, logistics, industrial automation, retail, manufacturing, transportation, consumer electronics and enterprise software. The analysis combines quantitative patent data, descriptive statistics, artificial intelligence, natural language processing, topic modeling, patent clustering and International Patent Classification-based technology segmentation. It provides actionable intelligence on patent activity, competitive positioning, geographic coverage and emerging innovation opportunities in machine learning, neural networks, natural language processing, computer vision, image and video recognition, pattern recognition, robotics, predictive analytics and intelligent automation. Organized into Landscape Overview, Market and Competitor Analysis, Technology Analysis and Key Players' Patent Profiles, the report supports strategic decision-making in research and development, product innovation, investment, licensing, partnerships, mergers and acquisitions and market entry. Artificial Intelligence Patent Landscape Overview The landscape overview tracks global AI patent trends from 2010 through 2024. The dataset includes 106,684 active patents, 94,075 pending patents and 42,952 inactive, discontinued or expired patents. Filing activity reached its highest level in 2023, when more than 45,000 new patents were recorded. Approximately 95% of the identified patents have been registered since 2019, underscoring the rapid acceleration of artificial intelligence research and commercialization. China leads the global artificial intelligence patent landscape with 115,768 registrations, followed by the United States with 58,671 patents. South Korea, Europe and other jurisdictions account for smaller shares. These results highlight China's dominant filing position and the United States' substantial contribution to global AI innovation. Story Continues Artificial Intelligence Market and Competitor Analysis The market analysis evaluates global AI market value, regional demand, industry applications, leading producers, patent applicants, patent owners, highly cited organizations and collaboration networks. The global artificial intelligence market was valued at approximately USD 136 billion in 2022 and is projected to achieve a compound annual growth rate of about 37% between 2023 and 2030. Selected forecasts indicate that the market could exceed USD 1.8 trillion by 2030. Banking, financial services and insurance represent approximately 20%-25% of AI market revenue. Healthcare accounts for an estimated 15%-20%, retail and e-commerce represent approximately 15%, and manufacturing contributes around 10%-15%. The report connects market indicators with patent activity across healthcare, finance, agriculture, energy, entertainment, logistics, retail, transportation and industrial markets, enabling stakeholders to identify high-growth applications and competitive opportunities. AI Technology Analysis The technology analysis reviews major areas of artificial intelligence innovation, including machine learning, biological-model computing arrangements, image and vi", "date_published": "2026-08-12T08:23:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:a4312ca13b43fa870be2483efd12e0f06660d2681a0d6c06499a438299381709", "url": "https://finance.yahoo.com/technology/ai/articles/ais-jurassic-park-moment-sent-212000661.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ais-jurassic-park-moment-sent-212000661.html", "title": "How AI's \"Jurassic Park\" Moment Sent Cybersecurity Stocks Soaring", "content_text": "AI Raises Cybersecurity Risks In what The Wall Street Journal described as cybersecurity's \"Jurassic Park\" moment, two of OpenAI's most powerful AI models broke out of a test environment last month to hack Hugging Face, an open-source AI tools platform. The models had been placed in a \"sandbox\" without internet access but were able to escape in an attempt to cheat on a cybersecurity benchmarking test. Anthropic and Meta (META) later disclosed similar hacking incidents involving their AI models. These science-fiction-like incidents demonstrate the state-of-the-art cyber capabilities of AI systems and show how they could potentially be used by bad actors to cause significant harm. Cybersecurity stocks also got a boost after IBM (IBM) CEO Arvind Krishna told CNBC that cyber threats are currently a top priority for customers. AI Expands the Opportunity Cybersecurity stocks sold off earlier this year along with the broader software sector amid concerns that rapid advances in AI could disrupt traditional security software. However, AI is more likely to expand the long-term cybersecurity opportunity than eliminate it. According to a recent Goldman Sachs research note, cybersecurity has shifted from being viewed as vulnerable to AI disruption to being seen as a clear beneficiary, as increased AI adoption is expected to drive additional security spending. Our world is becoming increasingly digital and interconnected, and this transformation has increased the risk of security breaches and other threats. At the same time, cybercriminals are using AI to launch more sophisticated attacks. As a result, cybersecurity spending is increasingly becoming essential rather than discretionary. The global market for cybersecurity products and services is already worth hundreds of billions of dollars. Gartner expects worldwide information security spending to reach about $244 billion in 2026 and $322 billion by 2029. To learn more about the First Trust Nasdaq Cybersecurity ETF (CIBR), Amplify Cybersecurity ETF (HACK), and iShares Cybersecurity and Tech ETF (IHAK), please watch the short video above. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report International Business Machines Corporation (IBM) : Free Stock Analysis Report Amplify Cybersecurity ETF (HACK): ETF Research Reports First Trust NASDAQ Cybersecurity ETF (CIBR): ETF Research Reports iShares Cybersecurity and Tech ETF (IHAK): ETF Research Reports Meta Platforms, Inc. (META) : Free Stock Analysis Report Palo Alto Networks, Inc. (PANW) : Free Stock Analysis Report CrowdStrike (CRWD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments", "date_published": "2026-08-11T21:20:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:69c1efb3d4fcbbdda33f3f21ee515ea79b693772ad035cc76f8fcf3dc695645e", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-lands-240-million-ai-191047046.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibm-lands-240-million-ai-191047046.html", "title": "IBM Lands a $240 Million AI Inference Deal", "content_text": "This article first appeared on GuruFocus. International Business Machines Corp. (IBM, Financials), the enterprise technology company, signed a $240 million multi-year agreement with Together AI to build a large-scale artificial intelligence inference cluster on IBM Cloud. Warning! GuruFocus has detected 5 Warning Sign with AMZN. Is IBM fairly valued? Test your thesis with our free DCF calculator. The system will be constructed on the latest Blackwell processors, on Nvidia's HGX B300 hardware, and will have Spectrum-X networking. IBM is now in one of the fastest growing segments of the AI market directly. Inference, or the process of running trained models to generate answers and predictions, is becoming a significantly bigger driver of computer demand as firms take AI from testing into everyday use. Together AI is working on open-source models like DeepSeek, MiniMax and Kimi, which are cheaper to run than closed systems from big AI laboratories. For IBM, the transaction provides a method to convert that demand into recurrent cloud infrastructure revenue, rather than just selling software around AI. Nvidia wins here too, because the latest systems are still the core of the cluster. The next question is can transactions like these get big enough to boost IBM's cloud growth in a more meaningful direction. View Comments", "date_published": "2026-08-11T19:10:47+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:9797c7b3ae680c6514cb118bb312c512f92b901ccf63e3048ec4e0d38d09ee26", "url": "https://finance.yahoo.com/m/3f96c848-e528-3a92-8dff-308d198c8637/inside-ibm%E2%80%99s-%24240-million-ai.html", "external_url": "https://finance.yahoo.com/m/3f96c848-e528-3a92-8dff-308d198c8637/inside-ibm%E2%80%99s-%24240-million-ai.html", "title": "Inside IBM\u2019s $240 Million AI Bet to Build Out Its Cloud Capabilities", "content_text": "IBM and Together AI are building a cluster on IBM\u2019s cloud that will power the start-up\u2019s open-source model inference. Continue Reading", "date_published": "2026-08-11T18:26:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:3d48d2e03ba70c005cfc9d52edba12c24cc284b497a981aae7ab73d89f5fb20a", "url": "https://finance.yahoo.com/m/88069686-fb31-35fa-b6c9-0c1477a53816/stock-market-today%3A-dow.html", "external_url": "https://finance.yahoo.com/m/88069686-fb31-35fa-b6c9-0c1477a53816/stock-market-today%3A-dow.html", "title": "Stock Market Today: Dow Falls, Oil Rises Despite Iran Claim; Roger Federer Play Dives On This (Live Coverage)", "content_text": "Stock Market Today: The Dow Jones index gives up gains as oil rises. SpaceX rival Rocket Lab falls on earnings. A Roger Federer play dives. Continue Reading", "date_published": "2026-08-11T15:53:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:874c743431196368ec79f60062f172a152c3a9890b39a05a95a35e478e774c98", "url": "https://finance.yahoo.com/technology/ai/articles/next-ai-surge-top-quantum-143100120.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/next-ai-surge-top-quantum-143100120.html", "title": "The Next AI Surge: Top Quantum ETFs to Buy Amid Washington's Funding Push", "content_text": "As the artificial intelligence (AI) boom strains traditional silicon architectures, quantum computing is evolving from a long-term research project into an operational necessity. Processing complex neural networks, training massive AI models, and safeguarding critical infrastructure require capabilities that far exceed those of classical computing, and quantum computing promises to deliver them. This shift has catalyzed strong upward momentum for quantum stocks and exchange-traded funds (ETFs) that hold them in recent times. With the U.S. government now making historic financial commitments to the sector, this might be an opportune time for investors seeking high-growth opportunities to consider these funds as a strategic portfolio addition. However, before we delve deep into the specifics of these funds, it is crucial to examine the forces accelerating quantum demand and evaluate why ETFs offer a prudent way to capture this long-term growth. Driving Forces Behind Quantum Boom The spike in quantum demand is being propelled by a fundamental tech shift paired with massive funding offered by the U.S. government. Scientifically, classical supercomputers are approaching physical wall limits just as AI workloads, materials science, and bio-pharmaceutical research require rapid data processing. Quantum systems, by leveraging qubits in superposition, can theoretically solve specific problems\u2014like factoring encryption or simulating molecules\u2014in minutes that would otherwise take millennia. This is why investments are pouring in for quantum development today. Some recent technological breakthroughs are validating the commercial viability of quantum computing. For instance, in June 2026, Quantinuum QNT published results in Nature on its 98-qubit Helios system operating beyond classical simulation boundaries. In the same month, researchers at Duke Quantum Center and IonQ IONQ reported the first fully distributed three-node entangled state of atomic qubits \u2014 a breakthrough for quantum networking. In April, NVIDIA NVDA launched the world's first family of open-source quantum AI models, NVIDIA Ising, designed to help researchers and enterprises build quantum processors capable of running useful applications. Ising models enable researchers to tackle much larger, more complex problems with quantum computers by delivering up to 2.5X faster performance and 3x higher accuracy for the decoding process needed for quantum error correction. Notably, the U.S. administration has been backing this technology with aggressive funding. In November 2025, the U.S. Department of Energy (\"DOE\") announced $625 million in funding to renew its five National Quantum Information Science (\"QIS\") Research Centers to advance President Trump's directive of restoring American leadership in quantum science and technology. Story Continues Recent federal directives \u2014 including $2 billion in CHIPS Act incentives for domestic quantum foundries, along with executive orders establishing national quantum computer procurement programs \u2014 are also effectively institutionalizing demand in this space. Interestingly, apart from quantum specialists like QNT, mainstream tech giants like International Business Machines IBM are also benefiting from soaring quantum computing demand. In May, IBM secured the largest single portion of federal funding, worth $1 billion, to anchor a new U.S.-based quantum chip foundry in Albany, NY, ensuring domestic manufacturing capabilities. Why ETFs Offer a Prudent Strategy? While direct government funding provides a rising tide for the quantum computing space, investing in individual quantum stocks carries notable risk. The industry remains divided over which modality \u2014 trapped-ion, superconducting, or photonic \u2014 will ultimately achieve fault tolerance, while pure-play quantum firms continue to face high R&D burn rates and dilution risks. Against this backdrop, opting for an ETF minimizes single-stock volatility while guaranteeing participation in the fed", "date_published": "2026-08-11T14:31:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:871e2f8b6593ffedf2fc5f39db6b37c43b470099c969f48b194c61834339ba0a", "url": "https://finance.yahoo.com/technology/articles/td-synnex-expands-ibm-distribution-142300940.html", "external_url": "https://finance.yahoo.com/technology/articles/td-synnex-expands-ibm-distribution-142300940.html", "title": "TD SYNNEX Expands IBM Distribution to Accelerate Partner-Led Growth Worldwide", "content_text": "Expansion strengthens scale, consistency, and execution across Europe, Asia, and Latin America FREMONT, Calif. & CLEARWATER, Fla., August 11, 2026--(BUSINESS WIRE)--TD SYNNEX (NYSE: SNX), a leading global distributor and solutions aggregator for the IT ecosystem, today announced the expansion of its IBM distribution footprint into 20 new countries across Europe, Asia-Pacific (under the Tech Data and Tec-D brand in Malaysia), and Latin America, advancing global scale and enabling more consistent, partner-led growth across markets. Through this expansion into additional global markets, TD SYNNEX is extending access to IBM solutions while enabling partners to grow and scale with greater confidence across regions. This broader footprint supports a more consistent partner experience and unlocks new growth opportunities across both existing and expansion markets. \"With this expansion, we are extending our reach into additional markets while connecting with a broader set of partners looking to grow their IBM business,\" said Mark Martin, VP, Global Vendor Management, TD SYNNEX. \"And through our program Select Blue, we're providing a clear path to engage, specialize, and execute confidently, helping both new and existing partners enter new markets and accelerate revenue growth.\" The expanded footprint gives more partners access to Select Blue, a focused initiative from TD SYNNEX, built with IBM, designed to help partners move from opportunity to execution faster, and with less guesswork. Through specialization in high-growth areas like AI, data and automation, Select Blue enables partners to deliver outcomes that matter and stand out in a crowded market. \"Select Blue gives us clarity around where to focus and how to scale,\" said Sam Smith, Senior Vice President, ASB Resources. \"By adopting SaaS- and consumption-based models, we're accelerating execution and driving more predictable growth. TD SYNNEX helped us get there faster\u2014without guesswork.\" TD SYNNEX provides end-to-end capabilities spanning enablement, financing, pre-sales support, and go-to-market execution, helping partners accelerate time to revenue and scale their IBM business. Execution in all markets will be anchored in a globally consistent framework with local execution, enabling outcome-based solutions, supported by scalable processes and performance accountability. Partners interested in growing their IBM business with TD SYNNEX can explore available opportunities and connect with a TD SYNNEX IBM specialist through the Select Blue landing page. Story Continues About TD SYNNEX TD SYNNEX (NYSE: SNX)is a leading global distributor, solutions aggregator, and original design and contract manufacturer that plays a central role in connecting the technology ecosystem. We support more than 150,000 customers across over 100 countries with a comprehensive edge-to-cloud portfolio spanning cybersecurity, analytics, artificial intelligence, mobility, and Everything-as-a-Service. We are a Fortune 100 company that helps partners maximize the value of technology investments and achieve measurable business outcomes through our global reach, expertise and enablement capabilities. Headquartered in Clearwater, Florida, and Fremont, California, the Company's distribution business brings together a broad portfolio of IT hardware, software and systems, providing access to products across the global IT ecosystem. The Company's Hyve Solutions business partners with technology companies to design, manufacture, and deliver traditional and accelerated compute, cloud, and connected infrastructure. For more information, visit www.TDSYNNEX.com, follow our newsroom or follow us on LinkedIn, Facebook and Instagram. Safe Harbor Statement Statements in this news release that are \"forward-looking statements\" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 involve known and unknown risks and uncertainties which may cause the Company's ac", "date_published": "2026-08-11T14:23:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:82b7588d29c10906a278844f8f6a59010c25db8ac879f92425cb2121349ff6f5", "url": "https://finance.yahoo.com/markets/stocks/articles/international-business-machines-ibm-driving-141227692.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/international-business-machines-ibm-driving-141227692.html", "title": "International Business Machines (IBM), What Is Driving Fresh Attention Today?", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. International Business Machines (IBM) has just completed a CAD 997.11 million fixed income offering of 4.750% notes due August 15, 2034. This provides investors with fresh information on the company's funding costs and capital structure. See our latest analysis for International Business Machines. The bond issuance comes as International Business Machines shares trade at US$236.31, with the 7 day share price return up 4.42% but the 30 day share price retur", "date_published": "2026-08-11T14:12:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:7e76efe3e33407ad5f6e62db10aab12fb792e16c6612fbb5bf88a6be8c3b7a2b", "url": "https://finance.yahoo.com/media-advertising/articles/agassi-sports-entertainment-usta-coaching-123000447.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/agassi-sports-entertainment-usta-coaching-123000447.html", "title": "Agassi Sports Entertainment and USTA Coaching, Inc. Announce Multi-Year Collaboration to Modernize Tennis Instruction Through ASE's Digital Coaching Platform", "content_text": "Collaboration integrates USTA Coaching philosophy and methodology into ASE's AI-powered coaching platform, delivering exclusive benefits to the USTA Coaching and USTA member community Renowned tennis coach and ASE advisor Darren Cahill to headline USTA Coaching's inaugural \"Coaches Open\" conference in New York this August ahead of US Open LAS VEGAS, NV / ACCESS Newswire / August 11, 2026 / Agassi Sports Entertainment Corp. (OTC:AASP) (\"ASE\" or the \"Company\"), a sports, media, and technology platform focused on the global racket sports ecosystem and built around the iconic brands of Andre Agassi and Stefanie Graf, today announced a multi-year commercial agreement with the United States Tennis Association Incorporated (\"USTA\"), together with USTA Coaching, Inc., an affiliated entity established by the USTA to elevate and support the coaching community nationwide. Through the agreement, USTA Coaching's established content, philosophy, and methodology will be integrated into the digital coaching platform ASE is currently developing in collaboration with IBM. The collaboration represents a significant step in ASE's strategy to deliver technology-enabled coaching experiences while expanding access to high-quality instruction and creating new ways to support players and coaches. Additionally, legendary tennis coach and ASE advisor Darren Cahill will headline the upcoming USTA Coaching \"Coaches Open\" conference, taking place in New York City on August 25-27. Cahill, one of the most accomplished coaches in tennis, ASE advisor, and current coach of No.1 ranked Jannik Sinner, will participate in an on-stage conversation and will meet with conference attendees. The Coaches Open is a three-day flagship event at the NY Hilton Midtown, where more than 500 professional coaches will gather for keynote speeches, professional development, and go to Louis Armstrong Stadium for on-court demos. Cahill's participation highlights the collaboration between ASE and USTA Coaching and the shared vision of using innovation and education to support coaches and players at every level. \"Great coaching can change a player's trajectory, but too often that guidance isn't available when and where people need it,\" said Andre Agassi, Co-Founder of Agassi Sports Entertainment. \"By working with USTA Coaching, we're bringing trusted coaching principles into a platform that can support players every day, while helping connect them to the broader coaching ecosystem.\" Under the agreement, USTA Coaching will provide proprietary coaching curriculum, educational content, and American Development Model (ADM) programming to inform ASE's coaching platform and future product roadmap. The collaboration is designed to deliver instruction aligned with USTA Coaching's approach, helping players connect with certified coaches, programs, and educational resources in new ways. USTA Coaching community members, as well as USTA membership, will receive exclusive subscription benefits. Story Continues USTA Coaching's \"Pro\" and \"Pro Plus\" community members will have complimentary access to ASE's coaching platform upon launch, with discounted pricing anticipated for eligible adult USTA members. In addition, USTA Coaching and ASE plan to explore further USTA Coaching community member benefits, exclusive offers, and collaborative initiatives that support coaches and players across USTA Coaching and the broader USTA membership base. \"Coaches are central to the long-term success and enjoyment of players at every stage of the journey,\" said Craig Morris, Chief Executive Officer of USTA Coaching. \"Our relationship with Agassi Sports Entertainment is expected to allow us to introduce more players to the principles of the American Development Model in a modern, engaging format while reinforcing the value of coach education and certification. We're also thrilled to welcome Darren Cahill to our first Coaches Open as we bring the coaching community together around the future of the game. He is an icon", "date_published": "2026-08-11T12:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:d9710ffd5f6eec807aa67a19452c9cc42d589a1feea97d2420e747a5b4229322", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-together-ai-ink-240-120237670.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibm-together-ai-ink-240-120237670.html", "title": "IBM, Together AI ink $240 million deal for Nvidia-powered AI inference cluster", "content_text": "Aug 11 (Reuters) - IBM and startup Together AI have signed a $240 million multi-year \u200cagreement to build a large-scale artificial intelligence \u200ccluster on IBM Cloud using Nvidia systems, the companies \u200bsaid on Tuesday. The cluster will provide inference for open-source AI models, which have gained traction as businesses seek to rein in AI costs \u200cand weigh concerns \u2060about cybersecurity incidents involving models from Anthropic, OpenAI and Meta. Inference, the process \u2060of running trained AI models to generate responses, has become one of the largest drivers \u200bof \u200bdemand for computing capacity, \u200bprompting cloud providers \u200cand chipmakers to spend billions of dollars expanding AI infrastructure. The cluster on IBM Cloud will use Nvidia's HGX B300 systems, which link the chipmaker's newer Blackwell processors, and its Spectrum-X \u200cEthernet networking gear. Nvidia has \u200bsaid the Blackwell chips \u200bare optimized for \u200bAI inference. San Francisco-based Together AI's \u200cplatform lets companies train and \u200brun AI \u200bworkloads on open models such as DeepSeek, MiniMax and Kimi at lower costs than \u200bclosed systems. \u200cIt was last valued at $8.3 billion in \u200bJuly. (Reporting by Anhata Rooprai in Bengaluru; \u200bEditing by Tasim Zahid) View Comments", "date_published": "2026-08-11T12:02:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:3fa218d90fcca1fd8b3c4c5d841e6c42ab2f87e69b6c48db50b3431c97cdce7e", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-together-ai-sign-multi-120000797.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibm-together-ai-sign-multi-120000797.html", "title": "IBM and Together AI Sign Multi-Year Agreement to Scale Open-Source AI Inference with NVIDIA AI Infrastructure on IBM Cloud", "content_text": "First large-scale inference cluster with Together AI on IBM Cloud using NVIDIA HGX B300 systems to help enterprises run AI workloads, designed for fast and efficient production ARMONK, N.Y. and SAN FRANCISCO, Aug. 11, 2026 /PRNewswire/ -- IBM (NYSE: IBM) announced a collaboration with Together AI to deliver IBM and NVIDIA AI infrastructure. Under a multi-year $240M agreement between IBM and Together AI, IBM is positioned to deploy a large cluster of NVIDIA HGX B300 systems on IBM Cloud with expected availability in Q1 2027. Together AI will use this cluster to provide open-source model inference. This deployment is the first dedicated, large-scale cluster built for inference on IBM Cloud using HGX B300 systems and NVIDIA Spectrum-XTM Ethernet networking. According to NVIDIA, it is built to deliver 30x more AI factory output compared to prior generations.IBM Corporation logo. This collaboration aims to enable Together AI to deliver better performance and token economics to enterprises as they look to efficiently scale their AI deployments. Together AI is built on the principle that open-source models are essential for the future of AI and developers should be able to build using open, modular stacks. The company recently raised an $800M Series C financing round at an $8.3B valuation to expand its AI Native Cloud and its platform spans capabilities across inference, training, fine tuning, and agentic workflows. The company reports that it has seen significant momentum for its inference product, now serving 400 trillion tokens monthly. Together AI selected IBM with NVIDIA because of their innovative product roadmaps and their ability to deliver GPU capacity at the pace required for rapid AI scaling and lowest token cost. Building on IBM's expertise in delivering enterprise-grade cloud capabilities, this collaboration aims to help Together AI to continue its expansion into the enterprise space while making open-source AI more accessible to developers and enterprises around the world. \"Enterprises want the performance of the best frontier models without the closed-model price tag, and that only works if the infrastructure underneath is fast and reliable at scale,\" said Vipul Ved Prakash, CEO at Together AI. \"Working alongside IBM with NVIDIA gives us that foundation. This cluster lets us bring production-grade inference to more companies, faster, and it's a big step in our push to make open-source AI the obvious choice for enterprises.\" IBM and NVIDIA Expand Collaboration to Power the Next Wave of AI Innovation Story Continues \"Enterprises are in a race to adopt agentic AI at scale to drive real business outcomes,\" said Alan Peacock, General Manager of IBM Cloud. \"IBM and NVIDIA are delivering scalable, economical, enterprise-grade AI infrastructure that can help Together AI accelerate innovation for the next generation of AI infrastructure.\" \"AI factories are becoming essential enterprise infrastructure\u2014like electricity and telecommunications\u2014turning compute and data into intelligence,\" said Dion Harris, Senior Director, HPC and AI Infrastructure Solutions, NVIDIA. \"With NVIDIA HGX B300 systems and NVIDIA Spectrum-X Ethernet networking on IBM Cloud, IBM and Together AI will deliver an accelerated computing platform to help enterprises deploy open-source AI with the performance, efficiency and scale required for real-time AI services.\" This work is the latest example of a larger collaboration between IBM and NVIDIA, who continue to work together to advance AI across infrastructure and software, to deliver performance and efficiency for enterprise and startup clients. A hybrid environment on IBM Cloud powered by NVIDIA GPUs connected with NVIDIA Spectrum-X Ethernet networking and Together AI's inference platform gives organizations a reliable foundation to build, deploy and scale AI systems. Additionally, IBM and NVIDIA recently announced progress across GPU-native data analytics, unstructured data extraction, on-premises and cloud ", "date_published": "2026-08-11T12:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:d961d1ad0e498d56b4808c7e061583591d8e2962281f01fe45b429a8d0bc846d", "url": "https://finance.yahoo.com/technology/articles/broadcom-boosts-vcf-security-fend-161900110.html", "external_url": "https://finance.yahoo.com/technology/articles/broadcom-boosts-vcf-security-fend-161900110.html", "title": "Broadcom Boosts VCF Security: Can it Fend Off Nutanix and IBM?", "content_text": "Broadcom AVGO has expanded the security capabilities of VMware Cloud Foundation (\"VCF\") with new enhancements to VMware vDefend and VMware Avi Load Balancer. The upgrades are designed to strengthen multi-layer cyber defense for private clouds while improving infrastructure efficiency and simplifying security operations through AI-powered automation. The enhancements arrive as enterprises increasingly deploy AI, Kubernetes and traditional virtualized workloads within a common private-cloud environment. It is also likely to boost VCF's competitive prowess against solutions offered by Nutanix NTNX and International Business Machines IBM. The latest vDefend release strengthens lateral, or east-west, security through a simplified vDefend 1-2-3 deployment framework for Advanced Threat Prevention (\"ATP\"). The workflow combines ATP with Distributed Firewall (\"DFW\") capabilities and workload-level visibility to identify security posture, recommend rules and guide deployment. Broadcom said the approach can reduce deployment time from several months to a few weeks. vDefend also adds fully on-premises malware sandboxing and support for air-gapped environments, allowing organizations with stringent data-sovereignty or security requirements to keep sensitive information and threat-analysis processes within their own infrastructure. Broadcom is also strengthening application-layer protection through Avi Load Balancer. The platform now provides native API protection across virtual machines, vSphere Kubernetes Services and AI workloads. The combination of Web Application Firewall functionality with API protection, Avi WAAP is intended to give enterprises greater visibility into application traffic while reducing their dependence on multiple stand-alone security products. Broadcom said a new two-node vDefend Security Services Platform configuration can reduce required physical hardware by as much as 33%. DFW throughput can reach 75 Gbps on servers equipped with 100G NICs and scale to as much as 75 Tbps per VCF instance. Distributed IDPS performance can reach 17 Gbps per server and 17 Tbps per VCF instance, while Avi Load Balancer scale-out throughput has been increased to as much as 12.25 Tbps per controller instance. These figures are based on Broadcom's internal testing. The update should strengthen Broadcom's broader effort to make security an integrated component of the VCF private-cloud platform rather than a collection of separate point products. Broadcom identifies the ability of its software portfolio to manage and secure IT environments as an important business requirement and notes that generative AI has increased both vulnerability discovery and the effectiveness and frequency of cyber threats. The improvements should also make VCF more compelling for AI-intensive private clouds. Story Continues AVGO Faces Tough Competition Broadcom's VCF is facing stiff competition from Nutanix and IBM. Nutanix is directly targeting VMware migrations with a lower-friction alternative to VCF. Nutanix believes it is particularly well positioned for mission-critical VMware workloads because customers can migrate applications without modifying them, with much of the migration process automated. The company is broadening its addressable market beyond traditional hyperconverged infrastructure by supporting external storage, reducing one of the barriers to replacing VMware. IBM is challenging VCF primarily through Red Hat OpenShift, with virtualization becoming an increasingly important component of its hybrid-cloud platform. IBM reported that Red Hat revenue growth accelerated to 11%, while OpenShift ARR reached $2.2 billion in the second quarter of 2026. Red Hat's OpenShift offers customers a Kubernetes-centric platform spanning containers and virtual machines, which is a different approach compared with VCF. IBM's broader hybrid-cloud strategy also strengthens its competitive position. AVGO's Share Price Performance, Valuation & Estimates Broadcom share", "date_published": "2026-08-10T16:19:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:54006201287c67db052d025fde6ce0e3f20d64ae680e1e35ca2b863e17cbbabe", "url": "https://finance.yahoo.com/m/3081bea6-4871-3571-8cae-cdb1eac19ffe/following-ionq-and-d-wave.html", "external_url": "https://finance.yahoo.com/m/3081bea6-4871-3571-8cae-cdb1eac19ffe/following-ionq-and-d-wave.html", "title": "Following IonQ and D-Wave Earnings, Don\u2019t Count Out These Smaller Quantum Stocks", "content_text": "Earnings reports from Horizon Quantum and Xanadu Quantum Technologies show the companies have a chance to compete with bigger names\u2014if they can secure capital. Continue Reading", "date_published": "2026-08-10T15:58:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:7bb2c49c0809d11d0364f5cb5ce091ac32486c0d8c534dae838c65ddd31b8fb6", "url": "https://finance.yahoo.com/markets/world-indices/articles/asian-equities-traded-us-american-144228592.html", "external_url": "https://finance.yahoo.com/markets/world-indices/articles/asian-equities-traded-us-american-144228592.html", "title": "Asian Equities Traded in the US as American Depositary Receipts Decline in Monday Trading", "content_text": "Asian equities traded in the US as American depositary receipts opened the week slightly lower Monday morning, declining 0.14% to 3,019.02 on the S&P Asia 50 ADR Index.From North Asia, the gainers were led by brand platform 36Kr (KRKR) and video display maker LG Display (LPL), Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "date_published": "2026-08-10T14:42:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "INFY"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "INFY", "name": "Infosys Limited", "sentiment_url": "https://sharemaestro.com/sentiment/fd257206-c617-4b0a-9802-a236b48abd58/"}]}}, {"id": "source:96340a11192cd973e85ba98ad520c56bfe91ba0ad73b75b19658d7f96c595dce", "url": "https://finance.yahoo.com/markets/stocks/articles/silicon-motion-rides-solid-revenue-132500635.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/silicon-motion-rides-solid-revenue-132500635.html", "title": "Silicon Motion Rides on Solid Revenue Growth: Time to Buy the Stock?", "content_text": "Silicon Motion Technology Corporation SIMO is benefiting from strong momentum across its storage-controller portfolio, driven by market-share gains, new product ramps and growing exposure to enterprise and artificial intelligence (AI)-related storage applications. The company's rapidly expanding embedded storage business, strength in SSD controllers and increasing contribution from enterprise and automotive storage solutions are driving robust top-line growth. These factors position Silicon Motion well to sustain its growth trajectory through the remainder of 2026. Robust Revenue Growth Bodes Well for SIMO Silicon Motion delivered an impressive second quarter, with revenues surging 127% year over year and 32% sequentially to $451 million. The performance also exceeded the company's earlier guidance of $393-$411 million, highlighting stronger-than-anticipated demand across its portfolio. The momentum was broad-based. SSD controller sales increased 50-55% year over year and 5-10% sequentially. eMMC+UFS controller sales jumped 95-100% from the year-ago quarter and 15-20% sequentially. Sales from Ferri and Boot Drive solutions soared 1,690-1,695% year over year and 110-115% sequentially. The strong performance follows an equally encouraging first quarter, when revenues surged 105% year over year and 23% sequentially to $342.1 million. The sustained acceleration underscores Silicon Motion's success in expanding its addressable market beyond its traditional consumer NAND flash controller business.Zacks Investment Research Image Source: Zacks Investment Research SIMO's Growth Momentum Set to Continue Management expects the strong top-line trajectory to continue in the third quarter of 2026. Silicon Motion projects revenues between $519 million and $541 million, indicating sequential growth of 15-20% and year-over-year growth of 114-124%. At the midpoint of $530 million, the guidance represents another significant step up from second-quarter revenues of $451 million and first-quarter revenues of $342.1 million. The trend suggests that Silicon Motion is not merely benefiting from a favorable comparison with the prior year but is generating substantial sequential expansion as new products and customer programs ramp. Growth is being supported by several catalysts. The company is expanding its presence in embedded eMMC and UFS controllers, while its 6nm PCIe Gen 5 SSD controller portfolio strengthens its position in higher-performance storage applications. Silicon Motion is also targeting enterprise and AI infrastructure opportunities through its MonTitan enterprise SSD controllers and Enterprise Boot Drive solutions. The MonTitan platform, in particular, expands Silicon Motion's addressable market beyond its historically consumer-focused business. Earlier this year, management observed that two customers were already in production and five additional major cloud-service-provider customers were expected to ramp in the latter half. Story Continues Price Performance Silicon Motion has gained a stellar 241.3% over the past year compared with the industry's growth of 190.5%. It has also outperformed peers like Advanced Micro Devices, Inc. AMD and International Business Machines Corporation IBM. Advanced Micro has gained 180.6% and IBM is up 0.4% over this period. One-Year SIMO Stock Price PerformanceZacks Investment Research Image Source: Zacks Investment Research Estimate Revision Trend Earnings estimates for Silicon Motion for 2026 have moved up 134.9% to $11.16 over the past year, while the same for 2027 has increased 187.2% to $16.34. The positive estimate revision depicts optimism about the stock's growth potential.Zacks Investment Research Image Source: Zacks Investment Research End Note With solid fundamentals and healthy revenue-generating potential, driven by robust demand trends, Silicon Motion appears to be a solid investment proposition. Further, a strong emphasis on quality, diligent execution of operational plans and continuous ", "date_published": "2026-08-10T13:25:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:0f160a1f90bc3383f445e64f2db2ba988eec14ea06a58221602110f2455ac689", "url": "https://finance.yahoo.com/markets/stocks/articles/international-business-machines-corps-dividend-110030055.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/international-business-machines-corps-dividend-110030055.html", "title": "International Business Machines Corp's Dividend Analysis", "content_text": "This article first appeared on GuruFocus. Assessing the Tech Giant's Upcoming Payout and Long-Term Sustainability International Business Machines Corp (NYSE:IBM) recently announced a total dividend of $1.69 per share, with the ex-dividend date set for 2026-08-10. This includes a $1.69 per share cash dividend payable on 2026-09-10. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates. Using the data from GuruFocus, let's look into International Business Machines Corp's dividend performance and assess its sustainability for value-oriented shareholders seeking reliable income streams. Understanding International Business Machines Corp's Business Model High Yield Dividend Stocks in Gurus' Portfolio This Powerful Chart Made Peter Lynch 29% A Year For 13 Years How to calculate the intrinsic value of a stock? Is IBM fairly valued? Test your thesis with our free DCF calculator. Incorporated in 1911, International Business Machines, or IBM, is one of the oldest technology companies in the world. It provides software, IT consulting services, and hardware to help business customers modernize their technology workflows. IBM operates in 175 countries and employs approximately 300,000 people. The company has a robust roster of business partners to service its clients, which includes 95% of all Fortune 500 companies. IBM's products, including Red Hat, watsonx, and mainframes, handle some of the world's most important data workloads in areas like finance and retail. This diversified revenue base provides a stable foundation for its shareholder return policies.International Business Machines Corp's Dividend Analysis\u00b7us.finance.gurufocus A Glimpse at International Business Machines Corp's Dividend History International Business Machines Corp has maintained a consistent dividend payment record since 1986. Dividends are currently distributed on a quarterly basis, providing a regular income stream to investors. The company has increased its dividend each year since 1994, earning the prestigious title of a \"dividend aristocrat\"an honor given to companies that have increased their dividend each year for at least the past 32 years. This long track record demonstrates management's commitment to returning capital to shareholders even through various economic cycles. Below is a chart showing annual Dividends Per Share for tracking historical trends, illustrating the steady upward trajectory of IBM's payouts over time.International Business Machines Corp's Dividend Analysis\u00b7us.finance.gurufocus Breaking Down International Business Machines Corp's Dividend Yield and Growth Story Continues As of today, International Business Machines Corp currently has a 12-month trailing dividend yield of 2.84% and a 12-month forward dividend yield of 2.85%. The slight difference between these figures suggests an expectation of increased dividend payments over the next 12 months, which bodes well for income-focused investors. This yield is competitive when compared to the broader market average, making IBM an attractive option for those seeking steady cash returns. Over the past three years, International Business Machines Corp's annual dividend growth rate was 0.60%. Extended to a five-year horizon, this rate stayed the same, indicating a period of conservative yet consistent increases. And over the past decade, International Business Machines Corp's annual dividends per share growth rate stands at 2.50%. While these growth rates may seem modest, they reflect a mature company prioritizing stability over aggressive expansion. Based on International Business Machines Corp's dividend yield and five-year growth rate, the 5-year yield on cost of International Business Machines Corp stock as of today is approximately 2.93%. This metric is particularly useful for long-term investors, as it projects the potential income return based on the original purchase price, assuming the current growth tren", "date_published": "2026-08-10T11:00:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:588fb28e9d77ca1badc622de289325228fd5a959053f0e1959f570db6b307e55", "url": "https://finance.yahoo.com/media-advertising/articles/campaign-asia-agency-awards-2026-030000520.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/campaign-asia-agency-awards-2026-030000520.html", "title": "Campaign Asia Agency of the Year Awards 2026 Unveils Its Most Extensive Regional Judging Panel as Final Entry Deadline Nears", "content_text": "More than 80 senior marketing leaders from leading brands across Asia-Pacific to evaluate the region's best agencies. HONG KONG, Aug. 10, 2026 /PRNewswire/ -- Campaign Asia-Pacific, Haymarket Media Asia's leading media, marketing and advertising title, has unveiled its most extensive regional judging panel for the Campaign Agency of the Year Awards 2026, bringing together more than 80 senior marketing leaders from some of the world's most respected brands to recognise and evaluate the region's leading agencies.Campaign Asia-Pacific Agency of the Year Awards 2026 Representing Australia/New Zealand, Greater China, Japan/Korea, South Asia, Southeast Asia and APAC, this year's judging panel brings together senior decision-makers across a diverse range of industries, including financial services, FMCG, technology, telecommunications, hospitality, automotive and healthcare. Judges represent leading organisations including Citi, The Coca-Cola Company, Henkel, HSBC, IBM, Indosat Ooredoo Hutchison, Lenovo, Mars, Mondelez International, Nestl\u00e9, Pernod Ricard, Reckitt, Samsung, SAP, Starbucks, Unilever, Visa, and Volvo Cars, among others. The Campaign Agency of the Year Awards recognise agencies that demonstrate excellence across creativity, innovation, effectiveness, talent development, business performance and client partnerships. With the final entry deadline on Friday, 4 September 2026, agencies have one final opportunity to showcase their strongest work, teams and achievements to a panel of senior brand leaders who shape marketing strategies and appoint agency partners across the region. \"The Campaign Agency of the Year Awards continue to set the benchmark for recognising agency excellence across Asia-Pacific,\" said Atifa Silk, Managing Director, Campaign Asia-Pacific. \"What makes these awards distinctive is that entries are judged by the marketers who partner with agencies, build long-term relationships and drive business growth every day. Recognition from this calibre of senior marketing leaders is a powerful endorsement of an agency's creativity, capabilities, business performance and impact. We encourage agencies across the region to showcase their strongest work before the final deadline.\" Judges reveal what makes a standout entry As the communications landscape evolves, so do the expectations for award-winning work. Ahead of the Campaign Agency of the Year Awards 2026, members of this year's judging panel shared what they look for in standout entries and the qualities that distinguish the region's best agencies. Rvisra Chirathivat, Chief Marketing Officer, Central and Robinson Department Store said: Story Continues \"The marketing and communications landscape across Asia is evolving faster than ever, driven by AI, data, and changing consumer expectations. The agencies that will succeed in this complex environment are those that combine strategic thinking, data, and creativity to help clients solve real business challenges while keeping the human connection at the centre of everything they do. I'm interested in understanding how an agency solves a genuine commercial challenge, influences customer behaviour, and contributes to long-term brand and business growth. The entrants that stand out will be those creating lasting value for both customers and the business - agencies that become genuine business partners. I believe genuine business excellence is reflected in the positive and sustainable impact an agency creates for the brands they serve.\" Meanwhile, Josette Addinall, Vice President Marketing, Pacific, Schneider Electric, shares her perspective: \"I see the landscape being shaped by three defining forces: AI, shifting customer expectations, and rising expectations around measurable business outcomes. In my opinion, the best agencies position themselves as growth partners rather than suppliers. They demonstrate a deep understanding of the industry context, customer dynamics, competitive environment and commercial objectives. A", "date_published": "2026-08-10T03:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:85ed7da13fba9efa98fb46da135361575daff2db62a95bbd999553d9f02ebfbb", "url": "https://finance.yahoo.com/technology/ai/articles/globant-glob-ai-output-model-011036580.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/globant-glob-ai-output-model-011036580.html", "title": "Is Globant\u2019s New Glob.AI Output Model Rewriting the Investment Case for GLOB?", "content_text": "Globant recently launched Glob.AI, an AI-native tech services model that delivers enterprise-grade AI Pods, task- and industry-specific AI agent units supervised by human experts, through a single online platform with output-based pricing and strict governance over models, data use, and token consumption. A distinctive feature is Glob.AI's shift away from seat or hourly billing toward expert-validated, per-output or per-consumption pricing, aiming to align costs directly with business results for enterprises already testing AI Pods across sectors such as finance, media, sports, and healthcare.", "date_published": "2026-08-08T01:10:36+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLOB"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOB", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/0f30fdd3-a37c-4027-a350-7d41819b9aa0/"}]}}, {"id": "source:b3916a6a066663de9cdd65429c41e10e67442c9ca9e5d0f5049e1f865f436a74", "url": "https://finance.yahoo.com/markets/stocks/articles/accenture-acn-following-unicredit-deal-001553844.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/accenture-acn-following-unicredit-deal-001553844.html", "title": "Accenture (ACN) Following UniCredit Deal And IBM Tie Up Has A Valuation Split", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Accenture (ACN) is back in focus after UniCredit announced a long term collaboration with Accenture and IBM that includes Accenture acquiring a majority stake in the bank's technology infrastructure joint venture. See our latest analysis for Accenture. Accenture's latest banking technology deal comes after a series of AI related client wins, yet the stock tells a mixed story. A strong 30 day share price return of 28.09% contrasts with a weaker year to date share price return of 32.40%, and a 5 year total shareholder return that is down 40.25%. This suggests that recent momentum is rebuilding from a much lower base. If this kind of AI driven activity has your attention, it could be a good moment to widen your watchlist and check out 55 AI infrastructure stocks Accenture now trades only about 2% below the average analyst target, yet sits well below estimates of intrinsic value and has a weak recent total return record. Is the market being too cautious, or simply realistic about the risks? Most Popular Narrative: 41.6% Undervalued Accenture's most followed narrative values the stock at $301 per share, well above the last close at $175.72, and frames today's price as a discount to a still profitable, cash generative franchise. Accenture is a global consulting, technology, managed services, outsourcing, cloud, cybersecurity, data, and AI implementation company. The investment case is interesting because the business remains profitable, cash-generative, and strategically relevant, while the stock has been heavily punished over fears that AI will disrupt the traditional consulting and IT services model. Read the complete narrative.Read the complete narrative. Want to see why this narrative supports a fair value more than $100 above today's price? It leans heavily on resilient cash flows, measured growth in earnings, and a profit profile that the market is treating very differently from the narrative's assumptions. Result: Fair Value of $301 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, recent pressure on Accenture's bookings and the ongoing, costly shift of its huge workforce toward AI focused services could still undermine this undervalued narrative. Find out about the key risks to this Accenture narrative. Another View on Accenture's Valuation The user narrative points to a fair value of $301 per Accenture share, which frames the stock as undervalued. Our SWS DCF model paints a different picture. On that measure, Accenture at $175.72 is trading above an estimated future cash flow value of $154.23, which suggests the stock is expensive on this set of assumptions. For investors, the key question is which cash flow story feels more realistic. Story Continues Look into how the SWS DCF model arrives at its fair value.ACN Discounted Cash Flow as at Aug 2026 Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Accenture for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 49 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps With such mixed sentiment around Accenture, it helps to see the full picture and move fast on forming your own view. Start by reviewing the 4 key rewards Looking for more investment ideas beyond Accenture? If the Accenture story has sharpened your focus, do not stop here. Fresh ideas now can shape your next moves before the crowd catches on. Target dependable income streams by reviewing 8 dividend fortresses to explore options that aim to combine yield with resilience. Seek potential value opportunities early by checking screener containing 19 high quality undiscovered ge", "date_published": "2026-08-08T00:15:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:1714188ddc9de32ff8e16cf25d39b5871a4c5b09d48e2f984583d8c739264e4e", "url": "https://news.google.com/rss/articles/CBMiY0FVX3lxTFB5Vkdjd0VNajc2T2RndTB1SjZkeDhQUldoaE1YbjN0dUFWelo3aXMzTFVSVXM3eEF4ejNrX1AtXzZLcERVVEFWN1NjT0ItcmN5aWhONG5HUzFBRnE2Nm0tdkxJOA?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiY0FVX3lxTFB5Vkdjd0VNajc2T2RndTB1SjZkeDhQUldoaE1YbjN0dUFWelo3aXMzTFVSVXM3eEF4ejNrX1AtXzZLcERVVEFWN1NjT0ItcmN5aWhONG5HUzFBRnE2Nm0tdkxJOA?oc=5", "title": "Noticias de acciones de International Business Machines Corp (IBM)", "content_text": "Noticias de acciones de International Business Machines Corp (IBM)", "date_published": "2026-08-07T20:00:00+00:00", "authors": [{"name": "TradingKey"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:0f9dae59d9c9c91a5b8997305d12dfca7f0e15736ca738422487ccaa3b702158", "url": "https://finance.yahoo.com/technology/ai/articles/congress-eyes-boosting-quantum-funds-192908909.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/congress-eyes-boosting-quantum-funds-192908909.html", "title": "Congress Eyes Boosting Quantum Funds as Global Race Heats Up", "content_text": "(Bloomberg) -- US lawmakers from both parties are seeking to boost federal funding for quantum computing as China and other countries race to transition from research to deployment of the nascent technology across defense, intelligence and cybersecurity. Most Read from Bloomberg OpenAI's New Device Will Be Hockey Puck-Sized and Cost Over $300 Iran Wants to Bar US, Israeli Ships From Hormuz in Peace Accord Trump Administration Considers Order on Autism and Vaccines Iran Says Agreement on Hormuz Shipping Reached With Oman Walmart Tests Fulfillment Cart Changes After Child Hit in Store The House later this year is expected to debate defense funding legislation that would increase annual military spending on quantum development and application by 68% to $567 million. A similar effort is underway in the Senate to fund the nascent technology, which researchers believe could provide a range of new capabilities in everything from drug discovery to computing encryption standards. The congressional moves buttress work within the Trump administration, which in May announced plans to pour more than $2 billion into the industry through direct federal investments. In June, President Donald Trump signed an executive order aimed at advancing quantum research and development and another mandating federal agencies take steps to insulate their IT systems against quantum computer-based cyberattacks. Despite a slate of recent technological breakthroughs, investors remain skeptical of the industry's near-term commercial success, according to Philip Singerman, senior adviser at the Center for Strategic and International Studies. Shares of leading pure-play quantum companies including D-Wave Quantum Inc., Infleqtion Inc. and Rigetti Computing Inc. have fallen sharply since the start of the year as investor enthusiasm for the technology, which had been hailed by analysts as the next market-defining computing revolution after artificial intelligence, has cooled. Global X's AI and Technology ETF, which holds a basket of top AI and semiconductor stocks, has risen 20% over the same period. Another quantum company, College Park, Maryland-based IonQ Inc., last week closed its $1.8 billion acquisition of semiconductor foundry SkyWater Technology Inc. after federal regulators ended their review of the deal without taking any action to stop it. IonQ on Wednesday raised its full-year revenue forecast, and its shares have recouped most of their losses for the year. Nonetheless, funding quantum has quickly become a political priority as governments line up financing in the race for superiority on a technology that ultimately could pose security threats, breaking the systems that protect banks and government data. Story Continues A mix of startups and large firms, including Microsoft Corp. and Alphabet Inc.'s Google, are trying to apply quantum physics to make computers exponentially more powerful than today's machines. These companies are betting that the nascent field, which uses the rules of subatomic particles to manipulate and transmit information, is getting closer to delivering real-world progress in fields like drug discovery and finance. There's also the race against China, which has established a $10 billion National Laboratory for Quantum Information Sciences, while Europe and the UK combined have committed nearly three times as much public money as the US to develop the technology, according to estimates compiled by industry consultancy QBN. \"In China, you see a massive push toward quantum leadership,\" said Dar\u00edo Gil, under secretary for science at the Department of Energy. \"That's the one that I'm most focused on.\" White House Summit One sign of quantum's growing political salience in Washington is an uptick in interactions between policymakers and industry insiders, according to Infleqtion Inc. Chief Executive Officer Matt Kinsella. Quantum executives and lobbyists are increasingly engaging with politicians to explain the technology's complexities an", "date_published": "2026-08-07T19:29:08+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:148d133c334f7dc5d04e76e8c429bbd4f54e193e6fbf13c182b9ba3b6d514c98", "url": "https://news.google.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?oc=5", "external_url": "https://news.google.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?oc=5", "title": "\u00bfInternational Business Machines (IBM) Es Una Oportunidad Tras Recortar Su Gu\u00eda Anual?", "content_text": "\u00bfInternational Business Machines (IBM) Es Una Oportunidad Tras Recortar Su Gu\u00eda Anual?", "date_published": "2026-08-02T07:00:00+00:00", "authors": [{"name": "simplywall.st"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:a58370556165fbcdaafb9012b7db8ce4bfee1a08ba0447440fba8dc289b80370", "url": "https://news.google.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?oc=5", "external_url": "https://news.google.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?oc=5", "title": "Infosys to TCS, HCL Tech: Indian IT stocks crash as Accenture trims revenue guidance; 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