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Oracle Gets Cheaper Only If The Megawatts Arrive

Image by Jonathan Hammond from Pixabay Consensus has Oracle's multiple dropping steeply by the second forward year, and what that fall rests on is not better margins but data centers the company is still building. Oracle (ORCL) trades at about $156, or roughly 22.7 times the last twelve months of adjusted earnings, and on the earnings analysts expect …

AI Security Operations Center (SOC) Market Surges to $47.07 billion at a CAGR 21.1% by 2031 | Report by MarketsandMarkets™

MarketsandMarkets Research Pvt. Ltd. Delray Beach, FL, Aug. 14, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global AI Security Operations Center (SOC) Market is projected to grow from USD 18.10 billion in 2026 to USD 47.07 billion by 2031, at a CAGR of …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Kyndryl’s Q2 Earnings Call: Our Top 5 Analyst Questions

Kyndryl's Q2 Earnings Call: Our Top 5 Analyst Questions Kyndryl's second quarter results saw a negative market reaction, as sales declined and missed Wall Street's revenue expectations. Management attributed the revenue shortfall to ongoing headwinds in its legacy focus accounts and customers increasingly procuring …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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Should IBM’s (IBM) OpenAI and Together AI Deals Recast Its Role in Enterprise AI Infrastructure?

Earlier this week, International Business Machines Corporation announced a wide-ranging partnership with OpenAI and a multi‑year US$240 million agreement with Together AI to deploy NVIDIA-powered AI infrastructure on IBM Cloud for large‑scale open‑source model inference. By embedding OpenAI's frontier models directly into IBM Consulting …

IBM main company
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Computerized Maintenance Management System (CMMS) Market Analysis and Growth Forecast 2026-2032: AI and IoT Drive Predictive Maintenance Demand

Company Logo Key CMMS market players include IBM, SAP, Oracle, Rockwell Automation, Hexagon, eMaint, Limble CMMS, Accruent, Samsara, and Aptean Computerized Maintenance Management System MarketComputerized Maintenance Management System Market Dublin, Aug. 14, 2026 (GLOBE NEWSWIRE) -- The "Computerized Maintenance Management System Market by Offering, …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

IBM partners with OpenAI to bolster enterprise AI push

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 …

IBM main company
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

OpenAI appoints Wiz COO Dali Rajic as its new CFO

[TechCrunch Disrupt San Francisco 2019 - Day 2] Steve Jennings/Getty Images Entertainment OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) announced today it was appointing Dali Rajic as its new chief financial officer. Rajic most recently served as the chief operating officer at Wiz, a cloud cybersecurity company that …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CAE announces the final 2026 Meeting Board of Directors election results and welcomes Bruce Ross to its Board of Directors

MONTREAL, Aug. 13, 2026 /CNW/ -- (NASDAQ: CAE) (TSX: CAE) CAE announces the final director election results from its 2026 Annual Meeting of Shareholders. The following 13 nominees were elected as Directors of CAE: Nominee Votes for For (%) Votes against Against (%) Sophie …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can IBM's Together AI Cloud Deal Boost Its Growth Prospects?

International Business Machines Corporation IBM has entered into a multi-year, $240 million agreement with Together AI to support the growing demand for enterprise artificial intelligence (AI) inference. The partnership will enable IBM to expand its cloud infrastructure offerings for open-source AI workloads and strengthen …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Update: US Equity Futures Mostly Flat Pre-Bell as Traders Evaluate Further Inflation Data

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock movements.)US equity futures were mostly flat pre-bell Thursday as traders evaluated another key inflation report, after yesterday's July consumer inflation reading matched Silver Upgrade to read this MT Newswires article …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Here's How Much You'd Have If You Invested $1000 in Oracle a Decade Ago

How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact your portfolio, but it can help you compare investment results across sectors and industries as well. FOMO, or the fear of missing out, …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Accelerant, Harmonic surge, Cisco slides premarket on margin outlook

Investing.com - U.S. stock index futures pointed higher on Thursday, as investors digested fresh corporate earnings and deal news while continuing to assess the outlook for inflation and interest rates. By 06:19 ET (10:19 GMT), the Dow futures contract had risen by 112 points, …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

IBM Partners with OpenAI to Accelerate Secure AI Deployment for Enterprises Across Core Operations

Joint go-to-market partnership embeds OpenAI frontier models like GPT-5.6 and other products into IBM Consulting's AI delivery platform and assets to help organizations modernize applications and strengthen security Specialized IBM forward-deployed units trained through the OpenAI Partner Network will help organizations convert legacy workflows …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Amid NEC's Rollout of AI-Driven Open RAN and Private 5G Solutions in Industrial DX, New Report Outlines Japan Local 5G Market Expansion

Company Logo Rapid commercial maturity across the country's industrial and enterprise sectors highlighted by NTT DATA's recognition as a 2026 Leader in private mobile networks, Fujitsu's expanding subscription-based Local 5G models, and NEC's Open RAN smart factory deployments is accelerating dedicated private spectrum adoption …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

GFT Technologies SE (WBO:GFT) (H1 2026) Earnings Call Highlights: AI-Driven Growth and ...

This article first appeared on GuruFocus. Revenue: EUR462.6 million in H1 2026, a 5% increase in both euros and constant currencies. Adjusted EBIT: EUR33 million, up 8% year-over-year, with a margin of 7.1% compared to 6.8% in H1 2025. EBT: EUR24 million, up 26% …

GFT main company
Sharemaestro market context Trend signal active 52 weeks +34.0% · Next-week setup negative 36.3% GFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

IBM Landed A $240M AI Deal. Is That Enough?

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 …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

What Does IBM (IBM) Gain From Its $240 Million AI Infrastructure Deal?

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 mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Hewlett Packard Enterprise (HPE) Stock Is Trading Up Today

Why Hewlett Packard Enterprise (HPE) Stock Is Trading Up Today What Happened? Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 3.9% in the morning session after Morgan Stanley upgraded the stock to Overweight from Equal Weight and set a $69 price target. …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

omain-Specific LLM Platforms Market Report 2026–2033: Evaluating Custom Fine-Tuning, RAG Architectures, and Market Shares of Microsoft, Google, NVIDIA, and IBM

Company Logo Accelerating shift from general-purpose AI to industry-tailored solutions—highlighted 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—is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

GlobalFoundries (GFS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Head of Investor Relations - Eric ChowChief Executive Officer - Timothy BreenChief Financial Officer - Sam Franklin TAKEAWAYS Revenue -- GLOBALFOUNDRIES(NASDAQ:GFS) reported revenue of $1.786 billion, up 6% …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Kyndryl (KD) Q1 2027 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Global Head of Investor Relations - Lori Chaitman Chairman and Chief Executive Officer - Martin Schroeter Chief Financial Officer - Harsh Chugh Full Conference Call Transcript Operator: Good …

KD main company IBM mentioned
Sharemaestro market context Price above Trend Line 52 weeks -52.9% · Next-week setup negative 44.1% KD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The Zacks Analyst Blog Highlights Quantinuum, IonQ, NVIDIA, IBM, QTUM, ARQQ, WQTM and CHPX

For Immediate Release Chicago, IL – August 12, 2026 – 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 …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Ray Dalio: The AI investment game is happening — here's how to play

A version of this post was originally published on linkedin.com. This note is about how to play the investment game given what's happening now. Imagine that you're playing a game like bridge, poker, backgammon, or chess and have to make your move, and you …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Project Worldwide Consolidates AI & Digital Transformation Practice Under Wondersauce

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) …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Rimini Street Expands C-Suite Leadership for Growth with Appointment of Two Proven Industry Veterans as Chief Operating Officer and Chief Delivery Officer

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™ and the leading third-party support provider …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Global Artificial Intelligence (AI) Patent Landscape Report 2026: Analyzing Key Patent Holdings, R&D Filings, and IP Strategies of Industry Leaders

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 …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

How AI's "Jurassic Park" Moment Sent Cybersecurity Stocks Soaring

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 …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

IBM Lands a $240 Million AI Inference Deal

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 …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Inside IBM’s $240 Million AI Bet to Build Out Its Cloud Capabilities

IBM and Together AI are building a cluster on IBM’s cloud that will power the start-up’s open-source model inference. Continue Reading

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Skip short-term gains: Jim Cramer says retirement wealth comes down to 3 key assets. Do you own the right ones?

Noam Galai/ Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. If you want to retire early, there's a lot of advice about how to do it, but CNBC's Jim Cramer says getting out of …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stock Market Today: Dow Falls, Oil Rises Despite Iran Claim; Roger Federer Play Dives On This (Live Coverage)

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

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Quantum trade moves beyond science fiction: AlphaCheck

Good morning. Stocks wavered on Tuesday. Reports of progress on Middle East peace talks remained top of mind, as investors watched for swings in oil prices, which remained subdued in the first hour of trading. Here's a check of the markets in early trading, …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The Next AI Surge: Top Quantum ETFs to Buy Amid Washington's 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, …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

TD SYNNEX Expands IBM Distribution to Accelerate Partner-Led Growth Worldwide

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 …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

International Business Machines (IBM), What Is Driving Fresh Attention Today?

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 …

IBM main company
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stock Market Today: Dow Rises On Iran Claim; SpaceX Rival Rocket Lab Dives On Earnings News (Live Coverage)

Futures for the Dow Jones Industrial Average and the other major stock indexes traded higher Tuesday, after it was reported the U.S. and Iran had reached "some sort of an arrangement" for a peace deal. Continue Reading

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.4% · Next-week setup positive 56.9% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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