{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Brazil Information Technology Services news", "home_page_url": "https://sharemaestro.com/newsreel/br/technology/information-technology-services/", "feed_url": "https://sharemaestro.com/newsreel/br/technology/information-technology-services/feed.json", "description": "Latest Information Technology Services company headlines from Brazil, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:5bdb99a140eb1d72668468ed75eb3e6f48ec91c0accba7983f4de6db8b9a80ab", "url": "https://finance.yahoo.com/markets/stocks/articles/gds-holdings-ltd-gds-q2-230929075.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/gds-holdings-ltd-gds-q2-230929075.html", "title": "GDS Holdings Ltd (GDS) (Q2 2026) Earnings Call Highlights: Record Bookings and Raised Guidance ...", "content_text": "This article first appeared on GuruFocus. New Bookings: 260 megawatts in Q2 2026, bringing first-half total to a record 470 megawatts. Full-Year Sales Target: Raised to 1 gigawatt. Reservations: 600 megawatts secured so far this year; expected to exceed 1 gigawatt by year-end. Backlog: Increased from 450 megawatts at the start of the year to 757 megawatts by mid-2026. Backlog Adjusted EBITDA: Estimated at RMB2.2 million per megawatt, totaling around RMB1.6 billion. Net Move-In: 145 megawatts in H1 2026; forecast 90 megawatts in H2, totaling 235 megawatts for the full year. CapEx Guidance: Rais", "date_published": "2026-08-13T23:09:29+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "G1DS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "G1DS34", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9c90b52a-2dd4-41a0-9e66-a644acc53528/"}]}}, {"id": "source:0757f6ffcc966c5640a6b984656db0024c28ecbf390e9837693e8785c4c2a537", "url": "https://www.nasdaq.com/articles/akamai-technologies-takes-over-415-spot-leidos-holdings", "external_url": "https://www.nasdaq.com/articles/akamai-technologies-takes-over-415-spot-leidos-holdings", "title": "Akamai Technologies Takes Over #415 Spot From Leidos Holdings", "content_text": "In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Akamai Technologies Inc (Symbol: AKAM) has taken over the #415 spot from Leidos Holdings Inc (Symbol: LDOS), according to The Online Investor. Market capitalization is an important data point for investors to keep an eye on, for various reasons. The most basic reason is that it gives a true comparison of the value attributed by the stock market to a given company's stock. Many beginning investors look at one stock trading at $10 and another trading at $20 and mistakenly think the latter com", "date_published": "2026-08-13T20:39:49+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "L1DO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "L1DO34", "name": "Leidos Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/38c8264d-7444-418c-aa4d-29b43cfafe42/"}]}}, {"id": "source:ca9eb134e34c73a716cbd67a99ab16c1949dc68ce7a59305eb2c3ec2e4403289", "url": "https://finance.yahoo.com/technology/articles/philips-shell-targeted-hacking-group-160630644.html", "external_url": "https://finance.yahoo.com/technology/articles/philips-shell-targeted-hacking-group-160630644.html", "title": "Philips, Shell targeted by hacking group", "content_text": "AMSTERDAM, Aug 13 (Reuters) - Philips and Shell were recently targeted by Cl0p, the hacking group said in \u200ca statement on its website. Philips said it had \u200cbeen targeted by Cl0p while Shell said it was aware of a \u200brecent \"possible incident\", confirming an earlier report by Dutch media outlet BNR. \"We are working with our security teams and relevant experts to investigate the situation,\" a Shell spokesperson said. \"Philips has \u200cidentified and contained \u2060an attempted cybersecurity compromise of a specific enterprise server related to internal data,\" Philips said \u2060in a statement, adding that the ", "date_published": "2026-08-13T16:06:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "F1IS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "F1IS34", "name": "Fiserv, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5f0c8db0-3161-439a-9335-9c5fac03514d/"}]}}, {"id": "source:ab69f912e225f0facfc5e00efda8d11cc3de8dcbdb7cc80e06e7fe1b48329cb0", "url": "https://www.nasdaq.com/articles/gds-holdings-swings-profit-q2-raises-fy26-revenue-outlook", "external_url": "https://www.nasdaq.com/articles/gds-holdings-swings-profit-q2-raises-fy26-revenue-outlook", "title": "GDS Holdings Swings To Profit In Q2, Raises FY26 Revenue Outlook", "content_text": "(RTTNews) - Thursday, GDS Holdings Limited (GDS) announced its financial results for the second quarter, reporting a return to profit with strong revenue growth. Net income attributable to the company's shareholders was RMB 835.2 million compared with a net loss of RMB 72.3 million in the previous year. Income per ordinary share was RMB 0.44 compared with a loss of RMB 0.06 in 2025. Total net revenue for the period was RMB 3.087 billion compared to RMB 2.9 billion in the prior year. The 6.5 percent increase in revenue was mainly due to the continued ramp-up of the company's data centers. In li", "date_published": "2026-08-13T13:12:48+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "G1DS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "G1DS34", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9c90b52a-2dd4-41a0-9e66-a644acc53528/"}]}}, {"id": "source:28912470201bbd33e484d6c09c9d2036c82dffb6766e7ae09ebb46bfaad85d7c", "url": "https://finance.yahoo.com/markets/stocks/articles/gds-holdings-gds-misses-q2-125002441.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/gds-holdings-gds-misses-q2-125002441.html", "title": "GDS Holdings (GDS) Misses Q2 Earnings and Revenue Estimates", "content_text": "GDS Holdings (GDS) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $1.35 per share. This compares to a loss of $0.06 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -58.52%. A quarter ago, it was expected that this company would post earnings of $1.06 per share when it actually produced earnings of $1.53, delivering a surprise of +44.34%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. GDS Holdings, which belongs to the Zack", "date_published": "2026-08-13T12:50:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "G1DS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "G1DS34", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9c90b52a-2dd4-41a0-9e66-a644acc53528/"}]}}, {"id": "source:30b78d6ad912bf95001caf86a3fa60f12cb6d8e4b246f0e52e674b14f6d94b11", "url": "https://finance.yahoo.com/markets/stocks/articles/gds-holdings-limited-gds-declined-123650722.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/gds-holdings-limited-gds-declined-123650722.html", "title": "GDS Holdings Limited (GDS) Declined Despite Solid Operating Results", "content_text": "Baron Capital, an investment management company, released its Q2 2026 investor letter for the \"Baron Opportunity Fund\". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the first half of 2026, the Fund rose by 15.79% against the Benchmark's 5.88% and the S&P 500's 10.21%. The rally was primarily driven by AI-related growth, despite uncertainty from geopolitical conflicts and inflation. A select group of s", "date_published": "2026-08-13T12:36:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "G1DS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "G1DS34", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9c90b52a-2dd4-41a0-9e66-a644acc53528/"}]}}, {"id": "source:7fbf04a4579a758aaa25b65451774417212fc81b55ba5474729a695bf9b05fd1", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-innodata-123400864.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-innodata-123400864.html", "title": "The Zacks Analyst Blog Highlights Innodata, ExlService and Cognizant Technology Solutions", "content_text": "For Immediate Release Chicago, IL \u2013 August 13, 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: Innodata Inc. INOD, ExlService Holdings, Inc. EXLS and Cognizant Technology Solutions Corporation CTSH. Here are highlights from Wednesday's Analyst Blog: Innodata Reaffirms 40% Growth Outlook: Is More Upside Ahead? Innodata Inc. entered the second half of 2026 with strong momentum after reaffirming its ex", "date_published": "2026-08-13T12:34:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CTSH34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "CTSH34", "name": "Cognizant Technology Solutions Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/cee59a00-5267-4dd6-901f-5e9f4a46f7be/"}]}}, {"id": "source:b41b469329436ebc304d4e90fa0fa89ac4a415780ee7f7b03fb037634341808b", "url": "https://finance.yahoo.com/markets/stocks/articles/gds-holdings-limited-reports-second-113000408.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/gds-holdings-limited-reports-second-113000408.html", "title": "GDS Holdings Limited Reports Second Quarter 2026 Results", "content_text": "SHANGHAI, China, Aug. 13, 2026 (GLOBE NEWSWIRE) -- GDS Holdings Limited (\"GDS Holdings\", \"GDS\" or the \"Company\") (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced its unaudited financial results for the second quarter ended June 30, 2026. Second Quarter 2026 Financial Highlights Net revenue increased by 6.5% year-over-year (\"Y-o-Y\") to RMB3,088.0 million (US$455.1 million) in the second quarter of 2026 (2Q2025: RMB2,900.3 million). Net income was RMB837.6 million (US$123.5 million) in the second quarter of 2026 (2Q2025: net l", "date_published": "2026-08-13T11:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "G1DS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "G1DS34", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9c90b52a-2dd4-41a0-9e66-a644acc53528/"}]}}, {"id": "source:29dfa60e8fd41d9788df18804cf93432d3655fec60f54f553a5f27a8b4fa0dff", "url": "https://finance.yahoo.com/markets/stocks/articles/5-most-interesting-analyst-questions-021300938.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/5-most-interesting-analyst-questions-021300938.html", "title": "The 5 Most Interesting Analyst Questions From Leidos\u2019s Q2 Earnings Call", "content_text": "The 5 Most Interesting Analyst Questions From Leidos's Q2 Earnings Call Leidos' second quarter was marked by strong revenue momentum and a positive market reaction, reflecting solid execution in its core defense and homeland segments. Management highlighted that increased demand for defense technology programs and robust bookings, particularly in the Defense segment, were key contributors to growth. CEO Thomas Bell emphasized, \"Defense posted a 2.2 book-to-bill ratio in the second quarter,\" underscoring accelerated customer procurement activity and Leidos' unique position in several emerging d", "date_published": "2026-08-13T02:13:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "L1DO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "L1DO34", "name": "Leidos Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/38c8264d-7444-418c-aa4d-29b43cfafe42/"}]}}, {"id": "source:1421dd275f8dd363f952250a61899844480bfd30bd34149d7774591d9b570e3a", "url": "https://finance.yahoo.com/markets/stocks/articles/dlr-jumps-9-9-past-183000593.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dlr-jumps-9-9-past-183000593.html", "title": "DLR Jumps 9.9% in the Past Month as Leasing Momentum Accelerates", "content_text": "Digital Realty Trust, Inc. DLR shares have gained 9.9% in the past four weeks, reflecting stronger operating momentum across leasing, renewals and development. The Zacks Consensus Estimate for current-year funds from operations (FFO) has also moved 4.3% higher over the past four weeks. The advance has fundamental support, but the stock is not without constraints. A large capital program and sizable debt load keep financing conditions important, while mixed Style Scores make the near-term setup less decisive.Zacks Investment Research Image Source: Zacks Investment Research DLR's Record Backlog ", "date_published": "2026-08-12T18:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "G1DS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "G1DS34", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9c90b52a-2dd4-41a0-9e66-a644acc53528/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"id": "source:d520ff7aa7c69f3e9d1a11c6062854854fdcedfc84b1451aad513e2f117db117", "url": "https://finance.yahoo.com/technology/ai/articles/innodata-reaffirms-40-growth-outlook-162600957.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/innodata-reaffirms-40-growth-outlook-162600957.html", "title": "Innodata Reaffirms 40% Growth Outlook: Is More Upside Ahead?", "content_text": "Innodata Inc. INOD entered the second half of 2026 with strong momentum after reaffirming its expectation for at least 40% year-over-year revenue growth. Importantly, management said several large potential engagements with existing and new customers are not yet included in the outlook, suggesting room for upside if those opportunities convert. The confidence follows another record quarter. Second-quarter revenues jumped 58% year over year to $92.1 million, while adjusted EBITDA surged 92% to $25.4 million. Adjusted gross margin reached 49%, nine percentage points above the company's publicly ", "date_published": "2026-08-12T16:26:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CTSH34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "CTSH34", "name": "Cognizant Technology Solutions Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/cee59a00-5267-4dd6-901f-5e9f4a46f7be/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"id": "source:d33a3639aa576b448a65a0a4322b0bc12dd87f26f89a14baa69c77b047184b2e", "url": "https://finance.yahoo.com/markets/stocks/articles/maximus-weather-va-contract-hit-135600146.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/maximus-weather-va-contract-hit-135600146.html", "title": "Can Maximus Weather the VA Contract Hit and Rebuild Earnings Momentum?", "content_text": "Maximus, Inc. MMS faces near-term earnings reset after a temporary change to a major federal contract removed a meaningful profitability contributor for the second half of fiscal 2026. The central issue for investors is whether that setback stays temporary or underscores the company's sensitivity to large government programs, even as other operating improvements provide some support. Maximus Loses a Key Earnings Tailwind Through December The Department of Veterans Affairs paused performance incentives and disincentives tied to the Medical Disability Exam program from July 1 through Dec. 31, 20", "date_published": "2026-08-12T13:56:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "L1DO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "L1DO34", "name": "Leidos Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/38c8264d-7444-418c-aa4d-29b43cfafe42/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"id": "source:a5af3b71cd8f62e92b56f54b982e721c8d03a75a429c2396026696eafb13bd97", "url": "https://finance.yahoo.com/technology/ai/articles/fis-named-worlds-best-treasury-120000943.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/fis-named-worlds-best-treasury-120000943.html", "title": "FIS Named World's Best Treasury Management Software by Global Finance", "content_text": "Key facts Global Finance has named FIS the World's Best Treasury Management Software in its 2026 World's Best Treasury & Cash Management Systems and Services Awards. FIS Treasury and Risk Manager serves corporate treasury departments of every industry and size around the world. FIS Neural Treasury pioneers innovation in the treasury industry by bringing AI, machine learning, and robotic process automation into treasury operations JACKSONVILLE, Fla., August 12, 2026--(BUSINESS WIRE)--As corporations expand internationally and scale global supply chains faster than their treasury teams can keep ", "date_published": "2026-08-12T12:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "F1NI34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "F1NI34", "name": "Fidelity National Information Services, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/9c257c2b-b086-4387-acc5-d37dba2642e8/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"id": "source:9d52adff9a8390b685d6bb55477eab305a5710c45bd0088784d29e91965aca91", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-weighs-sentiment-shifts-165245860.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-weighs-sentiment-shifts-165245860.html", "title": "Jim Cramer Weighs In on Sentiment Shifts Driving Accenture and Cognizant Rallies", "content_text": "On Monday's CNBC Mad Money episode, host Jim Cramer examined the top-performing stocks in the S&P 500, focusing on the dramatic turnaround in IT consulting leaders Cognizant Technology Solutions Corporation (NASDAQ:CTSH) and Accenture plc (NYSE:ACN). Addressing how market sentiment shifted around the \"AI displacement trade,\" Cramer outlined how both stocks surged despite long-standing Wall Street skepticism: I want to focus on the 10 best and 10 worst performers of the S&P 500, give you a better sense of the situation; maybe there's some opportunities here for you. When you look at the biggest winners, many of them were the former victims of AI displacement, the AI displacement trade we call it. The best performers, for instance, were Cognizant Tech and Accenture, two tech consulting firms that were up nearly 43% and 33%, respectively. These two have spent years drifting lower as Wall Street assumes they've lost their mojo in the age of Claude and ChatGPT. Now look, I never believed wholeheartedly in that thesis, but it never seemed to matter whether I believed it or not. Just last month, Cognizant announced an expanded partnership with Anthropic and Accenture unveiled a whole suite of agentic AI solutions that it's selling in combination with Google Cloud... In the end, it's all about sentiment though. When Accenture reported a not-so-hot quarter in June, its stock got clobbered and took Cognizant down with it. Then in late July, Cognizant reported a very similar set of numbers and both stocks roared. Now, I want to see better numbers from these two... But if they can stabilize the results, the stocks are very cheap. As Cramer pointed out, the narrative that generative AI platforms like ChatGPT and Claude would disrupt traditional enterprise IT consultancies drove both stocks lower. However, recent commercial developments show that enterprise adoption of artificial intelligence requires extensive integration, data security, and customization, which position both companies as implementation partners rather than victims of automation.Jim Cramer Examines PayPal Holdings Performance Under Enrique Lores and M&A Speculation Comparing Accenture and Cognizant: Rallies, Valuations, and Partnerships While both IT consultancies have benefited from the broader unwind of the AI displacement narrative, their recent market performance and strategic focus reveal notable differences. Cognizant Tech (NASDAQ:CTSH) outperformed Accenture plc (NYSE:ACN) during the recent S&P 500 rally, posting a gain of nearly 43% compared to Accenture plc's (NYSE:ACN) 33% advance. At the same time, Cognizant Tech (NASDAQ:CTSH) trades at around a 12x forward multiple compared to Accenture plc's (NYSE:ACN) 11.2x forward price-to-earnings ratio. Story Continues Recent announcements have highlighted different parts of the two companies' broad AI partnership ecosystems. Cognizant Tech (NASDAQ:CTSH) has aligned itself closely with Anthropic to expand its software engineering capabilities, whereas Accenture plc (NYSE:ACN) has focused on launching agentic AI solutions paired with Google Cloud infrastructure. While Accenture plc (NYSE:ACN) faced the initial brunt of market skepticism following its June earnings report, Cognizant Tech's (NASDAQ:CTSH) late July report served as the catalyst that validated both stocks. For investors evaluating the two names, both represent low-valuation opportunities, provided they can maintain operational stability and turn AI partnerships into sustained revenue growth. Mixed Hedge Fund Positioning and Short Seller Sentiment Institutional asset managers maintain a commanding presence across both Accenture plc (NYSE:ACN) and Cognizant Technology Solutions Corporation (NASDAQ:CTSH), with major institutions holding substantial core positions. However, Insider Monkey's data shows that the number of hedge fund holders declined for Accenture plc (NYSE:ACN) in the first quarter of 2026 to 64, compared to 71 in the prior quarter. Nevertheless, eli", "date_published": "2026-08-11T16:52:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "ACNB34", "CTSH34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ACNB34", "name": "Accenture plc", "sentiment_url": "https://sharemaestro.com/sentiment/60f77101-18c7-40c2-9419-0a6718173cef/"}, {"symbol": "CTSH34", "name": "Cognizant Technology Solutions Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/cee59a00-5267-4dd6-901f-5e9f4a46f7be/"}]}}, {"id": "source:d8876891d939ca69ddc04502db8ffbc319ef29732ce87506dd5f26070dd3473e", "url": "https://finance.yahoo.com/markets/stocks/articles/coreweave-earnings-prediction-market-preview-163251271.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/coreweave-earnings-prediction-market-preview-163251271.html", "title": "CoreWeave Earnings Prediction Market Preview: What Will the AI Cloud Company Say About Nvidia and Anthropic?", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CoreWeave, Inc.(NASDAQ:CRWV) reports second-quarter earnings after the close today, with the call at 5 p.m. ET. Analysts expect revenue of roughly $2.56 billion, more than double the year-ago figure, alongside a loss of about $1.40 per share. The stock sits roughly 35% below its pre-earnings May peak. Beyond the headline numbers, Kalshi traders are betting on what management will talk about, from Nvidia and Anthropic to storage and government contracts. What Kalshi Predicts CoreWeave Will Say \"", "date_published": "2026-08-11T16:32:51+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "L1DO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "L1DO34", "name": "Leidos Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/38c8264d-7444-418c-aa4d-29b43cfafe42/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"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 return down 17.82%. The 5 year total shareholder return of 108.63% points to stronger longer term compounding. If the recent funding move has you thinking more broadly about opportunities in AI infrastructure, this can be a good moment to scan 56 AI infrastructure stocks. After a sharp pullback from recent highs, yet with International Business Machines still supported by fresh bond market access and a long dividend record, are you looking at a lot of the upside already realized, or is meaningful value still on the table? Most Popular Narrative: 7.7% Undervalued The most followed narrative on International Business Machines currently anchors fair value at $256.08 versus the last close at $236.31, which frames the recent bond issue against a stock that this narrative views as undervalued. IBM represents a defensive growth technology investment transitioning into a software and AI-led enterprise platform company. While topline growth remains moderate, improving mix (software), strong margins, and durable cash flows underpin a compelling long-term investment case, particularly for investors seeking exposure to enterprise AI with lower volatility than pure-play SaaS peers. Read the complete narrative. Want to see how that fair value for International Business Machines is built? The narrative focuses on steady revenue growth, expanding margins, and a future earnings multiple that assumes IBM is treated more like a compounder than a slow legacy stock. According to kapirey, this most popular narrative applies a 9.55% discount rate, assumes revenue and profit margins that reflect IBM's push toward higher margin software and AI, and arrives at a fair value of $256.08, which is 7.7% above the current share price. It considers the recent earnings trajectory, cash generation, and business mix shift as key inputs to justify a higher valuation anchor than where the market is currently pricing the stock. Story Continues Result: Fair Value of $256.08 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this International Business Machines narrative can be tested if AI and hybrid cloud adoption slows, or if higher margin software growth falls short of expectations. Find out about the key risks to this International Business Machines narrative. Another View: What Market Multiples Say About International Business Machines While the user narrative points to International Business Machines as 7.7% undervalued on a fair value estimate of $256.08, the current P/E of 20.8x paints a different picture. It sits above the US IT industry at 18.7x and above peer average at 13.8x, even though the fair ratio is 35.3x. That gap suggests the market is already pricing in a decent amount of quality, yet could still move higher toward the fair ratio if sentiment changes, or lower toward peers if expectations cool. How investors assess that trade-off will depend on their own view of current market conditions and risk tolerance. See what the numbers say about this price \u2014 find out in our valuation breakdown.NYSE:IBM P/E Ratio as at Aug 2026 Next Steps With sentiment on International Business Machines pulling in both cautious and optimistic directions, this is a good time to review the data yourself and decide where you stand. To see the balance of concerns and potential upsides in one place, take a look at the 4 key rewards and 1 i", "date_published": "2026-08-11T14:12:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"id": "source:a9fe2e4fc260b4d58288dad7ee21b8a2c0e93efa5c5a60efe51fcc09b88fef72", "url": "https://finance.yahoo.com/markets/stocks/articles/visas-cheaper-multiple-rests-margin-134635549.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/visas-cheaper-multiple-rests-margin-134635549.html", "title": "Visa's Cheaper Multiple Rests On A Margin Assumption", "content_text": "Image by Julita from Pixabay The forward numbers make the stock look reasonable, but they assume profitability keeps climbing at a company currently spending to grow. Visa (V) stock has lagged the market for a year. It trades at $360.65, and returned about 9.5% over the trailing twelve months against 23.3% for the S&P 500. On the earnings analysts expect, though, the multiple is getting cheaper. Whether that makes it cheap depends on an assumption about margins. The Multiple Falls Partly Because Consensus Says Margins Keep Climbing At that price the trailing multiple is about 27.7 times adjust", "date_published": "2026-08-11T13:46:35+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "F1NI34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "F1NI34", "name": "Fidelity National Information Services, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/9c257c2b-b086-4387-acc5-d37dba2642e8/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"id": "source:cb889ac8081bb13ccd17e82db45d2fb20899f5b82ac7acece9a33a99a70acbaf", "url": "https://finance.yahoo.com/markets/stocks/articles/singapore-based-data-center-operator-073715801.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/singapore-based-data-center-operator-073715801.html", "title": "Singapore-based Data Center Operator Is Said to Confidentially File for $5 Billion IPO in US", "content_text": "(Bloomberg) -- DayOne Data Centers Ltd. has confidentially filed for a US initial public offering, according to people familiar with the matter. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Trump Makes Sweeping New Demands on Iran as Deal Hopes Dim Stocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets Wrap Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' The Singapore-based data center operator aims to list as soon as next quarter, the people said, asking not to be i", "date_published": "2026-08-11T07:37:15+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "G1DS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "G1DS34", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9c90b52a-2dd4-41a0-9e66-a644acc53528/"}]}}, {"id": "source:df290e78cf7e6cf7933728b92d0695529a194c1d8ca22972122aa60c09b22a74", "url": "https://finance.yahoo.com/markets/stocks/articles/investors-buy-icfi-growth-improves-162000811.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/investors-buy-icfi-growth-improves-162000811.html", "title": "Should Investors Buy ICFI as Growth Improves While Key Risks Persist?", "content_text": "ICF International, Inc. ICFI presents investors with a mixed setup. Earnings growth, commercial expansion and stronger international operations support the case, while slow sales growth and federal weakness keep execution in focus. Valuation is below ICFI's historical norm, but the stock still trades at a premium to its sub-industry. That combination favors a measured view rather than an aggressive stance. ICFI's Earnings Outlook Signals Improving Profit Growth The Zacks Consensus Estimate for 2026 earnings is $7.56 per share, up from $6.77 in 2025. Projected earnings growth for the current fi", "date_published": "2026-08-10T16:20:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "L1DO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "L1DO34", "name": "Leidos Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/38c8264d-7444-418c-aa4d-29b43cfafe42/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"id": "source:f7b92b8f92b622fa132dff7ec2e5adef6d8b86d90058d48ca4850fb7e39aa939", "url": "https://news.google.com/rss/articles/CBMi1gFBVV95cUxOMzBqZWdUWXVENzFpTjBRd2cyNFRVWDFYSW1fQnZIaUxsT2pEdDRYcTFUekh0Wi1JSUs3Z2N2dTQzSFd6OXNxbzV3TFdsMUVjc05HOEdyS2xJZnZReFhGblRUS2dXTVoxR0JCNVNpWHhZU1hOUS1pSXljelk1Q0g1aEUtVW01NDQxeUFXUHVqM1lZendxb0VDc1drUFFaX1dETVZ0VDZLOWo5U3J3ektmMlZDbWJoSjdxcnU0N3R3VkhSNkpfemotVkppMFNQMC1mOWROei1R?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi1gFBVV95cUxOMzBqZWdUWXVENzFpTjBRd2cyNFRVWDFYSW1fQnZIaUxsT2pEdDRYcTFUekh0Wi1JSUs3Z2N2dTQzSFd6OXNxbzV3TFdsMUVjc05HOEdyS2xJZnZReFhGblRUS2dXTVoxR0JCNVNpWHhZU1hOUS1pSXljelk1Q0g1aEUtVW01NDQxeUFXUHVqM1lZendxb0VDc1drUFFaX1dETVZ0VDZLOWo5U3J3ektmMlZDbWJoSjdxcnU0N3R3VkhSNkpfemotVkppMFNQMC1mOWROei1R?oc=5", "title": "Cantor reduz pre\u00e7o-alvo da Fidelity National Information ap\u00f3s revis\u00e3o de guidance - Investing.com Brasil", "content_text": "Cantor reduz pre\u00e7o-alvo da Fidelity National Information ap\u00f3s revis\u00e3o de guidance - Investing.com Brasil", "date_published": "2026-08-10T14:44:00+00:00", "authors": [{"name": "Finan\u00e7as, C\u00e2mbio e Investimentos"}], "tags": ["Guidance", "F1NI34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "F1NI34", "name": "Fidelity National Information Services, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/9c257c2b-b086-4387-acc5-d37dba2642e8/"}]}}, {"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", "I1FO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "I1FO34", "name": "Infosys Limited", "sentiment_url": "https://sharemaestro.com/sentiment/8723d5d1-e94d-48e1-96dd-6eff387c0ca8/"}]}}, {"id": "source:2798d2dc77ef767979e6834abb6fb8064fb34124cdf3b248c277d91a988f7017", "url": "https://finance.yahoo.com/markets/stocks/articles/fiserv-worth-buying-now-earnings-143000051.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/fiserv-worth-buying-now-earnings-143000051.html", "title": "Is Fiserv Worth Buying Now After Earnings Cuts and a Deep Valuation?", "content_text": "Fiserv, Inc. FISV presents a sharp value-versus-visibility tradeoff. The stock trades at a fraction of its historical valuation, but weaker 2026 earnings expectations, falling revenues and margin pressure make that discount harder to treat as a simple bargain. The investment case now hinges on whether earnings expectations stabilize. Until that happens, the low multiple may reflect elevated execution risk as much as potential upside. Fiserv's Valuation Is Hard to Ignore FISV trades at 6.08X forward 12-month earnings, far below the Zacks sub-industry's 18.65X multiple. It also sits well under i", "date_published": "2026-08-10T14:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "F1IS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "F1IS34", "name": "Fiserv, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5f0c8db0-3161-439a-9335-9c5fac03514d/"}]}}, {"id": "source:9e6d8df43c0d835aa01809c7fdbc65c24811ccde8548c7d38872b1931c6845ce", "url": "https://finance.yahoo.com/markets/stocks/articles/fiserv-cuts-2026-outlook-margin-142700571.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/fiserv-cuts-2026-outlook-margin-142700571.html", "title": "Fiserv Cuts 2026 Outlook as Margin Pressure Tests Its Recovery Story", "content_text": "Fiserv, Inc. FISV reset investor expectations after second-quarter 2026 earnings and revenues missed the Zacks Consensus Estimate and management lowered its full-year outlook. The central question is whether the setback reflects a transition-heavy year or a broader operating problem. Management cited weaker conditions in Argentina, delayed client implementations, slower execution on growth initiatives and stepped-up technology spending. Those factors leave the recovery case dependent on better execution and margin stabilization. FISV's Q2 Miss Resets 2026 Expectations Adjusted earnings of $1.8", "date_published": "2026-08-10T14:27:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "F1IS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "F1IS34", "name": "Fiserv, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5f0c8db0-3161-439a-9335-9c5fac03514d/"}]}}, {"id": "source:cfc24e14ed5a72b4bb1f0aa9402bce02b2cbb93919fa1cea8fd6560fae64b78b", "url": "https://finance.yahoo.com/markets/stocks/articles/gds-gears-report-q2-earnings-142300554.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/gds-gears-report-q2-earnings-142300554.html", "title": "GDS Gears Up to Report Q2 Earnings: Here's What Investors Should Know", "content_text": "GDS Holdings Limited GDS is scheduled to report second-quarter 2026 results on Aug. 13, before market open. Over the trailing four quarters, GDS Holdings' earnings surpassed the Zacks Consensus Estimate, with an average earnings surprise of 610%. GDS Holdings Price and EPS Surprise GDS Holdings price-eps-surprise | GDS Holdings Quote GDS's Q2 Expectations The Zacks Consensus Estimate for the company's revenues is set at $463.2 million, suggesting a 14.4% year-over-year jump from the year-ago quarter's $404.9 million. This growth acceleration is predicted to have been led by the growing demand ", "date_published": "2026-08-10T14:23:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "G1DS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "G1DS34", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9c90b52a-2dd4-41a0-9e66-a644acc53528/"}]}}, {"id": "source:f9bf3c9adda17cb061f7280cd93dd44230f2e89f8392bbace116b7e7dcc6bf45", "url": "https://finance.yahoo.com/healthcare/articles/behind-games-leidos-qtc-health-134500100.html", "external_url": "https://finance.yahoo.com/healthcare/articles/behind-games-leidos-qtc-health-134500100.html", "title": "Behind the Games: Leidos QTC Health Services Volunteers Reflect on a Week of Service at the 2026 National Veterans Wheelchair Games", "content_text": "NORTHAMPTON, MA / ACCESS Newswire / August 10, 2026 / The 2026 National Veterans Wheelchair Games, held July 9-14 in Detroit, Michigan, were more than a showcase of adaptive sports; they were a powerful reminder of camaraderie, inspiration, and service within the Veteran community.NORTHAMPTON, MA / ACCESS Newswire / August 10, 2026 / The 2026 National Veterans Wheelchair Games, held July 9-14 in Detroit, ...\u00b7Leidos Co-presented annually by the U.S. Department of Veterans Affairs (VA) and Paralyzed Veterans of America, the Games bring together Veteran athletes from across the country to compete", "date_published": "2026-08-10T13:45:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "L1DO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "L1DO34", "name": "Leidos Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/38c8264d-7444-418c-aa4d-29b43cfafe42/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"id": "source:c6eab303d36098d42c2085885f01f6319b2f8c6bb447d08b0d2500872128089c", "url": "https://finance.yahoo.com/markets/stocks/articles/fisv-q2-deep-dive-guidance-074922971.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/fisv-q2-deep-dive-guidance-074922971.html", "title": "FISV Q2 Deep Dive: Guidance Cut Amid Execution Delays and Higher Tech Investment", "content_text": "FISV Q2 Deep Dive: Guidance Cut Amid Execution Delays and Higher Tech Investment Financial technology provider Fiserv (NASDAQ:FISV) fell short of the market's revenue expectations in Q2 CY2026, with sales falling 4.5% year on year to $4.96 billion. Its non-GAAP profit of $1.84 per share was 3.9% below analysts' consensus estimates. Is now the time to buy FISV? Find out in our full research report (it's free). Fiserv (FISV) Q2 CY2026 Highlights: Revenue: $4.96 billion vs analyst estimates of $5.05 billion (4.5% year-on-year decline, 1.7% miss) Adjusted EPS: $1.84 vs analyst expectations of $1.9", "date_published": "2026-08-10T07:49:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "F1IS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "F1IS34", "name": "Fiserv, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5f0c8db0-3161-439a-9335-9c5fac03514d/"}]}}, {"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", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"id": "source:6dd55b4f4ee782ce1027b9796d6de20d9d791f1474a9cf1ee51e3a47d38986b4", "url": "https://finance.yahoo.com/markets/stocks/articles/fiserv-fisv-stock-may-still-091249177.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/fiserv-fisv-stock-may-still-091249177.html", "title": "Fiserv (FISV) Stock May Still Be Cheap As Activist Pressure Builds", "content_text": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Fiserv stock has fallen sharply over the past year, yet on current checks it still screens as cheap. This sets up a clear debate for investors looking at whether the recent share price lines up with the company's fundamentals. Fiserv shares are down 60.7% over the past year, which puts pressure on the case that the current price already reflects recent setbacks. Activist pressure for portfolio moves alongside new partnership", "date_published": "2026-08-08T09:12:49+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "F1IS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "F1IS34", "name": "Fiserv, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5f0c8db0-3161-439a-9335-9c5fac03514d/"}]}}, {"id": "source:570d2b48d92ce515cb41f0215f09e04a7424904bf01e694957bf5e925b08cf74", "url": "https://finance.yahoo.com/markets/stocks/articles/investors-reacting-fiserv-fisv-weaker-081328470.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/investors-reacting-fiserv-fisv-weaker-081328470.html", "title": "How Investors Are Reacting To Fiserv (FISV) Weaker Guidance Amid Portfolio Shift And Activist Pressure", "content_text": "In early August 2026, Fiserv reported second-quarter revenue of US$5,292 million and net income of US$627 million, both lower than the prior year, and cut its full-year 2026 guidance under newly installed leadership. At the same time, the company advanced a portfolio reshaping and partnership push, including a MoneyPass joint venture, a global collaboration with Mastercard, new client wins, and ongoing share repurchases, all under pressure from an activist investor calling for a broader review of its assets and governance. Against this backdrop of weaker earnings guidance and activist pressure", "date_published": "2026-08-08T08:13:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "F1IS34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "F1IS34", "name": "Fiserv, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5f0c8db0-3161-439a-9335-9c5fac03514d/"}]}}, {"id": "source:de917bc310fade7be851e9eccab22a80927dae134dbaf4b5a46fae3ebe01b503", "url": "https://news.google.com/rss/articles/CBMid0FVX3lxTE5hZ2lTcFYyMThOSnJjVzY0UGhGMVpRQTNEWW9pWExlOXh6LWtfRm5wVUUzMmVLNk5nZXFnQkhySElWZzFYVHV5WUpYeWxCN3VhZVlEMzdfbXNYUDl2WUFHai1ENlFWOHkzLVNQOVpobkVoZ0ctM3lZ?oc=5", "external_url": "https://news.google.com/rss/articles/CBMid0FVX3lxTE5hZ2lTcFYyMThOSnJjVzY0UGhGMVpRQTNEWW9pWExlOXh6LWtfRm5wVUUzMmVLNk5nZXFnQkhySElWZzFYVHV5WUpYeWxCN3VhZVlEMzdfbXNYUDl2WUFHai1ENlFWOHkzLVNQOVpobkVoZ0ctM3lZ?oc=5", "title": "Not\u00edcias das A\u00e7\u00f5es da Fidelity National Information Services Inc (FIS)", "content_text": "Not\u00edcias das A\u00e7\u00f5es da Fidelity National Information Services Inc (FIS)", "date_published": "2026-08-08T02:59:06+00:00", "authors": [{"name": "TradingKey"}], "tags": ["Market update", "F1NI34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "F1NI34", "name": "Fidelity National Information Services, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/9c257c2b-b086-4387-acc5-d37dba2642e8/"}]}}, {"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", "date_published": "2026-08-08T00:15:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "ACNB34", "IBMB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ACNB34", "name": "Accenture plc", "sentiment_url": "https://sharemaestro.com/sentiment/60f77101-18c7-40c2-9419-0a6718173cef/"}, {"symbol": "IBMB34", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/19bb594d-1072-4d7a-8b98-51c317717751/"}]}}, {"id": "source:6eb5bf17ac6c51d8c83eadeca260a08d0f3477ba977ba5538d9a55cb0af9bee2", "url": "https://finance.yahoo.com/markets/stocks/articles/accenture-acn-beats-stock-market-215001274.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/accenture-acn-beats-stock-market-215001274.html", "title": "Accenture (ACN) Beats Stock Market Upswing: What Investors Need to Know", "content_text": "Accenture (ACN) closed the most recent trading day at $175.72, moving +2.69% from the previous trading session. This move outpaced the S&P 500's daily gain of 0.62%. Meanwhile, the Dow experienced a rise of 0.28%, and the technology-dominated Nasdaq saw an increase of 1.3%. The consulting company's shares have seen an increase of 23.05% over the last month, surpassing the Computer and Technology sector's loss of 0.09% and the S&P 500's gain of 2.3%. Analysts and investors alike will be keeping a close eye on the performance of Accenture in its upcoming earnings disclosure. The company's upcomi", "date_published": "2026-08-07T21:50:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ACNB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ACNB34", "name": "Accenture plc", "sentiment_url": "https://sharemaestro.com/sentiment/60f77101-18c7-40c2-9419-0a6718173cef/"}]}}]}