{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Mexico Information Technology Services news", "home_page_url": "https://sharemaestro.com/newsreel/mx/technology/information-technology-services/", "feed_url": "https://sharemaestro.com/newsreel/mx/technology/information-technology-services/feed.json", "description": "Latest Information Technology Services company headlines from Mexico, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:98e6622ebd737bc7d3be32b6a7c011fb666882207fe86ba988c68c53ba2bfbbc", "url": "https://seekingalpha.com/news/4633278-globant-tumbles-on-outlook-cut-wedbush-downgrade?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633278-globant-tumbles-on-outlook-cut-wedbush-downgrade?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Globant tumbles on outlook cut, Wedbush downgrade", "content_text": "[Globant glass building with blue sky in the background] Arturo Rosenow * Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) tumbled 12% on Friday after it [https://seekingalpha.com/news/4633063-globant-stock-plunges-after-full-year-outlook-cut] cut its full-year outlook, prompting Wedbush Securities to downgrade the software development firm. * \u201cWe are downgrading shares of Globant from OUTPERFORM to NEUTRAL while lowering our price target from $54 to $37 reflecting ~6x our 2027 EPS estimate as we believe GLOB can no longer rebound over the next 12 months with the legacy T&M busi", "date_published": "2026-08-14T13:42:46+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Analyst action", "GLOBN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOBN", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/05053a4d-773e-45a8-b1e9-40d91489dedc/"}]}}, {"id": "source:bf429559f398016640f816c31ff377f6d4155d17124f87c41ebe7508f26c35ab", "url": "https://seekingalpha.com/news/4633138-at-a-glance-stocks-gapping-down-premarket?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633138-at-a-glance-stocks-gapping-down-premarket?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "At a glance: stocks gapping down premarket", "content_text": "[Wall Street-Street Sign] P_Wei/E+ via Getty Images Here's a quick look at the stocks that are seeing gap-down moves before the bell on Friday. Stock index futures were muted on Friday after the S&P 500 closed at a record high in the previous session. Company Move Click to enlarge Innventure (INV [https://seekingalpha.com/symbol/INV]) -44.4% Click to enlarge AmpliTech Group (AMPG [https://seekingalpha.com/symbol/AMPG]) -26.7% Click to enlarge TSS, Inc. (TSSI [https://seekingalpha.com/symbol/TSSI]) -22.7% Click to enlarge Veritone (VERI [https://seekingalpha.com/symbol/VERI]) -20.1% Click to en", "date_published": "2026-08-14T11:28:00+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Market update", "GLOBN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLOBN", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/05053a4d-773e-45a8-b1e9-40d91489dedc/"}]}}, {"id": "source:d47a029a20fa0dd7e9be0267e368afa49c399d75e0e2295754d400d85107af06", "url": "https://finance.yahoo.com/markets/stocks/articles/reddit-surges-premarket-index-inclusion-111858639.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/reddit-surges-premarket-index-inclusion-111858639.html", "title": "Reddit surges premarket on index inclusion; Applied Materials\u2019 dips", "content_text": "Investing.com - U.S. stock futures were little changed on Friday, pointing to a muted open after the S&P 500 closed at a record high in the previous session, while investors weighed a fresh batch of corporate news and analyst actions. By 05:49 ET (09:49 GMT), the Dow futures contract had fallen by 70 points, or 0.1%, while S&P 500 futures were mostly flat and Nasdaq 100 futures had edged up by 34 points, or 0.1%. Here are the biggest premarket movers for today: Reddit shares jumped 12.6% in premarket trading after S&P Dow Jones Indices announced that the social media company would join the S&P", "date_published": "2026-08-14T11:18:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLOBN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLOBN", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/05053a4d-773e-45a8-b1e9-40d91489dedc/"}]}}, {"id": "source:97db093a60195832f518faa4e11d03c368bf0bf3eb796ed4f94da95329b6b5ff", "url": "https://seekingalpha.com/news/4633063-globant-stock-plunges-after-full-year-outlook-cut?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633063-globant-stock-plunges-after-full-year-outlook-cut?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Globant stock plunges after full-year outlook cut", "content_text": "Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) plunged nearly 15% in premarket trading Friday after the digital transformation services company reported mixed second-quarter results and cut its full-year 2026 outlook. Globant reported Q2 non-GAAP EPS of $1.40, missing [https://seekingalpha.com/news/4632790-globant-non-gaap-eps-of-1_40-misses-by-0_10-revenue-of-614_42m-beats-by-1_57m]analysts\u2019 estimates by $0.10, while revenue of $614.42M (flat Y/Y) beat expectations by $1.57M. The bigger concern for investors appears to be the company\u2019s outlook. The company lowered its full-ye", "date_published": "2026-08-14T09:09:24+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "GLOBN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOBN", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/05053a4d-773e-45a8-b1e9-40d91489dedc/"}]}}, {"id": "source:dc4801464b74992086d5e103ccc698d455c108b13670159309557a16e13c11d0", "url": "https://seekingalpha.com/news/4633064-biggest-stock-movers-friday-amat-nu-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633064-biggest-stock-movers-friday-amat-nu-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Biggest stock movers Friday: AMAT, NU, and more", "content_text": "[Abstract Financial Data Visualization with Digital Stock Market Graphs] AlexSecret Stock futures were largely unchanged early Friday, as investors evaluated cooling inflation data alongside a fresh batch of tech-sector earnings reports. Here are some of Friday's biggest stock movers: BIGGEST STOCK GAINERS * REDDIT (RDDT [https://seekingalpha.com/symbol/RDDT]) +12% - Shares surged after S&P Dow Jones Indices announced that Reddit will replace AvalonBay Communities (AVB) in the S&P 500, effective before trading opens on August 18. The change follows Equity Residential\u2019s (EQR) pending acquisitio", "date_published": "2026-08-14T09:01:52+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "GLOBN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLOBN", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/05053a4d-773e-45a8-b1e9-40d91489dedc/"}]}}, {"id": "source:e72533e2067b6080eb21f14a5acebf6862ba3779803cf2842ec7cf852d06795d", "url": "https://finance.yahoo.com/technology/ai/articles/globant-sa-glob-q2-2026-050324527.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/globant-sa-glob-q2-2026-050324527.html", "title": "Globant SA (GLOB) (Q2 2026) Earnings Call Highlights: AI Pods Drive 60% Surge in Glob AI ARR, ...", "content_text": "This article first appeared on GuruFocus. Revenue: $614.4 million in Q2 2026, within guided range, up 1.2% sequentially and slightly up year over year. Glob AI ARR: $52.8 million as of June, up from $32.8 million in March, roughly 60% growth in a single quarter; expected to surpass $110 million by year-end. Adjusted Gross Margin: 36.5%, slightly down due to USD weakness and utilization below targets. Adjusted Operating Margin: 13.2%, below guided range. Adjusted Net Income: $60.3 million with a 9.8% adjusted net income margin. Adjusted Diluted EPS: $1.40 for Q2 2026. Free Cash Flow: $12.6 mill", "date_published": "2026-08-14T05:03:24+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLOBN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOBN", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/05053a4d-773e-45a8-b1e9-40d91489dedc/"}]}}, {"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", "GDSN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GDSN", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9939d654-025b-4cf2-9b96-deca53f43186/"}]}}, {"id": "source:4e3ff660d936503f1c0ff49beb7f28e9c86c39581159f9cc96f7c88973e01ccb", "url": "https://finance.yahoo.com/markets/stocks/articles/globant-glob-q2-earnings-lag-220503557.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/globant-glob-q2-earnings-lag-220503557.html", "title": "Globant (GLOB) Q2 Earnings Lag Estimates", "content_text": "Globant (GLOB) came out with quarterly earnings of $1.4 per share, missing the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.53 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -6.04%. A quarter ago, it was expected that this information technology services provider would post earnings of $1.5 per share when it actually produced earnings of $1.5, delivering no surprise. Over the last four quarters, the company has not been able to surpass consensus EPS estimates. Globant, which belo", "date_published": "2026-08-13T22:05:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLOBN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOBN", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/05053a4d-773e-45a8-b1e9-40d91489dedc/"}]}}, {"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", "LDOS"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LDOS", "name": "Leidos Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2d938251-6279-42bd-b7a8-029729c06342/"}]}}, {"id": "source:2fc4c35942d394745508baadb7a678cc68a4a013c82b50eb8eb49060bdbbadfd", "url": "https://finance.yahoo.com/markets/stocks/articles/globant-reports-2026-second-quarter-201500682.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/globant-reports-2026-second-quarter-201500682.html", "title": "Globant Reports 2026 Second Quarter Financial Results", "content_text": "LUXEMBOURG, Aug. 13, 2026 /PRNewswire/ -- Globant (NYSE: GLOB) today announced results for the three and six months ended June 30, 2026.Globant new logo \"Glob.AI ARR reached $52.8 million in the second quarter, up 61% quarter-over-quarter, and we now expect no less than $110 million exiting 2026. Alongside that, Globant's revenue for Q2 reached $614.4 million and free cash flow reached $12.6 million in the quarter, compared to negative $2.9 million a year ago, capping our strongest first half of cash generation on record. Last week we opened Glob.AI to the entire market, a single platform wher", "date_published": "2026-08-13T20:15:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLOBN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOBN", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/05053a4d-773e-45a8-b1e9-40d91489dedc/"}]}}, {"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", "GDSN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GDSN", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9939d654-025b-4cf2-9b96-deca53f43186/"}]}}, {"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", "GDSN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GDSN", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9939d654-025b-4cf2-9b96-deca53f43186/"}]}}, {"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", "GDSN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GDSN", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9939d654-025b-4cf2-9b96-deca53f43186/"}]}}, {"id": "source:fb975c8e77c14f1873f20af3de11fbf1337c37a90f67913d11066cddb2ee7416", "url": "https://finance.yahoo.com/markets/stocks/articles/accelerant-harmonic-surge-cisco-slides-120651514.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/accelerant-harmonic-surge-cisco-slides-120651514.html", "title": "Accelerant, Harmonic surge, Cisco slides premarket on margin outlook", "content_text": "Investing.com - U.S. stock index futures pointed higher on Thursday, as investors digested fresh corporate earnings and deal news while continuing to assess the outlook for inflation and interest rates. By 06:19 ET (10:19 GMT), the Dow futures contract had risen by 112 points, or 0.2%, S&P 500 futures had gained 14 points, or 0.2%, and Nasdaq 100 futures had added 25 points, or 0.1%. Here are some of the biggest premarket U.S. stock movers today: Accelerant Holdings stock surged 44.5% in pre-open trading after the insurance technology company agreed to be acquired by private equity firm Thoma ", "date_published": "2026-08-13T12:06:51+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"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", "GDSN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GDSN", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9939d654-025b-4cf2-9b96-deca53f43186/"}]}}, {"id": "source:19b64f3c3636b8d972d7b0612b1465c95f5dca6b7e20a9f9f584bcdaec47be45", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-partners-openai-accelerate-secure-100000076.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibm-partners-openai-accelerate-secure-100000076.html", "title": "IBM Partners with OpenAI to Accelerate Secure AI Deployment for Enterprises Across Core Operations", "content_text": "Joint go-to-market partnership embeds OpenAI frontier models like GPT-5.6 and other products into IBM Consulting's AI delivery platform and assets to help organizations modernize applications and strengthen security Specialized IBM forward-deployed units trained through the OpenAI Partner Network will help organizations convert legacy workflows into AI-ready operations IBM launches a dedicated OpenAI Practice with thousands of consultants and engineers trained on advanced OpenAI Partner Network certifications ARMONK, N.Y., Aug. 13, 2026 /PRNewswire/ -- IBM (NYSE: IBM) today announced a strateg", "date_published": "2026-08-13T10:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"id": "source:d7763af250a25fcb18851f59593ad61c869f3298047550a670786690da5df4df", "url": "https://finance.yahoo.com/markets/stocks/articles/spacex-passes-first-lockup-expiry-084530660.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/spacex-passes-first-lockup-expiry-084530660.html", "title": "SpaceX Passes First Lockup Expiry Test With $500 Billion Rally", "content_text": "(Bloomberg) -- Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Iran Takes More Robust Military Stance With US Talks Frozen They needn't have worried. SpaceX ", "date_published": "2026-08-13T08:45:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "GLOBN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLOBN", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/05053a4d-773e-45a8-b1e9-40d91489dedc/"}]}}, {"id": "source:504784cbea0a75d7799b46b8ccfb3f6a0662e097b50fda978730f47f35966def", "url": "https://finance.yahoo.com/technology/ai/articles/amid-necs-rollout-ai-driven-080500312.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/amid-necs-rollout-ai-driven-080500312.html", "title": "Amid NEC's Rollout of AI-Driven Open RAN and Private 5G Solutions in Industrial DX, New Report Outlines Japan Local 5G Market Expansion", "content_text": "Company Logo Rapid commercial maturity across the country's industrial and enterprise sectors highlighted by NTT DATA's recognition as a 2026 Leader in private mobile networks, Fujitsu's expanding subscription-based Local 5G models, and NEC's Open RAN smart factory deployments is accelerating dedicated private spectrum adoption across Japanese manufacturing, logistics, healthcare, and smart cities. This detailed study delivers an in-depth analysis of spectrum licensing frameworks, equipment sales versus subscription offerings, vertical adoption trends, and regional growth projections. Dublin, ", "date_published": "2026-08-13T08:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"id": "source:994ebb96fc78103e370cf155d2b1e1a916ccf703db927036cce0f92feb695072", "url": "https://finance.yahoo.com/markets/stocks/articles/why-rubrik-rbrk-back-spotlight-043105951.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-rubrik-rbrk-back-spotlight-043105951.html", "title": "Why Rubrik (RBRK) Is Back In The Spotlight", "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. Rubrik (RBRK) is back in focus after partnering with Wipro on Enterprise Resilience as a Service, a new offering built on Rubrik's cyber and data resilience platform to address complex recovery and continuity needs. See our latest analysis for Rubrik. Rubrik's recent product announcements around AI agent security and the Wipro Enterprise Resilience as a Service launch come as the stock trades at US$96.73, with a 7 day share ", "date_published": "2026-08-13T04:31:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "WITN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "WITN", "name": "Wipro Limited", "sentiment_url": "https://sharemaestro.com/sentiment/5cbcfba6-fba5-4109-aa86-8977db6da660/"}]}}, {"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", "LDOS"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LDOS", "name": "Leidos Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2d938251-6279-42bd-b7a8-029729c06342/"}]}}, {"id": "source:ba5a4253bb71a0e1a355d84567f06bd8894ecbc21401afababce66cec8f41464", "url": "https://finance.yahoo.com/technology/ai/articles/why-rubrik-rbrk-14-1-011141102.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/why-rubrik-rbrk-14-1-011141102.html", "title": "Why Rubrik (RBRK) Is Up 14.1% After New AI Resilience Offerings With Wipro", "content_text": "In early August 2026, Wipro and Rubrik launched Enterprise Resilience as a Service and Rubrik expanded its Agent Cloud platform with Rubrik Agent Identity, aiming to help enterprises harden cyber resilience and AI agent security across data, infrastructure, and identities. Together with Rubrik's lead role in the CSAI Foundation's AI Resilience Center of Excellence, these launches position the company at the heart of emerging standards for secure, governed autonomous AI in the enterprise. We'll now examine how Rubrik's new Enterprise Resilience as a Service offering may influence its investment", "date_published": "2026-08-13T01:11:41+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "WITN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "WITN", "name": "Wipro Limited", "sentiment_url": "https://sharemaestro.com/sentiment/5cbcfba6-fba5-4109-aa86-8977db6da660/"}]}}, {"id": "source:1d5c6b920ebba48366fe225811c0c444472f2e283855d1e4ca6bb36a3080216c", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-landed-240m-ai-deal-184620463.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibm-landed-240m-ai-deal-184620463.html", "title": "IBM Landed A $240M AI Deal. Is That Enough?", "content_text": "IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI's chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to three months before it even goes live. That kind of confidence from a partner is a good sign for a company whose shares have been under pressure this year. But a single deal, however sizable, still has to answer the bigger question: can IBM turn scattered growth pockets into a real growth story?IBM Landed A $240M AI Deal. Is That Enoug", "date_published": "2026-08-12T18:46:20+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"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", "GDSN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GDSN", "name": "GDS Holdings Limited", "sentiment_url": "https://sharemaestro.com/sentiment/9939d654-025b-4cf2-9b96-deca53f43186/"}]}}, {"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 k", "date_published": "2026-08-12T17:09:32+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"id": "source:6eea17b3c1252a576b1df5923cb4012b83063cdd5964fdebf3fd630a06afd51a", "url": "https://finance.yahoo.com/markets/stocks/articles/why-hewlett-packard-enterprise-hpe-161322437.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-hewlett-packard-enterprise-hpe-161322437.html", "title": "Why Hewlett Packard Enterprise (HPE) Stock Is Trading Up Today", "content_text": "Why Hewlett Packard Enterprise (HPE) Stock Is Trading Up Today What Happened? Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 3.9% in the morning session after Morgan Stanley upgraded the stock to Overweight from Equal Weight and set a $69 price target. The firm said it had been \"on the wrong side\" of the enterprise hardware trade and now sees a stronger setup for HPE's server business. Morgan Stanley's shift rests on pricing and order strength. Hardware refresh cycles, customers pulling spending forward, and AI-related demand are supporting server activity", "date_published": "2026-08-12T16:13:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"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 proje", "date_published": "2026-08-12T15:28:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"id": "source:75330069295ce6ddccf4842ee86fa713156673261b0643c0f55b937c0574bc16", "url": "https://finance.yahoo.com/markets/world-indices/articles/asian-equities-traded-us-american-143914886.html", "external_url": "https://finance.yahoo.com/markets/world-indices/articles/asian-equities-traded-us-american-143914886.html", "title": "Asian Equities Traded in the US as American Depositary Receipts Rise in Wednesday Trading", "content_text": "Asian equities traded in the US as American depositary receipts were tracking higher Wednesday morni PREMIUM 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 Already have a subscription? Sign in", "date_published": "2026-08-12T14:39:14+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "WITN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "WITN", "name": "Wipro Limited", "sentiment_url": "https://sharemaestro.com/sentiment/5cbcfba6-fba5-4109-aa86-8977db6da660/"}]}}, {"id": "source:aec36c9ab822242ea9d8a3fed5403ceda6c42ce3451aeb623e65cc8e826e2255", "url": "https://www.nasdaq.com/articles/globalfoundries-gfs-q2-2026-earnings-call-transcript", "external_url": "https://www.nasdaq.com/articles/globalfoundries-gfs-q2-2026-earnings-call-transcript", "title": "GlobalFoundries (GFS) Q2 2026 Earnings Call Transcript", "content_text": "Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Head of Investor Relations - Eric ChowChief Executive Officer - Timothy BreenChief Financial Officer - Sam Franklin TAKEAWAYS Revenue -- GLOBALFOUNDRIES(NASDAQ:GFS) reported revenue of $1.786 billion, up 6% year over year driven by strong demand in the communications infrastructure and data center end market.Wafer Shipments -- 625,000 300-millimeter equivalent units, up 8% year over year reflecting increased demand for differentiated technology corridors.Communications Infrastructure and Data Center R", "date_published": "2026-08-12T14:32:39+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"id": "source:5336aa62da35899a9d1c61b0f3986e64e3a9f4c252586d9c386ab3a414aa23fb", "url": "https://finance.yahoo.com/markets/stocks/articles/kyndryl-kd-q1-2027-earnings-143037231.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/kyndryl-kd-q1-2027-earnings-143037231.html", "title": "Kyndryl (KD) Q1 2027 Earnings Call Transcript", "content_text": "Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Global Head of Investor Relations - Lori Chaitman Chairman and Chief Executive Officer - Martin Schroeter Chief Financial Officer - Harsh Chugh Full Conference Call Transcript Operator: Good day, and thank you for standing by. Welcome to the Fiscal First Quarter 2027 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference call is being recorded. I would now like to hand the conference over to your first speaker today, Lori Chaitman, Global Head of Investor Relations", "date_published": "2026-08-12T14:30:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "KD", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "KD", "name": "Kyndryl Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bf2cfdce-931f-450f-816c-90428f0b2504/"}, {"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"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 B", "date_published": "2026-08-12T14:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"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", "LDOS"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LDOS", "name": "Leidos Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2d938251-6279-42bd-b7a8-029729c06342/"}]}}, {"id": "source:4f026778be3da22ebccc1a7b555950db4d94f85f7db3664c195d6773e3cfb8c6", "url": "https://finance.yahoo.com/markets/articles/ray-dalio-the-ai-investment-game-is-happening--heres-how-to-play-134808570.html", "external_url": "https://finance.yahoo.com/markets/articles/ray-dalio-the-ai-investment-game-is-happening--heres-how-to-play-134808570.html", "title": "Ray Dalio: The AI investment game is happening \u2014 here's how to play", "content_text": "A version of this post was originally published on linkedin.com. This note is about how to play the investment game given what's happening now. Imagine that you're playing a game like bridge, poker, backgammon, or chess and have to make your move, and you have a computer that works with you to assess the circumstances and suggest a move. That's what playing the investment game is like for me. Whether or not you have a computer to help or not, I believe that you should: Ask yourself what move to make given how the board is configured (i.e. given the existing characteristics of the market and th", "date_published": "2026-08-12T13:48:08+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"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 digita", "date_published": "2026-08-12T13:02:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"id": "source:233e0a586885f70edb8790fdb31c5d0673cb4fe8a0bc330b30759e3db5889c74", "url": "https://finance.yahoo.com/technology/articles/rimini-street-expands-c-suite-130000736.html", "external_url": "https://finance.yahoo.com/technology/articles/rimini-street-expands-c-suite-130000736.html", "title": "Rimini Street Expands C-Suite Leadership for Growth with Appointment of Two Proven Industry Veterans as Chief Operating Officer and Chief Delivery Officer", "content_text": "Rimini Street appoints Keith Costello as EVP and Chief Operating Officer and Alexander Guasch as EVP and Chief Delivery Officer LAS VEGAS, August 12, 2026--(BUSINESS WIRE)--Rimini Street, Inc. (Nasdaq: RMNI), the Software Support and Agentic AI ERP Company\u2122 and the leading third-party support provider for Oracle, SAP and VMware software, today announced the appointment of Keith Costello as chief operating officer (COO) and Alexander Guasch as chief delivery officer (CDO). New COO Brings Proven Experience Scaling Organizations for Growth Keith Costello brings decades of experience building and ", "date_published": "2026-08-12T13:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"id": "source:ce20f81c446f65bed430dff6af510f9a425181c1f6a0eac1fc5a4100600cf6a7", "url": "https://finance.yahoo.com/technology/ai/articles/skan-ai-raises-63-million-120000480.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/skan-ai-raises-63-million-120000480.html", "title": "Skan AI Raises $63 Million to Give Enterprise AI the Context It's Missing: How Work Actually Gets Done", "content_text": "Trusted by a quarter of the Fortune 50, Skan AI delivers sustainable, reliable, and measurable AI outcomes across the most complex, regulated workflows in banking, insurance, and healthcare MENLO PARK, Calif., Aug. 12, 2026 /PRNewswire/ -- Skan AI, the context graph of work for enterprise AI, today announced $63 million in funding co-led by Cathay Innovation and Dell Technologies Capital, with participation from Citi Ventures, Bloomberg Beta, State Farm Ventures\u00ae, and Wipro Ventures. The funding comes alongside the launch of Skan AI's enterprise AI platform including the general availability o", "date_published": "2026-08-12T12:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "WITN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "WITN", "name": "Wipro Limited", "sentiment_url": "https://sharemaestro.com/sentiment/5cbcfba6-fba5-4109-aa86-8977db6da660/"}]}}, {"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 Competi", "date_published": "2026-08-12T08:23:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"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 syste", "date_published": "2026-08-11T21:20:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"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 marke", "date_published": "2026-08-11T19:10:47+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"id": "source:11fbe184a94e85e7cad2371c453d82b5291bd887b1de6bc36236170b951a85e2", "url": "https://finance.yahoo.com/markets/stocks/articles/wipro-stock-falls-nifty-50-190146053.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/wipro-stock-falls-nifty-50-190146053.html", "title": "Wipro Stock Falls as Nifty 50 Exit Looms", "content_text": "This article first appeared on GuruFocus. Wipro (NYSE:WIT), the Indian technology-services giant, lost its seat in the Nifty 50and the timing could hardly be worse. BSE will take Wipro's place when the reshuffle kicks in September 30, while Wipro's Indian shares dropped another 1.1% Monday. The stock has now crashed roughly 29.5% in 2026. That makes the index exit more than housekeeping. Wipro is being pushed out of India's premier benchmark after a year in which investors have repeatedly voted with their feet. Warning! GuruFocus has detected 2 Warning Sign with WIT. Is WIT fairly valued? Test", "date_published": "2026-08-11T19:01:46+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "WITN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "WITN", "name": "Wipro Limited", "sentiment_url": "https://sharemaestro.com/sentiment/5cbcfba6-fba5-4109-aa86-8977db6da660/"}]}}, {"id": "source:9797c7b3ae680c6514cb118bb312c512f92b901ccf63e3048ec4e0d38d09ee26", "url": "https://finance.yahoo.com/m/3f96c848-e528-3a92-8dff-308d198c8637/inside-ibm%E2%80%99s-%24240-million-ai.html", "external_url": "https://finance.yahoo.com/m/3f96c848-e528-3a92-8dff-308d198c8637/inside-ibm%E2%80%99s-%24240-million-ai.html", "title": "Inside IBM\u2019s $240 Million AI Bet to Build Out Its Cloud Capabilities", "content_text": "IBM and Together AI are building a cluster on IBM\u2019s cloud that will power the start-up\u2019s open-source model inference. Continue Reading", "date_published": "2026-08-11T18:26:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"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", "LDOS"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LDOS", "name": "Leidos Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2d938251-6279-42bd-b7a8-029729c06342/"}]}}, {"id": "source:76fa3b93d2d0f54dbebf9395e122a9737a34df8a792c367e8a0647a7b1d0dd3b", "url": "https://finance.yahoo.com/markets/stocks/articles/skip-short-term-gains-jim-162000487.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/skip-short-term-gains-jim-162000487.html", "title": "Skip short-term gains: Jim Cramer says retirement wealth comes down to 3 key assets. Do you own the right ones?", "content_text": "Noam Galai/ Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. If you want to retire early, there's a lot of advice about how to do it, but CNBC's Jim Cramer says getting out of the rat race ahead of schedule means ditching just one bad investing habit for a couple of good ones. \"Trading is for people who professionally traded like I did,\" Cramer said (1). \"We don't want that for you. We want compounding \u2026 We don't want short-term capital gains.\" Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as lit", "date_published": "2026-08-11T16:20:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"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": ["Earnings", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"id": "source:874c743431196368ec79f60062f172a152c3a9890b39a05a95a35e478e774c98", "url": "https://finance.yahoo.com/technology/ai/articles/next-ai-surge-top-quantum-143100120.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/next-ai-surge-top-quantum-143100120.html", "title": "The Next AI Surge: Top Quantum ETFs to Buy Amid Washington's Funding Push", "content_text": "As the artificial intelligence (AI) boom strains traditional silicon architectures, quantum computing is evolving from a long-term research project into an operational necessity. Processing complex neural networks, training massive AI models, and safeguarding critical infrastructure require capabilities that far exceed those of classical computing, and quantum computing promises to deliver them. This shift has catalyzed strong upward momentum for quantum stocks and exchange-traded funds (ETFs) that hold them in recent times. With the U.S. government now making historic financial commitments to the sector, this might be an opportune time for investors seeking high-growth opportunities to consider these funds as a strategic portfolio addition. However, before we delve deep into the specifics of these funds, it is crucial to examine the forces accelerating quantum demand and evaluate why ETFs offer a prudent way to capture this long-term growth. Driving Forces Behind Quantum Boom The spike in quantum demand is being propelled by a fundamental tech shift paired with massive funding offered by the U.S. government. Scientifically, classical supercomputers are approaching physical wall limits just as AI workloads, materials science, and bio-pharmaceutical research require rapid data processing. Quantum systems, by leveraging qubits in superposition, can theoretically solve specific problems\u2014like factoring encryption or simulating molecules\u2014in minutes that would otherwise take millennia. This is why investments are pouring in for quantum development today. Some recent technological breakthroughs are validating the commercial viability of quantum computing. For instance, in June 2026, Quantinuum QNT published results in Nature on its 98-qubit Helios system operating beyond classical simulation boundaries. In the same month, researchers at Duke Quantum Center and IonQ IONQ reported the first fully distributed three-node entangled state of atomic qubits \u2014 a breakthrough for quantum networking. In April, NVIDIA NVDA launched the world's first family of open-source quantum AI models, NVIDIA Ising, designed to help researchers and enterprises build quantum processors capable of running useful applications. Ising models enable researchers to tackle much larger, more complex problems with quantum computers by delivering up to 2.5X faster performance and 3x higher accuracy for the decoding process needed for quantum error correction. Notably, the U.S. administration has been backing this technology with aggressive funding. In November 2025, the U.S. Department of Energy (\"DOE\") announced $625 million in funding to renew its five National Quantum Information Science (\"QIS\") Research Centers to advance President Trump's directive of restoring American leadership in quantum science and technology. Story Continues Recent federal directives \u2014 including $2 billion in CHIPS Act incentives for domestic quantum foundries, along with executive orders establishing national quantum computer procurement programs \u2014 are also effectively institutionalizing demand in this space. Interestingly, apart from quantum specialists like QNT, mainstream tech giants like International Business Machines IBM are also benefiting from soaring quantum computing demand. In May, IBM secured the largest single portion of federal funding, worth $1 billion, to anchor a new U.S.-based quantum chip foundry in Albany, NY, ensuring domestic manufacturing capabilities. Why ETFs Offer a Prudent Strategy? While direct government funding provides a rising tide for the quantum computing space, investing in individual quantum stocks carries notable risk. The industry remains divided over which modality \u2014 trapped-ion, superconducting, or photonic \u2014 will ultimately achieve fault tolerance, while pure-play quantum firms continue to face high R&D burn rates and dilution risks. Against this backdrop, opting for an ETF minimizes single-stock volatility while guaranteeing participation in the fed", "date_published": "2026-08-11T14:31:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"id": "source:871e2f8b6593ffedf2fc5f39db6b37c43b470099c969f48b194c61834339ba0a", "url": "https://finance.yahoo.com/technology/articles/td-synnex-expands-ibm-distribution-142300940.html", "external_url": "https://finance.yahoo.com/technology/articles/td-synnex-expands-ibm-distribution-142300940.html", "title": "TD SYNNEX Expands IBM Distribution to Accelerate Partner-Led Growth Worldwide", "content_text": "Expansion strengthens scale, consistency, and execution across Europe, Asia, and Latin America FREMONT, Calif. & CLEARWATER, Fla., August 11, 2026--(BUSINESS WIRE)--TD SYNNEX (NYSE: SNX), a leading global distributor and solutions aggregator for the IT ecosystem, today announced the expansion of its IBM distribution footprint into 20 new countries across Europe, Asia-Pacific (under the Tech Data and Tec-D brand in Malaysia), and Latin America, advancing global scale and enabling more consistent, partner-led growth across markets. Through this expansion into additional global markets, TD SYNNEX is extending access to IBM solutions while enabling partners to grow and scale with greater confidence across regions. This broader footprint supports a more consistent partner experience and unlocks new growth opportunities across both existing and expansion markets. \"With this expansion, we are extending our reach into additional markets while connecting with a broader set of partners looking to grow their IBM business,\" said Mark Martin, VP, Global Vendor Management, TD SYNNEX. \"And through our program Select Blue, we're providing a clear path to engage, specialize, and execute confidently, helping both new and existing partners enter new markets and accelerate revenue growth.\" The expanded footprint gives more partners access to Select Blue, a focused initiative from TD SYNNEX, built with IBM, designed to help partners move from opportunity to execution faster, and with less guesswork. Through specialization in high-growth areas like AI, data and automation, Select Blue enables partners to deliver outcomes that matter and stand out in a crowded market. \"Select Blue gives us clarity around where to focus and how to scale,\" said Sam Smith, Senior Vice President, ASB Resources. \"By adopting SaaS- and consumption-based models, we're accelerating execution and driving more predictable growth. TD SYNNEX helped us get there faster\u2014without guesswork.\" TD SYNNEX provides end-to-end capabilities spanning enablement, financing, pre-sales support, and go-to-market execution, helping partners accelerate time to revenue and scale their IBM business. Execution in all markets will be anchored in a globally consistent framework with local execution, enabling outcome-based solutions, supported by scalable processes and performance accountability. Partners interested in growing their IBM business with TD SYNNEX can explore available opportunities and connect with a TD SYNNEX IBM specialist through the Select Blue landing page. Story Continues About TD SYNNEX TD SYNNEX (NYSE: SNX)is a leading global distributor, solutions aggregator, and original design and contract manufacturer that plays a central role in connecting the technology ecosystem. We support more than 150,000 customers across over 100 countries with a comprehensive edge-to-cloud portfolio spanning cybersecurity, analytics, artificial intelligence, mobility, and Everything-as-a-Service. We are a Fortune 100 company that helps partners maximize the value of technology investments and achieve measurable business outcomes through our global reach, expertise and enablement capabilities. Headquartered in Clearwater, Florida, and Fremont, California, the Company's distribution business brings together a broad portfolio of IT hardware, software and systems, providing access to products across the global IT ecosystem. The Company's Hyve Solutions business partners with technology companies to design, manufacture, and deliver traditional and accelerated compute, cloud, and connected infrastructure. For more information, visit www.TDSYNNEX.com, follow our newsroom or follow us on LinkedIn, Facebook and Instagram. Safe Harbor Statement Statements in this news release that are \"forward-looking statements\" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 involve known and unknown risks and uncertainties which may cause the Company's ac", "date_published": "2026-08-11T14:23:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"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", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"id": "source:7e76efe3e33407ad5f6e62db10aab12fb792e16c6612fbb5bf88a6be8c3b7a2b", "url": "https://finance.yahoo.com/media-advertising/articles/agassi-sports-entertainment-usta-coaching-123000447.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/agassi-sports-entertainment-usta-coaching-123000447.html", "title": "Agassi Sports Entertainment and USTA Coaching, Inc. Announce Multi-Year Collaboration to Modernize Tennis Instruction Through ASE's Digital Coaching Platform", "content_text": "Collaboration integrates USTA Coaching philosophy and methodology into ASE's AI-powered coaching platform, delivering exclusive benefits to the USTA Coaching and USTA member community Renowned tennis coach and ASE advisor Darren Cahill to headline USTA Coaching's inaugural \"Coaches Open\" conference in New York this August ahead of US Open LAS VEGAS, NV / ACCESS Newswire / August 11, 2026 / Agassi Sports Entertainment Corp. (OTC:AASP) (\"ASE\" or the \"Company\"), a sports, media, and technology platform focused on the global racket sports ecosystem and built around the iconic brands of Andre Agassi and Stefanie Graf, today announced a multi-year commercial agreement with the United States Tennis Association Incorporated (\"USTA\"), together with USTA Coaching, Inc., an affiliated entity established by the USTA to elevate and support the coaching community nationwide. Through the agreement, USTA Coaching's established content, philosophy, and methodology will be integrated into the digital coaching platform ASE is currently developing in collaboration with IBM. The collaboration represents a significant step in ASE's strategy to deliver technology-enabled coaching experiences while expanding access to high-quality instruction and creating new ways to support players and coaches. Additionally, legendary tennis coach and ASE advisor Darren Cahill will headline the upcoming USTA Coaching \"Coaches Open\" conference, taking place in New York City on August 25-27. Cahill, one of the most accomplished coaches in tennis, ASE advisor, and current coach of No.1 ranked Jannik Sinner, will participate in an on-stage conversation and will meet with conference attendees. The Coaches Open is a three-day flagship event at the NY Hilton Midtown, where more than 500 professional coaches will gather for keynote speeches, professional development, and go to Louis Armstrong Stadium for on-court demos. Cahill's participation highlights the collaboration between ASE and USTA Coaching and the shared vision of using innovation and education to support coaches and players at every level. \"Great coaching can change a player's trajectory, but too often that guidance isn't available when and where people need it,\" said Andre Agassi, Co-Founder of Agassi Sports Entertainment. \"By working with USTA Coaching, we're bringing trusted coaching principles into a platform that can support players every day, while helping connect them to the broader coaching ecosystem.\" Under the agreement, USTA Coaching will provide proprietary coaching curriculum, educational content, and American Development Model (ADM) programming to inform ASE's coaching platform and future product roadmap. The collaboration is designed to deliver instruction aligned with USTA Coaching's approach, helping players connect with certified coaches, programs, and educational resources in new ways. USTA Coaching community members, as well as USTA membership, will receive exclusive subscription benefits. Story Continues USTA Coaching's \"Pro\" and \"Pro Plus\" community members will have complimentary access to ASE's coaching platform upon launch, with discounted pricing anticipated for eligible adult USTA members. In addition, USTA Coaching and ASE plan to explore further USTA Coaching community member benefits, exclusive offers, and collaborative initiatives that support coaches and players across USTA Coaching and the broader USTA membership base. \"Coaches are central to the long-term success and enjoyment of players at every stage of the journey,\" said Craig Morris, Chief Executive Officer of USTA Coaching. \"Our relationship with Agassi Sports Entertainment is expected to allow us to introduce more players to the principles of the American Development Model in a modern, engaging format while reinforcing the value of coach education and certification. We're also thrilled to welcome Darren Cahill to our first Coaches Open as we bring the coaching community together around the future of the game. He is an icon", "date_published": "2026-08-11T12:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"id": "source:d9710ffd5f6eec807aa67a19452c9cc42d589a1feea97d2420e747a5b4229322", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-together-ai-ink-240-120237670.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibm-together-ai-ink-240-120237670.html", "title": "IBM, Together AI ink $240 million deal for Nvidia-powered AI inference cluster", "content_text": "Aug 11 (Reuters) - IBM and startup Together AI have signed a $240 million multi-year \u200cagreement to build a large-scale artificial intelligence \u200ccluster on IBM Cloud using Nvidia systems, the companies \u200bsaid on Tuesday. The cluster will provide inference for open-source AI models, which have gained traction as businesses seek to rein in AI costs \u200cand weigh concerns \u2060about cybersecurity incidents involving models from Anthropic, OpenAI and Meta. Inference, the process \u2060of running trained AI models to generate responses, has become one of the largest drivers \u200bof \u200bdemand for computing capacity, \u200bprompting cloud providers \u200cand chipmakers to spend billions of dollars expanding AI infrastructure. The cluster on IBM Cloud will use Nvidia's HGX B300 systems, which link the chipmaker's newer Blackwell processors, and its Spectrum-X \u200cEthernet networking gear. Nvidia has \u200bsaid the Blackwell chips \u200bare optimized for \u200bAI inference. San Francisco-based Together AI's \u200cplatform lets companies train and \u200brun AI \u200bworkloads on open models such as DeepSeek, MiniMax and Kimi at lower costs than \u200bclosed systems. \u200cIt was last valued at $8.3 billion in \u200bJuly. (Reporting by Anhata Rooprai in Bengaluru; \u200bEditing by Tasim Zahid) View Comments", "date_published": "2026-08-11T12:02:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"id": "source:3fa218d90fcca1fd8b3c4c5d841e6c42ab2f87e69b6c48db50b3431c97cdce7e", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-together-ai-sign-multi-120000797.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibm-together-ai-sign-multi-120000797.html", "title": "IBM and Together AI Sign Multi-Year Agreement to Scale Open-Source AI Inference with NVIDIA AI Infrastructure on IBM Cloud", "content_text": "First large-scale inference cluster with Together AI on IBM Cloud using NVIDIA HGX B300 systems to help enterprises run AI workloads, designed for fast and efficient production ARMONK, N.Y. and SAN FRANCISCO, Aug. 11, 2026 /PRNewswire/ -- IBM (NYSE: IBM) announced a collaboration with Together AI to deliver IBM and NVIDIA AI infrastructure. Under a multi-year $240M agreement between IBM and Together AI, IBM is positioned to deploy a large cluster of NVIDIA HGX B300 systems on IBM Cloud with expected availability in Q1 2027. Together AI will use this cluster to provide open-source model inference. This deployment is the first dedicated, large-scale cluster built for inference on IBM Cloud using HGX B300 systems and NVIDIA Spectrum-XTM Ethernet networking. According to NVIDIA, it is built to deliver 30x more AI factory output compared to prior generations.IBM Corporation logo. This collaboration aims to enable Together AI to deliver better performance and token economics to enterprises as they look to efficiently scale their AI deployments. Together AI is built on the principle that open-source models are essential for the future of AI and developers should be able to build using open, modular stacks. The company recently raised an $800M Series C financing round at an $8.3B valuation to expand its AI Native Cloud and its platform spans capabilities across inference, training, fine tuning, and agentic workflows. The company reports that it has seen significant momentum for its inference product, now serving 400 trillion tokens monthly. Together AI selected IBM with NVIDIA because of their innovative product roadmaps and their ability to deliver GPU capacity at the pace required for rapid AI scaling and lowest token cost. Building on IBM's expertise in delivering enterprise-grade cloud capabilities, this collaboration aims to help Together AI to continue its expansion into the enterprise space while making open-source AI more accessible to developers and enterprises around the world. \"Enterprises want the performance of the best frontier models without the closed-model price tag, and that only works if the infrastructure underneath is fast and reliable at scale,\" said Vipul Ved Prakash, CEO at Together AI. \"Working alongside IBM with NVIDIA gives us that foundation. This cluster lets us bring production-grade inference to more companies, faster, and it's a big step in our push to make open-source AI the obvious choice for enterprises.\" IBM and NVIDIA Expand Collaboration to Power the Next Wave of AI Innovation Story Continues \"Enterprises are in a race to adopt agentic AI at scale to drive real business outcomes,\" said Alan Peacock, General Manager of IBM Cloud. \"IBM and NVIDIA are delivering scalable, economical, enterprise-grade AI infrastructure that can help Together AI accelerate innovation for the next generation of AI infrastructure.\" \"AI factories are becoming essential enterprise infrastructure\u2014like electricity and telecommunications\u2014turning compute and data into intelligence,\" said Dion Harris, Senior Director, HPC and AI Infrastructure Solutions, NVIDIA. \"With NVIDIA HGX B300 systems and NVIDIA Spectrum-X Ethernet networking on IBM Cloud, IBM and Together AI will deliver an accelerated computing platform to help enterprises deploy open-source AI with the performance, efficiency and scale required for real-time AI services.\" This work is the latest example of a larger collaboration between IBM and NVIDIA, who continue to work together to advance AI across infrastructure and software, to deliver performance and efficiency for enterprise and startup clients. A hybrid environment on IBM Cloud powered by NVIDIA GPUs connected with NVIDIA Spectrum-X Ethernet networking and Together AI's inference platform gives organizations a reliable foundation to build, deploy and scale AI systems. Additionally, IBM and NVIDIA recently announced progress across GPU-native data analytics, unstructured data extraction, on-premises and cloud ", "date_published": "2026-08-11T12:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "IBM"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/827239c4-1470-4ce5-80ae-53aa8b58aea7/"}]}}, {"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. 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