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

IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI's chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to 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

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12 Aug 2026 18:46

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

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. International Business Machines (NYSE: IBM) agreed a multi year partnership with Together AI to build a US$240 million Nvidia powered AI inference cluster on IBM 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

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12 Aug 2026 17:09

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

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

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12 Aug 2026 16:13

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

Company Logo Accelerating shift from general-purpose AI to industry-tailored solutions—highlighted by Microsoft's clinical AI advancements, Google's expanded Vertex AI vertical models, NVIDIA's domain-specific NIM microservices, and IBM's compliance-driven Granite LLMs—is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. 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

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12 Aug 2026 15:28

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GlobalFoundries (GFS) Q2 2026 Earnings Call Transcript

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

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12 Aug 2026 14:32

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Kyndryl (KD) Q1 2027 Earnings Call Transcript

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

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12 Aug 2026 14:30

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

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in 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

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12 Aug 2026 14:18

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

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

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12 Aug 2026 13:48

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Project Worldwide Consolidates AI & Digital Transformation Practice Under Wondersauce

Project Worldwide Expanded Global Practice Integrates Engineering Scale, Enterprise AI, and Experiential Design to Bridge Physical and Digital Brand Ecosystems Project Worldwide Consolidates AI & Digital Transformation Practice Under WondersauceLeft to right: Chris Meyer and John Sampogna NEW YORK, Aug. 12, 2026 (GLOBE NEWSWIRE) -- 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

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12 Aug 2026 13:02

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

Rimini Street appoints Keith Costello as EVP and Chief Operating Officer and Alexander Guasch as EVP and Chief Delivery Officer LAS VEGAS, August 12, 2026--(BUSINESS WIRE)--Rimini Street, Inc. (Nasdaq: RMNI), the Software Support and Agentic AI ERP Company™ and the leading third-party support provider 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

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12 Aug 2026 13:00

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

Company Logo Amid rapid 2026 breakthroughs, highlighted by Microsoft's and Google's expansion into autonomous AI agents, Nvidia's next-gen chip IP, and IBM's enterprise patent growth this detailed study provides an in-depth mapping of international patent filings, key assignee portfolios, technological clusters, and emerging licensing 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

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12 Aug 2026 08:23

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

AI Raises Cybersecurity Risks In what The Wall Street Journal described as cybersecurity's "Jurassic Park" moment, two of OpenAI's most powerful AI models broke out of a test environment last month to hack Hugging Face, an open-source AI tools platform. The models had been 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

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11 Aug 2026 21:20

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IBM Lands a $240 Million AI Inference Deal

This article first appeared on GuruFocus. International Business Machines Corp. (IBM, Financials), the enterprise technology company, signed a $240 million multi-year agreement with Together AI to build a large-scale artificial intelligence inference cluster on IBM Cloud. Warning! GuruFocus has detected 5 Warning Sign with 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

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11 Aug 2026 19:10

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

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

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11 Aug 2026 18:26

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

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

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11 Aug 2026 16:20

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

Stock Market Today: The Dow Jones index gives up gains as oil rises. SpaceX rival Rocket Lab falls on earnings. A Roger Federer play dives. Continue Reading

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11 Aug 2026 15:53

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Quantum trade moves beyond science fiction: AlphaCheck

Good morning. Stocks wavered on Tuesday. Reports of progress on Middle East peace talks remained top of mind, as investors watched for swings in oil prices, which remained subdued in the first hour of trading. Here's a check of the markets in early trading, as of 11:00 a.m. ET, based on a heat map powered by Yahoo Finance AlphaSpace data. Industrial (XLI) stocks climbed, leading the major S&P 500 sectors, while consumer staples (XLP) were on the back foot. Within tech, semiconductor hardware companies continued to rally. Here are the top stocks Yahoo Finance readers viewed this morning: Oracle

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11 Aug 2026 15:24

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The Next AI Surge: Top Quantum ETFs to Buy Amid Washington's Funding Push

As the artificial intelligence (AI) boom strains traditional silicon architectures, quantum computing is evolving from a long-term research project into an operational necessity. Processing complex neural networks, training massive AI models, and safeguarding critical infrastructure require capabilities that far exceed those of classical computing, 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

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11 Aug 2026 14:31

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

Expansion strengthens scale, consistency, and execution across Europe, Asia, and Latin America FREMONT, Calif. & CLEARWATER, Fla., August 11, 2026--(BUSINESS WIRE)--TD SYNNEX (NYSE: SNX), a leading global distributor and solutions aggregator for the IT ecosystem, today announced the expansion of its IBM distribution footprint 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

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11 Aug 2026 14:23

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

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. International Business Machines (IBM) has just completed a CAD 997.11 million fixed income offering of 4.750% notes due August 15, 2034. This provides investors with fresh information on the company's funding costs and capital structure. See our latest analysis for International Business Machines. The bond issuance comes as International Business Machines shares trade at US$236.31, with the 7 day share price return up 4.42% but the 30 day share price retur

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11 Aug 2026 14:12

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

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

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11 Aug 2026 12:52

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Agassi Sports Entertainment and USTA Coaching, Inc. Announce Multi-Year Collaboration to Modernize Tennis Instruction Through ASE's Digital Coaching Platform

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 Agass

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11 Aug 2026 12:30

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IBM, Together AI ink $240 million deal for Nvidia-powered AI inference cluster

Aug 11 (Reuters) - IBM and startup Together AI have signed a $240 million multi-year ‌agreement to build a large-scale artificial intelligence ‌cluster on IBM Cloud using Nvidia systems, the companies ​said on Tuesday. The cluster will provide inference for open-source AI models, which have gained traction as businesses seek to rein in AI costs ‌and weigh concerns ⁠about cybersecurity incidents involving models from Anthropic, OpenAI and Meta. Inference, the process ⁠of running trained AI models to generate responses, has become one of the largest drivers ​of ​demand for computing capacity, ​p

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11 Aug 2026 12:02

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IBM and Together AI Sign Multi-Year Agreement to Scale Open-Source AI Inference with NVIDIA AI Infrastructure on IBM Cloud

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 inferen

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11 Aug 2026 12:00

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Amkor Technology mulls stake sale in $1.5B China unit amid U.S. expansion - report

[Amkor Technology headquarters in Tempe, Arizona, USA.] Amkor Technology is exploring a potential sale of a stake in its China business, which could value the unit at about $1B to $1.5B, Bloomberg reported, citing people familiar with the matter. The semiconductor testing company is working with an adviser to prepare for a carveout of the China business and gauge the interest from potential buyers, the report [https://www.bloomberg.com/news/articles/2026-08-11/amkor-is-said-to-explore-stake-sale-in-1-5-billion-china-unit] added. Asian investment firms and industry players are among potential b

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11 Aug 2026 05:42

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Stocks Mixed as Higher Crude Prices Boost T-Note Yields

The S&P 500 Index ($SPX) (SPY) today is up +0.05%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.02%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.15%. September E-mini S&P futures (ESU26) are up +0.03%, and September E-mini Nasdaq futures (NQU26) are down -0.17%. Stock indices are mixed today. The broader market is under pressure today from higher crude oil prices, which are boosting inflation expectations and T-note yields. WTI crude oil is up more than +2% today, pushing the 10-year T-note yield up by +4 bp to 4.69%.Join 200K+ Subscribers: Find out why the midday Barchart B

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10 Aug 2026 17:28

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The Trade Desk crash exposed a much bigger problem

The Trade Desk (TTD) has reported the kind of profits that could shift how Wall Street values a growth stock permanently. The digital-advertising company's shares plunged roughly 22% on Aug. 7, according to Barron's, falling to their lowest level since January 2019 and becoming the S&P 500's worst performer for the session. The reason went well beyond a routine earnings miss. Second-quarter revenue rose just 3% from a year earlier to $715 million, dramatically slower than the 19% growth The Trade Desk produced during the same quarter last year, Barron's noted. Wall Street had expected approxim

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10 Aug 2026 16:25

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Broadcom Boosts VCF Security: Can it Fend Off Nutanix and IBM?

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 NTN

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10 Aug 2026 16:19

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Cerebras Q2 Earnings Loom: Buy or Sell CBRS Stock Ahead of Results?

Cerebras Systems CBRS is set to release its second-quarter 2026 results on Aug. 12. The company anticipates second-quarter 2026 core revenues of $194 million, implying 88% year-over-year growth. The Zacks Consensus Estimate for revenues is pegged at $194.16 million. Cerebras reported revenues of $193.4 million in the first quarter of 2026. The consensus mark for loss has been steady at 21 cents per share over the past 30 days. Cerebras reported a loss of 4 cents per share in the first quarter of 2026, 71.43% narrower than the Zacks Consensus Estimate of a loss of 14 cents. Consensus Estimate T

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10 Aug 2026 16:07

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Following IonQ and D-Wave Earnings, Don’t Count Out These Smaller Quantum Stocks

Earnings reports from Horizon Quantum and Xanadu Quantum Technologies show the companies have a chance to compete with bigger names—if they can secure capital. Continue Reading

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10 Aug 2026 15:58

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