
IBM’s NASA-backed lunar AI launch broadens its commercial AI runway and could strengthen its long-term prospects.
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IBM’s NASA-backed lunar AI launch broadens its commercial AI runway and could strengthen its long-term prospects.
Four enterprise software vendors shipped standalone AI agent governance products between August 24 and early September 2026. The window between the first launch and the last was roughly two weeks. None of them waited for the agents to figure out their own rules first. Okta went first on August 24, making Agent SSO generally available […]

Two partnerships. Two industries. One company quietly expanding its reach in ways investors should notice.
When Angelo Bianco’s real estate firm CP Group bought the Boca Raton Innovation Campus eight years ago, he said he saw the opportunity to turn a “broken-down has-been” into “an Apple or Google campus.” CP Group went on to bring a surge of activity to the massive business park, known as BRiC, envisioning many improvements and attracting new businesses. Now, with the recently announced sale of ...

Accenture (ACN) trades about 37% below its 52-week high after a 27% drop over the past year. In fiscal Q3 2026, new bookings fell and a couple of managed services deals slipped into fiscal 2027. Selling a put pays you now to agree to buy the shares well below today's price, and the payment is yours either way. It only works if you want the business at that price.

Dell Technologies (DELL) stock more than quadrupled over the past year, a 323% gain, against about 18% for the S&P 500, and even Hewlett Packard Enterprise (HPE), up 130.6%, finished far behind. Management had described most of the drivers before the run began: customers sitting on old servers, AI orders that had outrun shipments earlier in the year, and costs falling while sales rose. Those signs could not tell you how far the stock would go.
An open model transforms decades of Moon observations into evidence for landing sites, ice deposits and future fuel.

Oracle (ORCL) made almost a quarter more operating profit in its last fiscal year. Yet when trading closed on September 10, the stock sat around 53% under the peak it reached a year before. Rising profit and a falling price point to one of two stories: trouble the results have not caught up with, or a sound company that has been repriced. The question is whether Oracle is turning into a weaker business, or has just become a cheaper stock.

International Business Machines is expanding its quantum footprint with a new ETH Zurich hub, bringing advanced computing to Swiss researchers and businesses.

IONQ's Superion 256 advances quantum computing with 256-qubit QPUs, faster chip design and data center deployment planned for 2027.

Stock markets rebound ahead of the CPI inflation report, diesel prices soar, and more news to start your day.

Lockheed Martin and IBM are using Switzerland's F-35 defense offset obligations to fund a quantum computing hub at ETH Zurich, pairing IBM's Nighthawk r2 processor with the Alps supercomputer.

Accenture (ACN) produced free cash flow worth 11.7% of its market value over the last twelve months, against 4.4% for the median S&P 500 company. A yield that wide means one of two things: a bargain, or a business the market expects to shrink. Accenture sells its people's time, and the discount is a bet on what AI does to that.

IBM (IBM) closed the most recent trading day at $234.02, moving 2.47% from the previous trading session.
The open model strengthens IBM's scientific-AI credentials, but free availability limits immediate monetization.

International Business Machines (IBM) has given back 12.9% over the past three months and sits at $239.94, about 73% of its 52-week high. Management sees no evidence of clients moving off the mainframe. What has changed is that a key slice of IBM’s transactional software revenue rides on a purchase those clients have learned they can postpone.
IBM and NASA Launch Lunar AI Model

QMCO's surge reflects strong enterprise demand, rising tape adoption and larger deals, but supply constraints pose a key hurdle.

International Business Machines and Lockheed Martin might seem like an unlikely pairing, but the storied tech giant and defense titan share common ground: quantum computing. The companies are taking their existing partnership a step further with the formation of a quantum innovation hub in Switzerland, IBM and Lockheed announced Thursday. At the heart of the agreement is the deployment of an IBM Quantum System Two, the latest generation of the company’s flagship quantum computer, which will be accessible to academics, researchers, and enterprises in the country.

Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales.

International Business Machines and Lockheed Martin may seem like an unlikely pairing, but the storied tech giant and defense titan share common ground: quantum computing. The companies are taking their existing partnership a step further with the formation of a quantum innovation hub in Switzerland, IBM and Lockheed announced Thursday. At the heart of the agreement is the deployment of an IBM Quantum System Two, the latest generation of the company’s flagship quantum computer, which will be accessible to academics, researchers, and enterprises in the country.

International Business Machines and Lockheed Martin are strengthening their existing relationship by creating a quantum innovation hub in Switzerland, the partners announced early Thursday. At the heart of the agreement is the deployment of an IBM Quantum System Two, the latest generation of the company’s flagship quantum computer, which will be accessible to academics, researchers, and enterprises in the country. The IBM system will be deployed at the Swiss National Supercomputing Center, which is affiliated with ETH Zurich, a prominent public research university.

Accenture (ACN) trades at $179.03, about 53% below its two-year high, the price of a business the market thinks is ending. Over the last twelve months, it generated $12.58 billion of free cash flow, a yield of 11.5% on its market value against a 4.4% median for the S&P 500. Both facts are true. The argument between them is about growth.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at IBM (NYSE:IBM) and its peers.
LTM adds distribution, but Lightwell must convert automated patches into durable software growth.

Palantir Technologies (PLTR) used to report its total customer count on the quarterly earnings call. The latest call did not include it. In the count's place sits a bookings figure large enough to change what kind of business you are looking at, and the swap says more about what a holder owns than the headline growth rates do.

QMCO's debt-free balance sheet, lower interest costs and stronger cash flow sharpen its financial position as revenue climbs on storage demand.
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