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12:00
Aug 04 ◎
Tom Bell CEO, Leidos Holdings, Inc. LDOS Q2 FY26 call
Coordination with CoreWeave marks entry into sovereign AI infrastructure, indicating higher capex intensity and new competitive positioning. — Signals shift in how defense and intelligence agencies will access AI compute, potential disruption to traditional on-premise deployments.
IBM
MED

About IBM Analyst Coverage

Buzzberg tracks IBM (International Business Machines Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Tom Bell.