IBM cut its full-year revenue growth target to 4–5% after sales of its Z series mainframes fell 42% year on year in the second quarter. The company also lowered its annual software sales growth outlook to 6–8%. IBM said the weakness is entirely concentrated in its infrastructure unit and related software, while the rest of the business is performing strongly. Second-quarter revenue was roughly $17 billion, up about 1%, and adjusted earnings were nearly $3 per share.

IBM reported preliminary second-quarter results showing revenue of roughly $17 billion, up 1% year over year but well below the $18 billion analysts expected. Adjusted earnings per share came in at nearly three dollars, also below the roughly three dollar consensus. Software and infrastructure revenue missed forecasts, consulting was essentially flat, and infrastructure revenue fell 7%. IBM said cumulative AI bookings have surpassed $12 billion, but pointed to large deals that did not close and late-quarter customer purchasing shifts as drivers of the shortfall.

Lime, operated by Neutron Holdings, priced its US IPO at $25 a share, raising roughly $174m in total. The stock is set to trade on the Nasdaq under the ticker LIME. Uber already owns more than 10% of Lime and guarantees some of its debt. Lime’s net loss widened to $59.3m in 2025 and the company has yet to turn a profit.

SpaceX has attracted about $89 billion of investor demand for its first U.S. bond sale as it seeks to raise $20 billion to $25 billion in an investment-grade, five-tranche offering, Bloomberg reported. The deal is expected to price on Tuesday and is intended to refinance a $20 billion bridge loan. Goldman Sachs, Morgan Stanley, JPMorgan Chase, Bank of America and Citigroup are managing the sale. The company is also using its broader financing plan to support AI-related acquisitions including xAI and Anysphere.

Google is adopting financing tactics associated with Nvidia, including a $3.2bn data-center guarantee and so-called circular financing, to win customers for its own TPU chips. It is also leaning on broader funding plans, including an $85bn equity raise largely for AI infrastructure, to support expanding TPU supply beyond Google. The move is sharpening questions about whether Nvidia can sustain its north-of-90% share of the AI chip market and the durability of its CUDA advantage. Google says customers such as Citadel Securities have validated TPU cost and performance, while a planned cloud venture with Blackstone targets Nvidia-backed providers such as CoreWeave.

General Atlantic is in talks to lead the first external fundraising round for Kling AI, the video unit of Chinese tech group Kuaishou, according to Bloomberg. Kling is seeking more than $2bn at a valuation of $18bn ahead of a planned stock market listing, after paring back an earlier $20bn target. The discussions are at an early stage with no assurance a deal will be reached, and both General Atlantic and Kuaishou declined to comment.

Higgsfield has launched Supercomputer 2.0, an enterprise AI marketing agent that deeply integrates NVIDIA’s Agent Toolkit and Nemotron models, and runs its proprietary Soul model on Blackwell. The company says its platform is used by 390 Fortune 500 companies and that revenue in the first five months of 2026 nearly quadrupled. The release reinforces NVIDIA’s early lead and commercial validation in agent infrastructure, but no specific orders or revenue-sharing terms were disclosed.

SpaceX shares fell 6.5% to $178.50 in a single session, though they still traded more than 30% above the $135 offering price. The decline erased more than $150bn in market value on the day. As the post-IPO surge cooled, investors shifted from debut-day enthusiasm to closer scrutiny of whether the valuation can hold, focusing on Starlink’s profit durability, Starship’s development risks and Elon Musk’s highly concentrated control structure. The stock’s earlier rally had briefly pushed SpaceX’s market capitalisation above Amazon and, for a moment, Microsoft before the reassessment set in.

Verse Enterprises完成5400万美元B轮融资，NVIDIA作为领投方之一参与。该公司开发Dispatch Intelligence软件，通过电池+光伏协同管理缓解电网瓶颈，助力AI数据中心提前3年并网。其技术已接入NVIDIA DSX AI Factory设计，旨在解决因电力短缺导致的数据中心建设延迟问题，从而加速AI基础设施落地及对应GPU采购。