Four Tech Setups Worth Your Attention This Earnings Season

A fintech blowout, an AI healthcare play, an IBM castoff, and a fresh IPO facing its first print.

August 11, 2026

Four very different tech stories are lining up catalysts over the next few weeks, from a BNPL name pushing into peer-to-peer payments to a ticketing giant staring down its debut earnings report.

If you want to know where the next rerate could come from, this is where to look.

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Enterprise AI

IBM Loads Its Cloud With Nvidia Blackwell Power

IBM (NYSE: IBM) is building a large AI inference cluster with Together AI using Nvidia’s latest Blackwell hardware. The system will use HGX B300 servers and high-speed Spectrum-X networking to run demanding AI models across IBM Cloud.

The cluster is designed specifically for inference, the stage where trained AI models actually answer questions, generate content, and complete tasks.

More computing power allows IBM Cloud to serve larger models and handle many more requests at the same time.

Open Models Get More Room to Run

IBM plans to support open AI models including DeepSeek, MiniMax, and Kimi on the new infrastructure. Companies will be able to run these models through cloud systems without building their own massive GPU clusters.

The setup gives developers more choice over which models power their applications. IBM is combining flexible model access with enterprise cloud infrastructure instead of locking customers into one AI system.

The Network Gets Blackwell Speed

Spectrum-X networking will connect the Nvidia processors and help large amounts of AI data move quickly between servers. Fast networking becomes critical when hundreds or thousands of GPUs need to work together on the same workload.

IBM is strengthening the computing layer behind its enterprise AI services with dedicated inference hardware. The new cluster gives IBM Cloud a faster foundation for running open models, AI agents, and production applications at scale.

Developer Technology

Meta Brings Agentic AI Off the Cloud

Meta Platforms (NASDAQ: META) has launched Muse Glimmer, a smaller open-weight AI model designed to run directly on Macs and PCs.

The model can handle agentic tasks locally using a single graphics card instead of depending entirely on massive cloud infrastructure.

That means developers can experiment with AI agents on their own machines while keeping more processing close to the device. Local execution can also reduce latency and give teams greater control over how data is handled.

One GPU Gets a Bigger Brain

Muse Glimmer is built for workflows where AI needs to plan steps, use tools, and complete tasks rather than simply generate text. Its lighter hardware requirements make those capabilities accessible to developers who do not have large data center resources.

Meta is also preparing to release the weights for Muse Spark 1.2. Open weights allow developers to study, customize, and deploy the models inside their own software environments.

The Cloud Gets Some Competition

Running capable AI agents locally opens the door to coding assistants, research tools, automation systems, and private enterprise applications that do not need constant cloud access.

Developers can build around their own hardware while still using advanced agent features.

Meta is pushing its AI strategy deeper into open and local computing. Muse Glimmer gives the company a new route into personal computers where AI models can work closer to users, applications, and private data.

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Custom AI Chips

Microsoft Builds the Next Brain Behind Azure AI

Microsoft (NASDAQ: MSFT) is preparing Maia 300, the next generation of its custom AI processor built for Azure. The chip is designed to handle the heavy computing needed to run large AI models and services across Microsoft’s cloud infrastructure.

Maia gives Microsoft more control over the hardware underneath Azure AI instead of relying entirely on outside chip suppliers. The company can tune its own silicon around the workloads running inside its data centers.

Azure Gets Its Own Silicon Muscle

Microsoft’s Maia family is built specifically for AI workloads such as model inference, where trained systems generate answers, images, code, and other responses.

Maia 300 is expected to push that custom architecture further as Azure handles increasingly demanding AI applications.

Building the processor alongside Azure also lets Microsoft optimize hardware and software together. Data movement, memory use, and computing resources can be designed around the exact needs of Microsoft’s AI services.

The Cloud Builds From the Chip Up

Custom chips are becoming a larger part of Microsoft’s cloud technology stack. Maia sits alongside Azure networking, servers, cooling systems, and software as another piece Microsoft can design for its own infrastructure.

Maia 300 moves Microsoft closer to a vertically integrated AI cloud where the company controls more of the technology from silicon to software.

Azure is becoming a platform built around Microsoft-designed AI hardware rather than simply a place where third-party chips run.

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Recent Tech Movers

Fintech

Sezzle (NASDAQ: SEZL)
Blowout Print Into a Fresh Launch

Sezzle (NASDAQ: SEZL) jumped roughly 29% Monday after posting a Q2 that crushed expectations across gross merchandise volume, revenue, and margin.

Look past the BNPL headline: subscription growth is the real story. Sezzle Premium keeps stacking on high-margin recurring revenue, exactly what you want to see fintechs like this get rewarded for.

The forward catalyst is what should still interest you. Sezzle Send launches later this month, extending the platform into peer-to-peer transfers.

That opens a lane against Venmo and Cash App with an existing base of engaged users. Management sized the opportunity as material to 2027 revenue on the call.

At a ~$4 billion market cap this is a mid-cap fintech that's growing profits, not just users. The beta is high, so if you buy, size it right.

The stock has pulled back meaningfully over the last year, so if you've been in it for a while and are sitting on gains from an earlier entry, trimming a slice into this pop is fair. But the story isn't done.

Healthcare Tech

Doximity (NYSE: DOCS)
Physician Network Monetizing AI

Doximity (NYSE: DOCS) has been one of the more overlooked SaaS names of the year, as the market catches on that the physician social network is turning into an AI monetization play, with Doximity GPT and workflow tools driving upsells inside its existing customer base. Worth putting on your radar.

The catalyst is the fiscal Q1 print landing in early November, but your setup is now. Physician engagement metrics have been climbing quarter over quarter, and pharma ad budgets, which drive most of the revenue, are recovering after a two-year drought.

You're paying a premium here, no question. But you're paying for a healthcare software business with 50%+ EBITDA margins, no direct competitor at scale, and an AI story that's actually shipping.

If you don't own a healthcare tech name in your book, this is the one I'd start with. The risk is a pharma marketing pullback if biotech funding stays tight.

IT Services

Cognizant (NASDAQ: CTSH)
Legacy Outsourcer Converting AI Pilots Into Production Work

Cognizant reported second quarter 2026 results on July 29 and gave you a cleaner read on how enterprise AI spend is actually landing.

Revenue came in at the high end of guidance, supported by North American demand, large deal execution, and continued strength in financial services.

Revenue was $5.5 billion, up 4.1% year over year in constant currency, adjusted operating margin was 16%, and adjusted EPS was $1.37.

The deal book is what matters here. The company signed seven large deals in the quarter, each with total contract value above $100 million, and three of those were new logos.

On the AI side, over 40% of software development is now AI-assisted, across more than 8,000 AI engagements, and management launched a dedicated EMEA AI Unit aimed at moving clients from experimentation to production-scale deployments.

Guidance moved the right way on earnings.

Full-year revenue growth guidance was set at 4% to 5.5% amid discretionary spending pressures, while margin and free cash flow targets were maintained and adjusted EPS guidance was raised to $5.70 to $5.82.

You are paying for services scale, not AI hype, and the bookings mix says the pipeline is still converting.

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Speculative Play

Fresh IPO

StubHub (NYSE: STUB)
Ticketing Giant's First Print as a Public Company

The Setup:

StubHub (NYSE: STUB) goes into its first quarterly earnings report as a public company tomorrow, and the Street has almost no framework for how to model it. That's exactly the kind of dislocation you want to hunt.

Your Bull Case:

This is the second-largest ticket resale marketplace in the world, with a take rate (the cut it keeps on every transaction) that has been climbing as it leans into AI-driven pricing tools.

The concert and live-event boom hasn't rolled over, and StubHub's international expansion into Europe and LatAm is doing real volume. If tomorrow's print shows GMV growth in the mid-teens and an EBITDA margin above 20%, this rerates fast.

There's also chatter about a strategic partnership that could land before year-end.

The Risk:

IPOs blow up on first prints all the time. Guidance will drive everything. If management guides conservatively out of the gate (which new public CFOs love to do), the stock takes a hit. Position sizing matters here.

Treat this as a starter position ahead of the print, add on any dip if the number is clean. Your stop is a break below the IPO price.

Everything Else

  • 🏛️ A free report names seven stocks with rock solid balance sheets including a healthcare leader that has raised its dividend for 61 consecutive years.

  • 💾 Intel raised $20 billion through an upsized stock offering as it funds the expensive buildout of its contract chip-manufacturing business.

  • 📸 TSMC will invest $1.8 billion in a joint venture with Sony to develop and manufacture next-generation image sensors.

  • 🤖 Meta launched a new open-weight AI model as Mark Zuckerberg pushes to keep powerful AI systems more accessible to developers.

  • ⚙️ Microsoft reportedly plans to unveil its next-generation AI chip in September as it works to reduce its reliance on outside semiconductor suppliers.

That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.

Best Regards,
—Noah Zelvis
Tech Stock Insider