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3 US Streaming Infrastructure Stocks to Watch After the Skydance Deal
A US$110b merger reshaping Hollywood is not just a story about franchises and red carpets. It is a stress test for the streaming pipes that carry all that video to your screen. When a new giant like Skydance Corporation leans harder on onl…
Can Globant (GLOB)’s AI Pivot Lead to Better Economics? Early Results Offer Hope
Artificial intelligence is tearing up the business model that built Globant S.A. (NYSE:GLOB). The company's stock price has dropped sharply to around $40 from $350 in 2021. Now Globant is attempting to reinvent itself. And it's doing that…
TCI Entertainment Aligns with Globant to Advance its Patented Interactive Commerce Technology
Agreement with NYSE-listed global technology company establishes framework for development initiatives supporting TCI's vision of connecting commerce with gaming and interactive digital environments PLANTATION, Fla., Sept. 16, 2026 /PRNews…
Palantir Jumped 7.7% on an Expanded PwC Alliance as Globant Launched a Salesforce AI Pod. Which Services Model Scales Better?
Palantir shares gained 7.7% on September 3, the same day PwC US expanded an alliance built around enterprise AI, M&A, and ERP modernization. The companies described an AI-native deals platform intended to execute transactions up to 50% fas…
Globant Introduces MuleSoft AI Pod to Break through Integration Barriers and Scale Enterprise Agentic AI with Salesforce
New delivery model helps reduce migration timelines from months to weeks combining specialized AI agents with human integration experts for secure, governed API-led connectivity at scale. MuleSoft AI Pod is accessible through Glob.AI, Glob…
Leadership Shuffle At Globant’s AI Unit (GLOB) Could Be A Game Changer For Its Service Mix
Globant recently appointed long-time executive Fernando Matzkin as Chief Operating Officer and named former ServiceNow and AWS leader Sarab Narang as CEO of Glob.AI, its AI-native services business. These leadership moves come as Glob.AI r…
Is Globant (GLOB) Cheap As Its New AI Leadership Sharpens The Valuation Debate?
Globant (GLOB) has reshaped its leadership around artificial intelligence, appointing Sarab Narang as CEO of its Glob.AI unit and Fernando Matzkin as Chief Operating Officer in August 2026. Globant's leadership shift into AI comes as the s…
Globant (NYSE:GLOB) Names New Leaders For Glob.AI And Operations
Globant (NYSE:GLOB) appointed Sarab Narang as CEO of its AI-focused subsidiary Glob.AI. Fernando Matzkin has been named Chief Operating Officer at Globant after holding senior operational roles at the company. The leadership changes highli…
Globant’s (GLOB) AI Pivot Masks A Slowing Legacy Business
On August 13, Globant (NYSE:GLOB) held its second-quarter 2026 earnings call, and the numbers told two very different stories. One shows a company reinventing how it sells its services. The other shows a decades-old outsourcing business th…
Globant Appoints Fernando Matzkin as Chief Operating Officer to Help Accelerate its AI-Native Transformation
Fernando Matzkin, most recently Globant's Chief Revenue Officer, has been with the company for 17 years, previously leading its growth across the US and Europe. BUENOS AIRES, Argentina, Aug. 24, 2026 /PRNewswire/ -- Globant (NYSE: GLOB), a…
Globant Appoints Sarab Narang as CEO of Glob.AI, its new AI-native tech services model
Sarab Narang brings more than 23 years of experience in Enterprise AI products and go-to-market strategies He will report directly to Martín Migoya, Globant CEO & Co-Founder NEW YORK, Aug. 18, 2026 /PRNewswire/ -- Globant (NYSE: GLOB), a g…
[Globant glass building with blue sky in the background] Arturo Rosenow * Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) tumbled 12% on Friday after it [https://seekingalpha.com/news/4633063-globant-stock-plunges-after-ful…
[Wall Street-Street Sign] P_Wei/E+ via Getty Images Here's a quick look at the stocks that are seeing gap-down moves before the bell on Friday. Stock index futures were muted on Friday after the S&P 500 closed at a record high in the previ…
Reddit surges premarket on index inclusion; Applied Materials’ dips
Investing.com - U.S. stock futures were little changed on Friday, pointing to a muted open after the S&P 500 closed at a record high in the previous session, while investors weighed a fresh batch of corporate news and analyst actions. By 0…
Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) plunged nearly 15% in premarket trading Friday after the digital transformation services company reported mixed second-quarter results and cut its full-year 2026 outlook. Glob…
[Abstract Financial Data Visualization with Digital Stock Market Graphs] AlexSecret Stock futures were largely unchanged early Friday, as investors evaluated cooling inflation data alongside a fresh batch of tech-sector earnings reports. H…
Globant SA (GLOB) (Q2 2026) Earnings Call Highlights: AI Pods Drive 60% Surge in Glob AI ARR, ...
This article first appeared on GuruFocus. Revenue: $614.4 million in Q2 2026, within guided range, up 1.2% sequentially and slightly up year over year. Glob AI ARR: $52.8 million as of June, up from $32.8 million in March, roughly 60% grow…
Globant (GLOB) came out with quarterly earnings of $1.4 per share, missing the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.53 per share a year ago. These figures are adjusted for non-recurring items. This q…
Globant Reports 2026 Second Quarter Financial Results
LUXEMBOURG, Aug. 13, 2026 /PRNewswire/ -- Globant (NYSE: GLOB) today announced results for the three and six months ended June 30, 2026.Globant new logo "Glob.AI ARR reached $52.8 million in the second quarter, up 61% quarter-over-quarter,…
SpaceX Passes First Lockup Expiry Test With $500 Billion Rally
(Bloomberg) -- Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market. Most Read from Bloo…
Nebius Group (NBIS) Reports Q2 Loss, Tops Revenue Estimates
Nebius Group (NBIS) came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of a loss of $0.67. This compares to a loss of $0.38 per share a year ago. These figures are adjusted for non-recurring items. This q…
FIFA Selects Globant to Create a Continuous Fan Experience Ecosystem for Football Fans Using AI Pods Powered by Glob.AI
FIFA's digital experiences will be scaled using Glob.AI, Globant's AI-native tech services model, to create a seamless, personalized journey for millions of fans, with initial pilots indicating 20% efficiency increase NEW YORK, Aug. 12, 20…
Is Globant’s New Glob.AI Output Model Rewriting the Investment Case for GLOB?
Globant recently launched Glob.AI, an AI-native tech services model that delivers enterprise-grade AI Pods, task- and industry-specific AI agent units supervised by human experts, through a single online platform with output-based pricing…
In the news release, Globant Introduces Glob.AI, Reinventing Technology Services for the AI Era, issued Aug. 6, 2026, by Globant over PR Newswire, we are advised by the company that changes have been made. The complete, updated release fol…
Earnings Preview: Globant (GLOB) Q2 Earnings Expected to Decline
Wall Street expects a year-over-year decline in earnings on lower revenues when Globant (GLOB) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings pictur…
Globant (GLOB) Rebounds On AI Narrative, Is It Still A Bargain?
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Globant (GLOB) has drawn attention after recent trading saw the sto…
Globant (GLOB) Stock May Still Look Cheap On Earnings Power
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Globant stock has had a tough run over the past few years, yet the broader valuation checks still lean supportive. This rais…
Advanced Energy Industries (AEIS) Q2 Earnings and Revenues Beat Estimates
Advanced Energy Industries (AEIS) came out with quarterly earnings of $2.74 per share, beating the Zacks Consensus Estimate of $2.19 per share. This compares to earnings of $1.5 per share a year ago. These figures are adjusted for non-recu…
Globant to Announce Second Quarter 2026 Financial Results on August 13th
LUXEMBOURG, July 30, 2026 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company that helps organizations thrive in a digital and AI-powered future, today announced it will release results for the second quarter ended June 30th,…
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance i…
Globant and Vercel Forge Strategic Alliance to Take Enterprises from Agentic AI to Full Production with AI Pods
Globant's signature AI Pods can now ship AI-built applications natively to Vercel in one click, turning multi-month projects into same-week experiences making ROI visible almost immediately. Globant is also launching Vercel-powered AI Pods…
Goldman downgraded, Block upgraded: Wall Street's top analyst calls
Goldman downgraded, Block upgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by…
Globant Announces an Alliance with Anthropic to Redefine Enterprise AI Delivery with Claude-Powered AI Pods
Globant is expanding its AI Pods offering by introducing Claude-powered AI Pods, reinforcing Globant's AI-native services model and deepening the security, innovation, and scalability of its solutions for top clients worldwide. By joining…
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Globant SA of Class Action Lawsuit and Upcoming Deadlines – GLOB
NEW YORK, June 23, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Globant SA (“Globant” or the “Company”) (NYSE: GLOB). Such investors are advised to contact Danielle Peyton at newaction…
DEADLINE ALERT for LKQ, RGC, and GLOB: The Law Offices of Frank R. Cruz Reminds Investors of Class Actions on Behalf of Shareholders
LOS ANGELES, June 22, 2026 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies. Investors have until the dea…