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Kyndryl Award Recognition: Kyndryl has been awarded the 2025 Google Cloud Global Partner of the Year Award for Infrastructure Modernization, acknowledging its exceptional services that enhance customer operations and support generative AI initiatives.

Partnership Expansion: The collaboration between Kyndryl and Google Cloud, which began in 2021, has been expanded to focus on accelerating mainframe modernization using Gemini genAI models, further enabling customers to innovate and transform their infrastructure.

Kyndryl's Recognition: Kyndryl has been named a Leader in the 2025 Gartner Magic Quadrant for Outsourced Digital Workplace Services, highlighting its strong execution and vision, particularly through its Kyndryl Bridge platform and focus on employee experience.

Company Overview: As the largest IT infrastructure services provider globally, Kyndryl operates in over 60 countries, offering solutions that modernize critical information systems for enterprise customers.

Analysts Defend Kyndryl Holdings: Following a negative short report from Gotham City Research that caused a 5% drop in shares, several analysts, including those from Oppenheimer and JPMorgan, defended Kyndryl, stating the claims were inaccurate and recommending buying opportunities based on recent weakness.

Market Confidence in Kyndryl's Future: Analysts from Bank of America and others expressed confidence in Kyndryl's ability to meet its financial targets despite concerns raised in the report, maintaining buy ratings and price targets for the stock.

Kyndryl's Response to Short Seller Report: Kyndryl Holdings, Inc. strongly rejects the claims made in a short seller report, labeling them as inaccurate and misleading, asserting that their accounting practices are correct and compliant with reporting requirements.

Company Overview: Kyndryl is the largest IT infrastructure services provider globally, serving enterprise customers across over 60 countries, focusing on driving profitable growth and executing its growth strategy.

Auto Stocks and GameStop Performance: Major automobile manufacturers saw declines in their stock prices following President Trump's proposed tariffs, while GameStop's shares dropped over 17% after announcing plans to raise $1.3 billion through convertible notes for bitcoin purchases.

Company Earnings and Stock Movements: Several companies experienced significant stock movements; Petco surged 34% due to positive earnings forecasts, while TD Synnex and Kyndryl faced drops of 14% and over 10%, respectively, due to disappointing earnings reports and allegations of financial issues.

Kyndryl's Stock Reaction: Kyndryl's stock dropped 12% following a negative report from Gotham City Research, which disclosed that it is shorting the company's shares.

Company's Response: Kyndryl strongly rejected the report as "inaccurate and deliberately misleading," asserting that their accounting practices are correct and that they had not been given the opportunity to address the inaccuracies in the report.

Investigation Announcement: Holzer & Holzer, LLC is investigating Kyndryl Holdings, Inc. for potential violations of federal securities laws following allegations from Gotham City Research that the company manipulated financial metrics to misrepresent profitability.

Investor Outreach: Investors who purchased Kyndryl stock and experienced losses are encouraged to contact Holzer & Holzer for legal assistance regarding their rights.

Kyndryl Holdings Inc Options Trading: Kyndryl Holdings Inc (KD) experienced significant options trading with 15,669 contracts, particularly for the $27 strike put option expiring April 17, 2025, which saw 1,962 contracts traded.

Eli Lilly Options Trading: Eli Lilly (LLY) also had notable options activity with 25,217 contracts traded, especially for the $860 strike call option expiring March 28, 2025, where 1,287 contracts were exchanged.

Kyndryl Holdings Inc Analysis: Kyndryl Holdings Inc (KD) has received a 66% rating using the P/B Growth Investor model by Partha Mohanram, indicating potential for sustained future growth in the Computer Services industry.

Partha Mohanram's Contribution: Partha Mohanram, an academic and expert in value investing, developed a growth model that challenges traditional views on growth investing, demonstrating significant market outperformance through his research.

Market Volatility and Investment Opportunities: The stock market is experiencing volatility due to concerns over tariffs, trade wars, inflation, and a potential recession. Investors are advised to consider high-quality stocks like Cloudflare and Kyndryl as potential long-term buys amidst falling prices.

Company Insights: Cloudflare has a promising future with its expanding AI capabilities and edge computing network, while Kyndryl is transitioning towards higher-margin contracts that could significantly improve profitability. Both companies present opportunities for investors if their stock prices decline further.

Apple's Resilience: Analyst Wamsi Mohan highlights Apple's strong business model, characterized by premium products and diversified services, which contribute to its stability and revenue consistency during economic downturns.

IBM's Strategic Focus: Mohan notes that IBM's spin-off of Kyndryl has allowed it to concentrate on higher-margin sectors like cloud computing and AI, enhancing its growth potential and stability in a volatile market.

Kyndryl Foundation Grants: The Kyndryl Foundation has awarded second-year grants to 12 nonprofit organizations across 11 countries, aiming to impact over 55,000 individuals through initiatives focused on cybersecurity and AI skills development.

Expanded Support and Multi-Year Grants: The Foundation is extending its support to five additional countries and introducing multi-year grants to foster deeper engagement with grantees, addressing the global shortage of skilled professionals in cybersecurity and AI.

Kyndryl and Microsoft Collaboration: Kyndryl has partnered with Microsoft to launch the Dragon Copilot, an AI-powered healthcare assistant designed to automate clinical documentation and improve administrative efficiency, allowing clinicians to focus more on patient care.

Enhanced Healthcare Experience: The Dragon Copilot will utilize generative AI for voice dictation and ambient listening, aiming to reduce clinician burnout by streamlining workflows and enhancing patient experiences through better documentation and task automation.

New Technology Hub in Liverpool: Kyndryl has launched a technology hub in Liverpool, aiming to create up to 1,000 jobs in software engineering and AI over the next three years, supporting digital transformation for UK and global customers.

Investment in Talent and Economic Growth: The initiative aligns with the UK government's AI strategy, focusing on nurturing talent through training programs and partnerships, particularly with local businesses like The Very Group, to drive economic growth and innovation in the region.

Upcoming Conference Appearance: Kyndryl Holdings, Inc. executives Martin Schroeter and David Wyshner will speak at the Morgan Stanley TMT Conference on March 4, 2025, discussing the company's business and financial performance.

Company Overview: Kyndryl is the largest IT infrastructure services provider globally, operating in over 60 countries and focusing on designing, managing, and modernizing critical information systems for enterprise customers.

Nokia's New CEO Appointment: Nokia has appointed Justin Hotard, an expert in data centers and AI, as its new CEO to support the company's strategy of diversifying and expanding into new growth areas.

Strategic Acquisition: The company is actively seeking opportunities outside its traditional telecom market, highlighted by its recent $2.3 billion acquisition of networking-solutions provider Infinera to enhance its data center business.

Kyndryl Holdings' Performance: Kyndryl Holdings, Inc. shares rose 10% following a quarterly report that exceeded profit expectations, with earnings per share forecasted to increase significantly despite a slight decline in revenue estimates for the next few years.

Analyst Sentiment and Industry Comparison: Analysts have raised their price target for Kyndryl Holdings due to improved earnings forecasts, though they expect the company to underperform compared to industry growth rates, highlighting potential risks and a cautious outlook.

Kyndryl's Financial Performance: Kyndryl Holdings reported a revenue of $3.74 billion for Q3 fiscal 2025, down from the previous year and below analyst expectations, but achieved a non-GAAP net income of $124 million, marking a significant turnaround from a loss in the prior year.

Positive Outlook and Guidance: The company raised its guidance for fiscal 2025, anticipating at least $475 million in pre-tax income and an adjusted cash flow of approximately $350 million, driven by growth in its Kyndryl Consult unit and strong signings.

Jim Cramer's Stock Insights: CNBC's Jim Cramer identified ten leading stocks in the Dow Jones Industrial Average, referring to them as "quiet winners" that are gaining traction outside of the tech sector.

Investment Resources: Cramer encourages viewers to download his free investing guide and join the CNBC Investing Club for insights on market movements.

Kyndryl Launches SASE Services: Kyndryl has introduced end-to-end secure access service edge (SASE) services in collaboration with Palo Alto Networks, aimed at enhancing network security through a cloud-first, zero-trust approach for businesses facing complex IT environments.

Focus on Cybersecurity and Network Modernization: The new services include advisory, design, implementation, and managed services to help organizations transition from outdated infrastructures to modern, secure solutions, addressing the urgent need for technology modernization highlighted by recent surveys.