The Zacks Computer Software industry participants are well-positioned to benefit from the accelerated digital transformation drive globally. The shift to cloud and the rise of SaaS (Software-as-a-Service) models offer recurring revenue visibility for vendors while offering flexibility and scalability for users. The industry growth is also being fueled by the proliferation of artificial intelligence (AI) and machine learning (ML). The cutting-edge technologies are being integrated into enterprise and consume ...

The Microsoft logo is on their pavilion during the Mobile World Congress 2025 in Barcelona, Spain, on March 5, 2025. (Photo by Joan Cros/NurPhoto via Getty Images)NurPhoto via Getty ImagesMicrosoft's stock (NASDAQ: MSFT) has climbed over 30% in the past six months, driven by strong quarterly results marked by improving revenue growth and expanding margins. However, with the stock now trading at 37 times its trailing earnings, the key question for investors is whether MSFT is still worth buying.We believe MS ...

We picked NVDA at $8.78 in 2020, making almost 1300% in that single trade. With a 4.9-star average rating and a proven, transparent approach, you have nothing to lose and everything to gain. Sign up hereA subscription to The Data Driven Investor helps you uncover alpha in the AI revolution, while protecting your portfolio from downside risk in a volatile tech landscape. Our Long Term Growth Portfolio is up nearly 194% since 2018, driven by disciplined strategy and risk-aware execution, not hype.Microsoft Co ...

The London Stock Exchange Group (LSEG) has officially rolled out its Digital Markets Infrastructure (DMI) platform, an end-to-end, blockchain-powered infrastructure for private funds. The DMI system, developed with Microsoft and built on Microsoft Azure, supports the lifecycle of digital assets across issuance, tokenization, distribution, investment, post-trade settlement, as well as servicing across asset classes.LSEG reports its open and interoperable design links blockchain with traditional finance, leve ...

Group 1 - The investment in NVDA at $8.78 in 2020 resulted in a nearly 1300% return, showcasing the potential for significant gains in tech investments [1] - Microsoft's recent deal with Nebius indicates its strategic positioning in the AI sector, despite not being the most aggressive growth story [2] - The Data Driven Investor focuses on uncovering alpha in the AI revolution while managing downside risk, emphasizing a disciplined investment strategy [2] Group 2 - The Long Term Growth Portfolio of The Data Driven Investor has increased by nearly 194% since 2018, driven by a disciplined strategy [1] - The investment group provides various services including Options Ideas, Quantitative Stock Strategies, and Macro analysis to enhance investment decisions [2]

We saw multiple data center stocks fly last week on the back of news that Nebius Group N.V. ( NBIS ) and Microsoft Corporation ( MSFT ) have come to a whopping deal for the leaseI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is ...

We saw multiple data center stocks fly last week on the back of news that Nebius Group N.V. ( NBIS ) and Microsoft Corporation ( MSFT ) have come to a whopping deal for the leaseI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is ...

We recently published 10 Stocks That Made Millionaires in Just a Week. Nebius Group NV (NASDAQ:NBIS) is one of the best performers in last week’s trading. Nebius Group surged by 38.09 percent week-on-week, as investors loaded positions after securing an $18 billion cloud computing deal with Microsoft Corp. On Monday, Nebius Group NV (NASDAQ:NBIS) said it bagged a multi-year agreement with Microsoft Corp. to deliver AI infrastructure to the latter from its new data center in Vineland, New Jersey. Nebius ...

Good Morning Traders! Today’s economic calendar launches the week on Monday, September 15, 2025, with a very light schedule that may not generate significant market momentum at the outset. At 8:30 AM ET, the Empire Manufacturing data for September was released, offering a regional snapshot of industrial activity, though its impact is typically modest. At 11:30 AM ET, the Treasury's 3-Month and 6-Month Bill Auction will assess short-term debt demand, potentially causing minor yield adjustments but lacking ma ...

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