Buy 5 Big Data Behemoths to Strengthen Your Portfolio in 2H 2025

Core Insights - The article discusses the significance of Big Data in business operations, highlighting its role in processing, storing, and analyzing vast amounts of data to enhance decision-making and operational efficiency [1][3][4]. Company Summaries HubSpot Inc. (HUBS) - HubSpot is recognized for its cloud-based customer relationship management platform, experiencing steady adoption from enterprise customers and solid client additions due to pricing optimization [7][10]. - The integration of AI features, such as AI assistance and insights, is enhancing customer value and driving growth [8][9]. - Expected revenue and earnings growth rates for HubSpot are 15.4% and 15%, respectively, for the current year [10]. Dell Technologies Inc. (DELL) - Dell is benefiting from strong demand for AI servers, securing $12.1 billion in AI server orders, which has built a robust backlog [11][12]. - The company is expanding its cloud services and leveraging partnerships with major players like NVIDIA and Google to enhance its offerings [13][14]. - Expected revenue and earnings growth rates for Dell are 8.8% and 16.2%, respectively, for the current year [14]. Adobe Inc. (ADBE) - Adobe has implemented AI applications across its products, including the introduction of generative AI-driven tools like Adobe Firefly [15][17]. - The company is diversifying into digital marketing services through its AI-driven cloud platform, enhancing its data mining capabilities [16]. - Expected revenue and earnings growth rates for Adobe are 9.5% and 11.8%, respectively, for the current year [17]. Microsoft Corp. (MSFT) - Microsoft is capitalizing on AI momentum and expanding its Azure cloud infrastructure, with strong demand for Office 365 driving revenue growth [18][19]. - The company is enhancing its Intelligent Cloud revenues through Azure AI development and strategic execution [19][20]. - Expected revenue and earnings growth rates for Microsoft are 12.4% and 11.8%, respectively, for the current year [20]. Intel Corp. (INTC) - Intel is making strategic decisions to strengthen its position in the AI sector, with new products featuring improved power efficiency for AI workloads [21][22]. - The company is focused on cost-cutting measures and optimizing its portfolio to foster sustainable growth [22][23]. - Expected revenue and earnings growth rates for Intel are -4.3% and over 100%, respectively, for the current year [23].