Zebra Technologies Corporation (NASDAQ:ZBRA) is among the overlooked AI stocks to buy now. On October 8, 2025, Truist Securities maintained its ‘Hold’ rating on Zebra Technologies Corporation (NASDAQ:ZBRA), while raising the price target to $350 from $319, suggesting an upside of around 14%. This revision was part of a research note previewing third-quarter results in Machinery, Infrastructure Services, and Multi-Industry Industrial Technology. The third quarter is what the firm calls a “mixed bag,” stati ...

Group 1: Partnership with Kyivstar - Mastercard Incorporated has signed a Memorandum of Cooperation with Kyivstar to enhance Ukraine's financial infrastructure and expand access to digital financial services [2][3] - The partnership will test Starlink Direct to Cell satellite technology to enable transactions in areas lacking mobile coverage or during emergencies [3] - The collaboration aims to develop financial products using big data and analytics, focusing on financial scoring solutions and personalized consumer offers [3][4] Group 2: Merchant Cloud Launch - Mastercard has launched Merchant Cloud, a next-gen payments platform that integrates AI-driven tools for fraud prevention, identity verification, and transaction optimization [5] - The unified system allows agentic payments through Mastercard Agent Pay, enhancing global commerce efficiency and streamlining customer experiences [5] Group 3: Investment Interest - Mastercard has garnered significant hedge fund interest, securing a position on the list of the 13 best Fortune 500 stocks to invest in now [1]

Core Insights - The UAE data center colocation market is projected to grow from $448 million in 2024 to $1.736 billion by 2030, reflecting a compound annual growth rate (CAGR) of 25.33% [1][4] - The market is characterized by a strong presence of major cloud companies and increasing demand for digital infrastructure driven by advancements in AI, big data, IoT, and 5G connectivity [2][4] Market Overview - The UAE currently hosts around 34 existing data center facilities, primarily located in Abu Dhabi and Dubai, with 10 in Abu Dhabi and 21 in Dubai [1] - An additional 23 upcoming data center facilities have been identified, indicating a robust growth trajectory for the sector [3][7] Demand and Supply Analysis - The report includes a comprehensive analysis of colocation demand across various industries, including cloud/IT and BFSI [8] - It provides insights into the utilized white floor area, IT power capacity, and rack capacity, essential for understanding market dynamics [3][8] Competitive Landscape - The report outlines existing colocation operators such as Khazna Data Centers, Gulf Data Hub, and Equinix, among others, highlighting their market share based on IT power capacity and revenue [8][5] - New entrants in the UAE data center industry are also discussed, indicating a competitive environment [8][6] Future Projections - The study forecasts significant growth in colocation revenue, with detailed projections for retail and wholesale colocation services from 2024 to 2030 [7][8] - Key factors driving market growth include digitalization efforts, smart city advancements, and the development of submarine and terrestrial cables [2][4]

Core Insights - Digital Realty Trust (DLR) is expected to report third-quarter 2025 results on October 23, with anticipated year-over-year growth in revenues and funds from operations (FFO) per share [1] Financial Performance - In the previous quarter, DLR reported a core FFO per share of $1.87, exceeding the Zacks Consensus Estimate of $1.74, driven by steady leasing momentum and improved rental rates [2] - Over the last four quarters, DLR's core FFO per share surpassed the Zacks Consensus Estimate three times, with an average beat of 2.89% [2] Market Trends and Growth Drivers - The increasing adoption of cloud computing, Internet of Things, Big Data, and Artificial Intelligence (AI) is driving demand for data centers, benefiting DLR's leasing activity and revenue growth [3] - DLR's strategic focus on providing infrastructure for AI adoption is fostering partnerships with new clients, contributing to its leasing activity and revenue stability [4] Revenue Estimates - The Zacks Consensus Estimate for rental revenues in Q3 2025 is $1.03 billion, reflecting a 7.7% increase from $956.4 million in the same quarter last year [5] - Total revenue estimates for the quarter stand at $1.52 billion, indicating a year-over-year growth of 6.4% [5] Analyst Sentiment - Despite the positive revenue outlook, analysts' confidence in DLR's quarterly FFO per share has not increased, with the estimate remaining at $1.78, representing a 6.6% year-over-year growth [6] - The current Earnings ESP for DLR is -1.05%, and it holds a Zacks Rank of 2 (Buy), indicating uncertainty regarding a surprise in FFO this quarter [7] Competitive Landscape - Other REITs such as Ventas (VTR) and Extra Space Storage (EXR) are highlighted as potential stocks to watch, with favorable Earnings ESPs and Zacks Ranks [8][10]

Core Insights - Conestoga Capital Advisors reported that equity markets reached new all-time highs in Q3 2025, but their Smid Cap Composite underperformed the Russell 2500 Growth Index, returning -1.1% net-of-fees compared to the index's +10.7% [1] - The stock market rally that began in April continued with a narrow and "low quality" leadership [1] Company Overview: Tyler Technologies, Inc. (NYSE:TYL) - Tyler Technologies, Inc. provides integrated information management solutions and services for public sector agencies, including courts, schools, municipalities, and state governments across the U.S. [3] - As of October 17, 2025, Tyler Technologies' stock closed at $505.60 per share, with a market capitalization of $21.873 billion [2] - The company experienced a one-month return of -5.38% and a 52-week loss of 14.08% [2] Financial Performance - In Q2 2025, Tyler Technologies reported $596.1 million in revenue, reflecting a 10.2% increase compared to Q2 2024 [4] - Despite concerns regarding federal budgetary pressures affecting state and local municipalities, Tyler Technologies has not seen significant changes in public demand or purchasing behavior, with budgets remaining stable [3] Hedge Fund Interest - Tyler Technologies was held by 46 hedge fund portfolios at the end of Q2 2025, an increase from 44 in the previous quarter [4] - The company is not listed among the 30 most popular stocks among hedge funds [4]

Core Insights - Palantir Technologies (NASDAQ: PLTR) has shown significant stock performance, gaining 137.36% year-to-date and nearly 318% over the past year, with an astonishing 1,839.88% increase since its IPO on October 2, 2020 [3][11]. Company Performance - The company reported Q2 earnings with an EPS of 16 cents, exceeding the expected 14 cents, and revenue of $1 billion, surpassing the anticipated $940 million, marking a 48% year-over-year increase [6]. - Palantir's revenue from government sources reached $1.222 billion in 2023, compared to $1.002 billion from commercial sources, indicating strong government demand [15]. Growth Drivers - Palantir operates four key platforms: AIP, Foundry, Gotham, and Apollo, which are in high demand, particularly from the federal government [4]. - The company has secured significant contracts, including a £1.5 billion defense partnership with the U.K. government and a $10 billion contract with the U.S. Army [5]. Market Outlook - The market for data services is projected to grow from $220.2 billion in 2023 to $401.2 billion by 2028, an increase of 82.2%, positioning Palantir as a major player in this expanding market [7]. - Wall Street analysts have a median one-year price target for Palantir's stock at $157.65, indicating a potential downside of 11.66% from the current price [17]. Future Projections - Forecasts suggest Palantir's revenue will exceed $8 billion by 2030, with net income surpassing $2 billion and an EPS of $1.27 [20]. - The company's revenue is expected to grow significantly, with projections of $3.467 billion in 2025 and $4.198 billion in 2026 [19].

Core Insights - Chengdu Fengxing Zhizao Technology Co., Ltd. has recently been established with a registered capital of 100,000 RMB [1] - The company is engaged in a wide range of activities including software development, artificial intelligence software development, and various technology services [1] Company Overview - The legal representative of the company is Feng Cheng [1] - The business scope includes software outsourcing services, sales of electronic components, and sales of integrated circuits [1] - The company also focuses on cloud computing equipment sales, big data services, and internet data services [1] Industry Implications - The establishment of the company indicates a growing trend in the technology sector, particularly in software and artificial intelligence [1] - The diverse range of services offered suggests potential for collaboration and innovation within the tech industry [1]

Core Insights - Pintec Technology Holdings Limited's subsidiary ZIITECH is participating in Tech Week Singapore 2025, which has attracted over 26,000 attendees from the banking, finance, and technology sectors, marking a significant step in connecting Australian tech firms with Southeast Asia's digital economy [1][4]. Company Developments - ZIITECH has launched a technology export strategy within the Asia-Pacific Economic Cooperation (APEC), focusing on empowering small and medium-sized enterprises (SMEs) through big data and AI technologies to enhance operational efficiency and explore growth opportunities [2]. - During Tech Week Singapore, ZIITECH presented its vision for an "open fintech ecosystem" that integrates payment, data, and commercial services, aiming to provide tailored solutions for SMEs and enhance their digital transformation [3]. Market Positioning - Victoria is recognized as Australia's leading tech hub, providing ZIITECH with a strong foundation for promoting cross-border cooperation and technology exports, furthering its goal of establishing Australian technology as a trusted global force [4]. - ZIITECH plans to continue leveraging technological innovation to deepen cooperation in the APEC region and deliver high-quality technology solutions to SMEs worldwide [5].

Group 1 - The core theme of the event is "New Era, New Fund, New Value," aimed at promoting high-quality development of public funds in Beijing and enhancing its role as a national financial management center [1] - The event is a collaborative effort involving public fund managers, sales institutions, evaluation agencies, and mainstream media, under the guidance of the Beijing Securities Regulatory Bureau [1] - The development of technologies such as artificial intelligence and big data is transforming the financial industry, providing tools like smart investment advisors that simplify complex market information for investors [1] Group 2 - The use of AI in investment analysis can lead to misleading results due to the "hallucination" phenomenon of large models, which may provide homogenized outcomes based on historical data [2] - Investors are advised to critically evaluate AI-generated data and results, considering their personal financial situations and risk tolerance to avoid pitfalls associated with automation [2] Group 3 - The rise of AI-driven tools like "AI stock trading" and "smart investment advisors" has lowered the barrier to entry for financial knowledge, leading to the emergence of unqualified individuals posing as financial experts [3] - These individuals may engage in illegal securities consulting activities, misleading investors into following their advice, which can lead to fraud [3] Group 4 - Investors should verify the qualifications of financial service providers through official channels, as legitimate services must be approved by the China Securities Regulatory Commission [4] - It is essential for investors to understand that higher expected returns in financial markets come with higher potential risks, and to be cautious of claims of guaranteed profits [5] - Protecting personal information and funds is crucial, as any investment solicitation through informal channels is considered illegal [6]

Core Insights - Slide Insurance Holdings, Inc. will release its third quarter 2025 financial results on November 5, 2025, after market close [1] - A conference call to discuss the financial results is scheduled for 5 pm Eastern Time on the same day, with dial-in options provided [2] Company Overview - Slide is a technology-enabled insurance company focused on helping homeowners select appropriate coverage tailored to their needs and budgets [3] - The company utilizes artificial intelligence and big data to enhance and streamline the insurance process [3] - Founded by Bruce and Shannon Lucas, Slide is based in Tampa, FL, and aims to improve underwriting outcomes through technology [3]