Jacobs Solutions Inc. (J) has collaborated with NVIDIA Corporation (NVDA) to advance data centers for NVIDIA Omniverse Blueprint for AI factory digital twins, through NVIDIA's Omniverse Blueprint.The NVIDIA Omniverse Blueprint for AI factory digital twins is a blueprint that helps to improve the design, simulation, deployment and operations of AI factories.Jacobs & NVIDIA’s PartnershipThis strategic collaboration will make life easier for engineering teams as they will be able to design, simulate and optimi ...

For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Is GDS Holdings (GDS) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.GDS Holdings is one of 270 individual stocks in the Business Services sector. Collectively, these companies sit at #3 in the Zacks Sector Rank. The Zacks Sector R ...

GDS Holdings (GDS) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of a loss of $0.22 per share. This compares to loss of $0.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 318.18%. A quarter ago, it was expected that this company would post a loss of $0.27 per share when it actually produced a loss of $0.10, delivering a surprise of 62.96%.Over the last four quarters, the company h ...

Core Viewpoint - Lumen Technologies, Inc. is experiencing significant stock price growth driven by increasing demand for its Private Connectivity Fabric (PCF) solutions amid the rise of AI, despite challenges from its legacy business and heavy debt load [1][3][12]. Group 1: Stock Performance - Lumen's shares have surged 29.6% in the past month, outperforming the S&P 500 composite's growth of 15.4% and the Diversified Communications Services sector's growth of 6.3% [1]. - The stock closed at $3.98, significantly below its 52-week high of $10.33, prompting investors to consider its growth trajectory [2]. Group 2: Demand and Growth Opportunities - There is increasing demand for Lumen's PCF solutions, with the company securing $8.5 billion in deals in 2024, driven by the urgent need for fiber capacity from large companies in various industries [3]. - Lumen's focus on "cloudifying" telecom and promoting its network-as-a-service (NaaS) solutions is expected to drive growth, with over 500 customers currently using NaaS services in 2024 [5]. Group 3: Financial Outlook - Lumen anticipates adjusted EBITDA for 2025 to be between $3.2 billion and $3.4 billion, with capital expenditures expected to be between $4.1 billion and $4.3 billion [13]. - The company has a debt-heavy balance sheet, with $1.9 billion in cash and $17.334 billion in long-term debt as of March 31, 2024 [14]. Group 4: Competitive Positioning - Lumen's valuation is compelling, trading at a price-to-sales ratio of 0.3, significantly lower than the Technology Services industry's ratio of 1.47 [10]. - The company is facing challenges from its legacy business, which saw a 3.3% year-over-year revenue decline in Q1 2025, impacting top-line growth [12]. Group 5: Strategic Initiatives - Lumen is implementing cost-saving measures aimed at achieving $1 billion in savings by the end of 2027 through infrastructure simplification and product portfolio integration [7][9]. - The company is leveraging AI technology to enhance operational efficiency and reduce its product count from thousands to nearly 300 [9].

Company Performance - Arbe Robotics Ltd. reported a quarterly loss of $0.09 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.08, but an improvement from a loss of $0.14 per share a year ago, indicating a year-over-year improvement [1] - Industrial Tech Acquisitions posted revenues of $0.04 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 60%, and down from $0.14 million in the same quarter last year [2] - The current consensus EPS estimate for Industrial Tech Acquisitions is -$0.13 on $0.3 million in revenues for the coming quarter and -$0.54 on $2.3 million in revenues for the current fiscal year [7] Market Performance - Industrial Tech Acquisitions shares have lost about 12.4% since the beginning of the year, while the S&P 500 has gained 1.4%, indicating underperformance relative to the broader market [3] - The company has surpassed consensus EPS estimates just once over the last four quarters, reflecting challenges in meeting market expectations [2] Earnings Outlook - The earnings outlook for Industrial Tech Acquisitions is mixed, with the current Zacks Rank at 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] Industry Context - The Technology Services industry, to which Industrial Tech Acquisitions belongs, is currently in the top 20% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Alithya Group, another company in the same industry, is expected to report quarterly earnings of $0.02 per share, reflecting a year-over-year change of -50%, with revenues expected to be $85.25 million, down 4.7% from the previous year [9]

Core Points - The Sichuan Provincial Science and Technology Department and the Finance Department jointly issued the "Sichuan Province Technology Innovation Voucher Management Measures (Trial)" which will be implemented from May 20, 2025, for a duration of 2 years [1] - The Sichuan Province Technology Innovation Voucher (referred to as "Provincial Innovation Voucher") is a universal policy tool to support eligible technology-based enterprises in purchasing professional technology services for innovation activities [1] Summary by Sections Eligibility and Conditions - Eligible applicants for the Provincial Innovation Voucher include technology-based enterprises registered within the Sichuan administrative region, such as small and medium-sized enterprises in the national technology database, high-tech enterprises, manufacturing champions, specialized and innovative enterprises, and unicorn companies [1] - Applicants must ensure that the technology services purchased are related to their main business and have no affiliation or equity relationship with the service providers [1] Voucher Issuance and Usage - The Provincial Innovation Voucher will be issued in electronic form directly to enterprises, valid for use across the province, with an annual total cap and a first-come, first-served basis [1] - The vouchers are valid for 3 months from the date of application, and any unused vouchers will expire [1] - Technology-based enterprises using the Provincial Innovation Voucher for purchasing services will receive a subsidy of up to 200,000 yuan per year based on their actual usage [1] Operational Process - The application, usage, and redemption of the Provincial Innovation Voucher will be conducted on the Sichuan Science and Technology Innovation Platform [2] - Technology-based enterprises and service providers must register on the platform, and after approval, they can apply for vouchers, publish service content, and receive payments [2] - After each service is completed, service providers must upload relevant documents to the platform and submit a redemption application, which will be reviewed and publicly announced before payment is made [2][3] - The vouchers can be redeemed immediately upon application, with regular reviews and public announcements, and payments are generally made quarterly [3]

Economic Indicators - The Nasdaq Composite, S&P 500, and Dow Jones Industrial Average gained 2.69%, 1.95%, and 0.58% respectively in the last trading week [1] - The consumer price index (CPI) rose by 0.2% in April, with a year-on-year increase of 2.3%, the lowest since February 2021 [2] - The producer price index (PPI) declined by 0.5% in April, with a 12-month increase of 2.4% [2] - Retail sales increased by 0.1% in April, aligning with market expectations [2] - Consumer sentiment index fell to 50.8% in May, the lowest in its history [2] Company Performance - IHS Holding Limited's shares increased by 33.6% since being upgraded to Zacks Rank 1 on March 21 [3] - British Land Company PLC returned 16% since its upgrade to Zacks Rank 2 on March 21 [4] - Stantec Inc. and Bankinter, S.A. saw share increases of 21.4% and 10.8% respectively after their upgrades to Outperform [8] - Axon Enterprise, Inc. and Quanta Services, Inc. gained 23.6% and 18.1% respectively over the past 12 weeks [11] Portfolio Performance - The Zacks Model Portfolio of Rank 1 stocks outperformed the S&P 500 index by over 12 percentage points since 1988, with an annualized average return of +23.5% [5][7] - The Zacks Focus List portfolio returned +18.41% in 2024, compared to +25.04% for the S&P 500 index [12] - The Earnings Certain Admiral Portfolio (ECAP) returned +3.20% in Q1 2025, outperforming the S&P 500 index's -4.30% decline [16] - The Earnings Certain Dividend Portfolio (ECDP) returned +5.74% in Q1 2025, compared to the S&P 500 index's -2.41% pullback [19] Long-term Performance - The Top 10 portfolio has produced a cumulative return of +1832.3% since 2012, significantly outperforming the S&P 500 index's +434.2% [22] - The Zacks Focus List portfolio has an annualized return of +11.33% since 2004, compared to +9.95% for the S&P 500 index [14]

Core Insights - The establishment of a team of 552 financial specialists in Yunnan aims to address the financing difficulties faced by enterprises, enhancing financial services and supporting the real economy since the pilot program began in October 2024 [1][2] - The financial specialists have successfully connected with over 1,600 enterprises, identifying financing needs totaling 10.791 billion and providing credit of 4.533 billion to 87 key enterprises, with loans amounting to 2.07 billion [2][6] Group 1: Financial Services Transformation - The financial service model has evolved from a cumbersome loan application process to a proactive approach where financial specialists customize financing solutions, significantly reducing the time to secure funds [2] - A demand-driven service mechanism has been implemented, allowing financial specialists to accurately identify and address the pain points of enterprises, particularly in the technology sector [2][5] Group 2: Systematic Empowerment - A multi-layered collaboration mechanism has been established, integrating financial specialists with various service roles to create a synergistic effect in policy implementation and service delivery [3] - The construction of financial service stations has begun, with plans to expand from 3 to 10, creating a comprehensive service network that combines online and offline support [3][4] Group 3: Tailored Financial Solutions - The high-tech zone has adopted a four-step approach to assist enterprises in securing bank financing, including specialized meetings, diagnostic services, customized solutions, and collaborative mechanisms with multiple financial institutions [4] - Financial specialists play multiple roles, including product design, policy communication, and facilitating connections between enterprises and financial resources [5] Group 4: Impact on Enterprise Development - Continuous financial support has led to increased confidence among enterprises in research, production, and market expansion, with notable sales growth reported by companies benefiting from quick loan approvals [6] - A comprehensive support system combining policies, products, and services has been established, focusing on directing financial resources to specialized and high-tech enterprises [6]

Sabre (SABR) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing earnings pictu ...

Industry Overview - The Technology Services industry has experienced strong growth post-pandemic, driven by the rapid adoption of remote work and advancements in technology such as 5G, blockchain, AI, and ML [1][6] - The industry includes companies involved in software support, data processing, computing hardware, and communications equipment, serving both consumer and business markets [3] Economic Factors - The industry is benefiting from a recovering economy, with GDP growth projected at an annual rate of 2.8% in 2024, up from 2.5% in 2023 [5] - The Services PMI has remained above 50% for 56 out of the last 59 months, indicating healthy economic activity [5] Technological Advancements - The global shift towards digitization is creating opportunities in markets such as 5G, blockchain, and AI, with generative AI expected to grow at a 42% CAGR over the next decade, reaching a $1.3 trillion market by 2032 [6] Industry Performance - The Zacks Technology Services industry ranks 49, placing it in the top 20% of over 246 Zacks industries, indicating a promising outlook [7] - Over the past year, the industry has outperformed the broader Zacks Business Services sector and the S&P 500, returning 42.1% compared to 12% and 12.4% respectively [9] Valuation Metrics - The industry is currently trading at an EV-to-EBITDA ratio of 31.02X, significantly higher than the S&P 500's 16.6X and the sector's 12.03X [12] Company Highlights - **AppLovin Corporation (APP)**: Focuses on a software platform for advertisers, enhancing machine-learning models and AI integration. The company has a Zacks Rank 1 and is expected to see earnings rise 85.2% year over year in 2025, with shares up 340.5% in the past year [20][18][19] - **Priority Technology Holdings (PRTH)**: Operates a platform for financial operations, showing strong growth despite economic challenges. PRTH also holds a Zacks Rank 1, with earnings expected to rise over 100% year over year in 2025, and shares up 116.8% in the past year [24][23] - **Qifu Technology (QFIN)**: A China-based credit tech company improving user acquisition and integrating AI for better credit data analysis. QFIN has a Zacks Rank 1, with earnings expected to rise 22.4% year over year in 2025, and shares up 113.7% in the past year [29][27]