For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks St ...

Core Insights - Cognizant is expanding its collaboration with Pegasystems to enhance its modernization services with Pega Blueprint, aiming to facilitate cloud transformations for enterprises [1][4] - The partnership focuses on addressing the challenges faced by enterprises using legacy systems, which incur significant operational and hidden costs [2][4] - The integration of Cognizant's IP with Pega Blueprint will enable rapid development of Minimum Viable Products, enhancing innovation and efficiency in transformation projects [2][5] Group 1 - Cognizant aims to help customers optimize processes and build AI-powered systems on the Pega Infinity platform by leveraging AI-driven legacy code rewrite capabilities [3][4] - The collaboration is positioned to redefine enterprise modernization, moving away from traditional methods to AI-infused transformation journeys [4][5] - Cognizant will showcase Pega Blueprint-driven industry solutions at PegaWorld, highlighting the innovative potential of this collaboration [5] Group 2 - The partnership is expected to bring new levels of efficiency and innovation to technology modernization projects, addressing the challenges of legacy discovery [5] - The collaboration is seen as a response to the urgent need for enterprises to modernize their systems and unlock trapped value [4][5] - The initiative is part of a broader trend where enterprises are increasingly adopting adaptive, AI-native systems for improved customer experience and growth [4]

Financial Data and Key Metrics Changes - Group revenue increased by over 21% year on year, reaching US$69 billion, the second highest in the company's history [4][15] - Net income surged by 36% year on year on a non-Hong Kong FIS basis, amounting to US$1.4 billion [15][30] - Operating cash flow remained robust at US$1.1 billion, with a cash balance of US$4.7 billion [20] Business Line Data and Key Metrics Changes - Intelligent Device Group (IDG) achieved a 13% year on year revenue growth, with an operating margin of 7.2% [21] - Infrastructure Solutions Group (ISG) reported record revenue of US$15 billion, representing a hyper growth of 63% year on year [25] - Solutions and Services Group (SSG) generated record revenues of US$8.5 billion, up 13% year on year, with an operating profit of US$1.8 billion, a 15% increase [28] Market Data and Key Metrics Changes - All geographies experienced double-digit growth year on year, reflecting Lenovo's global presence [5][18] - Smartphone revenue grew by 27% year on year, reaching a historical high since the acquisition of Motorola [8][23] - Non-PC revenue mix reached 49% of total sales, up five percentage points year on year [31] Company Strategy and Development Direction - The company is focusing on hybrid AI, with significant investments in R&D amounting to US$2.3 billion, an increase of over US$260 million year on year [18] - Lenovo aims to enhance its market competitiveness through operational excellence and continuous innovation [5][34] - The company plans to further accelerate smartphone growth and develop AI-driven applications across its product lines [35] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating uncertainties from dynamic tariff policies and geopolitical challenges [5][56] - The company anticipates continued growth in AI-driven demand and is well-positioned for future leadership in both personal and enterprise AI [16][34] - Management highlighted the importance of agility in adjusting manufacturing capacity to mitigate tariff impacts [52][56] Other Important Information - Lenovo's commitment to corporate governance and sustainability has been recognized, achieving a AA rating in the Hang Seng Corporate Sustainability Index [32] - The company announced a strategic partnership with PIF Allat, broadening its shareholder base and expanding its global presence [19] Q&A Session Summary Question: How mature are AI PCs and AI smartphones this year? - The company is pleased with the progress in AI PCs and smartphones, expecting significant innovation in 2025 and beyond [38][41] Question: What are the commercial opportunities for Lenovo's AI agents? - The company believes that AI PCs will drive demand and create monetization opportunities as they scale [44][45] Question: Can you explain the financial charge from warrants? - The fair value adjustment to the warrants impacted operating expenses by approximately US$118 million for the quarter [46][48] Question: How is ISG's enterprise business performing? - The enterprise infrastructure is meeting internal goals, with record revenue and strong growth in the CSP segment [49][51] Question: What is the manufacturing footprint to mitigate U.S. tariffs? - The company has built a flexible global manufacturing footprint, allowing quick adjustments to production locations [52][56] Question: What is the outlook for AI server contributions? - The company expects continued growth in AI infrastructure and solutions, leveraging its Neptune liquid cooling technology [66] Question: How sustainable is ISG's profitability? - The company is confident in sustaining profitability through its ODM Plus model and improving cost structures [73][74] Question: What strategies are in place for Motorola's smartphone business? - The company plans to continue expanding its premium smartphone offerings and grow market share in various regions [78][80] Question: How much pull-in demand was seen due to tariffs? - The company did not observe significant pull-in demand but prepared inventory to mitigate risks [81][82]

Group 1 - The core viewpoint of the articles highlights the strong performance of AI applications and the semiconductor industry, with the AI ETF (588760) gaining attention due to its large scale and liquidity [1][2] - Nvidia's CEO Jensen Huang stated that DeepSeek will increase AI computing demand by 100 to 1000 times, predicting that China's AI market will reach $50 billion by 2026 [1] - The AI ETF closely tracks the Shanghai Stock Exchange's AI index, which includes 30 large-cap companies providing resources, technology, and application support for the AI industry, with the top three sectors being semiconductors (53.1%), IT services (16.4%), and software development (10.3%) [1] Group 2 - As of May 21, the AI ETF (588760) has over 2.5 billion shares and a total size of 1.43 billion yuan, with over 2 billion yuan bought in the last four months [2] - The ETF has shown a daily tracking error of 0.0126% since March, ranking first among its peers in tracking error control [2] - Industry analysts believe that the continuous improvement of domestic large models is narrowing the gap with top global models, and 2025 is expected to be a breakout year for AI applications [2]

Shares of Unisys (UIS) have been struggling lately and have lost 8.7% over the past week. However, a hammer chart pattern was formed in its last trading session, which could mean that the stock found support with bulls being able to counteract the bears. So, it could witness a trend reversal down the road.While the formation of a hammer pattern is a technical indication of nearing a bottom with potential exhaustion of selling pressure, rising optimism among Wall Street analysts about the future earnings of ...

市场消息：调查发现安全漏洞导致美国承包商Opexus数据泄露。 ...

Core Insights - Atos has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Outsourced Digital Workplace Services, marking the ninth consecutive year in this position based on Completeness of Vision and Ability to Execute [2][7]. Company Overview - Atos employs approximately 74,000 individuals and generates annual revenue of around €10 billion, positioning itself as a global leader in digital transformation [10]. - The company is recognized as the European leader in cybersecurity, cloud, and high-performance computing, providing tailored end-to-end solutions across 68 countries [10]. Digital Workplace Services - Atos offers comprehensive digital workplace services that enhance employee engagement through digital collaboration tools and intelligent customer care services, including 20 'Tech for Good' features aimed at supporting clients' CSR objectives [3]. - The sustainable digital workplace suite within Atos' portfolio promotes cost-effective and environmentally responsible workplace environments, focusing on transparent sourcing and device lifecycle management to minimize carbon footprints [4]. Technological Innovations - The Atos Experience Operations Center (XOC), launched in 2024, utilizes cognitive analytics, virtual agents, and automation to provide secure and efficient employee device support, enhancing the overall digital employee experience [5][6]. - XOC aggregates real-time data to proactively identify and resolve IT issues, ensuring minimal disruption to business operations and enabling agile decision-making [6]. Strategic Vision - Leon Gilbert, EVP & Head of Digital Workplace Business Line at Atos, emphasized that the Gartner recognition reflects the company's innovative approach to creating human-centric, flexible, and hybrid digital workplace environments [7].

Core Points - Science Applications International Corp. (SAIC) is set to release its first quarter fiscal year 2026 results on June 2, 2025, before market opening [1] - A conference call to discuss the operational and financial results will take place at 10:00 a.m. Eastern time on the same day [1] - The conference call will be available via webcast only, with no dial-in access provided [2] Company Overview - SAIC is a Fortune 500 mission integrator focused on technology and innovation across defense, space, civilian, and intelligence markets [3] - The company offers a robust portfolio including mission IT, enterprise IT, engineering services, and professional services [3] - SAIC employs approximately 24,000 people and has annual revenues of around $7.5 billion [4]

Core Insights - The Capgemini Research Institute report indicates that two-thirds of public sector organizations are currently exploring or using generative AI initiatives to enhance public services, with 90% planning to adopt agentic AI within the next 2-3 years [2][3] - Despite the enthusiasm for AI, public sector organizations face significant challenges related to data readiness, trust, compliance, and data management, which hinder their ability to fully leverage AI technologies [2][5][6] AI Adoption and Expectations - Public sector organizations have high expectations for AI, with 39% planning to evaluate agentic AI feasibility, 45% intending to explore pilot programs, and 6% aiming to scale existing initiatives within the next 2-3 years [3] - The report highlights that 64% of organizations have progressed to pilot or scaled deployments, with higher adoption rates in defense (82%), healthcare (75%), and security (70%) sectors [3] Data Readiness Challenges - A significant barrier to AI adoption is data security concerns (79%) and limited trust in AI outputs (74%), with only 36% of organizations in the EU prepared to comply with the EU AI Act [5] - Only 12% of public sector organizations consider themselves very mature in activating data, and just 21% have the necessary data to train and fine-tune AI models [6][8] Data Sharing and Governance - Data sharing is essential for AI adoption, yet 65% of organizations are still in the planning or pilot stages of data sharing initiatives, complicating the deployment of AI [7] - The rise of Chief Data Officers (CDOs) and Chief AI Officers (CAIOs) reflects the growing importance of data governance, with 64% of organizations having a CDO and 27% appointing a CAIO [9] Research Methodology - The report is based on a survey conducted by the Capgemini Research Institute involving 350 public sector organizations across various segments and levels of government, providing a comprehensive view of AI adoption in the public sector [10]

Group 1 - Kyndryl announced an investment of €100 million in France focused on data, artificial intelligence, and network resilience [1]