Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in the Google Play and YouTube; and devices, as well as in the provision of YouTube consumer subscription services. The Google Cloud segment offers infrastructure, cybersecurity, databases, analytics, AI, and other services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Gmail, Docs, Drive, Calendar, and Meet; and other services for enterprise customers. The Other Bets segment sells healthcare-related and internet services. The company was incorporated in 1998 and is headquartered in Mountain View, California.

Alphabet Inc.

(RTTNews) - In what cybersecurity experts are referring to as one of the biggest credential dumps ever found, a massive data leak has revealed over 183 million email passwords, including tens of millions linked to Gmail accounts.
According to researcher Troy Hunt of Have I Been Pwned, the 3.5-terabyte trove was discovered online this month and contains 23 billion login records gathered from infostealer malware, which surreptitiously gathers usernames and passwords from compromised devices. Of the accounts, about 16.4 million had never been compromised before.
Although there was no direct hack of Gmail, malware, phishing scams, and phony software downloads were used to obtain the credentials, many of which are still active. Experts cautioned that credential stuffing attacks could compromise numerous accounts if victims reuse their passwords.
Google emphasized that claims of a breach unique to Gmail are untrue and acknowledged that the company is aware of the leak.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Massive Data Leak Exposes 183 Mln Email Passwords, Including Gmail Accounts

Monday, October 27, 2025
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Microsoft Corp. (MSFT), Alphabet Inc. (GOOGL) and Berkshire Hathaway Inc. (BRK.B), as well as two micro-cap stocks, C&F Financial Corp. (CFFI) and Syntec Optics Holdings, Inc. (OPTX). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Pre-markets Pick Up Where They Left Off Last Week
Today's Featured Research Reports
Microsoft’s shares have outperformed the Zacks Computer - Software industry over the year-to-date period (+24.9% vs. +21.8%). The company capitalizes on AI business momentum and Copilot adoption alongside accelerating Azure cloud infrastructure expansion. Recently, MSFT introduced its first proprietary AI models, MAI-Voice-1 and MAI-1-preview.
Microsoft projects Azure growth of 37% for fiscal first-quarter 2026. Strong Office 365 Commercial demand has been propeling Productivity and Business Processes revenue growth. ARPU is increasing through E5 and M365 Copilot uptake across key segments. Strategic execution through expanding scale and enterprise customer growth is driving non-AI services.
Xbox revenues are benefiting from strength across third-party and first-party content offerings. The Zacks analyst expects fiscal 2026 net sales to grow 12.9% from fiscal 2025. However, elevated operating expenses and Azure investments amid intensifying cloud competition remain headwinds.
(You can read the full research report on Microsoft here >>>)
Shares of Alphabet have outperformed the Zacks Internet - Services industry over the year-to-date period (+37.7% vs. +37.1%). The company is benefiting from accelerated growth across AI infrastructure and Generative AI Solutions. Google Cloud’s annual revenue run rate is now more than $50 billion. GOOGL is advancing visual and contextual search capabilities.
The Circle to Search feature is now active on more than 300 million devices. AI Overviews reach more than 2 billion users per month and are available in above 200 countries across 40 languages. It is now driving above 10% more queries globally.
On the litigation front, per the latest ruling in the ongoing lawsuit between GOOGL and the DOJ, the former is now required to share Search data with rivals, but need not divest Chrome and Android, providing a much-needed relief. However, stiff competition in cloud computing has been concerning.
(You can read the full research report on Alphabet here >>>)
Berkshire Hathaway’s shares have outperformed the Zacks Insurance - Property and Casualty industry over the year-to-date period (+7.7% vs. +7.2%). The company is one of the largest property and casualty insurance companies with numerous diverse business activities. A strong cash position supports earnings-accretive bolt-on buyouts and is indicative of its financial flexibility.
Continued insurance business growth fuels an increase in float, drives earnings and generates maximum return on equity. The non-insurance businesses have also been doing well in the last few years. The insurer has also started increasing its investment in Japan. A sturdy capital level provides further impetus. Shares of Berkshire have outperformed the industry year to date.
However, exposure to cat losses induces earnings volatility and also affects underwriting results. Huge capital expenditure remains a headwind. Also, it remains to be seen how the behemoth fares when Greg Abel succeeds Warren Buffett as CEO of Berkshire.
(You can read the full research report on Berkshire Hathaway here >>>)
Shares of C&F Financial have outperformed the Zacks Banks - Southeast industry over the past year (+15.7% vs. +1.1%). This microcap company with market capitalization of $223.18 million offers strong earnings momentum and profitability, with Q2 2025 net income up 54% year over year to $7.8 million and ROE at 14.7%.
Loan growth remains disciplined at 10.3% annually, supported by geographic expansion and diversified credit exposure. Asset quality is sound, with minimal nonperforming loans (0.07%) and strong reserves (4.85% of loans). Capital strength (Tier 1 ratio 10%) and liquidity ($984 million) underpin dividend sustainability and valuation upside. Shares trade at 0.93X tangible book and 8X earnings.
However, rising charge-offs (2.42%) in consumer finance, high uninsured deposits (30%) and potential margin compression from rate normalization present near-term risks, alongside competition in auto lending and mortgage volatility.
(You can read the full research report on C&F Financial here >>>)
Syntec Optics’ shares have outperformed the Zacks Technology Services industry over the past year (+77.1% vs. +55.4%). This microcap company with a market capitalization of $104.48 million is strategically positioned in high-growth, high-barrier defense and aerospace markets, producing over 17,000 optics for LEO satellites and rocket fuel actuators.
Syntec Optics’ expertise in hyperspectral imaging supports advanced military surveillance, with capabilities in nanotech-enabled optics and coatings. Operating from a vertically integrated U.S. facility, Syntec offers agile, end-to-end manufacturing aligned with reshoring and national security priorities. It benefits from strong photonics sector tailwinds, including CHIPS Act incentives.
However, governance concerns loom with nine material internal control weaknesses, raising risks around financial reliability. Profitability declined in Q2 2025 amid margin pressure and reduced consumer sales, contributing to a net loss. Liquidity is tight, with high leverage, and end-market volatility. Despite a 80% one-year stock gain, valuation remains above industry peers.
(You can read the full research report on Syntec Optics here >>>)
Other noteworthy reports we are featuring today include Capital One Financial Corp. (COF), Ford Motor Co. (F) and Martin Marietta Materials, Inc. (MLM).
Mark Vickery
Senior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
Featured Reports
Ford (F) to Get a Boost from Pro Unit Amid Novelis Fire Impact
Per the Zacks analyst, strong Super Duty demand and software/services growth aid Ford Pro, but supply chain disruptions from the Novelis fire will weigh on the company's near-term margins.
Martin Marietta (MLM) Banks on Public Spending Amid Housing Softness
Per the Zacks analyst, Martin Marietta benefits from robust infrastructure spending, pricing gains, and its SOAR 2025 plan. However, weak residential demand amid high interest rates poses a risk.
Improving Air Traffic Aid Curtiss-Wright (CW) Amid Labor Shortage
Per the Zacks analyst, Curtiss-Wright is likely to benefit from the improving air traffic. Yet labor shortage result in delays and likely impact operating results.
TechnipFMC (FTI) to Gain from Expanding Subsea Backlog
The Zacks analyst believes that TechnipFMC's record backlog of $16 billion in the Subsea unit ensures strong revenue visibility and supports margin improvements.
WEX Gains From Sawatch Labs Acquisition Amid High Debt
Per the Zacks Analyst, the Sawatch Labs buyout supports WEX's ability to support customers through EV evaluation processes. Past buyouts and expansions elevate the debt burden.
Silicon Motion (SIMO) Rides on Healthy Demand, Robust Portfolio
Per the Zacks analyst, growing demand for memory and storage solutions in industrial, automotive, consumer and commercial verticals will likely drive Silicon Motion's top line.
Winnebago (WGO) to Gain From Motorhome Recovery Amid Weak Marine Sales
Winnebago's Motorhomes unit is set to benefit from stronger product mix and lower discounting. However, continued softness in Marine unit could clip overall near-term margins, per the Zacks analyst.
New Upgrades
Strength in Credit Card Business Supports Capital One (COF)
Per the Zacks analyst, Capital One's solid card and online banking business, along with its inorganic growth efforts will aid revenues. Its efficient capital deployments reflect a solid balance sheet.
High Rates, Deposits & Loans to Aid East West Bancorp (EWBC)
Per the Zacks analyst, relatively higher rates, robust loan pipeline and attractive deposit mix alongside a solid balance sheet position will likely support East West Bancorp's financials.
Strong MA growth and Cost Control to Aid Clover Health's (CLOV) Margin
Per the Zacks analyst, Clover Health's margin is likely to be aided by expanding Medicare Advantage market along with disciplined cost control and improved medical cost ratios.
New Downgrades
Viking Therapeutics' (VKTX) Lack of Marketed Durgs A Concern
While Viking Therapeutics' progress with its obesity drug is encouraging, the lack of a stable stream of revenues concerns the Zacks Analyst.
TreeHouse Foods' (THS) Volumes Hurt by Weak Consumption Trends
Per the Zacks analyst, soft consumption trends and slow category growth remain a concern for TreeHouse Foods. In the second quarter of 2025, the company experienced a 6.2% decline in volume and mix.
Consumer Beauty Segment Hurts Coty's (COTY) Sales Performance
Per the Zacks analyst, softness in Coty's Consumer Beauty unit continues to weigh on overall performance. Net sales fell 12% in fourth quarter, reflecting weakness in color cosmetics and body care.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See "2nd Wave" AI stocks now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top Analyst Reports for Microsoft, Alphabet & Berkshire Hathaway

Key Points
Alphabet is becoming one of the most dominant companies in tech.
UiPath's recent collaborations could help it re-accelerate growth.
GitLab's pricing model shift could be a big catalyst.
Despite the market trading near all-time highs, there are still undervalued stocks to be found, including in the tech sector. Let's look at three bargain tech stocks you can buy and hold right now.
1. Alphabet
Trading at a forward price-to-earnings (P/E) ratio under 24 times 2026 analyst consensus earnings estimates, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is one of the cheapest mega-cap stocks around. However, it is arguably the best positioned for the next phase of artificial intelligence (AI) growth.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
The engine of Alphabet's AI ambitions is Gemini, which is one of today's premier foundational large language models (LLMs). It powers its fast-growing cloud computing unit, Google Cloud, where customers use it along with its Vertex AI software to create their own AI models and apps. Alphabet has also infused Gemini throughout its other businesses, including Google search, where it acts as the brains behind its AI features, such as AI Overviews and AI Mode.
Meanwhile, Alphabet has several huge advantages as search and AI chatbots meld into one. The first is distribution, as through its Chrome, Android, and a revenue-sharing agreement with Apple, it is the default gateway to the internet for most people. It also has decades of search data that it can use to both feed its models and monetize queries better. And finally, it operates one of the most trusted and effective ad networks on the planet.
Google Cloud, meanwhile, has become its biggest growth driver, with revenue soaring 32% last quarter and operating income more than doubling. The company has arguably the most advanced custom AI chips, which help give it a cost and performance advantage. This is likely to become even more important as the market starts to head more toward inference.
At the same time, the company has exciting emerging bets with robotaxis and quantum computing, which could be huge growth drivers down the road. Given all the growth levers Alphabet has, it looks very undervalued.
2. UiPath
With a price-to-sales (P/S) multiple of under 5 times 2026 analyst estimates, UiPath (NYSE: PATH) looks undervalued for a company with over 80% gross margins that appears to be on the verge of seeing revenue reaccelerate. Growth started to slow as AI went mainstream, as companies started to question the future role of robotic process automation (RPA), which uses software bots to handle repetitive business tasks.
However, UiPath's foundation in RPA sets the company up well to become an agentic AI orchestration and automation tool. Given the cost to run AI agents, cheaper bots still have a place, and UiPath is looking to manage how agents, bots, and humans can all interact together to get the best results.
The company recently took a big step in its strategy, with the announcement of several collaborations, including with AI heavyweights Nvidia, OpenAI, and Alphabet. However, its most intriguing collaboration could be with data warehousing company Snowflake, where it will connect with Snowflake's Cortex AI system to help turn customer insights into real-time automated actions using their own data. That's a strong valuation proposition, which should help drive the future.
UiPath's core business has already started to improve, with its annual recurring revenue (ARR) rising 11% last quarter and net revenue retention stabilizing at 108%. Meanwhile, adjusted EPS surged, helped by recent cost cuts.
Importantly, customers have already started building AI agents on its platform, and almost all new customers are choosing to use its RPA and AI products together. If these new collaborations can help revenue accelerate, the stock has a lot of upside ahead.
3. GitLab
GitLab (NASDAQ: GTLB) is another tech company trading at a discount with a forward P/S multiple of around 7 times, despite it consistently producing revenue growth above 25%. That valuation discount has apparently attracted some potential suitors, including Datadog. Meanwhile, its solution would also fit in nicely with a cloud computing company like Alphabet to compete against Microsoft's GitHub.
Outside of a potential acquisition, GitLab's biggest opportunity is a shift in pricing model. The company has historically used a seat-based pricing model, but it has started to add more value as it has transitioned from solely being a DevSecOps platform into a complete software development environment that also has AI tools that can help developers write code and reduce daily repetitive tasks.
It has just recently started moving to a hybrid seat-plus-usage pricing model. This should spur growth as the company will benefit as customers use its solutions more, while it also helps protect it if AI efficiency gains eventually lead to the need for fewer coders. Interestingly, Datadog, which has been rumored to be one of the companies most interested in acquiring GitLab, employs a usage model, so it likely sees the value this shift can bring.
Whether or not GitLab gets acquired, though, the stock is cheap, and it could have a lot of upside ahead.
Should you invest $1,000 in Alphabet right now?
Before you buy stock in Alphabet, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Alphabet wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $590,357!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,141,748!*
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*Stock Advisor returns as of October 27, 2025
Geoffrey Seiler has positions in Alphabet, GitLab, and UiPath. The Motley Fool has positions in and recommends Alphabet, Apple, Datadog, GitLab, Microsoft, Nvidia, Snowflake, and UiPath. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

3 Undervalued Tech Stocks to Buy and Hold Right Now

Key Points
Artificial intelligence (AI) could drive Alphabet's Google Cloud to greater heights.
A recent court case result is favorable for the long-term growth of Google.
Google owner Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) stock rose by 3.6% by 3 p.m. today. The move comes as Wall Street is getting excited about the company's upcoming third-quarter earnings, due Wednesday after the closing bell.
JPMorgan Chase upgrades Alphabet
The market listens when Wall Street companies raise price targets on stocks, particularly when it's coming from an analyst at a heavyweight like JPMorgan Chase. As such, the analyst's reiteration of a "buy" recommendation and a price target hike to $300 from a previous target of $260 helped lift the stock today.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »
In addition, the reasoning behind the new price target will please investors. Not only does the analyst see the recent result from a search antitrust case raised by the Department of Justice as removing a risk overhang (Alphabet will not have to sell Chrome, and may continue to pay to preload products, such as being the default search engine on Apple products), but the analyst also sees Google leveraging its strength in artificial intelligence (AI) to improve YouTube advertising revenue and Google Cloud growth.
Where next for Alphabet?
The company is a cash-generating juggernaut, and YouTube ads and Google Cloud, in particular, are fast-growing businesses that are becoming increasingly important to the company. Suppose the analyst is right that AI will accelerate growth at Google Cloud. In that case, it's reasonable to expect Alphabet to hike capital spending on data centers -- something the rest of the market will be watching closely when management reports on the third quarter on Wednesday.
Should you invest $1,000 in Alphabet right now?
Before you buy stock in Alphabet, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Alphabet wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $590,357!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,141,748!*
Now, it’s worth noting Stock Advisor’s total average return is 1,033% — a market-crushing outperformance compared to 193% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
*Stock Advisor returns as of October 27, 2025
JPMorgan Chase is an advertising partner of Motley Fool Money. Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Apple, and JPMorgan Chase. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Here's Why Alphabet Stock Popped Today

Looking at the sectors faring best as of midday Monday, shares of Technology & Communications companies are outperforming other sectors, higher by 1.1%. Within the sector, Qualcomm Inc (Symbol: QCOM) and Robinhood Markets Inc (Symbol: HOOD) are two large stocks leading the way, showing a gain of 12.5% and 4.9%, respectively. Among technology ETFs, one ETF following the sector is the Technology Select Sector SPDR ETF (Symbol: XLK), which is up 1.6% on the day, and up 28.77% year-to-date. Qualcomm Inc, meanwhile, is up 25.39% year-to-date, and Robinhood Markets Inc is up 293.50% year-to-date. QCOM makes up approximately 1.6% of the underlying holdings of XLK.
The next best performing sector is the Services sector, up 0.7%. Among large Services stocks, Alphabet Inc (Symbol: GOOGL) and Alphabet Inc (Symbol: GOOG) are the most notable, showing a gain of 3.2% and 3.2%, respectively. One ETF closely tracking Services stocks is the iShares U.S. Consumer Services ETF (IYC), which is up 1.0% in midday trading, and up 9.31% on a year-to-date basis. Alphabet Inc, meanwhile, is up 42.02% year-to-date, and Alphabet Inc is up 41.49% year-to-date.
Comparing these stocks and ETFs on a trailing twelve month basis, below is a relative stock price performance chart, with each of the symbols shown in a different color as labeled in the legend at the bottom:
Here's a snapshot of how the S&P 500 components within the various sectors are faring in afternoon trading on Monday. As you can see, five sectors are up on the day, while three sectors are down.
Technology & Communications
+1.1%
Also see:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Monday Sector Leaders: Technology & Communications, Services

Cognizant Technology Solutions CTSH is scheduled to report its third-quarter 2025 results on Oct. 29.
The Zacks Consensus Estimate for third-quarter 2025 earnings is pegged at $1.29 per share, unchanged over the past 30 days. This represents a 3.20% increase from the figure reported in the year-ago quarter.
Cognizant expects third-quarter 2025 revenues between $5.27 billion and $5.35 billion, indicating growth of 4.6%-6.1% and an increase of 3.5%-5% on a cc basis. The company anticipates a little more than 200 basis points of inorganic contribution from the Belcan acquisition in the third quarter of 2025.
The Zacks Consensus Estimate for third-quarter revenues is pegged at $5.33 billion, indicating a year-over-year increase of 5.63%.
Cognizant’s earnings surpassed the Zacks Consensus Estimate in all the trailing four quarters, the average surprise being 6.26%.
Cognizant Technology Solutions Corporation Price and EPS Surprise
Let’s see how things have shaped up for the upcoming announcement.
Factors to Note
Cognizant’s third-quarter 2025 performance is likely to have benefited from an expanding clientele and a robust pipeline that includes a favorable mix of new opportunities. In the second quarter of 2025, CTSH won six large deals, including two mega deals valued at $1 billion each. This is likely to have contributed to the to-be-reported quarter’s performance as well.
The growing demand for GenAI solutions across industries like financial services, healthcare, and manufacturing is expected to have provided continued growth opportunities in the third quarter of 2025, particularly in areas like fraud detection, medical imaging, and predictive maintenance.
New partnerships, such as the collaboration with WRITER and the launch of Cognizant Agent Foundry, are expected to have driven enterprise-scale adoption of Agentic AI and further strengthen CTSH’s position in the market in the third quarter of 2025.
CTSH’s NextGen initiative is expected to have played a pivotal role in enhancing operational efficiency in the to-be-reported quarter.
Despite Cognizant’s expanding clientele, weak demand in the products and resources segment due to tariff policy concerns and spending pressures remains a concern. Macroeconomic uncertainties, muted discretionary spending, and ongoing cost optimization pressures across some sectors have also been a headwind.
Cognizant Benefits From Expanding Clientele
Cognizant’s robust network of partners, which includes Pearson PSO, Lineage LINE, SmartestEnergy, Kramp, Pegasystems, Alphabet’s GOOGL cloud business Google Cloud, Omron, DocuSign, ServiceNow, NVIDIA, Boehringer Ingelheim, CrowdStrike, Zscaler, IBM, Palo Alto Networks, and Amazon, is likely to have driven growth during the third quarter.
In September 2025, Cognizant and Pearson formed a global strategic partnership to enhance AI-driven learning, support early and mid-career development and build future-ready workforce skills. The collaboration with Pearson will integrate generative and agentic AI, digital credentials and immersive technologies to create innovative, scalable education and workforce solutions for global learners and organizations.
In July 2025, Cognizant announced a collaboration with Lineage, the largest global temperature-controlled warehouse REIT. This partnership aims to improve Lineage’s customer service by providing better resources, reliable service models, and next-generation Agentic AI technologies to enhance its customer care operations.
In June 2025, Cognizant, in collaboration with Alphabet’s cloud platform Google Cloud, launched Cognizant Autonomous Customer Engagement, which is an AI-driven contact center solution powered by Alphabet’s Google Cloud to deliver hyper-personalized, omnichannel customer experiences with enhanced efficiency and scalability.
Conclusion
Cognizant’s expanding clientele and robust AI-driven solutions are expected to contribute to its growth prospects and drive top-line growth in the to-be-reported quarter.
Cognizant currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See "2nd Wave" AI stocks now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Pearson, PLC (PSO) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Cognizant to Report Q3 Earnings: What's in Store for the Stock?

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Alphabet Inc (Symbol: GOOG), where a total of 150,170 contracts have traded so far, representing approximately 15.0 million underlying shares. That amounts to about 80.3% of GOOG's average daily trading volume over the past month of 18.7 million shares. Particularly high volume was seen for the $290 strike call option expiring November 07, 2025, with 11,058 contracts trading so far today, representing approximately 1.1 million underlying shares of GOOG. Below is a chart showing GOOG's trailing twelve month trading history, with the $290 strike highlighted in orange:
Alphabet Inc (Symbol: GOOGL) saw options trading volume of 228,047 contracts, representing approximately 22.8 million underlying shares or approximately 79.5% of GOOGL's average daily trading volume over the past month, of 28.7 million shares. Especially high volume was seen for the $300 strike call option expiring February 20, 2026, with 10,165 contracts trading so far today, representing approximately 1.0 million underlying shares of GOOGL. Below is a chart showing GOOGL's trailing twelve month trading history, with the $300 strike highlighted in orange:
And Intel Corp (Symbol: INTC) saw options trading volume of 700,393 contracts, representing approximately 70.0 million underlying shares or approximately 57.3% of INTC's average daily trading volume over the past month, of 122.3 million shares. Especially high volume was seen for the $45 strike call option expiring November 21, 2025, with 91,546 contracts trading so far today, representing approximately 9.2 million underlying shares of INTC. Below is a chart showing INTC's trailing twelve month trading history, with the $45 strike highlighted in orange:
For the various different available expirations for GOOG options, GOOGL options, or INTC options, visit StockOptionsChannel.com.
Also see:
Carl Icahn Stock Picks
Top Ten Hedge Funds Holding HHYX
CINC Insider Buying
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Monday Option Activity: GOOG, GOOGL, INTC

Key Points
Bought 18,686 shares; estimated trade size ~$8.70 million based on quarterly average price for Q3 2025
Transaction represents 0.2% of fund’s 13F reportable assets under management
Post-trade position: 104,361 shares valued at $50.62 million as of September 30, 2025
Now accounts for 1.19% of the fund’s U.S. equity holdings, outside its top five positions
Image source: Getty Images
On October 17, 2025, E. Ohman J:or Asset Management AB disclosed a buy of 18,686 shares of Thermo Fisher Scientific (NYSE:TMO), an estimated $8.70 million trade.
What happened
According to a filing with the Securities and Exchange Commission dated October 17, 2025, E. Ohman J:or Asset Management AB acquired 18,686 additional shares during Q3 2025. The estimated value of the trade, based on average closing prices during the quarter, was approximately $8.70 million. The fund reported holding 104,361 shares at quarter-end, with a total position value of $50.62 million.
What else to know
The transaction was a buy and now represents 1.19% of E. Ohman J:or Asset Management AB’s reportable U.S. equity assets as of September 30, 2025.
Top holdings after the filing:
MSFT: $396.72 million (9.3% of AUM) as of September 30, 2025
NVDA: $347.06 million (8.2% of AUM) as of September 30, 2025
GOOGL: $305.56 million (7.2% of AUM) as of September 30, 2025
AAPL: $262.11 million (6.2% of AUM) as of September 30, 2025
AMZN: $235.95 million (5.6% of AUM) as of September 30, 2025
As of October 16, 2025, shares were priced at $536.78, down 9.3% over the past year, underperforming the S&P 500 by 24.3 percentage points.
Reported trailing twelve months revenue of $43.21 billion and net income of $6.58 billion as of June 28, 2025.
The fund reported 398 total positions and $4.25 billion in U.S. equity assets as of its 13F filing.
Company Overview
Revenue (TTM)
$43.21 billion
Net Income (TTM)
$6.58 billion
Dividend Yield
0.31%
Price (as of market close October 16, 2025)
$536.78
Company Snapshot
Thermo Fisher Scientific operates at global scale, providing critical tools and services for scientific research, diagnostics, and drug development. The company leverages its diversified portfolio and broad customer base to drive consistent revenue growth.
Its product offerings include life sciences solutions, analytical instruments, specialty diagnostics, laboratory products, and biopharma services across global markets.
Thermo Fisher Scientific generates revenue through the sale of reagents, instruments, consumables, diagnostics kits, and laboratory services, supported by direct sales, e-commerce, and third-party distribution channels.
The company serves pharmaceutical, biotechnology, clinical, academic, government, and industrial customers worldwide.
Foolish take
Thermo Fisher Scientific has seen its stock cool this year, but what looks like fatigue may instead be a reset for one of the market's most dependable compounders. Swedish fund E. Ohman J:or Asset Management increased its stake by nearly $9 million. This move reflects renewed conviction in the company that remains central in the life sciences industry.
Over the past year, Thermo Fisher's stock has eased after several strong years of growth. Investors have been cautious as biotech spending and lab equipment budgets soften, yet the company's fundamentals remain sound. Revenue stands above $43 billion over the past twelve months, and is supported by a portfolio that spans nearly every stage of drug development and diagnostics. Thermo Fisher's steady margins and pricing power give it the flexibility to reinvest in R&D and targeted acquisitions, thereby positioning itself to widen its moat in areas such as genetic testing and bioprocessing.
Markets can overlook the value of steady progress, and consistency is often what drives real compounding. For investors who are willing to look past the recent slowdown, Thermo Fisher still represents what disciplined growth looks like in practice, and its steady results make it a company worth holding through any market cycle.
Glossary
13F filing: A quarterly report by institutional investment managers disclosing their U.S. equity holdings to the SEC.
Assets under management (AUM): The total market value of investments managed on behalf of clients by a fund or firm.
Reportable assets: Investments that must be disclosed in regulatory filings, such as those required by the SEC.
Trailing twelve months (TTM): The 12-month period ending with the most recent quarterly report.
Dividend yield: Annual dividends paid by a company divided by its current share price, shown as a percentage.
Biopharma services: Specialized services supporting pharmaceutical and biotechnology companies, including drug development and manufacturing.
Consumables: Products used up during laboratory or industrial processes, such as reagents or testing kits.
Direct sales: Selling products or services directly to customers without intermediaries.
Third-party distribution channels: Independent companies or agents that sell products on behalf of a manufacturer.
Quarter-end: The last day of a company’s fiscal quarter, used for reporting financial results.
Estimated trade size: The approximate dollar value of a securities transaction, often based on average prices.
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Eric Trie has positions in Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Microsoft, Nvidia, and Thermo Fisher Scientific. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Thermo Fisher’s Pullback Is Setting Up Its Next Phase of Growth

Meta Platforms’ META third-quarter 2025 results, set to be reported on Oct. 29, are expected to reflect the benefits of higher advertising revenues.
The Zacks Consensus Estimate for Meta Platforms’ third-quarter advertising revenues is pegged at $48.5 billion, indicating growth of 21.6% year over year.
Meta Platforms’ earnings beat the Zacks Consensus Estimate in all the trailing four quarters, the average surprise being 20.47%.
Meta Platforms, Inc. Revenue (TTM)
Click here to learn how Meta Platforms’ overall third-quarter performance is likely to be.
Strong Ad Spending to Aid META’s Q3 Top Line
META’s staggering reach and increasing ad impressions (up 11% year over year in the second quarter of 2025) make it one of the most important players in the digital ad sales market, apart from Alphabet GOOGL, Amazon AMZN and Snap SNAP. According to eMarketer, global ad spending is expected to rise 7.4% to reach $1.17 trillion in 2025, with Alphabet, Meta Platforms and Amazon accounting for roughly two-thirds of new ad spending.
In the second quarter of 2025, Alphabet’s Google advertising revenues rose 11.7% year over year to $82.54 billion and accounted for 74% of total revenues, driven by Search and other revenues. Meanwhile, Amazon’s advertising business increased 23% year over year to $15.6 billion, benefiting from powerful network effects as more sellers and brands compete for visibility, driving higher pricing and improved margins. Snap’s advertising platform is evolving with commerce-driven ad volume growing 39% year over year in the second quarter, and newer ad formats such as Sponsored Snaps are delivering stronger conversion outcomes.
Meta Platforms’ focus on improving ad ranking and measurement by leveraging AI has been a key catalyst driving advertisers’ return on investment. META has been leveraging AI and machine learning to boost the potency of WhatsApp, Instagram, Facebook and Threads. Effective usage of AI has been helping the company keep its users engaged. AI-driven feed recommendations have been a key catalyst. Meta Platforms is committed to prioritizing user safety and well-being through initiatives to enhance parental supervision, messaging privacy and time management on its platforms. These factors are expected to have driven user base growth in the third quarter of 2025.
META’s Ad Revenue Estimates Show Strong Growth Trend
The Zacks Consensus Estimate for advertising revenues in Asia-Pacific is pegged at $9.66 billion, indicating year-over-year growth of 20% in the third quarter of 2025. The consensus mark for advertising revenues in Europe, the United States and Canada, and the Rest of the World is pegged at $11.65 billion, $21.7 billion and $6.37 billion, respectively, indicating 24.5%, 24.8% and 25.1% growth.
The consensus mark for Family Daily Active People or DAP, defined as a registered and logged-in user who visited at least one of the Family products on a given day, is expected to be 3.49 billion for the third quarter of 2025.
Zacks Rank
Meta Platforms currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Amazon.com, Inc. (AMZN) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Will Higher Ad Revenues Aid Meta Platforms Stock in Q3 Earnings?

Alphabet’s GOOGL third-quarter 2025 results, scheduled to be released on Oct. 29, are expected to have benefited from solid momentum in Search and Cloud businesses. The momentum in Search is expected to have driven advertising revenues in the to-be-reported quarter. The Cloud business is riding on strong demand for AI infrastructure and an expanding clientele
The Zacks Consensus Estimate for Google’s advertising revenues is currently pegged at $72.45 billion, suggesting 10% growth from the figure reported in the year-ago quarter. The consensus mark for Google Cloud revenues is currently pegged at $14.66 billion, indicating 29% growth from the figure reported in the year-ago quarter. Both these segments are expected to have benefited from top-line growth. The Zacks Consensus Estimate for revenues is currently pegged at $84.71 billion, indicating 13.6% growth from the figure reported in the year-ago quarter.
Alphabet has an impressive earnings surprise history. GOOGL’s earnings outpaced the Zacks Consensus Estimate in the trailing four quarters, the average surprise being 15.96%.
Alphabet Inc. Revenue (TTM)
Click here to know how Alphabet’s overall third-quarter 2025 results are likely to be.
GOOGL’s AI Push Aids Search & Cloud Businesses
GOOGL’s Search business is benefiting from AI infusion. Alphabet is leading the search domain with 90.4% market share, followed by Microsoft’s MSFT Bing, with 4.08% share, Yandex’s 1.65%, Yahoo!’s 1.46%, DuckDuckGo’s 0.87% and Baidu’s 0.75%, per the latest data from StatCounter.
Alphabet’s initiatives to deploy AI in Search are noteworthy. The integration of Generative AI (Gen AI) technology into the search engine has been benefiting Google Search. The Zacks Consensus Estimate for Search and other revenues is currently pegged at $55.09 billion, suggesting 11.5% growth over the figure reported in the year-ago quarter.
Meanwhile, Alphabet has been growing rapidly in the booming cloud-computing market. Google Cloud has solidified its position as the third-largest provider in the highly competitive cloud infrastructure market against the likes of Microsoft Azure and Amazon’s AMZN Amazon Web Services. According to Synergy Research Group data, Google Cloud, along with Microsoft, is gaining market share, while Amazon continues to lead with a 30% market share in the second quarter of 2025. Alphabet and Microsoft had 20% and 13% market share, respectively.
In the Cloud, Alphabet is benefiting from its partnership with NVIDIA NVDA. Google Cloud was the first cloud provider to offer NVIDIA’s B200 and GB200 Blackwell GPUs and will be offering its next-generation Vera Rubin GPUs. In fact, Alphabet and NVIDIA are collaborating to develop AI tools and transform industries including healthcare, manufacturing and energy.
The Zacks Consensus Estimate for Cloud revenues is currently pegged at $14.66 billion, suggesting 29.1% growth over the figure reported in the year-ago quarter.
Alphabet currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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AI Factors

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Internet of Things

Cloud Computing

Quantum Computing

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Generative AI

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