Chicago, IL - September 10, 2025 - Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Nebius NBIS, Microsoft MSFT, UnitedHealth UNH, Apple AAPL and Oracle ORCL.
Here are highlights from Tuesday's Analyst Blog:
A series of big events Tuesday, on what had been expected to be fairly mild in actionable market news, actually kicked off late Monday with news that Amsterdam-based GPU creator Nebius is engaging in an AI infrastructure deal with Microsoft worth $17.4 billion through 2031. Shares of the former spinoff from Russian tech giant Yandex shot up +49% yesterday.
UnitedHealth was the Dow's biggest mover Tuesday, +8.5%, on news that 78% of its Medicare Advantage enrollees should qualify for bonus payments from the federal government. These include plans rated 4-stars or higher. UNH shares remain down -31% year to date.
Apple's iPhone 17 event -- yesterday's unveiling of the slimmer iPhone Air model -- failed to prod investors toward buying the stock. Though the sleek design may be a selling point for some customers, the lack of any major enhancements with AI technology, etc. Shares of AAPL were down -1.5% Tuesday, even as the Nasdaq closed at a new all-time high.
The Dow finished the day up +196 points, +0.43%, while the S&P 500 gained +17 points, +0.27%. The Nasdaq's record day took it to 21,879, up +80 points on the session, +0.37%. The small-cap Russell 2000 was the only major index to give back recent gains yesterday: -13 points or -0.55%.
After Tuesday's close, Oracle reported lackluster earnings in its fiscal Q3 report: earnings of $1.47 per share just met the Zacks consensus, while revenues of $14.93 billion missed expectations of $15.01 billion. Yet shares have zoomed ahead +22% upon the release as its cloud revenue growth has gone into a new orbit.
Without getting too deep into the weeds, Oracle services excess cloud demand for other Big Tech players, such as Microsoft, Amazon, Google, etc. And business has been booming: Cloud Infrastructure grew +55% year over year to $3.3 billion, Remaining Performance Obligations (RPO) backlog gained +359%, and Multi-cloud Database Revenue expanded +1529% from a year ago. These aren't the high-margin businesses that serve organic Oracle customers, but it's hard to argue with +1500% growth.