The Zacks Analyst Blog Highlights Nebius, Microsoft, UnitedHealth, Apple and Oracle

For Immediate ReleaseChicago, 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:Oracle Misses in Q3, Gains +22%; Plus Jobs Revisions & MoreA 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%.Oracle Misses in Q3, Stock Shoots Up +22%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.New Jobs Revisions Drop -911K in a YearLast year, when 12-month revisions to employment numbers from the U.S. Bureau of Labor Statistics (BLS) came out, it demonstrated a massive disconnect with initial job reportage, to the tune of -818K. (This was subsequently revised to -598K at a later date.) It turns out this extraordinarily high number was not a one-off: Tuesday's 12-month BLS revision was -911K — the largest such revision ever.This accounted for the year from April 2024 through March 2025, which saw the highest number of jobs reduced per sector in the Leisure & Hospitality space, -176K. Professional/Business Services dialed back job gains by -158K for that time period, Trade Retail subtracted -126K and Trade Wholesale shed -110K. Trade/Transportation/Utilities grew +6600 jobs and Utilities gained +3700 on the revision.These revisions depict the antiquated method of telephone surveys to gather jobs data. Last month, President Trump fired the Director of BLS because he said the jobs numbers were "rigged." The White House doubled-down on this sentiment following the data's release yesterday without mentioning that jobs numbers since March of this year have taken yet another step lower. Trump's choice to take over as BLS Director is E.J. Antoni, who hails from the right-wing think tank The Heritage Foundation.Questions or comments about this article and/or author? Click here>>Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                 Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Free Report: Profiting from the 2nd Wave of AI ExplosionThe next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives.Investors who bought shares like Nvidia at the right time have had a shot at huge gains.But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies.Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.Access AI Boom 2.0 now, absolutely free >>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 Apple Inc. (AAPL): Free Stock Analysis Report Microsoft Corporation (MSFT): Free Stock Analysis Report UnitedHealth Group Incorporated (UNH): Free Stock Analysis Report Oracle Corporation (ORCL): Free Stock Analysis Report Nebius Group N.V. (NBIS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks