에 대한 최신 뉴스 Infosys (NYSE:INFY) 주식

INFOSYS LTD-SP ADR

Infosys

Infosys Limited

NASDAQ

Infosys is a leading global IT services provider, with nearly 320,000 employees. Based in Bengaluru, the Indian IT services firm leverages its offshore outsourcing model to derive 60% of its revenue from North America. The company offers traditional IT services offerings: consulting, managed services and cloud infrastructure services, and business process outsourcing as a service.

H-1b,Visa,Application,Concept:,Smartphone,With,Usa,H-1b,Visa,Application

Government

Large Cap

News

Regulations

Tech

AAPL

AMZN

CTSH

GOOG

GOOGL

INFY

MSFT

TSLA

퓨 리서치 센터(Pew Research Center) 조사에 따르면 미국에서 승인된 H-1B 비자 근로자의 대부분을 대기업이 고용하고 있다. 어떤 회사가 상위권에 있는지 살펴보자. 

아마존·구글·메타 등 빅테크 기업, H-1B 비자 근로자 얼마나 많이 채용하나?

Coinbase Photo by rafapress on Shutterstock

Movers

General

COIN

EPAM

LEGN

MSTR

TOST

VTRS

이들 10개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?

워너 브라더스와 코인베이스는 지난주 최고 성과를 보여준 10개 대형주 중 일부 (7월 14일-7월 20일)

nvidia hp shutter

Analyst Color

Analyst Ratings

DELL

NVDA

SMCI

이번 주 미국 라스베이거스에서 열린 &#39;HPE 디스커버(Discover) 2024&#39; 이벤트에서 휴렛 팩커드 앤터프라이즈(NYSE:HPE)와 엔비디아는 기업용 인공 지능(AI) 환경 혁신을 목표로 하는 강력한 협업을 공개했다.

엔비디아와 휴렛 팩커드(HPE)가 기업용 AI 시장을 지배하기 위해 협업: JP모건

Infosys Limited American Depositary Shares

Infosys Ltd

Leveraging Infosys Cobalt, the digital platform will help streamline HR processes across LKQ Europe's 18 countries.
 &nbsp;

Infosys Reveals Successful Collaboration With LKQ Europe

Big tech companies are employing the majority of approved H-1B visa workers in the U.S., according to <a href="https://www.pewresearch.org/short-reads/2025/03/04/what-we-know-about-the-us-h-1b-visa-program/">research</a> from the Pew Research Center.  Here's a look at which companies <a href="https://www.benzinga.com/news/24/12/42715951/trump-backs-immigration-visas-musk-praises-his-stance-and-says-rising-tide-lifts-all-boats">top the list</a>.
Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) came in first with 11,000 H-1B visa approvals in 2023, marking the third consecutive year the e-commerce giant topped the list. Cognizant Technology Solutions Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTSH#NASDAQ">CTSH</a>), Infosys Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) and Tata Consultancy Services, Inc. round out the top four. 
Read Next:<a href="https://www.benzinga.com/25/03/44475805/homebuilders-kb-home-lennar-cut-prices-as-homebuyer-demand-has-slowed-materially"> Homebuilders KB Home, Lennar Cut Prices As Buyer Demand Has &#8216;Slowed Materially&#8217;</a>
Alphabet, Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google came in fifth place and employed almost 5,550 H-1B workers in 2023, less than half compared to Amazon.
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) followed in sixth with nearly 4,800 workers and Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) came in right behind at 3,800.
Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) came in eighth place with 3,371 H-1B workers and currently faces a lawsuit claiming the company systematically favors foreign workers. 
Plaintiffs in the case argue that Meta has a pattern of prioritizing <a href="https://www.benzinga.com/news/legal/25/02/43964101/meta-hit-with-lawsuit-claiming-it-favors-foreign-workers-over-us-citizens-mark-zuckerberg-led-tech-giant-calls-it-baseless">visa holders</a> for employment, a claim supported by court-cited statistics: 15% of Meta&#8217;s U.S. workforce holds H-1B visas, compared to 0.5% across all industries.
Meta has denied the allegations and called the discrimination claims &#8220;baseless.&#8221;
Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) ranked near the bottom of the 30 companies on Pew Research's list with less than 1,100 H-1B visas, accounting for 0.3% of total H-1B approvals. Tesla CEO Elon Musk has been an outspoken<a href="https://x.com/elonmusk/status/1872374103983759835"> proponent</a> of the visa program, likening it to drafting talented foreign players to bolster an NBA team. 
The H-1B program, established in 1990, enables U.S. employers to recruit skilled foreign professionals with bachelor's degrees or equivalent qualifications for specialized roles.&nbsp;
H1-B visas are initially valid for three years, renewable up to six years, with potential extensions for those pursuing permanent residency. In 2023, 400,000 H-1B applications were approved with 65% of approvals being renewals.
Read More:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/news/global/25/03/44477467/trumps-tariffs-on-buyers-of-venezuelan-oil-could-boost-energy-sector-exxon-mobil-stock">Trump&#8217;s Tariffs On Buyers Of Venezuelan Oil Could Boost Energy Sector, Exxon Mobil Stock&nbsp;</a></li>
</ul>
Photo: Cristian Storto via Shutterstock

Big Tech Companies Employ Majority Of H-1B Visa Workers: Where Do Amazon, Google, Meta Rank?

<a href="https://www.infosys.com/">Infosys</a>&nbsp;(NSE: INFY) (BSE: INFY) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), a global leader in next-generation digital services and consulting today announced the expansion of its long-standing strategic collaboration with Citizens,&nbsp;one of the oldest and largest financial institutions in the US.
Citizens will leverage Infosys&#39; deep domain expertise in financial services and its innovative technologies, including AI, cloud, and automation to develop cloud native domain platforms and achieve data center exit. This AI-enabled transformation will also foster an ecosystem of valuable FinTech and hyperscaler collaborations, delivering hyper-personalized AI-powered customer experiences, and enhancing operational resilience and stability.&nbsp;
Over the last five years, Citizens and Infosys have achieved significant milestones: developed and implemented a comprehensive strategy and blueprint in domain centric platforms, established a robust data lake, developed enterprise APIs, reached 90 percent in test automation, successfully migrated critical workloads to the cloud while maintaining operational resilience, and rationalized applications and tools.

Infosys Announces Expansion Of Strategic Collaboration With Citizens; Citizens Will Leverage Infosys' Deep Domain Expertise In Financial Services And Its Innovative Technologies, Including AI, Cloud, And Automation To Develop Cloud Native Domain Platforms And Achieve Data Center Exit

In the current session, Infosys Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) is trading at $19.11, after a 1.70% decrease. Over the past month, the stock decreased by 13.91%, and in the past year, by 2.45%. With performance like this, long-term shareholders are more likely to start looking into the company's price-to-earnings ratio. 

<img src="https://www.benzinga.com/files/images/story/2025/1741712439_0.png" alt="Past Year Chart" />

<h3>Infosys P/E Compared to Competitors</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 110.17 in the IT Services industry, Infosys Inc. has a lower P/E ratio of 24.61. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1741712439_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

Markets

Price Over Earnings Overview: Infosys

Establishes a new Global Capability Center in India to drive growth and deliver future-ready capabilities and services powered by Infosys Topaz

DLAKF

Infosys Partners With Lufthansa Group To Accelerate Digitalization, AI, And Sustainability In The Aviation Sector

The collaboration aims to provide over 250,000 Siemens' people globally with upskilling opportunities, and a personalized learning and growth experience.

SIEGY

Infosys Expands Collaboration With Siemens AG To Accelerate Its Digital Learning Initiatives With Generative AI

<a href="https://www.infosys.com/en.html">Infosys</a>&nbsp;(NSE: INFY) (BSE: INFY) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), a global leader in next-generation digital services and consulting, today announced a critical milestone in its three-year collaboration with&nbsp;<a href="https://apc01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.street-child.org%2F&amp;data=05%7C02%7Cmelvin.alex%40infosys.com%7C1f579c2d143a40ad2c3a08dd3c52d174%7C63ce7d592f3e42cda8ccbe764cff5eb6%7C0%7C0%7C638733048575532270%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&amp;sdata=%2FKsV3nkexT%2F8lBZqEykoHWLXoz9MePICbTq6iSuezws%3D&amp;reserved=0">Street Child</a>, an international children's charity, with the establishment of seven Digital Learning Centers (DLCs) to address the educational challenges faced by children in crisis-affected areas of Ukraine.

Infosys and Street Child Launch Digital Learning Centers to Support Education in Crisis-Hit Ukraine

Guggenheim analyst Jonathan Lee reiterates Infosys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) from Neutral to Neutral.

Reiteration

Guggenheim Reiterates Neutral on Infosysto Neutral

Wall Street paused for a breather on Thursday, following Wednesday's big rally sparked by a softer-than-predicted December inflation report that fueled speculation on the Federal Reserve delivering interest rate <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43003047/stocks-rise-on-core-inflation-slowdown-banks-rally-after-strong-q4-earnings-treasury-yields-plummet">cuts during the year. </a>
By midday, stocks were little changed as attention shifted to the next major event: Donald Trump's inauguration as 47th U.S. president on Monday.
On the data front, December retail sales rose 0.4% from the previous month, a slower pace than November's 0.8% increase and below expectations of 0.6%. Jobless claims climbed by 16,000 to 217,000, slightly higher than <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43027744/retail-sales-slow-jobless-claims-rise-is-us-consumer-loosing-steam">the projected 210,000. </a>
See Also: <a href="https://www.benzinga.com/25/01/43020430/cathie-wood-sounds-alarm-over-inflation-pressures-and-consumer-woes-peter-schiff-flags-oil-spike-what-economists-are-saying">Cathie Wood Says Inflation Worries Dampen Expectations, Schiff Singles Out Wall Street For Swallowing Narrative Even As Prices Soar</a>
The weaker data sent Treasury yields lower, with the 10-year yield slipping four basis points to 4.61%, extending the previous day's 14-basis-point decline.
Falling yields helped gold climb 0.9% to $2,970 per ounce, reaching a two-month high as investors moved toward safe-haven assets. 
Semiconductor stocks stood out the best-performing industry, with the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) gaining 1.8%. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) jumped more than 5% after delivering strong quarterly earnings, lifting the broader chip industry. Applied Materials Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) and ASML Holding N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) advanced 7% and 6%, respectively.
Oil prices pulled back 2.6%, giving up part of Wednesday's 4% gain. Traders speculated that Trump's policies could ease sanctions on Russian energy exports as part of a broader effort to negotiate peace in Ukraine. 
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) edged down 1% to $99,000, following a slight pullback across cryptocurrency markets.
<h3 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,958.43</td>
<td>0.1%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>43,255.53</td>
<td>0.1%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,264.04</td>
<td>0.0%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,239.38</td>
<td>0.0%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated 12:40 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent011525&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) remained unchanged at $593.10.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;flattened at $432.18.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) was unchanged at $516.54.</li>
<li>The&nbsp;iShares Russell 2000 ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) inched 0.1% to $224.31.</li>
<li>The&nbsp;Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) outperformed, up 2.1%; the&nbsp;Health Care Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) lagged, down 0.5%.</li>
</ul>
<h3 class="wp-block-heading">Thursday&#8217;s Stock Movers</h3>
<ul>
<li>Bank of America Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) fell 2% following quarterly earnings. Peer Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) rose 2.7%.</li>
<li>Other stocks reacting to earnings were UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>), down 4.7%, Infosys Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), down 5.2%, PNC Financial Services Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PNC#NYSE">PNC</a>), down 2%, U.S. Bancorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USB#NYSE">USB</a>), down 5.3%, M&amp;T Bank Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTB#NYSE">MTB</a>), down 2.8%, First Horizon Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FHN#NYSE">FHN</a>). </li>
<li>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) fell by 3.6% after the EV giant announced reduced selling prices on its Cybertruck, in a strategy to revive demand. </li>
<li>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) dropped 3% after the European Commission's competition chief confirmed that the investigation into the company under the Digital Markets Act will move forward as scheduled, with enforcement anticipated by March 2024.</li>
</ul>
Check Out: 
<ul>
<li><a href="https://www.benzinga.com/general/travel/25/01/43036258/polar-vortex-brings-winters-coldest-air-for-trumps-inauguration-day-what-it-means-for-utilities-retailers-energy-stocks">Polar Vortex Brings Winter&#8217;s Coldest Air For Trump&#8217;s Inauguration Day: What It Means For Utilities, Retailers, Energy Stocks</a></li>
</ul>
Image: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

Equities

Macro Economic Events

Sector ETFs

Broad U.S. Equity ETFs

Commodities

Treasuries

Econ #s

Economics

ETFs

$BTC

AMAT

ASML

SPDR Dow Jones Industrial Average ETF Trust

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

TSX:XL

Stocks Pause, Chipmakers Rise, Gold Hits 2-Month Highs: What's Driving Markets Thursday?

WIIM

Infosys shares are trading lower following Q3 financial results.

Guidance for FY25: &nbsp;• Revenue growth of 4.5%-5.0% in constant currency • Operating margin of 20%-22%&nbsp;

Guidance

Infosys Expects FY25 Revenue Growth of 4.5%-5.0% (Prior 3.75%-4.50%) in Constant Currency, Reiterated Operating Margin of 20%-22%

Earnings

Earnings Beats

Infosys Q3 2025 GAAP EPS $0.19, Inline, Sales $4.939B Beat $4.882B Estimate

<h3>Companies Reporting Before The Bell</h3>
• Insteel Indus (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IIIN#NYSE">IIIN</a>) is projected to report quarterly earnings at $0.09 per share on revenue of $117.45 million. 
• Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) is likely to report quarterly earnings at $2.16 per share on revenue of $26.38 billion. 
• Infosys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) is estimated to report quarterly earnings at $0.19 per share on revenue of $4.93 billion. 
• Bank7 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BSVN#NASDAQ">BSVN</a>) is expected to report quarterly earnings at $1.05 per share on revenue of $23.50 million. 
• PNC Finl Servs Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PNC#NYSE">PNC</a>) is expected to report quarterly earnings at $3.30 per share on revenue of $5.49 billion. 
• M&amp;T Bank (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTB#NYSE">MTB</a>) is projected to report quarterly earnings at $3.74 per share on revenue of $2.34 billion. 
• UnitedHealth Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) is expected to report quarterly earnings at $6.92 per share on revenue of $101.09 billion. 
• First Horizon (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FHN#NYSE">FHN</a>) is likely to report quarterly earnings at $0.38 per share on revenue of $825.23 million. 
• Bank of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) is projected to report quarterly earnings at $0.79 per share on revenue of $25.22 billion. 
• Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) is estimated to report quarterly earnings at $1.51 per share on revenue of $14.35 billion. 
• U.S. Bancorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USB#NYSE">USB</a>) is estimated to report quarterly earnings at $1.01 per share on revenue of $6.93 billion. 
<h3>Companies Reporting After The Bell</h3>
• JB Hunt Transport Servs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBHT#NASDAQ">JBHT</a>) is expected to report quarterly earnings at $1.62 per share on revenue of $3.15 billion. 
• Independent Bank (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INDB#NASDAQ">INDB</a>) is projected to report quarterly earnings at $1.16 per share on revenue of $175.71 million. 
• Bank OZK (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OZK#NASDAQ">OZK</a>) is expected to report quarterly earnings at $1.44 per share on revenue of $407.32 million. 
• RF Industries (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RFIL#NASDAQ">RFIL</a>) is estimated to report quarterly earnings at $0.06 per share on revenue of $17.85 million. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

BSVN

IIIN

INDB

JBHT

RFIL

Earnings Scheduled For January 16, 2025

Launch of 'Beyond Tennis': A new generative AI tennis league with AI players and data-driven tournaments

Reported Earlier, Infosys And Tennis Australia Redefine Tennis Engagement With New AI-Powered Features

Goldman Sachs analyst James Schneider expects fourth-quarter 2024 reports to reflect gradual demand improvement in 2025 guidance. Based on intra-quarter management commentary and Accenture (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>)
Schneider expects modest beats for his <a target="_blank" href="https://www.benzinga.com/topic/information-technology-services-industry" rel="noreferrer noopener">IT Services coverage</a> in the quarter.&nbsp;&nbsp;
The analyst noted that 2025 guidance will reflect modest revenue acceleration that mirrors a gradually improving customer demand environment and monitored Tata Consultancy Services and Infosys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) reports.&nbsp;&nbsp;
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/42882959/intel-partners-with-amazon-cloud-to-drive-next-gen-smart-vehicle-tech" rel="noreferrer noopener">Intel Partners with Amazon Cloud to Drive Next-Gen Smart Vehicle Tech, Wins Stellantis, Karma Auto As Clients</a>
Despite the bottoming in fundamentals, Schneider noted investor expectations have modestly deteriorated in recent weeks, given stiffer FX headwinds across the coverage.
As the analyst continues to see cyclical headwinds moderate, he now prefers applications-focused names like International Business Machines Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), Globant (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLOB#NYSE">GLOB</a>), and EPAM Systems, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>).
He also noted that IBM remains well-positioned for growth as software growth continues to reflect accelerating trends versus history. The analyst&#8217;s estimates for the fourth quarter remain broadly in line with the Street&#8217;s but he expects 2025 guidance to reflect higher revenues from Red Hat&#8217;s outperformance and the upcoming mainframe refresh in the second quarter of 2025.
Investors will likely focus on software growth and portfolio mix as key metrics, with consulting trends under greater scrutiny.&nbsp;&nbsp;
Schneider noted IBM can pivot its software portfolio to mid- to high-single-digit growth while taking share in consulting, with room for multiple expansions. Investor Day is the next catalyst for the stock.
Schneider projected fourth-quarter revenue of $17.62 billion and adjusted EPS of $3.76.
He noted that Globant expects a solid growth outlook with solid margin expansion in 2025. The analyst expects Globant to deliver a largely in-line quarter but thinks 2025 guidance will reflect revenue acceleration and steady margin expansion supported by its unique positioning in high-growth verticals amid a gradual cyclical recovery. Schneider expects investors to focus on revenue growth trends to gauge the rate of potential revenue re-acceleration in 2025.
The analyst projected fourth-quarter revenue of $649 million and adjusted EPS of $1.74.
EPAM&#8217;s 2025 outlook is likely to reflect modest organic growth, as per Schneider. The analyst expects an in-line fourth quarter with 2025 guidance that reflects stabilizing to improving discretionary trends, as he noted the company is set to capture recovering demand for new technology builds and other high-end engineering services. Schneider noted investors will be focused on the pace of EPAM&#8217;s organic re-acceleration given improving fundamentals in 2025.
Schneider projected fourth-quarter revenue of $1.21 billion and adjusted EPS of $2.78.
Price Actions: IBM stock is down 0.47% at $216.38 at last check Tuesday. GLOB is down 1.14% and EPAM is up 0.03%.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/01/42881889/uber-nvidia-partnership-to-unlock-value-by-leveraging-ai-to-advance-ridesharing-autonomous-tech-analyst" target="_blank" rel="noreferrer noopener">Uber, Nvidia Partnership To Unlock Value By Leveraging AI To Advance Ridesharing, Autonomous Tech: Analyst</a></li>
</ul>
Photo: Shutterstock

Trading Ideas

GLOB

IBM, Globant, EPAM Top IT Bets For 2025, Driven by Demand Trends And Margin Expansion: Analyst

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/03/25</td>
<td>$140.00</td>
<td>$144.0K</td>
<td>63.6K</td>
<td>106.7K</td>
</tr>
<tr>
<td>WOLF</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$8.00</td>
<td>$66.2K</td>
<td>901</td>
<td>31.3K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/03/25</td>
<td>$78.00</td>
<td>$36.0K</td>
<td>4.1K</td>
<td>12.9K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/03/25</td>
<td>$240.00</td>
<td>$109.4K</td>
<td>9.6K</td>
<td>9.7K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$300.00</td>
<td>$26.8K</td>
<td>9.1K</td>
<td>3.2K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$100.00</td>
<td>$26.9K</td>
<td>12.8K</td>
<td>2.3K</td>
</tr>
<tr>
<td>INFY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$23.00</td>
<td>$260.0K</td>
<td>2.0K</td>
<td>2.3K</td>
</tr>
<tr>
<td>RGTI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/10/25</td>
<td>$20.00</td>
<td>$37.0K</td>
<td>1.4K</td>
<td>1.8K</td>
</tr>
<tr>
<td>RCAT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/03/25</td>
<td>$14.50</td>
<td>$27.9K</td>
<td>169</td>
<td>1.8K</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$17.00</td>
<td>$47.0K</td>
<td>17.5K</td>
<td>1.0K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on January 3, 2025. This event was a transfer of 720 contract(s) at a $140.00 strike. This particular call needed to be split into 28 different trades to become filled. The total cost received by the writing party (or parties) was $144.0K, with a price of $200.0 per contract. There were 63634 open contracts at this strike prior to today, and today 106720 contract(s) were bought and sold. 
• Regarding WOLF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>), we observe a put option trade with bullish sentiment. It expires in 382 day(s) on January 16, 2026. Parties traded 200 contract(s) at a $8.00 strike. The total cost received by the writing party (or parties) was $66.2K, with a price of $331.0 per contract. There were 901 open contracts at this strike prior to today, and today 31352 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option trade that happens to be neutral, expiring in 4 day(s) on January 3, 2025. This event was a transfer of 150 contract(s) at a $78.00 strike. The total cost received by the writing party (or parties) was $36.0K, with a price of $240.0 per contract. There were 4135 open contracts at this strike prior to today, and today 12970 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on January 3, 2025. This event was a transfer of 322 contract(s) at a $240.00 strike. This particular call needed to be split into 36 different trades to become filled. The total cost received by the writing party (or parties) was $109.4K, with a price of $340.0 per contract. There were 9652 open contracts at this strike prior to today, and today 9775 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a put option sweep with bearish sentiment. It expires in 18 day(s) on January 17, 2025. Parties traded 13 contract(s) at a $300.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $26.8K, with a price of $2063.0 per contract. There were 9183 open contracts at this strike prior to today, and today 3282 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bearish, expiring in 81 day(s) on March 21, 2025. This event was a transfer of 10 contract(s) at a $100.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $26.9K, with a price of $2690.0 per contract. There were 12828 open contracts at this strike prior to today, and today 2357 contract(s) were bought and sold. 
• Regarding INFY (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), we observe a put option trade with bullish sentiment. It expires in 18 day(s) on January 17, 2025. Parties traded 2000 contract(s) at a $23.00 strike. The total cost received by the writing party (or parties) was $260.0K, with a price of $130.0 per contract. There were 2041 open contracts at this strike prior to today, and today 2323 contract(s) were bought and sold. 
• Regarding RGTI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>), we observe a call option sweep with bullish sentiment. It expires in 11 day(s) on January 10, 2025. Parties traded 200 contract(s) at a $20.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $37.0K, with a price of $185.0 per contract. There were 1459 open contracts at this strike prior to today, and today 1894 contract(s) were bought and sold. 
• Regarding RCAT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RCAT#NASDAQ">RCAT</a>), we observe a call option trade with bullish sentiment. It expires in 4 day(s) on January 3, 2025. Parties traded 288 contract(s) at a $14.50 strike. The total cost received by the writing party (or parties) was $27.9K, with a price of $97.0 per contract. There were 169 open contracts at this strike prior to today, and today 1859 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a put option trade that happens to be bearish, expiring in 53 day(s) on February 21, 2025. This event was a transfer of 1000 contract(s) at a $17.00 strike. The total cost received by the writing party (or parties) was $47.0K, with a price of $47.0 per contract. There were 17539 open contracts at this strike prior to today, and today 1038 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AVGO

PLTR

RCAT

RGTI

WOLF

10 Information Technology Stocks Whale Activity In Today's Session

<ul>
<li>First India-headquartered company to receive BCR certification</li>
<li>An accredited data privacy compliance framework for international data transfers from the EU</li>
</ul>

Infosys Earns Binding Corporate Rules Certification For Data Privacy Excellence In AI-Driven Business

Leveraging Infosys Topaz and Google Cloud technology, the center of excellence will foster co-innovation to deliver transformative AI-powered solutions

Infosys Strengthens Collaboration With Google Cloud, Establishes AI Center Of Excellence To Accelerate Enterprise Transformation

The collaboration will leverage the Infosys Energy Cloud, which is part of <a href="https://www.infosys.com/services/cloud-cobalt.html">Infosys Cobalt</a>, a set of services, solutions and platforms for enterprises to accelerate their cloud journey, and <a href="https://www.infosys.com/services/data-ai-topaz.html">Infosys Topaz</a>, an AI-first offering using generative AI technologies.

Infosys Enters Collaboration With RheinEnergie To Help Enterprises Drive Energy Transition And Sustainability Agenda Forward

Infosys Announced A Strategic Collaboration With Kardex To Transform Its Business Operations Using SAP S/4HANA

Press Releases

Infosys and Saïd Business School Launch Course for Entrepreneurs on Infosys Springboard

Infosys and Siemens AG to Accelerate Digital Learning with Generative AI

Infosys, Lufthansa Group, and Lufthansa Systems Collaborate to Accelerate Digital Innovation in the Aviation Industry

Infosys Launches Open-Source Responsible AI Toolkit to Enhance Trust and Transparency in AI

Ethisphere recognizes Infosys among 2025 World's Most Ethical Companies® for the Fifth Consecutive Year

Enterprise AI Takes Center Stage as Over 50% of AI Use Cases Now Deliver Impact: Infosys Research

Infosys Announces Expansion of Strategic Collaboration with Citizens to Propel AI-led Transformation

Capitalizing on Growth: Why Financial Services Firms Need a Unified AI Strategy

Infosys Powers LKQ Europe's HR Transformation with a Unified Digital Platform

Infosys and Linux Foundation Networking Collaborate to Strengthen Responsible AI for Global Networks

Accenture plc Class A Ordinary Shares (Ireland)

Accenture

ASGN

Alpha Technology Group Limited - Class A Ordinary Shares

Alpha Technology Group

BigBear.ai Hldgs

CI&T

Castellum

Cognizant Technology Solutions Corporation - Class A Common Stock

Cognizant Tech Solns

Endava plc American Depositary Shares (each representing one Class A Ordinary Share)

Endava

DXC Technology

EPAM Systems

Grid Dynamics Holdings, Inc. - Class A Common Stock

Grid Dynamics Holdings

Globant

Hackett Group

International Business Machines Corporation Common Stock

Information Services Group, Inc. - Common Stock

Information Services Gr

Gartner

Kyndryl Hldgs

3 E Network Technology Group Ltd - Class A Ordinary Shares

3 E Network

MicroAlgo

Research Solutions

Unisys

Wipro

Youxin Technology Ltd - Class A Ordinary shares

Youxin Technology

BMO Capital

Susquehanna

HSBC

Wedbush

Cowen & Co.

Infosys Tech

<a href="https://www.pewresearch.org/short-reads/2025/03/04/what-we-know-about-the-us-h-1b-visa-program/" target="_blank" rel="noopener">퓨 리서치 센터(Pew Research Center) 조사</a>에 따르면 미국에서 승인된 H-1B 비자 근로자의 대부분을 대기업이 고용하고 있다. 어떤 회사가 상위권에 있는지 살펴보자.
아마존(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)은 2023년에 11,000건의 H-1B 비자 승인을 받아 목록에서 3년 연속 1위를 차지했다. 코그니전트 테크놀로지 솔루션스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTSH#NASDAQ">CTSH</a>), 인포시스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>)와 타타 컨설턴시 서비스(Tata Consultancy Services, Inc.)가 상위 4위를 차지했다.
알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)의 구글은 2023년에 거의 5,550명의 H-1B 근로자를 고용하며 5위를 차지했다. 이는 아마존에 비해 절반도 안 되는 수치다.
마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)는 4,800명의 근로자를 고용하며 6위를 기록했고, 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)은 3,800명으로 그 뒤를 이었다.
메타 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)는 3,371명의 H-1B 근로자를 고용하며 8위를 차지하고 있으며, 현재 외국인 근로자를 체계적으로 우대한다는 주장으로 소송에 직면해 있다.
해당 소송의 원고는 메타가 <a href="https://www.benzinga.com/news/legal/25/02/43964101/meta-hit-with-lawsuit-claiming-it-favors-foreign-workers-over-us-citizens-mark-zuckerberg-led-tech-giant-calls-it-baseless" target="_blank" rel="noopener">비자 소지자</a>를 우선적으로 고용하는 패턴을 가지고 있다고 주장하며, 이는 법원이 인용한 통계가 뒷받침하는 주장이다. 메타는 미국 인력 중 15%가 H-1B 비자를 보유하고 있는데 전체 산업 평균은 0.5%에 불과하다.
하지만 메타는 이러한 혐의를 부인하며 차별 주장은 "근거 없는 주장"이라고 일축했다.
테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)는 퓨 리서치가 선정한 30개 기업 중 H-1B 비자 발급 건수가 1,100건 미만으로 전체 H-1B 승인 건수의 0.3%를 차지하며 최하위를 기록했다. 테슬라 CEO 일론 머스크는 이 비자 프로그램을 NBA 팀을 강화하기 위해 재능 있는 외국인 선수를 선발하는 것에 비유하며 <a href="https://x.com/elonmusk/status/1872374103983759835" target="_blank" rel="noopener">적극적으로 지지</a>해 왔다.
1990년에 설립된 H-1B 프로그램은 미국 고용주가 학사 학위 또는 이와 동등한 자격을 갖춘 숙련된 외국인 전문가를 전문 직무에 채용할 수 있도록 지원한다. H1-B 비자의 최초 유효 기간은 3년이며 최대 6년까지 갱신할 수 있고, 영주권을 취득할 경우 연장이 가능하다. 2023년에는 40만 건의 H-1B 신청이 승인되었으며 그중 65%가 갱신 승인이었다.
사진: Cristian Storto via Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

이들 10개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
<ol>
<li>워너 브라더스 디스커버리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>)의 주가는 회사가 <a href="https://www.benzinga.com//node/39838603" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">기존 텔레비전 네트워크</a>에서 디지털 스트리밍 및 스튜디오 사업을 분할하려는 계획을 논의했다는 보고 이후 18.28% 상승했다.</li>
<li>마이크로스트레티지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>)의 주식은 지난주 비트코인 가격의 상승 속에서 16.74% 상승했다.</li>
<li>D.R. 호튼(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>)의 주가는 회사가 예상보다 나은 3분기 재무 결과를 보고하고 FY24 지침을 수정한 후 12.91% 급등했다. 회사는 또한 <a href="https://www.benzinga.com//node/39845136" target="_blank" rel="noreferrer noopener">새로운 40억 달러 규모의</a> 자사 주식 매입을 승인했다. 주식에 대한 목표 주가를 <a href="https://www.benzinga.com/quote/dhi/analyst-ratings" target="_blank" rel="noreferrer noopener">상향 조정</a>을 한 분석가는 거의 없다.</li>
<li>코인베이스 글로벌(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>)의 주식은 지난주 비트코인 가격 상승의 영향으로 12.39% 상승했다.</li>
<li>블루 아울 캐피털(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OQL#NYSE">OQL</a>)은 블룸버그가 아탈라야(Atalaya)를 약 8억 달러에 매수할 계획이라고 <a href="https://www.bloomberg.com/news/articles/2024-07-16/blue-owl-to-buy-private-credit-firm-atalaya-adding-10-billion-in-assets?sref=2h1zKciy" target="_blank" rel="noreferrer noopener">발표</a>한 후 7.89% 상승했다.</li>
<li>유나이티드헬스 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>)의 주가는 <a href="https://www.benzinga.com//node/39790051" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">2분기 실적 호조</a>에 따라 7.84% 상승했다. 많은 분석가들이 주식에 대한 가격 예측을 <a href="https://www.benzinga.com//node/39814804" target="_blank" rel="noreferrer noopener">상향 조정했</a>다.</li>
<li>스테이트 스트리트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STT#NYSE">STT</a>)는 예상보다 나은 <a href="https://www.benzinga.com//node/39795949" target="_blank" rel="noreferrer noopener">2분기</a> 실적에 힘입어 7.21% 급등했다. 몇몇 분석가들은 주식 가격 예측을 <a href="https://www.benzinga.com//node/39822388" target="_blank" rel="noreferrer noopener">수정</a>했다. </li>
<li>레나(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEN#NYSE">LEN</a>)는 다른 주택 건설업체 주식들과의 공감을 이유로 7.07% 상승했다.</li>
<li>토스트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)는 미즈호(Mizuho)가 주식을 중립에서 아웃퍼폼(Outperform)으로 <a href="https://www.benzinga.com/quote/TOST/analyst-ratings" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">상향 조정하고</a> 목표 주가를 21달러에서 33달러로 상향 조정한 후 지난주 주가는 7.05% 상승했다. </li>
<li>이팸 시스템(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>)의 주식은 제프리스(Jefferies)의 분석가가 <a href="https://www.benzinga.com/quote/epam/analyst-ratings" target="_blank" rel="noreferrer noopener">보유에서 매수로</a> 등급을 올린 후 6.97% 상승했다.</li>
</ol>
사진=Shutterstock의 rafapress






Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

이번 주 미국 라스베이거스에서 열린 &#8216;HPE 디스커버(Discover) 2024&#8217; 이벤트에서 휴렛 팩커드 앤터프라이즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>)와 엔비디아는 <a href="https://www.benzinga.com/news/24/06/39406599/nvidia-magic-hewlett-packard-stock-continues-upward-movement-in-pre-market-after-announcing-ai-partn">기업용 인공 지능(AI) 환경</a> 혁신을 목표로 하는 강력한 협업을 공개했다.
HPE의 CEO 안토니오 네리(Antonio Neri)와 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)의 CEO 젠슨 황은 HPE를 기업(엔터프라이즈) 고객들을 위한 AI 솔루션의 리더로 자리매김하는 데 전략적 초점을 두고 있다고 강조했다.
JP모건의 분석가 사믹 차터지(Samik Chatterjee)에 따르면 HPE와 엔비디아 간의 협력은 기업 고객들에게 상당한 가치를 제공할 준비가 되어 있다. 포괄적이고 공동 개발된 솔루션과 강력한 지원 시스템을 통해 AI 채택을 단순화하는 데 전략적으로 초점을 맞춘 덕분에 두 회사 모두 미래 성장에 유리하게 자리매김했다.
기사 읽기: <a href="https://kr.benzinga.com/news/%ed%9c%b4%eb%a0%9b-%ed%8c%a9%ec%bb%a4%eb%93%9c-%ec%97%94%ed%84%b0%ed%94%84%eb%9d%bc%ec%9d%b4%ec%a6%88-%ec%95%a1%ec%84%bc%ec%b8%84%ec%96%b4%ec%99%80-%eb%aa%a9%ec%9a%94%ec%9d%bc-%ec%a3%bc%eb%aa%a9/" target="_blank" rel="noopener">휴렛 팩커드 엔터프라이즈, 액센츄어와 목요일 주목해야 할 주식 3종목</a>
<h2 class="wp-block-heading">새로운 강자: HPE와 엔비디아의 AI 솔루션</h2>
HPE는 기업 부문에서 AI 도입을 단순화하고 가속화하기 위해 설계된 강력한 포트폴리오인 &#8220;NVIDIA AI Computing by HPE&#8221;를 발표했다. 이 획기적인 이니셔티브는 엔비디아의 최첨단 컴퓨팅 기능(L40S, H100, H200, GH200, GB200 포함) 및 고급 네트워킹 솔루션(스펙트럼-X(Spectrum-X), 인피니밴드(InfiniBand))을 HPE의 서버 및 스토리지 솔루션(프로리안트(ProLiant), 크레이(Cray))뿐만 아니라 HPE의 그린레이크(GreenLake) 클라우드 서비스와 통합한다고 차터지가 말했다.
이 협업의 핵심인 &#8220;HPE Private Cloud AI&#8221;는 엔터프라이즈(기업용) AI 워크로드에 대한 전체 생애 주기 관리와 함께 클라우드와 같은 경험을 제공한다고 차터지가 말했다. 여기에는 추론, 미세 조정, 검색 보강 생성(RAG)에 대한 지원이 포함되며, 보안, 투명성 및 거버넌스를 보장한다. 이는 종종 기업 고객의 주요 고려 사항이다.
<h2 class="wp-block-heading">공동 시장 진출 노력</h2>
차터지는 또한 HPE와 엔비디아가 성공적인 시장 침투를 보장하기 위해 공동 시장 진출(go-to-market) 전략에 막대한 투자를 하고 있음을 강조했다. 여기에는 영업팀과 채널 파트너의 기술을 향상시키기 위해 고안된 AI 워크숍과 역량 프로그램이 포함된다.
딜로이트(Deloitte), HCL테크(HCLTech), 인포시스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), TCS 및 위프로(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WIT#NYSE">WIT</a>)와 같은 조기 도입자들은 이미 처음부터 이 이니셔티브에 힘을 보탰으며, 이를 바탕으로 이번 혁신은 성공적으로 진행되고 있다.
<h2 class="wp-block-heading">전략적 포지셔닝</h2>
차터지는 엔비디아와의 파트너십이 2 계층(Tier) 클라우드 서비스 제공업체들의 수요를 포착하는 데 있어 델 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) 및 슈퍼 마이크로 컴퓨터(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)와 같은 경쟁업체들에 비해 뒤처져 있는 HPE에 중요한 변화를 가져온다고 믿고 있다.
HPE와 엔비디아는 서로의 강점을 결합하여 기업용 AI 시장에서 경쟁 우위를 점하는 것을 목표로 한다.
HPE-Nvidia 동맹은 기업용 AI 시장에서 강력한 힘을 나타낸다. 이러한 거대 기술 기업들은 기업 고객들을 위한 AI 솔루션을 재정의하여 무시하기 어려운 강력한 가치 제안을 제공할 예정이다.
다음 글: <a href="https://kr.benzinga.com/news/%ec%a7%80%eb%82%9c-1%eb%85%84-%eb%8f%99%ec%95%88-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%eb%a5%bc-%eb%8a%a5%ea%b0%80%ed%95%9c-8%ea%b0%9c%ec%9d%98-%eb%8c%80%ed%98%95%ec%a3%bc-%ec%a3%bc%ec%8b%9d/" target="_blank" rel="noopener">지난 1년 동안 엔비디아를 능가한 8개의 대형 기업 주식</a>
사진: 셔터스톡

Comments

Infosys

뉴스

에 대한 최신 뉴스 Infosys (NYSE:INFY) 주식

수요일, 3월 26, 2025

월요일, 7월 22, 2024

금요일, 6월 21, 2024

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌