Zoom's Q3 Ripple: AI, Hybrid Work, and Market Winners

Zoom jumps after strong Q3 beat and higher full-year guidanceZoom Q3 results came in ahead of expectations, with stronger revenue, higher EPS and improved guidance. The company also expanded its share buyback program. This pushed optimism across AI powered collaboration tools and hybrid work platforms.Winners – AI and collaboration softwareReason: Zoom’s beat shows steady demand for AI tools and hybrid work platforms.Zoom - $ZMMicrosoft - $MSFTSalesforce - $CRMWinners – Contact center and communicationsReason: Zoom highlighted strong momentum in its AI driven Contact Center, boosting sentiment for similar players.Five9 - $FIVNRingCentral - $RNGCisco Systems - $CSCOWinners – AI infrastructure suppliersReason: Zoom’s expanded AI capabilities rely heavily on advanced chips and data center processing.Nvidia - $NVDAAdvanced Micro Devices - $AMDSuper Micro Computer - $SMCILosers – Office focused real estateReason: Strong hybrid work signals continue to weigh on long term demand for office space.Boston Properties - $BXPVornado Realty Trust - $VNOSL Green Realty - $SLGLosers – Legacy communication providersReason: Cloud based tools keep reducing demand for older business voice and conferencing products.Verizon - $VZAT&T - $TLumen Technologies - $LUMNLosers – Business travelReason: Continued adoption of virtual meetings limits growth in corporate travel.Delta Air Lines - $DALAmerican Airlines - $AALHilton Worldwide - $HLT#StockMarket #Trading #Investing #DayTrading #SwingTrading #Earnings #Zoom #AI #TechStocks #MarketNews #OptionsTrading

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