Big Data includes vast amounts of information generated every day from sources like online shopping and social media. This data can be organized (structured) or disorganized (unstructured). Today, artificial intelligence (AI) and advanced machine learning help process this enormous data efficiently. Traders use data analytics to make quick trades, while banks rely on Big Data and AI to detect fraud. Insurance companies analyze data to find fake claims. The finance industry has become more secure and efficient thanks to Big Data. This growth is seen in many sectors, including healthcare, retail, and manufacturing. The global Big Data market is expected to hit $401.2 billion by 2028. Tech companies are creating tools to unlock the potential of Big Data. NVIDIA has made a significant shift, moving from gaming graphics to focus on AI and data centers, using GPUs to manage data effectively. Teradata Corporation is adapting by helping customers build AI models, moving beyond simple data storage. Microsoft supports Big Data management and analysis with its Azure cloud platform. Tools like Microsoft’s Copilot apply Big Data for various purposes. This summary highlights the role of companies like NVIDIA, Teradata, and Microsoft in shaping the AI-driven future of Big Data. Reflecting on the analysis from late 2025, the trend of Big Data and AI has only picked up speed. A recent industry report from January 2026 now estimates the global market to reach $450 billion by 2028, which is significantly higher than previous projections. This shows that the companies building this infrastructure are not just stable but growing. NVIDIA’s significant role, recognized last year, was confirmed with its recent quarterly earnings report. Data center revenue soared by 250% year-over-year, surpassing expectations and driving the stock to new highs. For traders, this strong upward trend indicates that the momentum will likely continue. With the post-earnings volatility now behind us, implied volatility on NVIDIA options is lower than last week. This creates an opportunity to buy call options or bull call spreads for the coming months, allowing participation in the expected rally while clearly defining our risk. Microsoft is also fulfilling its promise from 2025, becoming a true AI leader. Its Azure cloud platform reported 30% growth, mainly due to demand for AI services and Copilot integration. The stock’s steady, less volatile growth presents a different type of opportunity than NVIDIA. Given this stability, selling cash-secured puts on Microsoft could be a useful strategy in the coming weeks. This method allows us to earn income from the option premium, reflecting confidence that the stock will remain stable or rise. If the stock dips, we can acquire a strong AI asset at a better price. Teradata’s situation has become more complicated since our last review. Although it is transitioning to AI, its recent revenue growth of only 8% is modest compared to major industry players. This places the company as a value investment rather than a high-growth stock in the current market. For a stock like Teradata, which may fluctuate within a range as the market assesses its performance, a neutral options strategy makes sense. We believe using an iron condor could be effective over the next month. This strategy can profit if the stock remains stable, capitalizing on market uncertainty regarding its growth.

here to set up a live account on VT Markets now