Tobias Lämmle
Latest from Tobias Lämmle
Stalemate in Patent Dispute: Liquidia Reaches Settlement with United Therapeutics
Record Numbers and Supply Bottlenecks: ASML Anticipates Years of AI Boom
Orders until 2030: The immense demand for AI infrastructure is prompting customers to request orders...
UnitedHealth Raises Annual Forecast After Strong Third Quarter
Year-over-year earnings leap: The adjusted earnings per share climbed from $2.92 to $4.69 in the...
Attack in the Premium Segment: Alibaba Expands AI Hardware with $450 Glasses
New Hardware Generation: Alibaba presents the "Qwen Glasses N1” in Hangzhou at an entry price...
Truist Sees Around 50% Price Potential for First Solar
Upgraded to "Buy": Truist raises the rating from "Hold" to "Buy" and increases the price target...
Semiconductor Specialist ASE Technology Continues Strong Growth Path
Strong Third Quarter: ASE Technology's net revenue rose to 7.642 billion USD in the third quarter....
OpenAI aims for 70 billion US dollars in annual revenue
Revenue target in sight: According to Bloomberg reports, OpenAI continues to aim for an annualized...
Bernstein Sees No Surprises: Argenx Stock Plummets After Study Setback
Study Termination: Argenx halts Phase III trial of Efgartigimod SC for Sjögren's syndrome due...
Intel Reaffirms Partnership with Elon Musk on Chip Project Terafab
Intel continues its development collaboration with Elon Musk on his chip initiative Terafab, despite...
William Blair Initiates Coverage of Lattice Semiconductor with "Outperform"
Strong Initial Rating: William Blair sees potential for a fourfold increase in non-GAAP earnings...
AMD Plans Capacity Expansion for 2027: Strategic Push in the AI Arms Race
Capacity Offensive: AMD announces another expansion of its chip offerings for 2027 following increases...
AI Infrastructure on the Rise: Bernstein Sees Networking and Optical Specialists as Winners
Bullish Initiation: Bernstein begins coverage of Celestica with an "Outperform" rating and sets the...
Nebius in Focus: Why William Blair is Betting on a Differentiated AI Cloud
Analyst Initial Rating: William Blair initiates coverage of the Nebius stock with a rating of "Outperform.”...
BofA Buy Recommendation and AI Alliance: IonQ Shifts to Expansion
Tailwind from Wall Street: Bank of America rates IonQ "Buy" with a target price of 60 USD – supported...
Industrial AI: How Siemens Plans to Close Its Return Gap
Efficiency through Integration: CEO Roland Busch combines sales and automation under the "ONE...
Algorithms in a Test Tube: How Anthropic is Shaking Up the Biotech Industry
Hardware instead of just software: Anthropic operates its own laboratory for physical biological...
Barclays Declares Tower as Leading Foundry for Silicon Photonics
New Buy recommendation: Barclays initiates coverage of Tower Semiconductor with Overweight and...
Strategic Infrastructure Deal: Generac Secures a Billion-Dollar Order from Amazon
Billion-dollar volume: Long-term supply contract guarantees Generac initial deliveries of backup...
Structural Change at Nokia: the Telecom Specialist Becomes a Beneficiary of the AI Infrastructure Boom
Index return: The re-entry into the EuroStoxx 50 triggers structural ETF purchases and solidifies...
Analysts' Top 5 Price Targets of August 07, 2026
Süss MicroTec [DE000A1K0235] Berenberg confirms Buy rating with a price target of 125 Euros (50% upside...
Analysts' Top 5 Price Targets of August 06, 2026
Zalando [DE000ZAL1111] DZ Bank upgrades from "Hold" to "Buy" and raises the price target from 27 to...