Lists & Rankings
UiPath: Strengthening Market Position for AI Agents with Nearly all Tech Giants
The UiPath stock has had a tough time since the beginning of 2024. The price plummeted from $27.87 to...
AAON: Despite Operational Hurdles and ERP Issues, the HVAC Specialist Registers Record Orders!
A potential shutdown of the US government is becoming increasingly likely and would mark the first standstill...
Visa: Stablecoins as a Turbo for International Payments
Visa is one of the world's largest payment networks and enables cashless transactions in over 200 countries...
Macy’s - Restructuring Pays Off!
Business drivers: Macy's (M) is one of the most well-known department store chains in the USA, with...
McKesson - The Pharmaceutical Wholesaler Benefits from Rising Demand for Medications!
Business drivers: McKesson (MCK ) has made a name for itself as a pharmaceutical wholesaler, supplying...
Halliburton - The Oilfield Service Provider Aims to Improve Margins with Cost-Cutting Measures!
Business drivers: Halliburton (HAL) offers a wide range of products and services related to oil and...
Procore Technologies - The Construction Software Specialist Benefits from the Digitalization Boom in the Construction Industry!
Business drivers: Procore Technologies (PCOR) offers suitable digitalization solutions for the construction...
Soleno Therapeutics - The FDA Approval for Vykat XR Represents an Important Milestone!
Business drivers: Soleno Therapeutics (SLNO) specializes in the development of new therapies and medications...
Pivotal-Point Tracking Macy's: Retailer Surprises with a Strong Second Quarter and Raises Annual Guidance!
Macy's is an omnichannel retailer operating department stores, websites, and mobile applications under...
Tracking the Pivotal Point of Autodesk: Beneficiary of the AI and Construction Boom - Expectations Significantly Surpassed in Q2!
Autodesk is the global market leader in design and construction software such as AutoCAD and Revit. The...
AngloGold Ashanti: the Impending US Shutdown Drives the Gold Stock
Impending US shutdown drives increased demand for the "safe haven" gold – with a moderate P/E ratio...
Riot Platforms in our Pivotal Point Check: Analyst Upgrade and Bitcoin Rally Both Boost the Mining Giant's Stock!
Citigroup upgrades the stock from Neutral to Buy. The Bitcoin price rose significantly at the end...
Western Digital: Into the Future with Storage Power! Innovation, Buybacks, and AI Boom as key Drivers!
President Trump has imposed 10% tariffs on wood imports, and tomorrow the US government faces a shutdown...
CME Group: Record Volumes in Futures and Options
CME Group is the world's largest futures exchange for derivatives and plays a key role in the global...
21Vianet Group: New Hyperscale Strategy Secures Data Center Growth Until 2036
The upward trend for 21Vianet, now VNET, has established itself as hoped. Back in January, I reported...
Nvidia: the Deals with Intel and OpenAI in Context – Here's What They Mean for Growth and Valuation
Key for AI PCs: By integrating Nvidia graphics into Intel processors, devices are created that can...
TTM Technologies - Cloud and Data Center Boom Drives Earnings Significantly!
Business drivers: TTM Technologies (TTM) has made a name for itself as a manufacturer of technologically...
Marvell Technologies: Major Trends in Cloud Computing and AI Drive Results Significantly!
Business drivers: Marvell Technologies (MRVL) has specialized mainly in custom silicon and optoelectronic...
Peabody Energy - The U.S. Coal Producer Benefits from Rising Coal Demand!
Business drivers: Peabody Energy (BTU) operates coal mines in the U.S. and Australia and focuses on...
Intel - Chip Manufacturer Focuses on Collaborations and Technology Partnerships - Speculations About TSMC's Stake!
Business drivers: The chip manufacturer Intel (INTC) has faced significant pressure in recent years...
TD Synnex - Cloud Boom Drives Results Significantly!
Business drivers: TD Synnex (SNX) has established itself as a global IT distribution and solutions provider,...
Thor Industries in our Pivotal Point Check: Motorhome Manufacturer with Success Formula for Challenging Times - Despite Slightly Declining Revenues, Earnings per Share Soar by Over 40%!
Thor significantly exceeds earnings expectations thanks to cost savings and increased efficiency....
Open Text: New HPE Partnership Prepares Companies for AI Deployment
A commonly mentioned problem in Industry 4.0 is how to derive truly meaningful insights from the abundance...