Pivotal Points
Pivotal Point Tracking Viavi Solutions (VIAV): Specialist in Network Testing {[benefiting from AI Infrastructure]} and 800G Expansion!
Viavi Solutions provides testing, measurement, and monitoring solutions for communications networks....
The AES Corporation (AES) in Pivotal Point Check: High-Growth Infrastructure Value in Focus for BlackRock and EQT – Why the Green Energy Pioneer Will Become the Backbone of the Next Industrial Revolution!
BlackRock and EQT are reportedly planning a joint takeover bid. As partners of Microsoft and...
Pivotal Point Follow-up Corning (GLW): $6 Billion Pact with Meta for AI Infrastructure – Exploding Demand Leads to Record Margins and Accelerated Growth!
The Corning stock jumped over 15% on January 27 after a groundbreaking billion-dollar deal with Meta...
Pivotal-Point Tracking Sun Country Airlines (SNCY): Efficient Hybrid Model {[impresses]} – Allegiant Merger and Long-Term Logistics Contracts with Amazon!
Sun Country Airlines combines scheduled flights, charter services, and freight transport for Amazon....
Robert Half International (RHI) in our Pivotal Point Check: The Bottom in the Staffing Market has Been Crossed – First Growth in 3 Years Becomes a Gamechanger!
With an earnings per share of $0.32, the analysts' forecasts were exceeded. First quarterly...
Pivotal Point Follow-Up Teledyne Technologies (TDY): All-Time High After Record Numbers and Arms Boom – Sensor Expert Raises EPS Forecast for 2026 to as High as $23.85!
Teledyne Technologies is a provider of digital imaging, precision instruments, and defense electronics....
Pivotal Point Tracking MKS Instruments (MKSI): Technology Supplier for Chip Manufacturing {[ignites price rocket]} after Debt Reduction – Operating Margin Targets 47% Mark!
MKS Instruments, a provider of system components for the semiconductor industry, specializes in vacuum...
Lumentum Holdings (LITE) in Pivotal Point Check: 17% Price Rally Ahead of Quarterly Results – AI Infrastructure Boom and New Laser Platforms Propel Stock to Record High!
Morgan Stanley raises the price target to $350. Over 60% of revenues already come from the cloud...
Pivotal-Point Tracking nLIGHT (LASR): High-performance lasers for aviation and the {[US Defense Program]} HELSI drive growth!
The US specialist nLIGHT develops semiconductor and fiber lasers used in industrial manufacturing as...
Pivotal Point Tracking Lam Research (LRCX): Supplier for the AI Chip Production Takes a Key Role in Manufacturing High Bandwidth Memory and 2nm Logic Chips!
Lam Research is a provider of equipment for wafer manufacturing and is massively benefiting from the...
Southwest Airlines (LUV) in Pivotal Point Check: Strategy Revolution and Earnings Quadrupling Shatter Analyst Estimates - Stock Soars to 3-Year High!
Earnings forecast for 2026 of at least $4.00 per share shatters market expectations. Shift from open...
Pivotal Point Tracking Clearway Energy (CWEN): 1.17 Gigawatt Deal with Google Energizes the Green Energy Powerhouse!
Clearway Energy is one of the largest U.S. owners of wind and solar facilities, as well as modern gas...
Pivotal Point Tracking Ultra Clean Holdings (UCTT): AI Boom and Purity Standards Drive {[Full Order Books!]}
Ultra Clean Holdings develops critical subsystems for semiconductor manufacturing, including gas delivery...
Nextracker (NXT) in our Pivotal Point Check: $5 Billion Order Boom and Forecast Increase Propel Solar Giant up 13%!
Quarterly profit of $1.10 per share significantly exceeds analyst estimates. Revenue climbs 34%...
Pivotal-Point Tracking Applied Materials (AMAT): Backbone of the Chip Industry Raises Revenue Forecast for 2026 to up to $30.5 Billion!
Applied Materials, a provider of semiconductor manufacturing equipment, has raised its revenue forecast...
Pivotal-Point Tracking Matson (MATX): Logistics Giant’s EPS Forecast Beats Expectations by 80% Due to {[China Boom]}!
Matson secures the supply chain between the US mainland, Hawaii, Alaska, and Guam, as well as China,...
HCA Healthcare (HCA) in our Pivotal Point Check: Operational Excellence and $10 Billion Turbo - the Hospital Giant is the Benchmark in the Healthcare Sector!
Strong patient numbers drive adjusted earnings per share up nearly 30% in Q4 to $8.01. The $10...
Pivotal Point Tracking Option Care Health (OPCH): Home Infusion Therapy Provider Impresses with $1 Billion Stock Buyback and Strong Outlook!
The company is the largest independent provider of outpatient and home infusion therapies in the USA....
Pivotal Point Tracking Akamai Technologies (AKAM): Edge Computing and AI Security Create New Price Potential – Morgan Stanley with “Double Upgrade”!
The pioneer in Content Delivery Networks is rapidly transforming into a security and cloud provider....
DigitalOcean Holdings (DOCN) at Pivotal Point Check: Barclays Upgrade and AI Turbo Drive Cloud Specialist for Start-ups and SMEs to New 52-Week High!
Barclays raises the target from 49 to 63 USD and classifies the stock as a "Preferred Pick" for 2026....
Pivotal-Point Tracking Kennametal (KMT): Jefferies Upgrade and Tungsten Rally Fuel 8% Price Jump!
Kennametal is a globally leading provider of tooling solutions and wear-resistant materials for industries...
Pivotal Point Tracking Applied Digital (APLD): Revenue Explosion of 250% Due to Rapid AI Infrastructure Expansion!
Applied Digital operates high-performance data centers specifically designed for compute-intensive applications...
Fortinet (FTNT) in our Pivotal Point Check: TD Cowen Raises Price Target to $100 - Why AI is Not a "Software Killer," but a Massive Growth Lever!
TD Cowen upgrades the stock to Buy - price target of $100. Experts see AI as a complement rather...