Pivotal Points
Pivotal-Point Tracking AeroVironment (AVAV): Record Orders, BlueHalo Deal, and Trump's $1.5 Trillion Defense Boost Fueling Growth!
AeroVironment is a provider of unmanned aircraft systems (drones) and tactical missile systems such as...
Pivotal-Point Tracking Winnebago Industries (WGO): Market Leader in Recreational Vehicles Impresses with Robust Margins and Interest Potential!
The US manufacturer of recreational vehicles, boats, and outdoor equipment surprised with strong quarterly...
Worthington Steel (WS) in our Pivotal Point Check: Strategic Billion-Dollar Acquisition of Klöckner & Co Creates Second-Largest Steel Service Center Operator - $150 Million Synergies and Jump to $9.5 Billion Revenue!
Worthington Steel acquires Klöckner & Co for approximately $2.4 billion. The merger creates...
Pivotal-Point Follow-up on NOV Inc. (NOV): AI-driven Well Automation and Robotics Leads to Record Order Backlog of Over $4.5 Billion!
NOV is a provider for the oil and gas industry as well as the renewable energy sector. On January 5,...
Pivotal Point Tracking LGI Homes (LGIH): 6,850 Homes Delivered - Focus on Affordable Housing Boosts Business!
LGI Homes specializes in the construction and sale of move-in ready homes for first-time buyers. The...
Riot Platforms (RIOT) in our Pivotal Point Check: AI Turbo Ignited - Strategic AMD Deal Transforms the Bitcoin Miner into Data Center Giant!
Riot leases capacity at the Rockdale site to chip giant AMD. The acquisition of 200 acres...
Pivotal Point Tracking Sable Offshore (SOC): Legal Victory on Pipeline Approval Forces Fundamental Reassessment of the Santa Ynez Unit!
Sable Offshore focuses on the development of the Santa Ynez Unit off the coast of California, one of...
Pivotal Point Tracking Chevron (CVX): Exclusive Production Rights in Venezuela Drive Stock After Power Change!
Chevron is the only US oil major that has managed to maintain an operational base in Venezuela despite...
KLA (KLAC) in our Pivotal Point Check: TSMC Investment Boost and 2nm Upgrade Propel the Chip Equipment Supplier to new Heights!
The world’s largest chip manufacturer TSMC plans to increase investments by at least 25%, from which...
Pivotal-Point Tracking Halliburton (HAL): Key Partner in the Reconstruction of Dilapidated Venezuelan Oil Fields with "Digital Oilfield"!
Halliburton benefits as a leading global service provider for the energy sector from the modernization...
Pivotal-Point Tracking United States Antimony (UAMY): Strategic Antimony Reserve for the USA - Stock Surge from $50 Million Government Grant!
United States Antimony is the only significant producer of antimony in North America and operates a smelter...
Kennametal (KMT) in our Pivotal Point Check: Specialist in Metalworking Benefits from Defense and Aerospace Expansion - Price Surge in Tungsten Leads to Jefferies Upgrade with $40 Price Target!
Jefferies upgrades to Buy and significantly raises the price target to $40. Rapidly rising tungsten...
Pivotal Point Tracking RH Inc. (RH): Luxury Furniture Retailer {[benefits]} from the Postponement of Planned US Tariff Increases!
RH operates as a luxury lifestyle brand, selling high-quality furniture, lighting, and textiles through...
Pivotal-Point Tracking Schlumberger (SLB): Outlook for Massive Infrastructure Projects as Growth Driver after Venezuela Upheaval!
Schlumberger is the global market leader in oilfield services and the primary beneficiary of the political...
L3Harris Technologies (LHX) in our Pivotal Point Check: Pentagon Investment of $1 Billion and Planned Rocket IPO Drive Stock to Record High!
The US Department of Defense invests $1 billion directly in L3Harris' rocket engine business. The...
Pivotal-Point Tracking Serve Robotics (SERV): Strategic Nvidia Alliance and Uber Eats Integration Drive Growth in the Last Mile!
Serve Robotics develops and operates AI-powered, fully autonomous delivery robots for the "last mile."...
Pivotal Point Tracking Adeia (ADEA): Breakthrough in Licensing Business through Disney Deal and Significant Forecast Upgrade!
Adeia specializes in the development and licensing of foundational patents for the semiconductor and...
Rocket Companies (RKT) in our Pivotal Point Check: Trump Hammer for US Housing Market - $200 Billion Plan Sends the Stock Soaring in Record Volume!
President Trump plans to purchase mortgage bonds worth $200 billion. Massive relief in financing...
Pivotal Point Tracking Hecla Mining (HL): Largest US Silver Producer Impresses with Production Growth and Rising Precious Metal Prices!
Hecla Mining solidified its position as a leading player in the silver market on December 19. The company...
Tracking the Pivotal Point of Intuitive Machines (LUNR): Lunar Infrastructure Becomes Growth Driver for the First Telecom Provider in Space!
Intuitive Machines marked a pivotal turning point on December 19, 2025, as the stock surged on reports...
Kratos Defense & Security Solutions (KTOS) in Pivotal Point Check: Jones Trading Announces 150 USD Target Price and Sees 70% Potential from Drone Dominance!
Jones Trading sets a target price of 150 USD and sees enormous doubling potential. New defense contracts...
Pivotal-Point Tracking Toro Company (TTC): Specialist in Outdoor Facilities Grows Through Infrastructure Investments and Impresses with Record Cash Flow!
Toro is a provider of solutions for outdoor care, from golf course equipment to underground infrastructure....
Pivotal Point Tracking Micron Technology (MU): Beneficiary of the AI Infrastructure Boom and the Edge AI Wave - Record Results through Dominance in HBM3E Memory!
The semiconductor specialist Micron delivers essential memory solutions for the AI revolution. On December...