Pivotal Points
Pivotal Point Tracking Oceaneering International (OII): Deep-Sea Dominance and the High-Tech Leap into Space!
Oceaneering International is a leading provider of technical services and products for the global offshore...
Pivotal-Point Tracking Northrop Grumman (NOC): Backbone of the New U.S. Defense with Stealth, AI, and NASA!
On January 7, 2026, U.S. President Donald Trump called for an increase in the defense budget for 2027...
Rambus (RMBS) in our Pivotal Point Check: DDR5 Transition and the $1 Trillion Chip Package Boost the Stock of the Data Highway Specialist Ahead of Earnings!
Rising demand for DDR5 memory chips and security IP solidifies position as an indispensable AI supplier....
Pivotal Point Tracking Bloom Energy (BE): Fuel Cell Specialist Closes $2.65 Billion Mega Deal with American Electric Power!
Bloom Energy is a provider of solid oxide fuel cells that generate electricity efficiently and with low...
Pivotal-Point Tracking Lockheed Martin (LMT): Arms giant with a monopoly position and a record order backlog of over $165 billion!
Lockheed Martin dominates the market for modern defense systems with its F-35 fighter jet program. A...
LightPath Technologies (LPTH) in our Pivotal Point Check: Strategic Acquisition in the Infrared Market Ends Germanium Dependency and Paves the Way for an Integrated Defense Player with a $90 Million Backlog!
LightPath acquires US glass manufacturer for $7 million, securing vertical integration. New capacities...
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...