Seasonalities
ASML: The Bottleneck Behind the AI Boom
NVIDIA: The AI Boom Takes Over the Laptop
NVIDIA develops graphics processors, data center systems, and software for artificial intelligence. The...
Hilton: More Rooms, More Fees
Hilton is one of the leading hotel chains in the world and covers various price segments with brands...
Ross Stores: Store Offensive Before the Christmas Festival
Ross Stores is one of the leading U.S. providers of branded fashion and home accessories at discount...
Walmart: With Data and Everyday Low Prices into the Christmas Business
Walmart is one of the largest retailers in the world, selling groceries, household goods, clothing, and...
Costco Wholesale: Shopping carts full heading into the Christmas season
Costco Wholesale is one of the leading retailers in the world, operating large warehouses that are predominantly...
Microsoft: When Millions of Office Users Become Paying AI Customers
Microsoft is one of the leading software and cloud companies in the world. With Windows, the office applications...
Visa: How the Payment Giant Plans to Profit from the Stablecoin Boom
Visa operates one of the largest payment networks in the world, connecting banks, merchants, and consumers....
Cboe Global Markets: This exchange operator profits from investor nervousness
Cboe Global Markets operates exchanges and trading platforms for options, futures, stocks, and foreign...
Stride: School year start turns into a seasonal stress test
Stride is one of the largest providers of technology-based education in the USA. The company operates...
UnitedHealth: Higher earnings forecast meets strong autumn window
UnitedHealth Group is one of the largest healthcare companies in the USA, connecting the insurance business...
Stride: The Start of the School Year is Always a Seasonal Stress Test
Stride is one of the largest providers of technology-driven education in the USA. The company operates...
Thales: Record Orders Meet Seasonal Headwind
Thales is one of Europe’s most important defense and technology corporations. The French company develops...
Vertex: The Tax Chaos Becomes a Growth Driver
Vertex develops software for the automation of indirect taxes and is considered one of the established...
Intel: New Manufacturing Technology Sparks Additional Fantasy
Intel is one of the largest semiconductor companies in the world and develops processors for PCs, servers,...
Northrop Grumman: Record Orders Meet a Strong Autumn Window
Northrop Grumman is one of the largest U.S. defense and aerospace contractors, developing systems for...
Munich Re: Record Earnings and Cyber Acquisition Ahead of a Strong Autumn Phase
Munich Re is one of the world's leading reinsurers, taking on risks that primary insurers do not want...
Zillow: Strong Growth Meets a Challenging Real Estate Autumn
Zillow Group operates Zillow, the most visited real estate app and website in the USA, guiding users...
Carvana: Stronger Than Ever Operationally—But Is the Stock Still Heading for a Correction?
Carvana has revolutionized the U.S. used-car market with a largely digital buying and selling process....
Celsius Holdings: The Summer Peak is Over - is the Stock Going to Fall Back to Double Digits now?
Celsius Holdings has transformed from a single fitness beverage brand into a broader provider of energy...
Enphase Energy: Why the stock faces a challenging autumn now
Enphase Energy is one of the leading providers of technology for decentralized solar and energy systems....
Oracle: AI Cloud Growth Meets Strong Seasonal Window
Oracle is one of the largest providers of enterprise software and cloud infrastructure. The company...
Deutsche Börse: Strong Quarterly Results Meet Seasonal Headwinds
Deutsche Börse is one of the leading operators of financial market infrastructure worldwide. The company...
Danone: China Concerns Meet Seasonal Autumn low
Danone is one of the largest food companies in Europe, focusing on products that combine health, nutrition,...