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Teradyne: Smart Robots Restructure Retail - Partnership with Sereact in Focus
The business model benefits from the global expansion of AI with a recent quarterly revenue of 1.33...
Dell Technologies: 87% Lower Token Costs Through New NVIDIA Partnership
The business model is increasingly focused on high-margin AI infrastructure and local data management....
Oracle brings AI agents to industry software: toolkit without programming skills!
Oracle introduces the AI Agent Studio for Industry Applications, a platform that allows customers and...
Market discount in focus: US activist Ananym sees up to 100 percent potential in CTS Eventim
Significant undervaluation: Ananym sees up to 100% upside potential for CTS Eventim to close the...
From Construction to Computing Power: How the European Ecosystem Builds State-of-the-Art AI Factories with Nvidia DSX
Dramatic Time Savings: The new reference design Nvidia DSX POD reduces the deployment time of "Vera...
Setbacks in Streaming Olympus! Weakest Growth and Low Advertising Revenues Pressure Netflix Stock!
Financial Results with Drawbacks: Netflix exceeds profit expectations, but the slowest revenue growth...
Salesforce – 5.7 Billion USD Acquisition Aims to Revitalize AI Marketing
Salesforce acquires Braze for 5.66 billion USD. Real-time AI is set to strengthen Marketing Cloud and...
Intuitive Surgical – Da Vinci 5 picks up speed, but the outlook slows the stock
Da Vinci 5 is spreading quickly. More than 2,000 systems installed, over 18,000 surgeons have operated...
AI Boom Drives Super Micro Computer's Business! Revenue Forecast Increase of $4 Billion Raises Stock!
Numbers Surprise: Super Micro raises revenue expectations for Q1 2027 by $4.0 billion to up to $19.5...
AI Turbo Launches SpaceX Forward by 8%! Musk Promises Another 10 GW of Compute Power by 2027!
Fireworks of Numbers: Q3 revenue rises by 161% to $14.6 billion and net income reaches $4.4 billion...
Victoria's Secret: Fashion Show Signals Return to Roots – Analysts Raise Price Targets!
Victoria's Secret's annual fashion show, according to analysts, indicates a return to the lingerie retailer's...
MSCI: Index Fees and Data Subscriptions Enable Double-Digit Revenue Growth in the 3rd Quarter!
Operating revenue increased by 12.4% in the third quarter of 2026. A customer retention rate of 95.3%...
Walmart bundles Sam's Club membership with online subscription to poach Amazon Prime customers!
The US retail giant Walmart is bundling its online subscription Walmart+ with a membership to the wholesale...
Strategic Workaround Purchases: Chinese Tech Giants Order Nvidia Chips Worth 35 Billion Dollars
Massive Order: ByteDance, Alibaba, and Tencent have ordered more than three million units of the...
Amazon: TorchNeuron takes aim at NVIDIA's software fortress - AWS could grow by 47% in 2027
Morgan Stanley expects AWS to achieve revenue growth of 47% in 2027 and another 42% in 2028, making...
Alphabet – Waymo Aims to Quintuple Robotaxi Fleet by 2027
According to Semafor, Waymo's fleet is set to grow from 4,000 to 20,000 robotaxis by the end of 2027....
3M – Amazon Deal and Manufacturing Offensive Fuel AI Billion-Dollar Fantasy
Amazon ties possible billion-dollar purchases to subscription rights for 3.16 million 3M shares. 3M's...
With AI Agents Out of the Pilot Phase! Cognizant and Google Cloud Ignite the Next Level Together!
Strategic AI Alliance: Expansion of the partnership with Google Cloud and founding of the Gemini Frontier...
Apple's Pro-and-tell Event! The company from Cupertino is pushing its hardware offensive near all-time highs!
Second Event in October: Apple invites to its third event within a few weeks on October 28 under the...
CoreWeave Under Pressure! When Its Debt Mountain Temporarily Slows Down the AI Fantasy!
Price Collapse: CoreWeave's stock plummets from $140 to just under $60. Analyst Split: Goldman...
Cleveland-Cliffs Exceeds Expectations and Significantly Raises Outlook for 2027 Thanks to Tariffs!
The US steel company Cleveland-Cliffs presents strong quarterly results and looks optimistically towards...
MKS Inc.: Portfolio Cleanup Through the Sale of the Optics Division Brings Approximately 650 Million USD for the AI Boom
MKS Instruments strengthens its semiconductor core business through the sale of Ophir Optics. TTM...
Applied Digital Corp.: Does the Recent Sell-Off Provide an Entry Opportunity into the Physical AI Infrastructure Theme? - Insider Purchases Worth Over 6.6 Million USD Are Intended to Build Trust!
Applied Digital focuses on physical AI data centers and divests from its cloud business. The CEO...