Hot News
IBM stock collapses by -20%. A statement on changed customer buying patterns initiates the next SaaSocalypse.
Preliminary quarterly figures and changing customer buying patterns weigh on IBM. The stock falls by...
Tower Semiconductor invests 3 billion USD in Japan and raises targets for 2028
Tower Semiconductor expands its production capacity in Japan for 3 billion USD, for which the company...
SK Hynix: Change in Legislation in South Korea Could Facilitate Financing of New Chip Factories
A planned change in legislation in South Korea is set to allow SK Hynix to establish joint ventures...
Between Pricing Power and Overheating! Sandisk Loses Double Digits Despite Analyst Praise After 600% Rally!
Strong fundamental demand: Analysts predict supply shortages in the NAND flash market until mid-2027,...
Starship Flight 13 Under High Observation! When the Gravity of the Numbers Catches Up with the Hype Around SpaceX!
Setback after record IPO: SpaceX stock has lost about 38% from its all-time high and is currently...
Alphabet pushes into the Neocloud market! With its own TPU chips against the Nvidia monopoly!
Attack on Nvidia monopoly: Alphabet opens its proprietary TPU ecosystem to external Neoclouds Billion-dollar...
Williams Companies: $5.34 Billion Blackstone Investment Funds Five new Power Plant Projects for AI Expansion
On July 13, Williams secured financing of $5.34 billion from Blackstone, Apollo, and KKR for the construction...
Meta: no Signs of Overcapacity. The Hyperion Data Center is set to Encompass 5 GW and Cost $50 Billion!
Meta Platforms is expanding its future Hyperion data center in Louisiana to a total capacity of 5...
Intel: $5.7 Billion Bet on Its Own Foundry Future in Europe
Investment of $5.7 billion in the Irish site of Leixlip to expand semiconductor manufacturing. The...
TSMC Reports Record Revenue for Q2 – June Revenue Increases by 68%
TSMC achieved a record revenue growth of 36% to over 39.6 in the second quarter. Revenues rose sharply...
Coca-Cola Becomes the Beverage Partner for the Marriott Hotel Chain! Significantly More Profitable Operationally than PepsiCo!
Global expansion: A new supply agreement makes Coca-Cola the exclusive beverage partner of Marriott...
Inconceivable Cash Reserves! Berkshire Hathaway Holds $397 Billion and Remains Strategically Cautious!
Record liquidity: Berkshire Hathaway's cash reserves rise to a historic high of $397 billion Underperformance...
Apple Makes Serious Accusations Against OpenAI! Spy Thriller and Billion-Dollar Deals with Broadcom!
Legal battle: Apple sues OpenAI for theft of hardware designs by around 400 poached employees Defensive...
Delta Air Lines – the US Aviation Giant Defies Record Fuel Costs Thanks to Affluent Premium Customers!
Delta surpasses expectations with $1.56 per share, revenue rises 14% – despite record fuel costs of...
Vodafone: Is a European Billionaire Becoming a new Power Factor at Vodafone?
Emirates Telecom sells its 16.21% stake in Vodafone for nearly $6 billion to Xavier Niel's investment...
Visa: Strategic Expansion of Market Share in the European Card Business
Commerzbank is gradually replacing Mastercard with Visa in its credit card portfolio. For Visa,...
SK Hynix – The South Korean memory chip champion celebrates the largest US debut of a foreign company with $26.5 billion!
SK Hynix raises $26.5 billion in the largest US debut of a foreign company – 177.9 million ADRs at...
WD-40: The Cult Product Everyone Has at Home - Now the Company Surprises with a Forecast Upgrade
Quarterly Results: WD-40 achieved a record revenue of $195.1 million in the third quarter of fiscal...
Applied Materials is Looking towards the Future! AI Investments are Lasting Longer Than Expected and Rise to $1.5 Trillion!
Extended investment cycle: Semiconductor market is entering a growth phase due to ongoing AI investments...
FedEx focuses on the High-Margin Logistics Business with new Life Sciences Organization
The new organization "FedEx Life Sciences” focuses on highly complex logistics for pharmaceuticals,...
AMD and 5C are Planning Gigascale-Class AI Infrastructure! Autonomous AI Agents Increase CPU Demand!
Major project in North America: Strategic alliance with 5C strengthens AMD's market position in large-scale...
Meta: Do the Investments Finally Make Sense? Muse Spark 1.1 and the new Iris Chip Drive the Monetization Plans!
Transition to monetization: CEO Mark Zuckerberg considers building a proprietary cloud business to...
PepsiCo – The U.S. Beverage and Snack Giant Lowers Prices, but North America Remains the Achilles' Heel!
PepsiCo surpasses expectations with $24.18 billion in revenue (+6.4%) and $2.20 core earnings per share,...