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Lululemon: Michael Burry buys again after the stock crash - does the star investor see a significant turnaround opportunity?
Michael Burry has re-entered Lululemon after completely exiting in October. After more than a 50%...
Jefferies Sees a NVIDIA Opportunity Over $2 Billion for Teradyne: Complex AI Chips Drive Demand for Testing Systems!
Jefferies initiates coverage on Teradyne with a "Buy” rating and a price target of $284. Analysts see...
Advantage in the Billion-Dollar Market: China Approves Eli Lilly's First Weight-Loss Pill
First-Mover Advantage in China: The Chinese drug regulatory authority grants market approval to the...
Record Balance Sheet and Higher Medium-Term Targets: Siemens Impresses with Strong Order Backlog
Operational Peak: In the fiscal year 2025/26, the results for the industrial business rise by 13...
Cost Discipline Meets Computing Power! How Meta is Revamping Its AI Infrastructure and Unveiling Muse Ember!
Leadership Change in Infrastructure: Santosh Janardhan departs in 2027, former AWS manager Dave Brown...
Franco-Nevada: 1.43 Billion USD Record Cash Flow in Nine Months - Is the Cobre Panamá Copper Mine Returning?
The operating cash flow increases by 34% to a record high of 1.43 billion USD in nine months. In the...
Tetra Tech impresses with record profit - Water and defense projects create new opportunities
Water, environmental, and defense projects drive the order backlog up by 13% to $4.67 billion. Over...
13% Price Increase! Fuel Cell Pioneer Bloom Energy Between AI Hype and Regulatory Concerns!
High volatility and recovery: After a drop of over 16%, Bloom Energy's stock recently rose by more...
Nvidia Without CEO Jensen Huang! Private Misconduct Shakes and Plunges Nvidia into a Leadership Crisis!
Succession Crisis: Nvidia's board prepares for the removal of CEO Jensen Huang after revelations of...
Csquare Resists Headwinds for Data Centers: Smaller Locations in Existing Buildings Shield Against Political Risks!
The data center operator Csquare surpasses revenue expectations in the third quarter and significantly...
IBM launches its most powerful quantum computer in Chicago: Illinois is building itself into the center of the quantum industry!
IBM is installing an IBM Quantum System Two in Chicago, the company's most advanced quantum computer...
Record Financials and New Long-Term Goals: Siemens Energy Sharpens Its Growth Profile
Surge in Profit and Dividend Increase: In the fiscal year 2025/26, net profit rises to 4.1 billion...
Microsoft Under Siege! Why the Software Giant Triumphes Despite Increased AI Competition!
Assault on Office: Anthropic targets Microsoft's core markets with new productivity tools ahead of...
48% More Orders – Mercury Systems Benefits from F-35, Missile Defense, and Golden Dome!
New orders for F-35 electronics, missile defense, and satellites drive bookings up by 48%. The...
60% stock rally after billion-dollar contract – Firefly Aerospace now reports a record order backlog of $1.7 billion!
After a $1.3 billion contract with AST SpaceMobile and new NASA opportunities, the stock surged 60%...
CoreWeave in Interest Fire! When Billion-Dollar Deals Collide with a Mountain of Debt!
Operational Momentum: Quarterly revenue soars by 168% to $3.66 billion, adjusted operating profit...
Amazon's Ecosystem on an Expansion Course! When Hardware, Cloud, and Space Travel Intersect!
Hardware Offensive: With the Ring Drone Cam and the Ring Rover Cam, Amazon is tapping into the growth...
AAON benefits from the construction of AI data centers: Cooling systems drive revenue up by 84%, a balance sheet correction clouds the picture!
The climate technology manufacturer AAON increases quarterly revenue by 84% to $707.4 million, significantly...
Anthropic: IPO aims to mobilize up to $90 billion - but the valuation is significantly lower than expected!
Anthropic aims to mobilize up to $90.4 billion in its IPO and a concurrent private placement – the...
SpaceX Plans Gas Power Plant and Supercomputer for 24 Billion USD in Texas: The Space Company Expands Its AI Business Despite Growing Opposition to Data Centers!
SpaceX will invest around 24 billion USD in a gas power plant and a supercomputer facility at its headquarters...
Growth Surge and Memory Ambition: TSMC Expands Leadership in the Global Chip Market
Monthly Record Increase: Net revenue soared in October year-on-year by 59, 7 percent to NT$ 586.89...
Multi-Year Infrastructure Boom: JPMorgan Sees Doubling Potential in Sterling Infrastructure
Buy recommendation with doubling potential: JPMorgan initiates coverage of Sterling Infrastructure...
GTA VI is poised for record launch - Take-Two confirms billion-dollar forecast and exceptional pre-orders!
GTA VI is set to release on November 19 and is reportedly seeing pre-orders far exceeding expectations,...