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104 Degrees and More: How the Holiday Weekend Tests the US Power Supply and Vistra Energy
Extreme temperatures on July 4th put significant strain on US power grids, highlighting baseload-capable...
Porsche AG: JPMorgan expects a return at the upper end of the target range in the upcoming quarterly report!
JPMorgan confirms the "Overweight" rating for Porsche AG with a price target of 50 euros. Analyst...
Samsung – The Korean chip giant lures Anthropic and launches a 90 billion USD offensive!
Double blow for Samsung: Anthropic is negotiating its own AI chip from Korean 2nm manufacturing while...
Nuclear Power for the AI Factory! Valar Atomics Demonstrates Nuclear Independence for a Nvidia DGX Spark!
Successful Function Test: Valar Atomics demonstrates the power supply of NVIDIA hardware through its...
Meta's Cloud Offensive Pressures Margins! New Impulses from Gaming App Pocket and Project Arena!
AI Strategy Shift: Delays with AI agents and high investments force Meta to monetize unused computing...
Rivian Automotive Raises Annual Forecast to Up to 70,000 Vehicle Deliveries
Rivian raises its delivery forecast for 2026 to 65,000 to 70,000 vehicles, supported by 12,194 units...
Microsoft establishes new AI unit! 6,000 employees from Frontier Company implement AI agents on-site!
Billion-Dollar Offensive: Microsoft invests $2.5 billion in the new unit Microsoft Frontier Company...
New Business Model with Revenue Sharing! Nvidia Offers GPU Access in Exchange for Future Cash Flow!
New Revenue Model: Revenue sharing and credit assistance secure NVIDIA recurring revenues from financially...
SAP – Hiring and Travel are on Hold: The EU Software Giant Aims to Finance a "Significant" AI Offensive!
SAP freezes new hires and travel to finance a major AI offensive. CEO Klein is restructuring the company...
Kratos Defense: $36 Million Contract for a Rocket Air Defense System Underscores the Shift from Supplier to System Provider
Kratos secured a $36 million contract for a new rocket air defense system on July 2nd. Management...
Tesla: With 480,126 Deliveries, Expectations Were Exceeded by 20% in Q2. The Battery Business Also Stood out.
Tesla exceeded expectations for deliveries in the last quarter with a strong sales performance of...
$1.77 Billion for New Pipelines: What AstraZeneca's Asia Deals Mean for Investors
The company is investing up to $1.77 billion in a new licensing agreement with CSPC for kidney diseases....
SoftBank – The Japanese Telecom Giant Ventures Into a 10-Gigawatt AI Cloud for its "Second Founding" in the USA!
SoftBank is entering the AI cloud market with its new subsidiary SB Neo, aiming to grow to 10 gigawatts...
The Unfounded Fear of the SaaSpocalypse! Guggenheim Sees Significant Price Potential for Salesforce!
Analyst upgrade: Guggenheim upgrades Salesforce to Buy with a price target of $228 Multi-billion...
AeroVironment: $500 Million Contract for Drone Defense – Canaccord Sees 60% Price Potential
US Department of Defense awards AeroVironment a fixed-price contract worth $500 million for commercial...
Palantir Ends Losing Streak! Nvidia Partnership for Nemotron Models Proves Software Skeptics Wrong!
Sovereignty offensive: Palantir breaks the downward trend of its stock through Nvidia alliance and...
Proprietary Blockchain, Tokenization and Agentic Accounts! Robinhood is Reaching for the Global Market!
Global crypto and DeFi expansion: Launch of the proprietary Robinhood Chain and start of 24/7 tradable...
ViaSat – The US Satellite Specialist Becomes a Coveted Takeover Target in the new Space Race!
ViaSat jumps over 17%: The company will be the prime contractor for the US Space Force's PTS-G program...
Uber holds 20% in Lime: IPO at 25 USD per share values partner at 1.6 billion USD
Lime places shares at 25 USD and reaches a market capitalization of 1.6 billion USD. Uber acts as...
Meta Rises by 7% and Plans to Enter the Cloud Sector to Rent out Excess AI Capacity
Meta Platforms intends to enter the cloud market by reselling unused AI computing capacity. Analysts...
Lockheed Martin Reports Double Success - Balance Between the $3 Billion Project and Maritime Specialized Manufacturing!
Contract award for a military project worth $3 billion on July 1, 2026. Additional Navy contract...
NVIDIA & Tesla – “Big Short” Legend Burry Bets on the Burst of the AI Bubble!
"Big Short” investor Michael Burry bets against the AI bubble and shorts Nvidia, Tesla, Caterpillar...
ServiceNow: Guggenheim Upgrades to Buy with a Price Target of $125. AI is not the Death Sentence, but There are Risks!
Guggenheim turns away from pessimism in the software sector and now recommends buying ServiceNow stock....