Hot News
IBM: Quantum Calculations and Confluent Integration - BofA Expects Moderate Increase in Revenue and Cash Flow Forecasts
BofA raises the price target to $330 and considers an increase in revenue and cash flow forecasts...
Broadcom Secures Apple Until 2031 and Develops Customized Chips for Its Products
Broadcom and Apple have extended their long-standing technology partnership early until 2031. Broadcom...
Robinhood – The Gen Z Broker becomes the technology partner for the new Trump Accounts!
Robinhood launches as a technology partner for the Trump Accounts app in celebration of the 250th US...
AMD: NVIDIA Delays with Kyber Rack System Open Opportunities for Market Share Gains
NVIDIA delays its Kyber Rack system to 2028 and cancels the complex quad-die design of the Ruby Ultra...
American Express focuses on exclusive lounges and distances itself from the competition with 75,000 restaurants!
Premium Segment: Amex targets affluent customers with monthly spending of $3,200, three times that...
Expansion in the Shadow of Skepticism! Groundbreaking in Japan Meets Shortseller Pressure from Michael Burry!
Billion-dollar investment in Asia: Micron initiates a $9.3 billion factory expansion in Japan for...
Uber postpones expansion into European cities! Acquisition of Delivery Hero prioritized for now!
Strategic Focus: Uber pauses expansion in five European countries to address regulatory hurdles for...
SK Hynix – South Korea's HBM Champion Pulls KOSPI Out of Crash Mode with Samsung!
Storage Frenzy Saves Seoul: The KOSPI Rises +5.76% into the Green, SK Hynix Jumps +10.9%, Samsung +8.2%...
104°F and More: How the Holiday Weekend Tests the US Power Supply and Vistra Energy
Extreme temperatures on July 4 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. Analyst Jose...
Samsung – The Korean Chip Giant Lures in Anthropic and Launches a $90 Billion 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...
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 the 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 of the 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...