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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, this...

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 Looks to the Future! AI Investments Last Longer Than Expected and Rise to USD 1.5 Trillion!

Extended Investment Cycle: Semiconductor market is entering a growth phase due to ongoing AI investments...

FedEx focuses on 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 Plan 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...

Do the investments finally make sense? Muse Spark 1.1 and 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,...

Bloom Energy: Facts on the Short Seller Attack and the Company's Response

Hunterbrook Media criticized Bloom's finances and scandium supply chains. Bloom refuted any dependence...

Revenue Drivers AI Packaging: An Analytical Look at the Current Figures from ASE Technology

The consolidated net revenue increased by 32.9% year-on-year in June 2026. The Assembly, Testing,...

Micron – The US Memory Chip Giant Stabilizes After the Sell-Off, BofA Recommends Entry!

Micron recovers after the fall into bear market. BofA recommends buying with a price target of $1,550...

AeroVironment Investor Day - Revenue doubling to 4 billion USD planned by 2030

AeroVironment announces at the Investor Day a revenue doubling to up to 4 billion USD by 2030. Investments...

Grok 4.5 Improves Computational Efficiency! But SpaceX Faces Pressure Due to Price Drop and Market Share Loss!

Technological Advancement: The new model Grok 4.5 significantly improves computational efficiency...

Nemotron 3 Ultra model reduces inference costs by 90%! Nvidia now cheaper than it has been since 2019!

Efficiency leap: The new Nemotron 3 Ultra model reduces inference costs by a factor of ten compared...

Waymo Expands to 4 New US Cities! The Alphabet Subsidiary is 94% Safer than Human Drivers!

Fleet and Geographic Expansion: Waymo expands its driverless service to four new major US cities...

Sunrun – The U.S. Solar Pioneer Transforms Private Homes into an AI Computing Network and Unlocks a New Revenue Stream!

From Solar Provider to Compute Network Sunrun is taking a step into a completely new business area:...

Broadcom: The $30 Billion Deal with Apple and Its Consequences for Broadcom's ASIC Division

Apple extends the Broadcom contract until 2031 to over $30 billion. Broadcom invests $1.5 billion...

Dell: The Key Insights Why Evercore ISI Calls for a $500 Target After a Conversation with CEO Michael Dell

The US investment bank Evercore ISI has raised its price target for Dell to $500 after exclusive discussions...

Alibaba Stock Rises by 9%: Turning Point in Instant Commerce? Alibaba's Signal Before Quarterly Results

Alibaba's stock price reacts positively to signals that losses in the instant commerce segment are...

Tencent – The Chinese Super App Giant Counters the AI Competition with the Assistant Xiaowei!

Tencent has been testing the AI agent Xiaowei in WeChat since the end of June – the goal is to create...

Cloudflare Rises Over 8% – Infrastructure for AI Applications and the Agentic Internet

ScotiaBank rates the Cloudflare stock at $300 with "Sector Outperform." The strong positioning with...

Dilution Beats Growth! Capital Needs Slow Down Rivian's Rally and Send Shares Down 18%!

Stock crash after capital increase: The announcement of a stock issuance worth approximately $1.51...

$25 Billion Fresh Capital in the Bond Market! Amazon's Expensive Future Insurance for AI and Satellites!

Billion-dollar bond: Amazon issues bonds worth at least $25 billion to finance the expansion of AI...

Alphabet's Nuclear Bet! Google Invests in the German Startup Proxima Fusion and Stellarator Technology!

Energy for data centers : Google is participating in a €411 million funding round for the German...