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Forgent Power Solutions: Three Undiscovered Profit Drivers Amid the AI Boom!
The boom in cloud services is consistently driving the demand for electrical infrastructure. Bernstein...
Nokia: New Orbit Alliances – Defense Business Fuels AI Strategy!
The model is increasingly focusing on AI and government infrastructure, supported by order intake of...
RTX: 24.4 billion USD contract - Raytheon secures up to 45 billion USD for missiles within days
Raytheon secures an SM-6 contract worth up to 24.4 billion USD – duration of five years plus two...
Sony: AI Upscaling as a Hidden Margin Driver for the PlayStation Division
Strong profitability in gaming and image sensors offsets moderately declining hardware sales. A QSSR...
AI Star in a Frenzy! The Microsoft Stock Records the Strongest Trading Quarter Since 1991!
Historic Quarter: Microsoft rose by 39% in Q3, achieving the strongest quarterly performance since...
Cheaper despite competing offers – onsemi builds the next AI growth story with Synaptics
onsemi sweetens the Synaptics deal: Instead of the previous stock deal, the company will pay 123 USD...
Further Sell-off of 8.7% After the Numbers! Why Nike Stock Simply Cannot Find a Bottom!
Revenue Decline: The corporate revenue fell by 4% to $11.21 billion, missing market expectations of...
Surprising rebound after AI concerns! Accenture with record quarter boosts stock!
Numbers increased disproportionately: Revenue for Q4 reaches $18.68 billion, significantly surpassing...
Infosys: Expansion of AI Strategy Through Enhanced Partnership with ABN Amro!
Infosys surpassed the $20 billion revenue mark in 2026 with an 8.2% share of AI revenue. The expanded...
IBM: Self-hosted AI agent "Bob" targets the regulated 44% market
Corporate focus on software and hybrid clouds with USD 17.2 billion quarterly revenue. "IBM Bob"...
Amazon: Three New Triggers - AWS Increases AI Prices, Logistics Network Grows to 99.9%, and Goldman Sachs Sets $375 Target
Amazon plans to expand its own delivery network to cover around 95% of all US ZIP codes and meet 99.9%...
Vicor: Forecast Raised Twice in Nine Days – VPD Licensing Business Takes Off
Vicor raises its forecast for Q3 for the second time in nine days. Instead of more than 20%, sequential...
Dell: USD 15 Billion AI Project Launched - Japan Plans USD 140 Billion for Data Centers at Power Plants
Dell, JERA, and RHAELM are launching a 400-MW AI project in Chiba with an investment volume of over...
Oracle: Tencent rents 100,000 AI chips for $7 billion - OCI becomes a global AI capacity provider
Tencent is said to pay around $7 billion to access about 100,000 advanced AI chips in Oracle data centers...
United Therapeutics wins important patent dispute – Yutrepia under pressure with PH-ILD
United Therapeutics wins an important patent dispute against Liquidia. Yutrepia could lose its PH-ILD...
Synopsys Raises Long-Term Goals – New Royalties, Amazon Deal, and GPT-Synopsys Drive Growth
Synopsys expects an annual revenue growth of around 15% by 2030. EPS and free cash flow are projected...
Caterpillar Bets on the Construction Equipment Market! 1 Billion USD for a New Plant in North Carolina!
Billions Investment: Caterpillar builds a new plant in Sanford, North Carolina for about 1 billion...
Nuclear Renaissance! Constellation Energy Strikes 20-Year Megadeal with Amazon for the AI Boom!
Megadeal for the AI Era: Amazon secures 690 MW of nuclear power for the Calvert Cliffs power plant...
Micron breaks all records! The AI boom brings incredible revenues and profits to the memory giant!
Record levels in revenue and profit: In the fourth quarter of 2026, revenue rose by 379% to $54.23...
FormFactor: Beneficiary of AI Infrastructure through New Nvidia Orders?
FormFactor benefits from the increasing testing demand for AI chips and HBM memory. Deutsche Bank...
GameStop Transformation: Growth Segments and the 59-Million-USD Investment by Management
The revenue model is increasingly shifting from traditional video game sales to high-margin merchandise....
Howmet Aerospace: Buying opportunity despite SpaceX and GE concerns? Citi sees over 40% potential
Citi places Howmet Aerospace on the "Upside 90-Day Catalyst Watch” and reaffirms its buy rating with...
AI Infrastructure on the Rise: Bernstein Sees Networking and Optical Specialists as Winners
Bullish Initiation: Bernstein begins coverage of Celestica with an "Outperform" rating and sets the...