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From Ride-Hailing to Autonomous Delivery Infrastructure: Uber's Next Billion-Dollar Market?
Uber recorded strong growth in Q2 with revenues of $14.2 billion and gross bookings of $58.0 billion....
RTX Corporation: New Tomahawk Contract Changes the Dynamics in the Defense Sector!
RTX's order backlog reaches $289 billion, supported by civil maintenance work and government defense...
Serve Robotics – The US Delivery Robot Specialist Reinvents Itself After the Break with Uber!
Serve Robotics parts ways with Uber and pays the price with a halved revenue forecast – but the real...
Alibaba: AI Offensive Gathers Momentum - Qwen's Open-Source Models Reach 3 Billion Downloads
Qwen's open-source models outpace Google and Meta in global reach with 3 billion downloads in six months....
Rocket Lab Continues to Deliver! First Satellites for MDA Space Go Into Operation and Iridium Deal is Accelerated!
Operational Milestone: First eight of 17 satellite platforms for MDA Space and Globalstar successfully...
AMD Purposefully Strengthens Its AI Ecosystem! Increases Stake in Nutanix, SpaceX, and Cerebras Systems!
Stock Portfolio: AMD expands disclosed stakes in SpaceX and Nutanix through an SEC filing Capital...
Infrastructure Instead of Pure Chip Sales! Nvidia Becomes the Central Banker of the AI Economy and Manages Risk!
Strategic Deal: Nvidia plans to invest up to 3 billion USD in SoftBank's SB Energy to finance an OpenAI...
Nu Holdings Ltd.: 16 Million Customers in Mexico – Expansion in Latin America Becomes the New Growth Driver
Low operating costs allow for high reserves with stable profitability. The expansion in Mexico...
Reddit – The US Forum Platform Rises into the S&P 500, Despite Growing AI Concerns!
Reddit's leap into the S&P 500 drives the stock above the mandatory purchase threshold of index funds...
AeroVironment: US Tariffs on Imported Drones and Components of Up to 100% Secure Domestic Market Dominance!
The US government imposes tariffs of up to 100% on imported drones and components. AeroVironment's...
NVIDIA – the Chip Giant Is Already Building the Platform of 2028 While the Competition Is Still Catching Up!
NVIDIA's strongest signal is that it is already working on Feynman for 2028, while Rubin is just getting...
Six New Manufacturing Systems Unveiled! Applied Materials Exceeds Revenue and Earnings Expectations!
Record values in Q3 2026: Revenue increases by 25% year-on-year to $9.12 billion and earnings per...
Uber Technologies: Pony.ai Partnership for Over 2,000 Robotaxis in Five European Cities
Uber and Pony.ai are expanding their partnership and plan to deploy over 2,000 robotaxis in five European...
SanDisk Surges Nearly 14% After Investor Day! Long-Term Contracts Aim to Secure Revenues!
Growth targets until 2030: Annual sales increase aimed in the mid to high teens range. Margin...
Manufacturing Offensive in Texas! Apple Opens Production Facility in Houston and Realigns U.S. Supply Chains!
Location setup: Apple opens a 1,860 square meter training center in Houston for automated manufacturing...
Robinhood Markets: The push into private equity and the path to a financial super app
Transformation into a financial super app focusing on high-margin subscriptions and a diversified...
Anthropic – The AI developer aims to buy the efficiency specialist Decart for $6 billion!
The virtual fitting is the eye-catcher, but not the reason: Anthropic is paying around 6 billion USD...
IREN Limited: AI Infrastructure Giant is a Supplier for Microsoft and Achieves NVIDIA Milestone
Successful delivery of "Horizon 1" to Microsoft and achieving NVIDIA exemplar status. Massive capacity...
Hedge Fund Manager Bill Ackman Reveals Six New Stock Positions!
Bill Ackman purchases six new quality stocks in the wake of the narrow AI rally: Visa, Mastercard, Netflix,...
When Record Values Disappoint the Stock Market! Cerebras Systems Crashes by Over 16% After Earnings!
Stock market crash after earnings: Cerebras falls sharply by 16.4% to $219 in after-hours trading...
Cisco Systems: Record Revenue Driven by Network Supercycle – Hyperscaler Orders Grow Threefold
Cisco Systems benefits from a multi-year "network supercycle." Hyperscaler orders for AI infrastructure...
Elon Musk Aims for 10 GW of Computing Capacity by 2027! AI, Starship and Starlink Drive SpaceX Up 10%!
Double driver: SpaceX rises 10% to $146.15 after the launch of the AI model Grok 4.6 and an optimistic...
Alphabet Unveils Latest Pixel 11 Series! The Heart is the New G6 Tensor Chip and the Gemini Nano Model!
Pixel 11 series: Alphabet unveils the eleventh generation of Pixel smartphones with a new Tensor...