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Kratos Defense: USD 36 Million Contract for a Rocket Air Defense System Underscores the Shift from Supplier to System Provider

Kratos secured a USD 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 20%....

$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....

Bloom Energy: Brookfield Partnership for AI Data Centers Increased to $25 Billion

The partnership with Brookfield has increased fivefold to $25 billion to meet the energy demand of...

Datadog secures key technology from Adaptive ML! Autonomous agents and IT monitoring are booming!

Acquisition of Adaptive ML: Datadog strengthens its AI research through the RLOps platform for developing...

Customs Refunds Mask the Growth Crisis! Nike's Path Back to the top is Rocky!

Balance sheet boost from one-time effect: Nike surpasses market expectations in Q4 thanks to a customs...

Amazon invests $1 billion in new AI unit! AI engineers implement agent-based AI directly on-site!

New AI Unit: AWS launches the Forward Deployed Engineering unit to assist customers in implementing...

CoreWeave – How the AI Cloud Company Aims to Evolve from Pure Data Center to Key Player in the AI Boom!

CoreWeave launches the AI research agent ARIA while simultaneously expanding its cloud capacity in Stockholm....

Abivax S.A.: Results of the ABTECT Study Part 2 Trigger 36% Share Price Increase - Is This the Starting Shot for a Bigger Move?

Positive data for Obefazimod in hard-to-treat ulcerative colitis demonstrate sustained efficacy. The...

Enphase Energy Surges by 11%. Washington is Planning an Import ban on Chinese Solar Inverters

The US government is preparing a far-reaching import ban on Chinese solar inverters for reasons of...

Could SanDisk Become the Biggest Winner in AI Memory? Bernstein Points out a Hidden Advantage Against Micron!

Price target raised to $3,000 due to changed long-term supply contracts. Fixed price floors and...

Oracle – The US cloud company transforms its supply chain software into an army of autonomous AI agents!

Oracle equips its supply chain software with four autonomous AI agents that independently manage inventory,...