Opinion
Baxter International: Tariff Refunds Support Earnings Amid Supply Chain Challenges
In the current earnings season, several stocks from the healthcare sector have already impressed with...
The King of Coffee! Brian Niccol's Recipe for Success Ignites at Starbucks and Brings Customers Back!
Under the leadership of Brian Niccol, Starbucks (i)(SBUX) is visibly thriving. His "Back to Starbucks"...
Manhattan Associates – the Transformation Into Cloud Subscriptions Is Bearing Fruit, and the Raised Forecast Proves Me Right!
For me, the real news is not the strong quarter, but the raised annual forecast: Manhattan Associates...
GFT Is Not an AI Loser Thanks to the Wynxx Platform. I Am Long on This Trending Value Stock.
I believe GFT Technologies (i) has been unfairly labeled as an AI loser and I am long. The IT service...
Hasbro: I See Great Potential in the Strategic Realignment and Digital Restructuring!
When I think of Hasbro (i.), I am reminded of family game nights when board games like Risk or Monopoly...
The AI Rally in the Background! Teradyne is the True Winner of the Tech Boom with Its Testing Equipment!
When thinking of the current boom in artificial intelligence, people often mention Nvidia or big tech...
Capcom – The Gaming Machine is Running Hot: Record Sales Turn Old Titles into Cash!
Capcom convinces me because the company excels at something that other game studios have struggled with...
RTX: This Missile Manufacturer Is Replenishing the Depleted Patriot and Tomahawk Stockpiles of the USA. The Stock is at an All-Time High!
One of the well-kept secrets is the extent of the missile stockpiles the USA still possesses. The Iran...
SAP: AI Acquisitions Suppress Short-Term Profit Outlook, But the Market Bets on the Long-Term Story!
At SAP (i.), AI concerns have long weighed on the stock price. However, the tide may have turned. The...
Winners of the AI Boom! Celestica Raises its Annual Forecast and Promises Even Stronger Growth in 2027!
While the general mass of investors focuses intently on the well-known chip giants, a crucial architect...
Quantum Computing: The Most Fascinating Future Bet of the Decade – But Only for Investors with Very Strong Nerves!
I consider quantum computing to be one of the most exciting investment themes ever: The technology is...
Airbus Defies Oil Surge: Here's What Price Behavior Reveals to Traders
I find Airbus stock convincing in the short term because the chart pattern along with price behavior...
Delta Air Lines: Focus on Premium Customers and Falling Oil Prices Favor Trend Continuation!
Delta Air Lines (DAL) (i.) was able to impress investors on July 13. Accordingly, revenue in the second...
The AI Empire Strikes Back! Synopsys Reduces Chip Verification Times by 50 Times!
The bears on Wall Street had their own gloomy story to tell. A perceived AI disruption from Chinese Open-Weight...
D.R. Horton – the Construction Giant Benefiting From the Shortage of Starter Homes!
For me, the scarcity of affordable starter homes in the USA is less of a problem and more of a tangible...
Schlumberger: My Scenario of a Super Investment Cycle Is Confirmed. Here’s Why an Entry Is Worth Considering!
On July 16, 2027, I titled an article "Schlumberger: For me, this is the hottest story in the oil sector"...
Hims & Hers – I Don’t Believe an 8-to-6 Majority Can Deliver $2.2 Billion!
I consider the enthusiasm surrounding Hims & Hers to be premature. Eight votes in favor against six...
Traton: Trending Value-P/S Stock with Fresh All-Time High - I See a Buying Opportunity!
Currently, the market is witnessing a shift as cyclicals with low valuations are increasingly coming...
The Key Highlights from AMD's Advancing AI 2026! AI Chip Market is Larger than Expected by 2030!
Advanced Micro Devices (AMD) has impressively demonstrated at Advancing AI 2026 that the company is seriously...
Broadcom: Huge TPU Demand and Alphabet's Increasing CapEx Plan Fueling This Chip Developer!
It was Wednesday evening, July 22, around 11 PM CET, when Alphabet's CFO Anat Ashkenazi took the floor...
XPeng (i) – From E-Car Manufacturer to Robot Pioneer? - a Highly Speculative bet with Extraordinary Fantasy!
I currently see Xpeng (i) as one of the most exciting double bets in the market—and simultaneously...
The Rails Shine While Big Tech Wobbles! CSX Figures are a Good Sign for the Economy!
While the big tech giants are ramping up their capital expenditures to astronomical levels quarter after...
Verbio: Niche Specialist Benefits From a 38% Rise in Oil Prices!
Verbio SE is currently benefiting from a favorable environment for biofuels, which is reflected in a...