Markets
Intel: Billion-Dollar Contracts in Advanced Packaging. What's the Progress in 18A and 14A?
With over +100%, Intel (i) is a success story in the US model portfolio. We are betting that a new national...
AMD: The MI450 Series is a Game Changer - Major Beneficiary of the AI Agent Era. P/E Ratio Drops to 10!
With an aggressive roadmap and gigantic deals with Meta and OpenAI, AMD (i) positions itself as the centerpiece...
BlackSky: AI Analyses from Space Bring Million-Dollar Contracts
BlackSky Technology (BKSY) occupies exactly this strategic niche. The company operates not merely as...
Achieve Life Sciences: Countdown to Revolution – Is the Greatest Breakthrough in Smoking Cessation in 20 Years on the Horizon?
Current Developments and Upcoming FDA Decision Achieve Life Sciences (ACHV) is approaching one of...
Analysts' Top 5 Price Targets of March 05, 2026
Astera Labs [US04626A1034] Loop Capital initiates coverage with Buy and a price target of $250 (108%...
Allison Transmission Holdings Expands Empire for Commercial Vehicle Drivetrains
Allison Transmission Holdings is a US-based industrial company headquartered in Indianapolis, specializing...
BitMine continues to buy Ethereum: Is the stock a leverage on ETH?
BitMine Immersion Technologies is a US technology company in the cryptocurrency sector that focuses on...
Veeva Systems Makes Progress with Vault CRM Migration Process – Revenue Doubling Planned by 2030!
Veeva Systems (VEEV) has evolved into the digital backbone of the global life sciences industry with...
The Trade Desk: CEO Considers the Sell-off an Overreaction - Insider Buying Amounting to $148.1 Million as a Vote of Confidence
The Trade Desk (TTD) (i.) is a leading global technology company that offers a cloud-based demand-side...
Strategy: The Permanent Accumulator of the Cryptocurrency Bitcoin
Strategy (MSTR;i) redefines a company's role in the digital age by positioning itself as the primary...
Robinhood Starts an Attack! Will the new Platinum Card Disrupt the Premium Credit Card Market?
Robinhood Markets (HOOD) is transforming from a pure online broker to a comprehensive financial super...
Here's why I Believe you Should Invest in the Kennametal Stock Right now!
Kennametal is a developer of industrial high-performance materials and extremely wear-resistant components....
Adidas stock in free fall: The forecast shocks investors
The brand renewal strategy is under pressure from global uncertainties. Adidas shares came under significant...
$3 Billion Revenue Mark Reached! Veeva Systems Solidifies Its Position as the Tech King of the Pharmaceutical Industry!
Veeva Systems (VEEV) delivers once again and impressively demonstrates why the company is considered...
AI Boom Drives Broadcom to Record Pursuit! Full Steam Ahead to the $100 Billion Revenue Mark with AI Chips!
The semiconductor and software giant Broadcom (AVGO) is not just riding the AI wave; it is fueling it....
AI Agents as a Billion-Dollar Opportunity: Okta Bets on new Security Boom
The identity and access specialist Okta closed the fiscal year 2026 with stable development and is now...
Big Call Screening: Münchener Rück, Allianz, Deutsche Telekom, Pepsi
Another promising story among the big caps in the insurance segment is Münchener Rück. The leading...
Stocks in Action USA: Moderna, Ross Stores, Coinbase
The stock of Moderna reacts with a price jump to the resolution of a long-standing patent dispute surrounding...
Buy Alert on Roivant Sciences: Biotech Shake-Up with Billion-Dollar Deal and FDA Turbo!
Roivant Sciences Ltd. (ROIV) (i.) operates under an unusual and highly agile business model in the...
AST SpaceMobile: Focused Scaling and Ambitious Goals to Eliminate Coverage Gaps!
AST SpaceMobile (ASTS) (i.) aims to provide a revolution for global telecommunications. Instead of cluttering...
Ollie's Bargain Outlet: Physical Retail as a Beneficiary of the Consolidation Wave
Ollie’s Bargain Outlet (OLLI) positions itself as a structurally relevant player in the US discount...
Amazon: I am Bullish, the Company is an AI Winner. Three Reasons why!
I am long on Amazon (i) and bullish for the mid-term perspective. In the background, the company is cementing...
Aehr Test Systems (AEHR) – The Indispensable Shovel Maker in the AI Photonics Boom!
I consider the recent development at Aehr Test Systems to be strategically very exciting. The new follow-up...