Markets
Stock Surge Despite Cracks in the Foundation! DoorDash Surprises the Market with Outlook!
The shares of the US delivery service DoorDash (DASH) recorded an increase of over 10% in after-hours...
Arm Holdings Takes the Offensive! Why the Chip Architect is Now Producing Itself!
Arm Holdings (ARM) exceeds market expectations in Q4. However, the strategic shift towards developing...
IONOS: Will May 12, 2026, Become the "Inflection Point" That Shows That This Company is an AI Winner?
I am looking forward to May 12, 2026. On that day, IONOS (i) will report on the first quarter. In my...
Big Call Screening: Rational, Waste Management, Mondelez, General Dynamics
The professional kitchen manufacturer RATIONAL is one of the positive surprises of the current quarterly...
Veracyte: Highly Profitable Core Business and Potential in Personalized Patient Care!
Veracyte (VCYT) is currently seen as an exciting turnaround story in the medical technology sector. Diagnostic...
Stocks in Action USA: Corning, Veeco Instruments, Advanced Micro Devices
Corning (GLW) - Fiber optic specialist becomes a key player in AI infrastructure: Billion-dollar partnership...
Breakout Alert Corning: New Deal with NVIDIA in Optical Connectivity – one of the Key Components of AI Infrastructure
Corning and Nvidia have formed a pact that could change the technology landscape. Through a massive...
FACC: This Aircraft Supplier Increased EBIT by 125% in Q1. New Chart Breakout?
FACC has continued its growth trajectory in the first quarter of 2026. Revenue increased by 11.8% to...
Nexans: no Power Supply, no AI. This Company Provides the Electrification Solutions for the Grids!
The AI boom is significantly increasing electricity demand and making power supply an increasingly critical...
Tesla – Musk's Terafab project takes shape with $55 billion initial investment!
Musk is making concrete moves with Terafab: $55 billion for the first phase, up to $119 billion in total...
Corning – From Glass Veteran to AI Infrastructure Champion: The NVIDIA Alliance Catapults the Fiber Pioneer into a New League!
The Corning-NVIDIA partnership is one of the most exciting AI infrastructure deals of the year for me...
Red Revolution despite Global Crises! The Myth of Ferrari Remains Absolutely Untouchable Even in Times of war!
Once in a lifetime, to drive a true Ferrari (RACE) or even to own this dream car, is the ultimate dream...
The Life Time Group Crushes Expectations: 3 Reasons Why the Stock is Headed for a New All-Time High!
I have been writing about the Life Time Group in one of our publications since its IPO at the end of...
SSR Mining: High Precious Metal Prices and Investments to Extend the Economic Life of Existing Mines in Focus!
The quarterly report of SSR Mining (SSRM) on May 5, 2026, demonstrates operational stabilization through...
Uber Technologies Announces a Strong Quarter with over 50 Million Uber One Subscribers!
Uber Technologies (UBER, i) is experiencing a negative impact on its mobility business due to the conflict...
Flex Ltd.: Data Centers and AI Act as Growth Drivers!
With the Q4 report dated May 5, Flex Ltd. (FLEX) exceeded market expectations. From a corporate perspective,...
TOP-5 Analyst Price Targets on 06.05.26
Life Time Group [US53190C1027] Jefferies reaffirms Buy rating and adjusts the price target from $40...
Alphabet: Anthropic Seals $200 Billion Deal with Google Cloud!
Alphabet solidifies its position in the fiercely competitive artificial intelligence market. According...
Exxon & Chevron Under Pressure: Iran Peace Hope Causes Oil Prices to Plunge, Sector Wobbles!
Peace Hope between the USA and Iran causes WTI to plunge by over 9% to around $92.90, and Brent by 11%....
Lumentum Holdings: Specialist in Optical AI Networks Shines with Record Revenue and 90% Growth!
Lumentum is sold out with four key growth drivers for AI infrastructure and on track for quarterly...
V2X (VEC) in our Pivotal Point Check: the Defense Specialist Reports an Record Backlog of $13.8 Billion and Raises its Forecast!
Expectations surpassed: Adjusted earnings per share of $1.53 significantly exceed analyst estimates....
Riot Platforms: Successful Industrial Scaling of AI Infrastructure
The breakout in the charts for Riot Platforms (RIOT) makes sense to me. The company transforms unused...
Arista Networks: AI Revenue Targets Turn Pullback into Buying Opportunity
I consider Arista Networks (ANET) a buying opportunity again despite the high price-to-sales ratio following...