Markets
Eli Lilly – Why I Prefer Lilly Over Novo Nordisk After the Attempted Breakout
The rotation from technology stocks to the healthcare sector makes Eli Lilly (LLY) an interesting prospect...
AI in Pharmaceutical Research: AstraZeneca Invests Up to 1.5 Billion Dollars in Biotech Alliance
Financial Volume: AstraZeneca pays 40 million US dollars upfront to insitro; including milestone...
Digital Turbine: AI Integration and App Growth Boost Margins - Roth Capital Sees Potential for Doubling Stock Price!
App monetization and AI-driven automation are accelerating the structural growth of Digital Turbine (APPS)...
Ericsson – Solid Network Story with Well-Filled Coffers, Away from the AI Debt Trap!
Ericsson has positively surprised me in the third quarter. The adjusted EBITA (Earnings Before Interest,...
Quality Over Debt: The AI Stock Market Resorts Its Winners!
As CoreWeave slips into a debt crisis, chip manufacturers report records. Investors are separating more...
Apple Defies the AI Sell-off and Surpasses 5 Trillion USD Market Value! Billion-Dollar Restraint Pays Off!
While chip manufacturers, AI infrastructure stocks, and highly indebted Neocloud providers suffer from...
Record Figures at TSMC: The AI Boom Pushes the Semiconductor Giant to its Limits
Profit and Revenue Surge: TSMC reports its sixth consecutive record profit; net profit increased...
Lockheed Martin – Robotics Offensive Aims to Process Billion-Dollar Contracts Faster
New Hadrian partnership and $300 million investment aimed at automating rocket manufacturing. Billion-dollar...
Capital giant on record course! BlackRock manages a gigantic asset of $15.5 trillion!
Record values in assets under management: Managed assets climbed to an all-time high of $15.49 trillion...
Chip Manufacturing in Transition! Nvidia Aims to Automate Semiconductor Production with Its Libraries!
Strategic Expansion: Nvidia provides the software infrastructure for AI-defined chip factories with...
Bending Spoons +40 % – Berkshire Hathaway invests 930 million USD in the software acquisition specialist
Berkshire Hathaway invests an additional 330 million USD and increases its stake to 4%. Airtable...
Pain in the Bond Market Puts CoreWeave Under Pressure! Stock Drops 15.5%!
Stock and Bond Crash: CoreWeave plummets by 15.5% to $65.78, while corporate bond yields approach...
Sol-Gel Technologies: Topical Skin Cancer Inhibitor in Focus of Wall Street
Cantor Fitzgerald rates the stock as "Overweight" with a target of $200. The analyst points to an attractive...
Garmin Drives Expansion Beyond Navigation – New Luxury Watches and Aviation Milestone!
The technology company Garmin continues its course away from the pure navigation business: On the same...
GlobalFoundries: The long-term perspective convinces me. I opened a position today!
In modern AI data centers, not only the computing power of the chips is crucial, but also the speed at...
Stocks in Action USA: GameStop, GlobalFoundries, Liquidia
GameStop (GME) – Cohen buys another $22.8 million in shares: Insiders bet $99 million on the turnaround!...
GlobalFoundries: 21 billion USD from Japan for new semiconductor plants in New York!
GFS takes over the operation of two plants in New York, supported by an investment of up to 21 billion...
GameStop: Strategy Shift, Insider Purchases of Nearly $100 Million, and a 52-Week High!
GameStop reduces unprofitable stores and focuses on efficient capital allocation. In September and...
Accenture and Workday Launch Joint Program for AI Agents in Human Resources and Finance Departments!
The consulting firm Accenture and the software provider Workday are launching a joint program to help...
IQVIA – New AI Products and Veeva Partnership Enhance My Buy Thesis
IQVIA Holdings (IQV, i) remains an absolute favorite of mine in the pharmaceutical services sector....
Danaher – NVIDIA and Autonomous AI Labs Open New Growth Opportunities
NVIDIA partnership aims to bring AI directly to laboratory devices and accelerate research processes....
Unity Software: Google Partnership Lowers Entry Barriers for Millions of Developers!
Unity Software (U) is experiencing high demand in the monetization sector, recently generating $0.546...
Amazon Before the Christmas Season! Why the Next Rally Could Already Be in the Cart!
Ahead of the upcoming Christmas season, I am particularly bullish on Amazon (i)(AMZN). The fourth quarter...