Markets
Synopsys and TSMC Deepen Collaboration in AI Chip Design with Agentic AI and State-of-the-art Manufacturing Nodes!
The chip design specialist Synopsys and the foundry TSMC are expanding their partnership to accelerate...
Palantir – Contract Lost, Moat Won!
At first glance, it seems like a defeat: The twelve-year FAA contract worth $875 million for the AI system...
Stocks in Action: Nemetschek, MTU Aero Engines, Schneider Electric, Verbio, Deutz
Stock 1.) Nemetschek - Construction software specialist remains on course thanks to digitalization boom,...
SLB: Aramco Order for 450 Wells Strengthens Market Position in the Middle East
SLB secures four contracts for well construction from Aramco. The project includes the construction...
Praxis Precision Medicines: H.C. Wainwright reaffirms buy recommendation with target of 1201 USD and praises CNS therapies
Praxis Precision Medicines (PRAX) focuses on targeted precision medicine for the treatment of central...
AI Models, Chips, Cloud, and YouTube! Alphabet is one of the Strongest all-Rounders in the Market for me!
Alphabet (i)(GOOGL) is currently one of the most comprehensive companies in the stock market for me....
Quantum Stocks in Motion: The Leap from Lab to Market!
IonQ, D-Wave, and Rigetti benefit from technological breakthroughs, new partners, and tailwinds from...
Record Hunt in Secrecy! Cintas Breaks Through $3 Billion with Workwear, First Aid, and Fire Protection!
Revenue milestone: Cintas surpasses the $3 billion quarterly revenue mark for the first time in Q1...
Stock Fireworks at Palantir Thanks to Air Traffic Control! From $107 Back to $191, but How Robust is the High?
Expansion in agencies: The FAA's SMART-AI program opens up substantial revenue opportunities for...
Meta Glasses and Muse! Wearables and AI are Merging at Meta Connect!
Hardware offensive: Meta presents the 100-gram lightweight Meta VR Glasses for $1,299, as well as...
Twilio: Not Humans, but AI Agents Drive the Flow of Messages – New Growth Story for the Stock
Twilio is becoming one of the most exciting beneficiaries of the new wave of AI agents, aside from data...
Viking Therapeutics: Oppenheimer sees a price target of $120 - Analysts assign a 90% success chance to the pipeline
Viking Therapeutics (VKTX) focuses on the rapidly growing market for obesity therapies with its dual...
Innoscripta: I Find Insider Buying and the Attractive Dividend Yield Convincing!
This ongoing year demonstrates why Innoscripta SE (i.) should be on investors' radar. For the first half...
Alibaba Expands Data Centers in Europe and the Middle East, Challenging Amazon and Google!
The Chinese company Alibaba is accelerating its global data center expansion: In the coming twelve months,...
Big Call Screening: Travelers, Amphenol, Rational, Schneider Electric
Currently, Travelers (TRV) is attracting attention with very strong price action. Not only can Travelers...
Secunet Security: A Major Contract from the German Armed Forces for Encryption is on the Horizon – Already +32% in our Portfolio after Two Weeks
With stocks like Dell (+678 %), Intel (i) (+442 %), 2G Energy (i) (+160 %), and Robinhood (+200 %), we...
Super Micro Computer: Vera Rubin Racks Function as a Technological Turning Point for AI Infrastructure!
Super Micro Computer sustainably benefits from the expansion of large AI data centers. The delivery...
Stocks in Action USA: Cracker Barrel, Worthington Enterprises, IonQ
Cracker Barrel (CBRL) – Quarterly Profit Beats Expectations and Debt Reduction Creates New Growth Outlook...
McDonald's: AI-Driven Efficiency and Margin Expansion in Focus of the NEXT Strategy
The operating margin is expected to increase to over 50% by 2030 through the new NEXT strategy. ...
IonQ Shows First Real-Time Error Decoder for Quantum Computers and Expands Presence in South Korea!
The quantum computing specialist IonQ reports a technical breakthrough: a error correction decoder that...
Apple: No Ongoing Token Costs - the Mac Becomes an Alternative to AI Cloud
Apple positions its most powerful Macs as an alternative to rented AI computing power in the cloud....
2G Energy: New 275 MW Order - the Data Center Story Now Extends to 2028
At 2G Energy (i) - which we have in our portfolio with +160% - the next major order confirms that the...
Savings as a Yield Engine: America's Discounters Defy Consumer Slump!
Americans rarely agree, but when it comes to shopping, the same rule applies across all income levels:...