Markets
USA Rare Earth: Strategic Billion-Dollar Acquisition Shapes New Supply Chain Away from China
USAR integrates a key mine for magnetic rare earths into its supply chain with the completed acquisition....
OpenAI Introduces GPT-6 Astra - The Era of Artificial General Intelligence Begins.
OpenAI introduces GPT-6 Astra, and President Greg Brockman openly speaks of the beginning of the AGI...
Samsara – the Underestimated Data Treasure Beneficiary of Physical AI!
When I look at Samsara, I see one of the most exciting bets on the next wave of AI: the leap of artificial...
Labcorp Holdings: This Shovel Seller Benefits from AI and Precision Medicine
Labcorp Holdings (LH) appeals to me as a defensive shovel seller in the biotech revolution. The company...
The Trillion-Dollar Pull: Here's Where Money is Flowing in the AI Boom!
It is an investment surge without historical precedent: By 2050, approximately $31.6 trillion are expected...
Samsara +16% – Physical AI Accelerates Growth and Large Customers Drive Records
Record with large customers: Samsara gains 242 new customers with more than $100,000 in ARR and 20...
Fuelcell Energy: Price Target of 30 USD Meets Billion-Dollar Order Backlog
The strategic focus on data centers drives the order backlog of Fuelcell Energy (FCEL) to over 3.6 billion...
SpaceX: I Am a Shareholder – 70% AI Revenue Allows for a Completely New Story
On August 26, 2026, I laid out four detailed reasons at this point as to why I am a SpaceX shareholder...
Stocks in Action USA: AeroVironment, Snowflake, and Argan.
AeroVironment Secures $465 Million Contract – Laser to Stop US Army Drone Swarms! AeroVironment...
NVIDIA Acquires Hugging Face – the AI Giant Secures the Most Valuable Piece in the Open Source Market!
I consider this acquisition a strategic hit. With around $11.9 billion for shareholders and an additional...
Robinhood Markets: Crypto and Subscriptions Support Analysts’ $136 Price Target!
Diversification: New revenue sources reduce reliance on pure trading business. Scotiabank Analysis:...
NVIDIA and CrowdStrike Develop AI Models for Cyber Defense!
NVIDIA and CrowdStrike introduce a new family of AI models called "SafeMind" designed to detect and repel...
AeroVironment Establishes Itself as a Leading Provider of Laser Drone Defense
AeroVironment (AVAV) remains an exciting defense stock for me and is becoming the leading provider of...
Stocks in Action: Flatex, Deutsche Telekom, Auto1Group, Fuchs, and DWS Group.
Stock 1.) Flatex - Online broker benefits from rising volatility, Morgan Stanley upgrades to "Overweight"!...
The Software Offensive of the Hardware King - NVIDIA Acquires the AI Platform Hugging Face for $13 Billion
NVIDIA is acquiring the AI startup Hugging Face for around $13 billion, thereby securing control over...
Victory Capital Targets First Eagle – Is a New Asset Management Giant Being Born?
US asset manager Victory Capital Holdings offers investment solutions for private and institutional investors...
Microsoft: CEO Stock Sale and New Reporting Structure in Investors' Focus
Adjustment of reporting segments starting from the fiscal year 2027 reflects the structural relevance...
AeroVironment Secures $465 Million Contract for US Army Anti-Drone Laser!
The defense contractor AeroVironment has received a contract worth $464.8 million from the US Army for...
NVIDIA: In Gigantic AI Clusters, Chips Are Already Failing Every Minute – Now Huang Invests in the Solution
In AI clusters with hundreds of thousands of processors, hardware failures are now occurring somewhere...
Soitec: Market Dominance in Optical Networks Enables Strong Forecast!
Regarding Soitec (i.), I have already reported several times since the presentation of the Q1 report...
RIP SaaSpocalypse: Here's why AI is now Boosting Cloud and Cyber Stocks!
Not long ago, there was fear on Wall Street that artificial intelligence could render the traditional...
Broadcom: AI Revenue Is Expected to Explode to $230 Billion by 2028 – and Demand Is Even Higher!
Broadcom expects approximately $115 billion in AI semiconductor revenue by 2027 and already $230 billion...
Delivery Hero Advises to Accept the Uber Offer – Wayve Robotaxis Launched in London
Delivery Hero supports the takeover bid: Management and supervisory board consider €41.50 per share...