Markets
Big Call Screening: Walt Disney, AXA, RWE, Thales
The media company Walt Disney (DIS) has put the crisis of recent years behind it thanks to consistent...
Stocks in Action USA: Eton Pharmaceuticals, Heartflow, Nu Holdings
Eton Pharmaceuticals (ETON) nearly doubles revenue and aims for a 35% EBITDA margin! Eton Pharmaceuticals...
Reddit – The US Forum Platform Rises into the S&P 500, Despite Growing AI Concerns!
Reddit's leap into the S&P 500 drives the stock above the mandatory purchase threshold of index funds...
KeyBanc Analyst Jeffrey Hammond Sees High Potential for QXO and Confirms the Price Target of $28
The US construction materials distributor QXO Inc. is in the spotlight of investors after the US investment...
Stocks in Action: SMA Solar, Brenntag, SFC Energy, Talanx, Norma Group
Stock 1.) SMA Solar - Solar company raises forecast after strong first half, Jefferies raises price target...
Eton Pharmaceuticals: 99% Revenue Jump from Rare Diseases and the Path to a 35% Margin
The focus of Eton Pharmaceuticals (ETON) on therapeutics for rare diseases led to a revenue growth of...
AeroVironment: US Tariffs on Imported Drones and Components of Up to 100% Secure Domestic Market Dominance!
The US government imposes tariffs of up to 100% on imported drones and components. AeroVironment's...
NVIDIA – the Chip Giant Is Already Building the Platform of 2028 While the Competition Is Still Catching Up!
NVIDIA's strongest signal is that it is already working on Feynman for 2028, while Rubin is just getting...
NORMA Group SE: Strategic Shift Funds €208 Million Share Buyback Program!
On Friday, NORMA Group SE (i.) provided investors with what I consider to be a significant positive...
Home Care Becomes a Trillion-Dollar Market - I See Aveanna Healthcare As a Top Beneficiary
I'm currently seriously considering a long position in Aveanna Healthcare (AVAH). The company specializes...
Salesforce Back Above $200! The Real Revaluation Has Just Begun if you ask me!
For me, the leap of Salesforce (i)(CRM) above $200 is not an endpoint, but the beginning of a possible...
SanDisk – Is the Memory Manufacturer Aiming to Take the Fear Out of the Dreaded NAND Cycle With Multi-Year Contracts?
I see Sandisk as one of the most interesting restructuring cases in the memory industry. Simply put,...
Here's how OpenAI and Anthropic Plan to Conquer Wall Street and Why Coding is Becoming the First True Cash Cow of Artificial Intelligence!
The race for Artificial Intelligence lost its innocence in 2026. Instead of focusing on records and benchmarks,...
Six New Manufacturing Systems Unveiled! Applied Materials Exceeds Revenue and Earnings Expectations!
Record values in Q3 2026: Revenue increases by 25% year-on-year to $9.12 billion and earnings per...
Uber Technologies: Pony.ai Partnership for Over 2,000 Robotaxis in Five European Cities
Uber and Pony.ai are expanding their partnership and plan to deploy over 2,000 robotaxis in five European...
SanDisk Surges Nearly 14% After Investor Day! Long-Term Contracts Aim to Secure Revenues!
Growth targets until 2030: Annual sales increase aimed in the mid to high teens range. Margin...
Manufacturing Offensive in Texas! Apple Opens Production Facility in Houston and Realigns U.S. Supply Chains!
Location setup: Apple opens a 1,860 square meter training center in Houston for automated manufacturing...
Riot Platforms: 9.1 Billion USD Contract with Anthropic Drives Transformation into AI Hub - Morgan Stanley Predicts 111% Price Potential!
Riot Platforms (RIOT) is advancing its transformation from a pure Bitcoin miner to infrastructure provider...
Robinhood Markets: The push into private equity and the path to a financial super app
Transformation into a financial super app focusing on high-margin subscriptions and a diversified...
Anthropic – The AI developer aims to buy the efficiency specialist Decart for $6 billion!
The virtual fitting is the eye-catcher, but not the reason: Anthropic is paying around 6 billion USD...
Stocks in Action USA: Lenovo, Omeros, Harmonic
Lenovo – The Chinese PC and AI infrastructure specialist ignites new AI fantasies with record numbers!...
MLP SE: Stability Through Recurring Fee Business and Conservative Forecasts Make the Stock a Clear Buy!
MLP (i.) successfully pursues a niche strategy in financial consulting. By focusing on holistic financial...
IREN Limited: AI Infrastructure Giant is a Supplier for Microsoft and Achieves NVIDIA Milestone
Successful delivery of "Horizon 1" to Microsoft and achieving NVIDIA exemplar status. Massive capacity...