Markets
AppLovin: a very risky but plausible rebound opportunity to keep an eye on!
With the record quarter, AppLovin has temporarily silenced the doubters. Revenue rises by 55% to around...
Structural Change in Latin America: E-Commerce Dynamics Reach Highest Point Since 2020
Historical penetration rate: The e-commerce sector in Latin America is gaining market share as...
Election Shock on Wall Street: Why Light, Chips, and Concrete Remain the AI Winners!
The midterm elections in the USA have shaken up the AI trade significantly. After the clear gains by...
Uber: The Robotaxi Advantage Becomes Measurable – I Expect a New Upward Movement!
I see Uber Technologies (UBER, i) as much more than just a ride-hailing service. Uber brings together...
Arm expects up to 2 billion USD in revenue with its own AI CPUs – Data center royalties doubled
Concrete customer orders strengthen the outlook for up to 2 billion USD in revenue with the Arm AGI...
Coherent Closes $20 Billion AI Agreement! PhotonLink Becomes a Billion-Dollar Engine
New PhotonLink contract worth approximately $20 billion expected to generate revenue starting in 2028....
Wayfair Grows Stronger Than Since the Pandemic: Market Share Gains in the USA Drive Revenue and Profit!
Wayfair increases its quarterly revenue by 9.7% to $3.42 billion, growing at the fastest rate since the...
Stocks in Action USA and International: Wayfair, Duolingo, Cricut
Cricut grows thanks to new machines and international demand – higher margins and dividends strengthen...
Qualcomm: Largest 5G Deal in Company History - SpaceX is Building Its Own US Mobile Network and Relies on This Supplier
Qualcomm has secured what it claims to be the largest 5G contract in its history and will be a central...
Big Call Scan: McDonald's, Sanofi, Hannover Rück, Air Liquide
Among the cyclicals, Air Liquide stands out. Despite the overall gloomy market sentiment, Air Liquide...
Stocks in Action: Bayer, Novo Nordisk, 2G Energy, Siltronic, Continental
Dear Traders, For stock market participants, it is extremely important to know which stocks and trends...
BlackRock sees Healthcare as the next major AI winner: Why Thermo Fisher, IQVIA, and Medpace could benefit
The next major AI-winning industry might not lie in the technology sector but in healthcare. BlackRock...
Amgen raises annual forecast: Growth medications like Repatha more than offset pressure from generics!
Amgen increases quarterly revenue by 8% to $10.4 billion, surpassing expectations for both revenue and...
Commercial scaling: Uber accelerates fleet of autonomous vehicles by 2027
Fleet expansion without drivers: Uber plans to triple the number of fully autonomous vehicles on...
Broad Growth in Core Business: Block Exceeds Forecasts and Raises Annual Outlook
Significant Operating Profit Increase: With an adjusted earnings of $1.13 per share and revenues...
Amazon: Why the Democratic Victory Could Actually Benefit AWS
The victory of the Democrats in the US midterms and the possible tightening of data center regulations...
Booking Holdings remains the travel machine! AI could be more of an opportunity than a threat for the market leader!
Booking Holdings (i)(BKNG) owns one of the most powerful travel ecosystems in the world with Booking.com,...
Nextpower After 21% Rally – Midterms and AI Storage Open New Opportunities
The Democrats' victory could slow further US funding cuts. Just before the election outcome, Nextpower...
First Solar: I am long – this fallen angel could become the biggest midterm winner!
I have now positioned myself on the long side with First Solar (FSLR, i) . After the Democrats' victory...
Arista Networks: A Winner of the AI Boom to Watch Now!
After weeks of concern about an AI bubble, Tuesday evening brought noticeable relief. AMD, Super Micro,...
AI Boom Strikes Back: AMD, Super Micro, and Arista Dispelling Bubble Fears!
For weeks, investors have feared that the investment frenzy in artificial intelligence could turn into...
Super Micro Computer aims to produce up to 8,000 racks per month! Will the margin suffer?
Expectations significantly exceeded: Revenue reached $19.9 billion in Q1 2027, and the adjusted EPS...
Duolingo Delivers New Comeback Signals – User Growth and Bookings Accelerate!
The growth of daily active users accelerates from 23% to 29%. Bookings are also on the rise. Thanks...