Markets
SAP: AI Acquisitions Suppress Short-Term Profit Outlook, But the Market Bets on the Long-Term Story!
At SAP (i.), AI concerns have long weighed on the stock price. However, the tide may have turned. The...
Medpace: A Winner of AI in Biotechnology as More Clinical Trials Launch!
Medpace is a globally operating contract research organization whose mission is to accelerate the development...
Core Scientific – The US Data Center Operator Hits a Billion-Dollar Deal with AMD, Making a Loss Fade!
Core Scientific reports a huge quarterly loss – and no one cares because alongside it stands an AMD...
Bechtle with Pivotal News Point - Upgrade of the 2026 Forecast. The Stock is Rising out of the Bottom Formation!
Is the perception of German IT and software stocks changing now? The largest IT service provider Bechtle...
Stocks in Action USA: PayPal, IQVIA, and Coca-Cola.
PayPal (PYPL) – The US payment service exceeds expectations, but the market is eyeing a potential takeover...
Snowflake: How the Cortex AI Gateway Controls Hidden AI Costs
The strategic shift is moving the core business towards a foundational infrastructure for AI models....
Stocks in Action: Talanx, Mercedes-Benz, K+S, Fresenius Medical Care, and Scout24.
Stock 1.) Talanx - Insurer continues to benefit from price increases and AI offensive, Goldman Sachs...
PayPal – The US payment service beats expectations, but the stock market eyes a potential takeover bid!
PayPal exceeds expectations – earnings per share $1.38 instead of $1.28, forecast raised. However,...
Coca-Cola: How Controversial FIFA Drink Breaks Boost Sales – But Cans Are Getting More Expensive
Revenue rose in the 2nd quarter to $13.4 billion, prompting an upward revision of the full-year forecast....
Q32 Bio: Positive Phase-2 Data on Bempikibart - H.C. Wainwright Sees 134% Price Potential!
The biotech company Q32 Bio (QTTB) released encouraging 36-week results from the Phase 2a study of Bempikibart...
TOP-5 Analyst Price Targets as of 28.07.26
Anterix [US03676C1009] Clear Street initiates coverage with "Buy" and price target of $161 (72% upside...
Apple: Why the Most Valuable Company in the World is Saving on AI and What Follows on July 30
Apple is once again the most valuable company in the world with $4.96 trillion, ahead of NVIDIA at...
Winners of the AI Boom! Celestica Raises Annual Forecast and Promises Even Stronger Growth in 2027!
While the general mass of investors focuses intently on the well-known chip giants, a crucial architect...
Quantum Computing: The Most Fascinating Future Bet of the Decade – But Only for Investors with Very Strong Nerves!
I consider quantum computing to be one of the most exciting investment themes ever: The technology is...
Quantum Computing Ignites: Why an AT&T Deal Gives the Entire Sector Wings!
The 27th of July 2026 could go down in history as a turning point for quantum computing. Two news items...
ASML Stock Falls by 6%! Is the EUV Machine Monopolist Facing Competition from China?
Stock plunge after China report: Technological advances from a state-backed Chinese competitor cause...
Amazon applies to the FCC for 5,105 more satellites! Globalstar acquisition expected to generate profits!
Big application at the FCC: Amazon Leo applies for the launch of 5,105 additional Direct-to-Device...
Microsoft Introduces MAI-Cyber-1-Flash! In the benchmark, it achieves 12% more than the current frontrunner!
Cost Reduction: New AI model MAI-Cyber-1-Flash halves the expenses for code analyses Efficiency:...
Biotech Stocks Set to Soar - The AI-driven Innovation Phase is Upon Us. BB Biotech is a Promising Core Position!
After infrastructure for AI, we expect the investment trend "Humanoids" as well as the biotech sector...
Schlumberger: Management Confirms the Super Investment Cycle for the Coming Years with Three Reasons. Position +20% in our Portfolio!
On Friday, the oil price rose by 6%. On July 27, it drops by 10% due to a ceasefire between Iran and...
We are Adding two Stocks to our Watchlist for Positioning!
In our portfolio, we currently have a cash ratio of slightly over 50%. The reason is that while there...
Stocks in Action USA: Broadcom, Rocket Lab, and D-Wave Quantum.
Broadcom (AVGO) – The US semiconductor and AI networking specialist deepens billion-dollar partnership...
Samsung Electronics – the Korean Electronics Giant Turns Passport Folding Into an Industry Trend!
Samsung bets on a new format with the Galaxy Z Fold 8: short and wide like a passport, priced at $1,900,...