Markets
Proto Labs: My New Shovel Seller for the Humanoid Boom
We are focusing on humanoids in our model portfolios because I see it as one of the next major volume...
Fervo Energy: Successful Positioning for the Energy Needs of AI Data Centers!
The expansion of data centers is bringing various topics and solution providers into the spotlight for...
After Orbital Data Centers, Space Manufacturing: SpaceX Taps Into the Next Starship Billion-Dollar Market
After Starlink and orbital AI data centers, SpaceX (i) is already set to target the next Starship market:...
Twist Bioscience: AI Designs Increasingly More Proteins - This DNA Specialist Provides the Shovels for the Biotech Boom
AI is increasingly able to digitally design protein and DNA sequences. However, every promising sequence...
Analysts See AMD Stock on the Way to 750 USD After AI Rally – Muse Agent Fuels CPU Demand!
After its jump above the 1 trillion USD market capitalization mark, the AMD stock could rise further...
Stocks in Action USA: Atlas Energy, Akamai, Synopsys
Atlas Energy (AESI) – AI Lab Secures $613.5 Million in Equipment: Data Center Boom Drives Stock Up...
Humana: Barclays raises assessment and price target citing upcoming Medicare ratings
Humana benefits as a healthcare provider significantly from its focus on US Medicare programs. Barclays...
Tower Semiconductor: The AI optics boom reaches the chip factories - Mizuho sees 8.5 billion USD market potential
Mizuho initiates coverage on Tower Semiconductor with Outperform and a price target of 300 USD - representing...
HSBC Upgrades Synopsys to "Buy" and Sees Transformation from Slow Software Value to AI Beneficiary!
The analysis firm HSBC upgrades the chip design specialist Synopsys to "Buy" and significantly raises...
Chips, Energy, Robotics: The Winning Sectors of the New AI Boom!
The AI boom has entered its second, more substantial phase in 2026. It's no longer just about software...
Cipher Digital: 20-Year Contract at Barber Lake Solidifies Strategic Shift
The strategic shift from mining to HPC data center development generates predictable revenue. An...
Adesso: Berenberg sees the stock as a “Multi-Winner” with 135% price potential!
The private bank Berenberg rates the stock of Adesso SE (i.) with a target price of 128 euros as "Buy."...
Costco is in a league of its own! Even weak consumers can hardly slow down the growth engine!
Costco (COST) is currently providing me with proof of why its business model is among the strongest in...
Akamai – The Cybersecurity Specialist Becomes the Hidden AI Infrastructure Winner!
I am currently observing a trend that truly surprises me: Traditional infrastructure and security providers...
Alphabet: Google Sends Its AI Chips into Space - the Race for Orbital Data Centers Begins on October 1
On October 1, Google will launch a refrigerator-sized test satellite equipped with four of its own...
Bitter Cuts at the Coffee Giant! Starbucks Sacrifices Another 250 Locations for the Turnaround!
Portfolio Clean-up: Closure of approximately 250 unprofitable locations in North America with restructuring...
Qualcomm's Double Hit! Patent Renewal with Apple and Major Offensive in Physical AI!
License Renewal with Apple: Securing robust patent revenues from April 2027 despite Apple's shift...
The Billion-Dollar Foundation with Anthropic is Set! How Akamai Secures the Infrastructure of AI's Future!
Multi-Billion Deal: Anthropic signs 7-year contract worth up to 20 billion USD with Akamai Stock...
Medios: The Valuation is too Attractive to Ignore the Stock!
Currently, uncertainty is again growing in the stock market. In such phases, investors increasingly seek...
Sartorius VZ: My German Favorite for the AI Laboratories of the Future
Sartorius is one of the most exciting German beneficiaries of the biotech AI revolution for me, as the...
Here are two Biotech Stocks Where Goldman Sachs now Sees Around 50% Upside Potential!
We see the biotech AI revolution as one of the next major innovation drivers in the healthcare sector....
Stocks in Action USA: SLB, Everpure, MGM Resorts
SLB (SLB) – Aramco's major contract for 450 wells strengthens growth and planning security! SLB ...
Everpure Raises Long-Term Outlook: AI and Hyperscale Business Set to Accelerate Growth by 2028!
The data storage specialist Everpure presents an expanded growth strategy and provides a forecast for...