Markets
The AI gains hands – and investors face a billion-dollar question!
The AI boom leaves the screen . What began as a sleek software revolution will become physical – and...
Amazon – The Cloud Giant Whose True Growth Potential is Still Underestimated!
I share the assessment of Morgan Stanley analyst Brian Nowak, that everything for Amazon hinges on its...
AMD: Possible Collaboration with Google on Next TPU Generation
According to reports, AMD is working with Google on the 10th generation of Google's proprietary AI...
US Government Curbs Chinese Memory Competition! Micron Surpasses the 1,000 USD Mark Again!
Headwinds for China: The US government is curbing Chinese chip competitors like CXMT, from which US...
Chevron announces major find in Angola! Disciplined exploration, AI efficiency, and strategic focus in Africa!
Resources in Angola: Chevron reports significant oil and gas discovery off the coast of Angola in...
Disney's New Course! With Investments in Parks and Fan-Focus, the New CEO Aims to Secure Growth!
Focused IP Monetization: Reinvestment in experience-rich core brands while simultaneously embracing...
Cantor Fitzgerald reaffirms buy recommendation for Applied Materials with a price target of $850
The US semiconductor equipment supplier Applied Materials remains highly regarded by analysts following...
Almonty Industries: Buyback Program and Tungsten Rally Open New Perspectives!
The market for critical raw materials is undergoing a remarkable transformation, bringing companies with...
Amazon – The US Retail and Cloud Giant is Expected to Rise to $500 by the End of 2027 Thanks to AWS!
Amazon's $500 price target hinges on a single number: AWS's path to $1 trillion in revenue. If it manages...
Stocks in Action USA: RTX, Argenx, and Serve Robotics.
RTX (RTX): $22.9 Billion Major Contract for Tomahawks Drives Next Growth Surge! RTX has received a...
How Bill Ackman Justifies His Netflix Purchase
Bill Ackman (Pershing Square) has bought Netflix because he views the company as the clear and highly...
From Ride-Hailing to Autonomous Delivery Infrastructure: Uber's Next Billion-Dollar Market?
Uber recorded strong growth in Q2 with revenues of $14.2 billion and gross bookings of $58.0 billion....
Why Berkshire Hathaway is Investing in Delta Airlines
Last week, numerous 13-F filings were released, and prominent investors had to disclose their portfolios....
adesso SE: AI contracts worth €73 million bring industry discount into focus - Berenberg sees 121% price potential
Analysts at the private bank Berenberg see a price target of €128 for adesso SE (i.) and point to the...
RTX Corporation: New Tomahawk Contract Changes the Dynamics in the Defense Sector!
RTX's order backlog reaches $289 billion, supported by civil maintenance work and government defense...
Serve Robotics – The US Delivery Robot Specialist Reinvents Itself After the Break with Uber!
Serve Robotics parts ways with Uber and pays the price with a halved revenue forecast – but the real...
Cellebrite DI: I see the 30% drop as a buying opportunity
Cellebrite DI (CLBT, i) was excessively punished on August 13 due to the second-quarter results and the...
Stocks in Action: Rheinmetall, SFC Energy, Salzgitter, SMA Solar, and OHB.
Stock 1.) Rheinmetall - Defense budgets continue to provide tailwinds, Jefferies raises price target...
Strabag: Margin Potential in Hydraulic Engineering Thanks to Urgent Climate Infrastructure Projects
Thanks to its resilient business model and the persistently high demand for infrastructure projects,...
I am buying an initial position in Netflix! The market sees streaming, I see a global profit machine!
After some time of observation, I have decided to take an initial position in Netflix (i)(NFLX). The...
Nubank: Why the Record Numbers from Q2 Could Pave the Way for Further Price Potential!
I am convinced: Nu Holdings has not only reached a milestone in the second quarter but has also laid...
The Great Transformation: Why Memory and Robots are Ushering China's Tech Giants from Their Thrones!
A power shift is occurring in China's capital markets. Overnight, a memory chip manufacturer from the...
Alibaba: AI Offensive Gathers Momentum - Qwen's Open-Source Models Reach 3 Billion Downloads
Qwen's open-source models outpace Google and Meta in global reach with 3 billion downloads in six...