Markets
IonQ (i) – The Quantum Pioneer Delivers Technology and Orders in Accord!
For me, IonQ (i) impressively shows these days that the quantum story is no longer just about visions....
Qualcomm: Inference Is Now King – the New Snapdragon Makes the Smartphone a Personal AI Computing Center
Qualcomm declares the "agentic era" open and introduces two new 2nm Snapdragon platforms specifically...
SoFi Technologies Combines Banking License and Blockchain! The Strategic Transformation into a Major Financial Ecosystem!
Crypto integration: SoFi fully converts its card program with an annual volume of $25 billion via...
AWS Receives NATO Approval! Amazon Protects Its Cloud, Conquers the Medium-Sized Sector and Blocks AI Bots!
NATO approval for AWS: AWS becomes the first cloud provider to receive approval for data classified...
Release from Stagnation! Meta's AI Agent Muse Could Become a Lifeline for PayPal!
New AI agent as catalyst: Meta's new tool Muse is climbing to the top of the app charts and marks...
Lam Research: NAND Becomes Scarce - After the 30% Correction, the Equipment Beneficiary is Interesting Again
At Lam Research, I see the next AI-driven growth driver emerging after HBM and DRAM: NAND storage is...
Vusion: Digitization of Retail Offers Enormous Growth Potential
At Vusion (i.), I see an exciting growth story in the French small-cap sector. The company specializes...
Elmos: Revenues from Humanoids Are Already Flowing – But Robotics Are Not Yet Included in the €1 Billion Target
On Monday, we bought the Elmos shares anew for our portfolio. Why did we go long? 1. Metzler analysts...
Cadence Design Systems: The Transformation from Pure Software Provider to Architect of Virtual AI Engineers
Cadence Design Systems expands its software platform with a new AI agent that automates the translation...
GameStop CEO Ryan Cohen Buys Back $26.4 Million in Shares and Further Increases his Stake!
GameStop CEO Ryan Cohen buys back his own shares on a large scale for about $26.4 million. This is already...
Stocks in Action USA: Viking Therapeutics, Vicor, GameStop
Viking Therapeutics (VKTX) – VK2735 achieves up to 19% weight loss and emerges as a new challenger...
Quince Therapeutics: Strategic Restart Focuses on Rare Lung Diseases for Investors
The acquisition of Orphai Therapeutics signifies a shift towards rare lung diseases and opens new market...
TotalEnergies: Strategic Shift in the Context of Oil Price Development and Technology
The strategic transformation into a multi-energy provider is financed by solid cash flows from the traditional...
Viking Therapeutics: Stock +25% - the Next GLP-1 Breakthrough? Monthly Dose Retains 90% of Weight Loss!
VK2735 retained up to 90% of the previously achieved weight loss with monthly maintenance dosing....
Vicor: The Silent Beneficiary of AI Raises its Revenue Forecast Due to Strong Licensing Demand!
Business model benefits from the need for efficient energy supply in AI data centers. Forecast...
Stocks in Action: SAP, Siemens Healthineers, Evonik, TUI, and Nordex.
Stock 1.) SAP - Software industry leader aims to take off with AI offensive, Bank of America confirms...
Alibaba Introduces Its Own AI Chip and Plans Massive Data Center Expansion by 2032
The Chinese company Alibaba presents what it claims is its most powerful AI chip to compete with NVIDIA....
Qualcomm: Following the Amazon Deal, Lumentum and Corning are Stepping in - the $15 Billion Data Center Offensive is Gaining Momentum
Qualcomm, in collaboration with Lumentum and Corning, demonstrates an optical Die-to-Die connection...
Chips, Agents and Nuclear Power: The True Beneficiaries of the AI Boom!
September 22, 2026, has demonstrated how two forces are driving the AI market simultaneously: an almost...
Alibaba – China's AI Giant Bets Everything on One Card and Directly Challenges NVIDIA!
The AI boom has long since opened a second front: It's no longer just about computing power itself,...
Lead in the Billion-Dollar Weight-Loss Pill Market! Eli Lilly Keeps Rival Novo Nordisk at Bay!
Market dominance in seniors: Eli Lilly captures 70% of approximately 700,000 Medicare patients newly...
Milestone on Wall Street! AMD Breaks Through the $1 Trillion Mark in the AI Frenzy!
Billionaire club: AMD rises by nearly 10% to $615.52, surpassing the $1 trillion market capitalization...
The Penny has Finally Dropped! Meta's Digital Assistant Muse Climbs to the Top of the Download Charts!
Stock surge: Meta shares rise by 11.3% to $741.25, adding $180 billion in market value in just one...