Markets
Novo Nordisk: Pills Instead of Injections - Obesity Therapies Offer Long-Term Potential!
For investors currently seeking diversification in the healthcare sector, I find Novo Nordisk (i.) interesting....
Dell: The $95 Billion AI Order Backlog Is Not the Whole Story - I See the Stock at Over $600
For me, Dell ’s gigantic AI order backlog of $95 billion is just part of the story. The more complex...
Biotech Stocks: AI Will Trigger Innovation-Driven Growth - Here are Three Stocks at 52-Week Highs That Traders Can Now Pick Up!
With BB Biotech (Traderfox model portfolio) and Medpace (US model portfolio), we are already invested...
2G Energy: Dell Sees 200 GW Additional AI Power Demand. On-Site Power Demand Will Significantly Increase – Potential for More Gas2Power Contracts!
At our portfolio stock 2G Energy (i), the arguments are solidifying that data centers are one of the...
Caterpillar: Billion-Dollar Order Backlog Meets New AI Alliance
Infrastructure trends drive the order backlog to around $72 billion. The partnership with FieldAI...
Uber Cuts 3,300 Jobs – Restructuring to Free Up Funds for Robotaxis!
Uber is cutting about 10% of its workforce and reducing its management levels. The ride-hailing giant...
Stocks in Action USA: Dell, GitLab, Uber
Dell (DELL) - The server infrastructure specialist kicks the AI turbo – Server boom drives forecast...
Fervo Energy Company: 400 MW Contract with Google and Over 150% Upside Potential!
Fervo Energy (FRVO) employs modified drilling techniques for weather-independent, emissions-free geothermal...
Big Call Screening: Krones, Munich Re, T-Mobile, Vinci
Cyclicals are currently back in focus as economic conditions continue to improve, with GEA Group and...
Stocks in Action: Adidas, Cancom, ING, Evonik, and Deutsche Bank.
Stock 1.) Adidas - Sportswear manufacturer continues to be burdened by tariffs, Barclays resumes coverage...
MP Materials: The Invisible Building Block for the Next Generation of Robotics
MP Materials is gradually expanding its business model from pure raw material extraction to full magnet...
CrowdStrike Expands the Falcon Platform into Google Cloud's AI Ecosystem!
Cybersecurity company CrowdStrike is embedding its Falcon platform deeper into Google Cloud's enterprise...
Pulse Biosciences: Clinical Progress – Approval Now Approaches
Pulse Biosciences is a US medical technology company developing innovative methods for targeted tissue...
Duolingo: Open-Source AI Strengthens Turnaround Potential
Duolingo (DUOL) is becoming an intriguing turnaround candidate following the massive drop in its share...
CrowdStrike Becomes the Security Layer of the AI Age – for Me, it is a Structural Winner!
I see a rare clear case of paradoxical tailwind in CrowdStrike : The risks of artificial intelligence...
Dell Rises by 10%: Agentic AI Opens up an Infrastructure Market of Over $1 Trillion!
Dell sees an infrastructure opportunity of over $1 trillion through agentic AI by 2030 – no revenue...
Lithium's Comeback: Here's How the AI Boom Is Driving Mining Companies Back into the Black!
The lithium market has turned around. After years of falling prices, major producers from China to Australia...
AI Accelerates Software Development — GitLab Rises by 17% After Record Bookings
GitLab is a DevSecOps platform that brings software development, operations, and security together...
Palo Alto Networks: The “Mythos Moment” Sparks a $1 Trillion Wave of Modernization
The "Mythos Moment” is intensifying the pressure to modernize. According to CEO Nikesh Arora, approximately...
2G Energy: Texas Forces Data Centers to Use On-Site Power – My Bull Case Projects €1 Billion in Revenue
Regarding 2G Energy, I believe the market is still underestimating data centers as a new growth driver....
GFT: Deutsche Bank Could Open the Door – Berenberg Raises the Price Target for the Trending Value Stock to €30.
Regarding GFT, the recent Deutsche Bank announcement is now receiving an additional boost from analysts....
Medtronic: The Medtech Giant Is Now Challenging Intuitive Surgical in the Robotics Market With $700 Million.
Jörg Meyer writes at 4:00 PM: Medtronic is expanding its robotics story. The medtech company is investing...
Stocks in Action US: Fervo Energy, Duolingo and Yext.
Fervo Energy (FRVO) Gets a Boost from Google – Geothermal Energy Emerges as a Hope for the AI Boom!...