Markets
Stalemate in Patent Dispute: Liquidia Reaches Settlement with United Therapeutics
NVIDIA – the secret winner of the robot revolution, no matter who wins the race for the best humanoid!
Whoever last watched the M3GAN spin-off "Soulm8te" associates humanoid robots more with goosebumps. The...
Sold Out Until 2028: The Winners of the Next AI Wave!
While the stock market debates a bubble, artificial intelligence is making its way from data centers...
Record Numbers and Supply Bottlenecks: ASML Anticipates Years of AI Boom
Orders until 2030: The immense demand for AI infrastructure is prompting customers to request orders...
Applied Materials – Investor Day Reveals Billion-Dollar Potential from Agent AI
By 2030, over two percentage points market share gain and 40% operating margin. Agent AI could require...
Strategic breakthrough in court! Qualcomm resolves licensing conflicts and secures the AI age!
Jury victory against Arm: Jurors confirm breach of contract by Arm, Qualcomm secures operational freedom...
Audience Magnet Sports! Netflix secures broadcasting rights for the Football World Cup 2030 in Spain!
Exclusive Live Rights: Netflix secures broadcasting rights for all 104 matches of the FIFA World Cup...
In-house Development Beats Purchase - Microsoft and Meta Set New Accents in the AI Race, a Move from China Rocks the Memory Chip Stocks!
The AI Industry is shifting into a new gear. Instead of training larger and larger models, the focus...
Stocks in Action USA: Accenture, Centene, Apple
Accenture (ACN) – Sagacity Acquisition Strengthens AI Offensive: Increased Customer Growth Through...
IMF Nearly Doubles Germany's Growth Forecast: These Two Stocks Could Benefit from the New Investment Boom
For Germany, a significantly stronger growth is expected in 2026 than previously anticipated. The International...
Apple takes on Amazon and Google with $299 “HomeView” display in the smart home market!
Apple introduces the "HomeView,” a $299 display that will become the centerpiece of its push into...
Jabil: After a 30% Price Correction, This is the Most Exciting Humanoid Supplier for Me
I currently consider Jabil to be the most exciting humanoid stock among suppliers. The stock becomes...
Marvell: Why Microsoft's Assault on NVIDIA Could Become a Billion-Dollar Trigger for This Stock
Microsoft plans to roll out Maia on a multi-gigawatt scale by 2027 and could reportedly deploy more...
Centene: How a new "Gold Card" program aims to drive margins in the healthcare sector
Centene benefits from a strong market position in government health programs. Recently, the company...
Tower Semiconductor: Semtech Partnership Addresses the Energy Problem of AI Data Centers
Tower and Semtech contractually secure dedicated SiGe manufacturing capacities in three countries....
Accenture Acquires British Data Specialist Sagacity and Strengthens AI-Driven Customer Intelligence!
The consulting firm Accenture has acquired the British data and customer intelligence company Sagacity,...
Bumble: Billion-Dollar Offer and Delisting as a Way Out of the Growth Dip?
Last night, Bumble (BMBL) (i.) caught my attention. Bumble differentiates itself in online dating by...
Electra Therapeutics: Is a price target of 32 USD paving the way for the first FDA approval for mHLH?
The business model focuses on SIRP immunotherapies for inflammatory and oncological diseases. Jefferies...
UnitedHealth Raises Annual Forecast After Strong Third Quarter
Year-over-year earnings leap: The adjusted earnings per share climbed from $2.92 to $4.69 in the...
Attack in the Premium Segment: Alibaba Expands AI Hardware with $450 Glasses
New Hardware Generation: Alibaba presents the "Qwen Glasses N1” in Hangzhou at an entry price...
In-house Construction Outperforms Purchase - Microsoft and Meta Set New Trends in the AI Race, a Move from China Shakes Up Memory Chip Stocks!
The AI Industry is shifting into a new gear. Instead of continually training larger models, the focus...
Visa Opens the Door to China! Suddenly, the Record Rally Gets an Additional Growth Driver!
Just last week, I wrote about why stablecoins and AI agents could open the next evolutionary stage of...
IonQ (i) – from Quantum Lab to Security Corporation: a bold growth story that should definitely be kept in mind despite the stock dip!
IonQ (i) will acquire the security startup Elisity for up to 1.3 billion USD, fully paid in its own...
RTX in Expansion Mode! Over $30 Billion for its Missile Systems Strengthens Order Books!
Military Record Orders: RTX secures large contracts for the SM-3 IB and SM-6 missile systems to bolster...