Markets

Samsung Expects Strongest Profit in Three Years Thanks to AI-Driven Chip Demand
Samsung Electronics expects that earnings in Q3 have returned to a three-year high, supported by a recovery...

Broadcom: The AI Forecast is Suddenly Too Conservative After the OpenAI Deal
Broadcom (AVGO) is now my favorite for new long maneuvers among semiconductor stocks after the 10 GW...

Takeover rumors boost Papa John’s
The stock of Papa John’s rose by 10% on Monday after reports of a takeover bid from Apollo Global circulated....

JPMorgan launches $1.5 trillion offensive! U.S. economy set to become safer, stronger, and more independent!
With a monumental ten-year plan of $1.5 trillion, JPMorgan Chase (JPM) is making a clear statement for...

World Robotics 2025: 5 Major Beneficiaries from the USA, Europe & Asia
The World Robotics 2025 Report, published on September 25, shows impressively that global demand for...

The Platform Group AG: First Berlin Equity Research sees 130% price potential following the company's recent M&A activities
The The Platform Group AG (i.) has attracted attention with a series of positive news and strategic...

Schneider Electric is at the controls of the new infrastructure wave with 19 AI gigafactories for Europe!
The global AI investments, led by the $500 billion "Stargate" project and trillion-dollar forecasts from...

Rezolve AI aims to multiply annual recurring revenue by the end of 2026!
Rezolve AI (i.) is, in my opinion, one of the most exciting US growth stocks. On October 1, the company...

Stocks in Action USA: Broadcom, MP Materials, Bloom Energy
OpenAI & Broadcom (AVGO) – Multi-Year Partnership for 10 Gigawatts of AI Computing Power – Focus...

Three companies that could benefit from the 19 AI gigafactories in Europe!
The EU Commission decided last week on the locations for six more AI gigafactories, bringing the total...

Double Upgrade: Despite the rally, BNP Paribas Exane sees 50% upside potential for Micron Technology. Reason: The entire memory chip market is still in the early phase of a memory supercycle.
Micron Technology (MU) is strong in DRAM, NAND flash, HBM, and SSDs, providing memory solutions for...

Salesforce lags behind the AI boom. Recovery is now in sight. The company presents Agentforce 360 and Agentic Enterprise as its new AI vision
The performance of Salesforce (CRM) lags significantly behind expectations in the context of otherwise...

Brookfield (BAM) & Bloom Energy (BE) – $5 Billion Deal Electrifies the AI Infrastructure Market!
I consider this strategic alliance to be a groundbreaking move in one of the most promising markets...

Bloom Energy: New 5 Billion USD Partnership with the Largest AI Infrastructure Investor Brookfield Fuels Imagination!
Bloom Energy (BE) is a provider of fuel cells that are decentralized for eco-friendly power generation...

Stocks in Action: Legrand, Süss Microtec, PSI Software, Aurubis, Infineon
Stock 1.) Legrand - AI Boom Leads to Strong Outlook - Jefferies Upgrades to Buy and Revises Price Target...

TOP-5 Price Targets of Analysts on 13.10.25
Applied Digital [US0381692070] Roth MKM reaffirms Buy rating and raises price target from $43 to...

Monolithic Power Systems: An Investment in the Efficiency of the Future
The stock of Monolithic Power Systems (NASDAQ: MPWR) remains an exciting investment for investors betting...

Elastic leads in the relevance of unstructured data – Analysts see 50% opportunity after Financial Analyst Day!
Elastic (ESTC) provides a powerful search and analytics engine that enables companies to search, analyze,...

Nürnberger Beteiligungs AG: Vienna Insurance Group explores takeover opportunities!
Nürnberger Beteiligungs-AG is the holding company of the Nürnberger insurance group, which is one of...

Tesla: Pricing offensive aims to boost sales in Europe!
Tesla is launching the next phase of its market strategy in Europe and is making a frontal attack on...

Caterpillar gets serious about software! Acquisition of RPMGlobal aims to accelerate the digital mine!
Caterpillar (i)(CAT), the epitome of industrial strength, is setting the course for the future. With...

China's Stocks Caught in the Tariff Trap: Where New Opportunities Arise Despite the Sell-off!
The escalating tariff policy of US President Donald Trump has recently caused extraordinary turbulence...

Chipotle: Growth Gem at a Valuation Discount
Chipotle Mexican Grill (NYSE: CMG) remains one of the most exciting growth stocks in the global restaurant...