Markets
Record Hunt in Data Centers with Revenue Doubling! AMD Outsmarts Market Expectations in Q3!
Profit Surge: AMD significantly exceeds expectations with an adjusted profit of $2.09 per share and...
Bill Ackman Bets on Hyperscalers: Why Meta, Microsoft, and Amazon Could Become the Next Big AI Winners
While investors increasingly discuss skyrocketing investments by hyperscalers, Bill Ackman (activist...
Aehr Test Systems triples revenue: AI chip manufacturers drive demand for stress testing, annual target raised!
Aehr Test Systems increases quarterly revenue by 200% to a record value of 33.0 million USD, significantly...
Texas Instruments: Up to 1,000 USD content per humanoid - here's why the stock is at the top of my buy list
Texas Instruments is currently at the top of my watchlist for a potential purchase. I consider the stock...
Stocks in Action USA and International: Harmonic, Aehr Test Systems, Lattice Semiconductor
Lattice Semiconductor (LSCC) increases revenue by 118% to record levels – AI servers and AMI acquisition...
Harmonic focuses entirely on broadband following the sale of the video division: New customers drive revenue surge, annual forecast raised!
Harmonic increases quarterly revenue by 64% to USD 148.8 million, significantly exceeding its own forecast....
Stocks in Action: Lufthansa, Bayer, Schaeffler, Teamviewer, Adidas
Dear Traders, For stock market participants, it is extremely important to know which stocks and trends...
Bloom Energy: New 1 GW Deal in California - Barclays Upgrades Stock to Overweight
Bloom Energy and California Resources aim to explore at least 1 GW of fuel cell capacity with CO₂...
Attractive entry point: JPMorgan upgrades Cloudflare to "Overweight" ahead of quarterly results
Buy rating before earnings date: JPMorgan raises the rating for Cloudflare from "Neutral" to "Overweight";...
Aehr Test Systems Explodes After the Numbers! Is This the Next Leading Indicator for the Semiconductor Boom?
Aehr Test Systems (AEHR) is a slightly lesser-known but important specialist in the semiconductor value...
AI Diagnostics Take Over Veterinary Practices – I Expect New All-Time Highs at IDEXX Laboratories
The jump in the stock price of nearly 22% following the figures from November 2 underscores why I count...
Fabrinet – Record Figures After Stock Slide: The Rebound Opportunity Begins Now!
Fabrinet is, for me, one of the covert winners of the AI boom. The company doesn’t develop its own...
Cast Off: Cruise Stocks Set Sail Again
Strong quarterly figures dispel crisis concerns, but oil prices remain a burden - Just last summer,...
Pharmaceutical business drives recovery: Bayer raises annual forecast after strong quarter
Forecast increase for 2026: Thanks to flourishing pharmaceutical businesses, Bayer raises its...
MacBook Offensive and iPhone Strength! Apple Delivers Record Numbers but Memory Prices Weigh on Margins!
Record revenues and profits: Apple exceeds consensus estimates from Wall Street in Q4 2026 with a...
Analog Devices: Why This Chip Stock is Suddenly Outperforming the Sector Thanks to Physical AI
Analog Devices (ADI) shows relative strength compared to many semiconductor stocks and is currently 5%...
eBay Live grows triple digits: This is why the stock is now at a 52-week high
eBay is at a 52-week high because the company is growing operationally much stronger than expected a...
Amazon: For me, the trillion-dollar opportunity clearly outweighs the capex risk
For Amazon (i), I remain bullish unchanged. Yes, free cash flow is suffering due to investments and was...
Estée Lauder Raises Annual Forecast: Fragrance Boom and Company Restructuring Propel Cosmetics Giant Out of Turnaround Mode!
Estée Lauder significantly exceeds expectations for revenue and profit in the first quarter of the fiscal...
Stocks in Action USA and International: Estée Lauder, Marriott, IDEXX Labs.
IDEXX Laboratories increases revenue by 10% and raises annual forecast – strong diagnostic demand drives...
Elbit Systems Builds Training and Simulation Center for Israel's Artillery: Contract Worth 170 Million USD Aims to Make New Weapon Systems Ready for Deployment Faster!
Elbit Systems has received a contract from the Israeli Ministry of Defense worth approximately 170 million...
Tempus AI Reports Record Quarter - AI Data Business Grows 33% and Pharmaceutical Contracts Over $192.5 Million
Cancer diagnostics booming: The oncology testing volume rises by 32% and strengthens the data...
Stocks in Action: Befesa, AXA, Fresenius, AIXTRON, Deutsche Bank
Dear Traders, For investors, it is extremely important to know which stocks and trends are in play,...