Markets

TSMC is the Pace Setter of the AI Revolution! Semiconductor Giant Continues to Benefit from {[Soaring Chip Demand!]}
The demand for Artificial Intelligence is driving the semiconductor industry into new dimensions, with...

Salesforce surprises with ambitious growth targets
Salesforce presented ambitious new long-term goals at Investor Day during the Dreamforce conference on...

Salesforce: Agentforce 360 and the return to double-digit growth rates – revenue target for 2030 at over 60 billion USD!
Agentforce 360 leads companies into the era of the "Agentic Enterprise" and already reaches over 12,000...

Foxconn shares rise after meeting with OpenAI and Nvidia collaboration plan!
The company is shifting its focus to growth areas, such as the production of AI servers for US technology...

Nanobiotix S.A. impresses with several positive study results — stock poised for breakout from base!
Nanobiotix S.A. is a speculative but promising biotechnology company from France. It specializes in the...

Amazon cuts more jobs amid massive AI investments!
Amazon is preparing a new wave of layoffs, which will likely primarily affect the internal HR department....

Waymo Crosses the Atlantic! The Autonomous Revolution in Europe Begins with London!
Waymo, the autonomous vehicle division of Alphabet (i)(GOOG/GOOGL), is taking a major step across the...

Big Call Screening: Nike, Amphenol, Deutsche Börse, Alphabet
The US sportswear manufacturer Nike (NKE) has recently suffered not only from weak consumer demand but...

Top 5 Global Dividend Stars - Where Strength and Yield Come Together
Those looking for reliable sources of income often find them among established blue chips with solid...

Terns Pharmaceuticals: Truist sees enormous market potential and an attractive risk-reward profile for the pipeline!
Currently, one of the standout names on the analysts' Top-10 price target list is Terns Pharmaceuticals...

NVIDIA: With a new price target of $320, HSBC sees a potential of 75%. The reasons!
In the US model portfolio, we have been involved with NVIDIA for many years and are glad to hold this...

LVMH shares rise double digits after first growth reported this year
LVMH shares (i) surged nearly 14% on Wednesday, aiming for their best daily performance in over two decades,...

Novo Nordisk acquires Zaltenibart from Omeros for up to $2.1 billion and strengthens its position in the treatment of rare blood and kidney diseases
Novo Nordisk (ii) acquires a promising drug from Omeros, which is being developed for the treatment of...

Stocks in Action USA: Morgan Stanley, Veritone, LVMH
Morgan Stanley (MS) - Investment Banking Turbo Drives Record Profits and Asset Growth. Stock Hits All-Time...

United Internet: Defensive Addition in a Volatile Market Environment!
Volatility and uncertainty in the market are currently increasing again. From my perspective, it is therefore...

The Comeback of the Luxury Giant: LVMH Stock Back in the Spotlight
LVMH (i) has surprised the markets with better-than-expected organic revenue growth in the last quarter....

Stocks in Action: LVMH, Aurubis, ASML, FlatexdeGiro, Vossloh
Stock 1.) LVMH - Luxury goods conglomerate back on track in Q3 after a weak first half, RBC raises price...

GlobalStar: Growth Opportunities in the Satellite and 5G Market. Clear Street sees potential in satellite-based Internet of Things and room for the stock to $66 (+52%)
The business model of GlobalStar (GSAT) primarily revolves around satellite communication services....

Amphenol Accelerated Growth Through the AI Boom. A Targeted Acquisition Opens New Growth Opportunities. Bank of America Upgrades and Sees 22% Upside Potential.
Amphenol (APH) is a leading global provider of interconnect and sensor solutions with a diversified...

Infineon: Is This an Underrated Winner in Power Supply for Gigantic Data Centers?
By 2030, spending on AI infrastructure is expected to reach up to $4 trillion. OpenAI has forged massive...

Infineon: The Quiet Winner in the AI Investment Frenzy!
AI is becoming the largest technological growth driver of the coming decade. By 2030, spending on AI...

SK Hynix: Direct Beneficiary of ASML's Innovation Surge
ASML supplies the machines for the next generation of memory – but SK Hynix is at the profit front...

Credo Tech aims to advance the development of custom silicon chips specifically for AI data centers!
Credo Tech I had discussed extensively in the Tenbagger magazine at prices around 27 USD and have since...