Markets
Accenture Takes Advantage of AI Risk as a Growth Opportunity! Partnership with Anthropic Drives Shares Up Nearly 6%!
For Accenture (ACN), the very technology that partially threatens the traditional consulting business...
AI Boom with Brake Marks: Here are the Winners — and the New Risks!
For two years, the story of artificial intelligence had only one direction: straight upwards. However,...
Coherent – a well-positioned photonics champion capitalizing on multiple bottlenecks of the AI boom!
Coherent is for me one of the most convincing suppliers of AI infrastructure, especially because the...
Generational Change at the Omaha Empire! Warren Buffett Hands Over the Chairmanship at Berkshire!
Historic Change: Warren Buffett steps down as Chairman after 61 years, with his son Howard taking...
Crypto giant withstands regulatory headwinds! Why Coinbase suddenly rallies again thanks to the SEC!
Surge on Wall Street: Coinbase rose by 11.66% to $194.25 on the latest trading day, becoming the day's...
SpaceX Expands Dominance! NASA Contract worth 1 Billion USD and Index Weight Boost Drive the Stock!
Billions Contract: NASA extends ISS flights with SpaceX until 2030, total contract value rises to...
Cue Biopharma: Dual Antibody Approach Targets Growth Market for Allergies - B. Riley Sees Over 100% Upside Potential
Strategic focus on functional therapies for autoimmune and allergic diseases. B. Riley initiates coverage...
Leader Stocks at 52-Week High: Here's Why F5, Halozyme, and Cloudflare Are Now Taking Off
Leader stocks can be recognized by their ability to reach new highs even in a turbulent market. This...
On Holding: A New Mbappé Deal Could Shift the Balance of Power in the Sportswear Market!
On Holding expands its existing business model into the international football market. The signing...
Anthropic is Building an Autonomous AI Lab. Here's why AI Drug Research is Becoming a Growth Driver for Thermo Fisher
The new life sciences initiative by Anthropic strengthens my optimism for Thermo Fisher, which has been...
Google's Waymo to Launch Paid Robotaxi Service in Singapore in 2028!
Alphabet's subsidiary Waymo is expanding its robotaxi business into Asia and plans to offer paid rides...
Stocks in Action USA: Coherent, Tower Semiconductor, Strategy
Coherent (COHR) – 25.6 Terabits per second in plug format accelerate optical AI connectivity! Coherent...
Big Call Screening: RTX, RWE, Republic Services, Hannover Re
Defense stocks remain interesting not only due to record-high U.S. defense budgets and increasing NATO...
Soitec: New Convertible Bond Secures Liquidity for Future Investments!
About two weeks ago, I reported on Soitec (i.). Since then, the stock has gained over 10%. This is reason...
Stocks in Action: Vincorion, TKMS, Infineon, Renk, Siltronic
Stock 1.) Vincorion - Defense specialist impresses with strong order intake, Oddo BHF raises to Outperform,...
Strategy: SEC Approval for Token Stocks as a Structural Catalyst
The MSTR business model links traditional equity with the creation of digital assets. A new SEC...
Coherent Expands Pluggable Fiber System for AI Data Centers with Full C-Band Amplification!
The photonics specialist Coherent is expanding its pluggable optical transmission system: A new compact...
AMD: Despite the Slowdown Debate, There's No Demand Weakness - AI Agents Drive CPU, GPU and Networking Needs Simultaneously
AMD CTO Mark Papermaster supports a more responsible development of frontier models but does not see...
Algorithms in a Test Tube: How Anthropic is Shaking Up the Biotech Industry
Hardware instead of just software: Anthropic operates its own laboratory for physical biological...
Nebius Group Turns the Price Screw! For me, the AI Cloud Story is Now Even More Exciting!
Nebius Group (NBIS) is one of the most exciting infrastructure bets in the AI boom for me. The company...
Barclays Declares Tower as Leading Foundry for Silicon Photonics
New Buy recommendation: Barclays initiates coverage of Tower Semiconductor with Overweight and...
Nokia – From Flip Phone Relic to Underestimated Beneficiary of AI Network Expansion!
I currently see Nokia as one of the most exciting transformation stories in the entire AI space. Once...
AI Boom Defies Warning Signs – Here Are the Four Winning Sectors!
The third week of September 2026 has demonstrated the resilience of the AI boom. Despite an interest...