Markets
Meta Launches Another AI Model! With Muse Wonder to Personal Superintelligence!
Model Initiative: Meta releases the Muse Wonder and Muse Wonder Full model series for enhanced, autonomous...
Stocks in Action USA: Microsoft, Bristol Myers Squibb, IonQ
Microsoft (MSFT) – New Maia-300 chip aims to reduce AI costs: Attack on NVIDIA and more efficient AI...
AI Data Centers are Becoming Fortresses: These Stocks are Set to Profit from the Next Billion-Dollar Market of the Data Center Boom
The data center boom is creating a new billion-dollar market that has received significantly less attention...
Microsoft: Maia 300 Meets the Agent Boom - How the Next Growth Surge Could Emerge
At the end of September, I reported that I had increased my Microsoft position (i). I remain bullish...
Moderna: Momentum Bull Rises to a Multi-Year High - The Outlined Trend Following Scenario has its Effect!
About Moderna (MRNA) , I last reported on this on September 17. Since then, the stock has risen from...
IREN is Reported as Cloud Partner of Anthropic – Contract Yet to be Confirmed!
According to a media report, data center operator IREN has reportedly signed a multi-year AI cloud contract...
Microsoft: 40% More AI Performance per Megawatt - Maia 300 Becomes Azure's Primary Inference System
Microsoft will deploy Maia 300 not just in individual clusters, but at a multi-gigawatt scale starting...
Biogen: Immunology serves as a new growth driver - JPMorgan upgrades assessment to Overweight and price target to 300 USD!
JPMorgan raises price target to 300 USD and rates with "Overweight". Data on Felzartamab and Litifilimab...
Bristol Myers Squibb: Phase 3 Data on Cancer Drug Validate the Expansion of Precision Oncology
The company focuses on acquisitions to offset revenue declines due to expiring patents. The active...
Kratos: Germany could need 500 AI combat jets - creating a 10 billion euro market
Airbus and Kratos have successfully completed the first European test flight of the U740 Valkyrie....
IonQ Acquires Cybersecurity Firm Elisity for Up to 1.3 Billion USD and Expands Security Division!
The quantum computing company IonQ is acquiring the cybersecurity specialist Elisity for up to 1.3...
Nektar Therapeutics: 4.0 Billion USD Revenue Potential – Why a New Biologic Drives the Price Target to 130 USD
Leerink analyst assigns an "Outperform" rating with an ambitious price target of 130 USD for Nektar Therapeutics...
Truist Sees Around 50% Price Potential for First Solar
Upgraded to "Buy": Truist raises the rating from "Hold" to "Buy" and increases the price target...
Semiconductor Specialist ASE Technology Continues Strong Growth Path
Strong Third Quarter: ASE Technology's net revenue rose to 7.642 billion USD in the third quarter....
Fortinet has become my high-flyer! This AI security bet could run for a long time!
Fortinet (i)(FTNT) has become one of the high-flyers in my portfolio. I predominantly bought the stock...
The giants are buying in, the second tier profits!
The AI boom is entering a new phase. Tech giants are no longer just buying chips but entire companies....
Amazon: With Decart, the Cloud Giant Seizes the Control Center of AI!
Amazon is reportedly negotiating to acquire the AI startup Decart for about $7 billion, with a deal...
SpaceX Fuels Cell Towers! The 8 Billion USD Trigger Moment for Crown Castle!
8 billion USD deal: SpaceX acquires the 800 MHz spectrum from Grain Management for 8 billion USD in...
Over 300 Neocloud Providers Compete for GPUs! Nvidia's Insatiable Hunger for the AI Ecosystem!
Targeted Acquisitions: Nvidia is negotiating the acquisition or increase of its stake in Reflection...
Efficiency Meets Expansion! How Amazon Solidifies Its Market Position with AI Deals and Hardware Offensives!
Billion Acquisition in the AI Sector: Amazon is negotiating to buy Decart AI for around $7 billion...
Fastly: AI Traffic Monetization Unleashes New Margin Potentials - Oppenheimer Upgrades Rating to Outperform!
Oppenheimer upgrades Fastly to "Outperform" with a price target of $35. The monetization of AI traffic...
Securitize Launches Twelve US Stocks as Tokens on the Blockchain!
The tokenization specialist Securitize is launching on-chain trading with twelve major US stocks like...
Big Call Screening: Deere, GEA Group, Duke Energy, Coca-Cola
Currently, Deere (DE) presents itself as technically convincing! The US farm equipment manufacturer is...