Markets
Optical Connections for AI Infrastructure! Lumentum's Revenue Doubles to Over $1 Billion!
AI boom drives the optics specialist : Lumentum doubles Q4 revenue to $1.01 billion, significantly...
CoreWeave Reports Record Revenue – Order Backlog More Than Triples to $104 Billion!
"AI is fundamental for every industry.” CoreWeave provides a specially designed technology platform...
SMCI Surprises with Strong Forecasts! Over 100 New Customers Boost Order Book to Over $60 Billion!
Fireworks of good figures: SMCI increases annual revenue for 2026 by 78% to $39.1 billion and significantly...
Gemini Reaches a Historic Mark! Over 1 Billion People Use Alphabet's Gemini App Each Month!
Milestone: The Gemini app records over 1 billion monthly users, becoming the fastest-growing product...
The AI Trade Dominates Wall Street and Drives an Unprecedented Capital Surge Through the Semiconductor Supply Chain as Falling Oil Prices Temper Inflation Fears – Intel Raises $20 Billion Amid Massive Oversubscription and NVIDIA Arranges a $500 Billion Financing for AI Infrastructure – The Fed Struggles with Dissenting Hawks Ahead of U.S. Consumer Prices While the DAX Runs Close to a New Record High
USA & MACRO-OUTLOOK Wall Street presents itself with cautious friendliness The S&P 500...
Stocks in Action USA: Babcock & Wilcox, Fermi, Riot Platforms
Babcock & Wilcox (BW): AI's Power Demand Leads to Major Contract – The Market for Power Supply...
Hims & Hers – The US Telemedicine Provider Raises Forecast but Still Falls!
Hims significantly raises its revenue forecast – yet the stock still falls. The culprit is a loss of...
Attack on Chip Dominance: Intel's $20 Billion Offensive as a Beacon in the AI Era
Intel places over 210 million new shares at $95, raising $20 billion. The fresh capital primarily...
Riot Platforms: Here's why the $9 Billion Deal with Anthropic is Turning Heads in the Industry
Riot Platforms expands its business model from a pure Bitcoin miner to a provider of AI infrastructure....
Meta Platforms – Zuckerberg Positions Meta as a Counter-Model to OpenAI with an AI Manifesto!
Zuckerberg presents a 6,500-word manifesto positioning Meta as an open counter-model to OpenAI and Anthropic:...
Olema Pharmaceuticals: Financial Headwinds Meet Billion-Dollar Market Potential - Experts See Up to 400% Price Potential!
Olema Pharmaceuticals (OLMA) ended the second quarter with cash equivalents amounting to $461.1 million...
Hims & Hers – Revenue Rocket, Earnings Crash Landing: I Remain Skeptical and Await Proof!
I currently see two companies in Hims & Hers: an impressive growth story and a painful construction...
Plug Power: Is This the Starting Signal for the Turnaround of the Hydrogen Stock?
Plug Power produces fuel cells, builds the associated infrastructure such as electrolyzers, and operates...
KeyBanc Confirms Buy Recommendation for Rocket Lab with a Price Target of $135
The US aerospace company Rocket Lab USA is in the spotlight of analysts following the release of its...
Fastly: I Am Considering Re-Entry in My Turnaround Favorite
Fastly (FSLY) is a turnaround favorite for me for 2026. The company is transforming under the new CEO...
Advertising Packages for 2027 Sold Out! Netflix Boosts Its Advertising Business and Offers Attractive Entry Opportunity!
There is panic in the stock market regarding the streaming giant, yet operationally, Netflix (NFLX) is...
$500 Billion for AI: Here's who can be Considered a Winner now!
The race for artificial intelligence is no longer solely decided in the lab, but also in the capital...
Record Revenue Meets Red Numbers in Space! Rocket Lab Presents Location-Independent Launch System GHOST!
Record revenue despite losses: Rocket Lab increases revenue by 62% to $234 million but misses expectations...
Everpure: DirectFlash Technology Secures Design Win with Second Hyperscale Customer
Everpure secures a supply agreement for its DirectFlash technology with a second top-5 hyperscaler,...
The $500 Billion Coup with Financiers! Nvidia Aims to Establish GPUs as Assets!
Billion alliance: Nvidia mobilizes over $500 billion together with six financial giants for the expansion...
Competition in the Chip Sector! Microsoft Aims to Significantly Expand Production for the Upcoming Maia 300!
Chip area emancipation: Microsoft plans to unveil the Maia 300 in fall 2026 to reduce high hardware...
Robinhood – the US Trading Platform Operator Brings Cryptocurrency Trading to the UK App!
Robinhood brings cryptocurrency trading to the UK app – over 50 coins via Bitstamp, commission-free....
Atoss Software: Full Order Books Thanks to Digitalized Personnel Processes!
Atoss Software (i.) has been one of those stocks that the market penalized as a loser in the AI sector...