Markets
The Great Money Transfer: Who Really Benefits from the AI Boom?
A single sentence in a forecast cost Alphabet around 5% of its market value on Wednesday evening. The...
Verbio: Niche Specialist Benefits From a 38% Rise in Oil Prices!
Verbio SE is currently benefiting from a favorable environment for biofuels, which is reflected in a...
ServiceNow: Subscriptions and AI Integration Support Raised Annual Forecast
The software company ServiceNow (NOW) presented its business figures for the second quarter on July...
ServiceNow Defies Software Skepticism! 45% Growth in new AI Customers Confirms Market Position!
Growth strength: Subscription revenue surged by 23% to $3.88 billion in Q2 2026, adjusted for currency....
Optimus Production Set to Start This Year! Tesla With High Revenues, but Earnings are Too Low!
Investment boom strains cash flow: Increase in investments to $5.8 billion pushes free cash flow...
Gemini Processes 22 Billion Tokens per Minute, but Investment Spending Weighs Down Alphabet’s Stock!
AI scaling at record levels: Gemini models process 22 billion API tokens per minute, compared to...
Palo Alto: How are Autonomous AI Attacks Expanding the Security Giant's Moat?
A recent incident where autonomous OpenAI agents infiltrated the Hugging Face platform demonstrates that...
Airbus: This Is the New Forecast Until 2029 and €5 Billion Will Be Returned to Shareholders!
In the Traderfox model portfolio, we are focusing on Airbus and MTU in the aviation sector. We purchased...
IREN Ltd.: Billion-Dollar Contracts and Analyst Upgrades Support the Transition to an AI Infrastructure Provider
New AI cloud contracts worth $2.8 billion with developers like Microsoft, NVIDIA, and Perplexity drive...
Johnson & Johnson – the US Healthcare Giant Receives FDA Approval for Its Surgical Robot Ottava!
Johnson & Johnson receives FDA approval for its surgical robot Ottava – initially for upper abdominal...
Dell: Here are Four Reasons why I Expect Prices Beyond R500 for the Trending Value Stock Soon!
One of my favorites among data center equipment providers is Dell . As competitor Super Micro spoke of...
Big Call screening: GEA Group, Oracle, Amphenol, and Hannover Re.
The equipment manufacturer GEA Group is currently emerging as one of the favorites among cyclical stocks....
Stocks in Action USA: AMD, Arrowhead Pharmaceuticals, Super Micro Computer
AMD (AMD) – The chip challenger seals a billion-dollar deal with Anthropic and takes on Nvidia head-on!...
Merck KGaA: Between AI Chips and Blockbuster Therapies – Bio-Techne Acquisition Aims to Secure Growth
Stocks in the healthcare sector can attract the attention of investors in the currently volatile market...
AMD: $5 Billion Deal with Anthropic - Earnings Expected Only from 2027
Investment of up to $5 billion tied to delivery milestones. Delivery of MI450 chips for 2 gigawatts...
Stocks in Action: Friedrich Vorwerk, Talanx, GEA Group, Eckert & Ziegler, and Airbus.
Stock 1.) Friedrich Vorwerk - Infrastructure specialist benefits from energy transition, annual forecast...
US Share for Pickups at 42%! GM Turns Its Back on the Pure EV Strategy and Reintroduces Gasoline Variants!
General Motors (GM) demonstrates with the figures for the second quarter of 2026 that entrepreneurial...
Arrowhead Pharmaceuticals: Study Success in Severe Hypertriglyceridemia Triggers Nearly 20% Stock Surge!
Plozasiran lowers triglycerides by up to 81% in phase 3 studies and reduces acute pancreatitis events....
Samsung Electronics – the South Korean Tech Giant Enters a Fiercely Competitive Market With an AI Health Assistant!
Samsung launches the AI Health Assistant, which consolidates data from Galaxy phone, watch, and ring...
Rocket Lab: US Air Force Awards $266 Million Contract for 12 Rocket Launches
Rocket Lab secures a fixed-price contract from the US Air Force worth $266 million for 12 suborbital...
Analysts' Top 5 Price Targets of July 23, 2026
Talanx [DE000TLX1005] Berenberg confirms Buy rating and raises the price target from €143 to €160...
Samsung Targets the AI Health Market – The Ecosystem Advantage is the Real Trump Card!
I see more in Samsung's new AI health assistant than just another fitness feature. Sure, the market...
The Super Micro Stock Rises by 20%. Order Intake Skyrocketed to $60 Billion and the Margin Forecast has Been Raised!
Super Micro Computer recorded a record order intake of over $60 billion in the fourth quarter of 2026....