Markets
Amazon expects over 40% AWS growth for 2027 and 2028 – but AI spending weighs on results
AWS grows by 39.3% to $46 billion. Over 40% is expected for both 2027 and 2028. $578 billion AWS...
Illumina: NovaSeq X booming – BioInsight to accelerate growth in 2027
The stock falls double digits in after-hours trading, despite Illumina raising its forecast – organic...
Intel crashes after forecast shock – AI agents could quintuple CPU market
Intel falls about 23% in after-hours trading due to disappointing quarterly outlook. The data center...
Munich Re. Secret Winner of the Cybersecurity Challenge. Chart Technical Rally Signal!
In the German market, reinsurers are interesting. Hannover Re and Munich Re are entering new upward trends....
Genmab: Leader in the European healthcare sector impresses with study data and fresh all-time high!
Genmab has been a frequent topic of discussion since early August, as the healthcare company focused...
ServiceNow Exceeds Expectations, But Cautious Subscription Outlook Fuels AI Concerns!
The enterprise software company ServiceNow exceeds revenue expectations in the third quarter and raises...
Replimune: Leerink Analyst Sees Over 80% Price Potential After Quarterly Results
Replimune undergoes a transformation into a commercial company focused on the oncology product TUDRIQEV....
Stocks in Action USA: Glaukos, Norwegian Cruise, Porch Group
Porch Group raises annual forecast again – Stock jumps significantly after strong quarter! Porch...
Impinj: New M800 Chip Drives Gross Margin Above 52%!
Revenue growth in Q3 2026 of 16.7% to $112.1 million driven by strong IC sales. An improved gross...
The AI Boom is Restructuring: Cloud, Optics, and Enterprise Software are Pulling Ahead!
Microsoft impresses, Alphabet disappoints, and a potential billion-dollar deal reveals where the real...
Crocs: Asia Expansion and Jibbitz Sales Support Revised Outlook Scenario 2026
The shift to direct-to-consumer channels and international markets secures continuous growth for the...
Norwegian Cruise Line Exceeds Expectations and Raises Annual Forecast – Strong Passenger Spending Offsets Fuel Costs!
The cruise line company Norwegian Cruise Line exceeds expectations for revenue and profit in the third...
GLP-1 Dynamics Continue: Eli Lilly Significantly Raises Revenue Forecast After Strong Quarter
Operational Record Numbers: In the third quarter, the company’s revenue rose to $24.4 billion,...
GE HealthCare – Growth Acceleration Meets P/E of 14 – I Am Considering a Long Position!
The medical technology sector is demonstrating strong leadership during this earnings season. Since October...
IBM: Increased Cash Flow Forecast Meets Unforeseen Caution Regarding Customer AI Budgets
IBM's quarterly revenue recently increased by 5%, driven by strong growth in the software and data sectors....
Oracle – From Cash-Eater to Cash-Machine? The Comeback Plan is Taking Shape!
A few days ago, I put Oracle on my watchlist as a risky rebound candidate and named the investor event...
Alphabet Misses Revenue Expectations – Weak Advertising Business Raises Concerns About AI Spending!
Alphabet misses revenue and profit expectations in the third quarter, particularly in the crucial search...
Billion-Dollar Deal in the Chip Sector: Marvell Negotiates Acquisition of Lumentum
Strategic Consolidation: Marvell Technology is in advanced talks to acquire the optical specialist...
Oracle +11% – Investor Day shows path to over 30 billion USD in free cash flow by 2029!
Oracle expects over 30 billion USD in free cash flow by 2029 and plans to finance the AI expansion...
Microsoft – Azure grows by 48% and Copilot gains traction
Azure accelerates to 48% growth. For the current quarter, Microsoft even expects 49 to 50%. Daily...
C4 Therapeutics: $11 Price Target from Lake Street Highlights Triple Strategy in Multiple Myeloma
C4 Therapeutics utilizes targeted protein degradation for cancer treatment and advances the clinical...
Vertiv reports record quarter with 61% revenue growth and raises annual forecast – AI data centers drive growth!
The specialist in data center infrastructure Vertiv reports a record quarter with a revenue jump of...
SoFi Technologies: 17 Million Users Pave the Way for Sustainable Profit Growth!
SoFi Technologies (SOFI) (i.) offers its customers an integrated financial platform, combining lending,...