Markets
2G Energy: Here's how I Assess the Price Potential After the First Data Center Order
The stock of 2G Energy (i) has performed excellently since the end of March. It has risen from €30...
New 52-Week Highs for BE Semi and VAT Group – WFE Spending Increases from $147 Billion per Year to $247 Billion by 2028
It has been striking in recent days that the chip equipment suppliers have shown relative strength. They...
Visa – The Payment Giant Partners with OpenAI and Fully Bets on AI Agent Commerce!
Visa partners with OpenAI to make AI agents paid players in commerce. At the forefront, AI; at the...
Stocks in Action USA: ARM Holdings, KLA, and Navan.
AMD (AMD), ARM Holdings (ARM), Intel (INTC), and NVIDIA (NVDA) – Agentic AI could catapult the server...
Rigetti Computing: 108-Qubit Milestone and $100 Million Funding Drive $40 Price Target Spark Buy Interest!
Government Mandate: The US Department of Commerce signed a memorandum of understanding in May 2026...
Digital Turbine: 20% Share Price Increase in 10 Days and the Rally Could Continue!
On June 1st, I reported on the compelling expansion strategy of Digital Turbine (APPS) and the strong...
Stocks in Action: RWE, ASML, BASF, Porsche, HUGO BOSS.
Stock 1.) RWE - Energy provider benefits from the AI boom due to increasing demand for green electricity,...
Intel: BofA Sees Earnings Potential of Over $6 per Share by 2030 Through Server CPUs and Foundry!
Bank of America rates Intel as "Buy" with a target price of $135 after reassessing the potentials...
Eaton: Portfolio Focus through Spin-off of Mobility Division on Electrical Engineering and Aerospace
Eaton merges its Mobility division with Dana via a Reverse Morris Trust. The company will now focus...
Analysts' Top 5 Price Targets of June 11, 2026
Siemens Energy [DE000ENER6Y0] Metzler sees extraordinarily attractive buying opportunity after price...
Strategic realignment in the AI sector: KKR establishes Helix Digital Infrastructure
Kick-off for Helix: KKR secures capital commitments of over $10 billion for AI infrastructure expansion....
Flutter & DraftKings – The Betting Giants Fully Rely on Prediction Markets for the World Cup!
New CFTC Rules on Prediction Markets shift the mood at Flutter and DraftKings from Doom to Boom. For...
Micron Shakes off the Correction – the Memory Story Remains Intact in my Eyes!
After the recent turbulence, I see remarkable strength at Micron Technology. The stock is climbing again...
Applied Materials: Barclays Significantly Raises the Earnings Estimate and WFE Market Forecast for 2027!
Barclays raises the WFE market forecast for 2027 from $159 billion to nearly $210 billion. The...
GEO Group – The US Operator of Detention Facilities is in Rally Mode After Record Figures!
GEO Group impressed in Q1 with a revenue increase of 16.6% to $705.2 million and the highest forecast...
40% Off the All-Time High! 5 Reasons why a Comeback Could be on the Horizon for Netflix!
Who doesn’t know it? You watch the Netflix stock (NFLX) climbing for years, regret missing the entry...
The Great Magnet Race: These Stocks Benefit from the Raw Material Showdown with China!
Rare earths are the inconspicuous building blocks of modern technology – they are found in smartphones,...
The Coca-Cola Company: The Resilient Currency of Global Consumption
The Coca-Cola Company (KO) has the world's largest physical distribution network for consumer goods...
The Price of the AI Boom! Here's why Super Micro Computer Lost 28% in Value in Just One Day!
Capital needs slow the flight: SMCI announces a massive capital increase of $7 billion, leading to...
Amazon's Latest AI Processor! The Graviton5 Chip Intensifies Cloud Competition!
High computing power: Up to 25% higher overall performance and 35% faster execution of machine learning...
The Expansion and its High Costs! Oracle Falls by 10% After Hours Amid AI Infrastructure Concerns!
Growth engine cloud: Revenues in the core segment Oracle Cloud Infrastructure climbed 93% to $5.8...
Meta – The US Tech Giant is Building Its First AI Data Center in India with Reliance!
Meta is building its first AI data center in India with Reliance (168 MW in Jamnagar) and is securing...
Stocks in Action USA: Casey's General Stores, Cracker Barrel, Super Micro
Casey's (CASY) – The US gas station and convenience giant benefits from the fuel price boom! The...