Markets

Qualcomm on the Rise! Record Revenues and Increased Profits Thanks to Its Snapdragon Chips!

The chip manufacturer Qualcomm (QCOM) announced its business figures for the 1st quarter of 2025 on Wednesday,...

Valneva: Contract From the US Department of Defense and Market approval for Chikungunya Vaccine in the UK!

The biopharmaceutical company Valneva SE has faced some significant setbacks in the past, particularly...

Tesla: The Valuation is not the Most Important Aspect. It is the Opportunity to Invest in a Leading Robotics Company!

Tesla (i) (TSLA) is worth $1.2 trillion on the stock market. Yes, the traditional automotive business...

Alphabet confirms my hypothesis: DeepSeek leads to even more AI infrastructure spending!

Instead of cutting investments, Alphabet is deploying $75 billion for AI infrastructure – nearly 30%...

Stocks in Action USA: Aviat Networks (AVNW), Mattel (MAT), Mercury Systems (MRCY)

Aviat Networks (AVNW) - the provider of wireless transport solutions reports strong revenue growth in...

Stocks in Action: Infineon, Novo Nordisk, Allianz, Bechtle, Vonovia

Stock 1.) Infineon - AI boom brings momentum to semiconductor manufacturer, Jefferies raises price target...

Super Micro Announces Full Production Availability for AI Data Center Building Block Solution for NVIDIA Blackwell. Beneficiary of AI Investments!

Together, over 215 billion USD will be invested in AI and cloud infrastructure by Meta, Microsoft, and...

Broadcom: Customers Meta and Alphabet invest billions in AI infrastructure. Custom AI chips are expected to enhance efficiency!

The major hyperscalers have confirmed their investment plans for 2025. DeepSeek could ensure that Data...

2G Energy presents at the HIT. Here are the key statements from CFO Pehle on DeepSeek, tariffs, and the Demand-Response Motor!

On February 5th and 6th, 2025, the Hamburg Investor Days will take place. This morning, our model portfolio...

Paul Hartmann aims to increase profits by up to 15% in 2025. The defensive qualities should support the new upward movement!

So far, few companies have dared to provide a forecast for 2025. However, one of them is the small-cap...

Defense & Space Play: Technology Company Mercury Systems (MRCY) Sees Growth Potential in Electronic Warfare and Aerospace. Backlog and Free Cash Flow in Q2 at Record Levels.

Mercury Systems (MRCY) is a leading technology company specializing in mission-critical electronic solutions...

Toy manufacturer Mattel (MAT) aims to significantly expand its entertainment sector: Jefferies sees 55% upside potential after the numbers.

The stock of Mattel (MAT) has been moving sideways for half a year since the impulse in July. Now a...

Mercury Systems: 4 Reasons for the Successful Big-Picture Breakout

Mercury Systems (MRCY) is well positioned with advanced and robust technologies for safety-critical and...

TOP-5 Price Targets by Analysts on February 5, 2025

Bechtle AG [DE0005158703]: Jefferies reiterates Buy rating with a price target of 50 Euro (50% upside...

PepsiCo Misses Revenue Growth Targets but Increases Profits! Demand for Beverages and Snacks Declines in North America!

The beverage and snack manufacturer PepsiCo (PEP) released its financial results for the fourth quarter...

Snap's Realignment Pays Off: 14 Million Snapchat+ Subscribers, Strong Direct-Response Campaigns, and a Possible TikTok Ban Boost Growth

Snap Inc. confirmed the success of its realignment in Q4 2024 with improved figures, primarily reflected...

US Retail in Transition: Winners and Opportunities in Turbulent Times!

The Retail Sector is facing a range of challenges intensified by inflation, interest rate hikes, and...

Rambus benefits from growth in data centers and impresses with strong fourth-quarter figures!

Rambus, which I introduced in the Tenbagger Magazine at the beginning of 2023, should be kept on the...

Chipotle Exceeds Earnings Expectations and Aims to Become a Globally Iconic Brand

Chipotle Mexican Grill, Inc. (NYSE: CMG) reported its Q4/2024 results on February 4, 2025. The company...

AMD's AI Revenue Rises but Falls Short of Expectations

AMD's data center division revenues, which include AI chips, increased by 69% to $3.9 billion. Advanced...

Spotify's Transformation into a Profitable Audio Giant is Impressive!

I am deeply impressed by Spotify's successful transformation. The first annual profit in the company's...

Aviat Networks: Specialist in wireless data transmission announces highest quarterly revenue in over 10 years!

Aviat Networks (AVNW) addresses a $11 billion market as a leading provider of wireless transport and...

Dassault Systemes SE: Expansion into new markets and the vision of AI-driven virtual twins!

Dassault Systèmes SE is a leading French software company specializing in 3D design, 3D digital mock-up,...