Markets
Stocks in Action: Vincorion, TKMS, Infineon, Renk, Siltronic
Stock 1.) Vincorion - Defense specialist impresses with strong order intake, Oddo BHF raises to Outperform,...
Strategy: SEC Approval for Token Stocks as a Structural Catalyst
The MSTR business model links traditional equity with the creation of digital assets. A new SEC...
Coherent Expands Pluggable Fiber System for AI Data Centers with Full C-Band Amplification!
The photonics specialist Coherent is expanding its pluggable optical transmission system: A new compact...
AMD: Despite the Slowdown Debate, There's No Demand Weakness - AI Agents Drive CPU, GPU and Networking Needs Simultaneously
AMD CTO Mark Papermaster supports a more responsible development of frontier models but does not see...
Algorithms in a Test Tube: How Anthropic is Shaking Up the Biotech Industry
Hardware instead of just software: Anthropic operates its own laboratory for physical biological...
Nebius Group Turns the Price Screw! For me, the AI Cloud Story is Now Even More Exciting!
Nebius Group (NBIS) is one of the most exciting infrastructure bets in the AI boom for me. The company...
Barclays Declares Tower as Leading Foundry for Silicon Photonics
New Buy recommendation: Barclays initiates coverage of Tower Semiconductor with Overweight and...
Nokia – From Flip Phone Relic to Underestimated Beneficiary of AI Network Expansion!
I currently see Nokia as one of the most exciting transformation stories in the entire AI space. Once...
AI Boom Defies Warning Signs – Here Are the Four Winning Sectors!
The third week of September 2026 has demonstrated the resilience of the AI boom. Despite an interest...
From Asphalt to Battlefield! GM Supplies Lockheed Martin with Components for the Patriot System!
New pillar in the defense sector: GM supplies Lockheed Martin with components for the Patriot system,...
Cloud-Based Payment System with Microsoft! Additionally, Marvell Modernizes Memory and AI Connectivity!
Strategic cloud alliance: Marvell, Microsoft, and Utimaco launch Azure Payment HSM v2, a managed...
Amazon: 100,000x More AI Tokens - This New Huawei Forecast Strengthens My $400 Bull Case
The new Huawei forecast strengthens my bull case for Amazon (i) – I see the stock as one of the biggest...
Huawei Expects 100,000x More AI Tokens by 2035: These Three Stocks Will Benefit From the Era of AI Agents
The next phase of the AI boom could be significantly larger than today's training of chatbots. Huawei...
Moderna: A Clear Buy for Speculative Trend-Followers in the Healthcare Sector!
Moderna (MRNA) has proven that mRNA technology works. However, the journey from a pure pandemic profiteer...
Stocks in Action USA: Nokia, Vicor, Generac
Nokia (NOK) - AI Agents and Microsoft Fabric Make Wireless Networks More Autonomous and Open Up New Growth...
IQM Delivers First Quantum Computer System to Brazil's Eldorado Institute!
The Finnish quantum computer manufacturer IQM is making inroads into South America: The Eldorado Research...
Curbline Properties: This REIT is shifting into a higher gear for growth
Curbline Properties is a US REIT that focuses exclusively on so-called convenience shopping centers....
Robinhood: Tokenization Makes Its Way to America – SEC Gives the Green Light for a New Era of Stocks
The SEC creates a five-year exemption under which tokenized stocks and other securities can be traded...
Salesforce: Focus on Cash Flow and Data Security Drives Strategy 2030
Strategic expansion from a pure software provider to a management and governance level for AI models....
Stocks in Action: Bilfinger, RWE, Wacker Chemie, DEUTZ and AXA
Stock 1.) Bilfinger - Industrial service provider suffers from Middle East crisis and lowers annual forecast,...
Ciena: AI Investments as Drivers for a New Margin Level by 2029 - Rosenblatt Confirms Buy Recommendation with Target Price at $525
The business model of Ciena Corp. (CIEN) benefits from increasing demand for optical networks driven...
Vicor: The Strategic Shift from Pure Module Manufacturer to Patent Administrator in Data Centers
Vicor produces components that provide high currents for AI chips in a compact space. Switching...
Arm: Demand for AI Chip Exceeds $2 Billion - CEO Grows More Confident in Revenue
Customer demand for Arm's new AGI CPU has already exceeded $2 billion for the fiscal years 2027 and...