Markets
Arrowhead Pharmaceuticals: Phase 3 Success With Plozasiran Opens Up a Billion-Dollar Market
Plozasiran achieves all primary and pre-defined secondary endpoints in SHASTA-3 and SHASTA-4,...
Freeport-McMoRan: My Favorite for the Copper Boom
Copper remains one of the most exciting commodity trends for me. The IEA expects an additional demand...
Sony – The Perfect "Shovel Seller" for the Historic GTA VI Gold Rush!
When I look at the current market developments, I am reminded of the historical gold rush – only today’s...
The AI Boom is Running on Credit — These Sectors and Stocks are Winning!
The expansion of artificial intelligence is consuming capital on a historic scale: Banks and tech companies...
NVIDIA: Physical AI Business Already at $10 Billion – Huang Sees $100 Billion Revenue Potential
Jensen Huang estimates NVIDIA's business in robotics, autonomous driving, and Physical AI at nearly...
Intel: SK Hynix Could Become a New Foundry Customer for HBM4E
SK Hynix is considering Intel Foundry as a second manufacturing partner for the base dies of its next...
Schlumberger: Venezuela Could Become a Billion-Dollar Market Again – Here’s Why I Find the Stock Interesting
I find Schlumberger particularly interesting apart from the tech stocks at the moment, because the Iran...
Super Micro Computer: Over $60 Billion in Order Intake Secures Growth for 2027!
For speculative investors, Super Micro Computer (SMCI) (i.) is currently worth a look again. The company...
AI Makes Cybercriminals Faster, and Over 100 Tech Companies Warn of New AI Hacker Wave - How Fortinet and Okta Will Become Winners!
The cybersecurity market could be on the verge of its next major growth surge due to agentic AI. More...
The Top 20 Trending Value Stocks With High P/S Ratios in Germany - Here Are My Two Favorites!
At the 52-week high, value stocks are frequently found in Germany. These are titles with a low P/E ratio,...
Stocks in Action USA: Affirm, Elastic and Gap.
Affirm (AFRM) surges – best quarter in company history, profit significantly exceeds expectations!...
CXMT: Revenue Multiplies Tenfold – AI Demand Makes Chip Manufacturer China's Most Valuable Corporation!
The Chinese memory chip manufacturer CXMT is multiplying its revenue and turning a profit. The hunger...
Big Call Screening: Moody's, GEA Group, Mondelez, and Amphenol.
With very strong price action, Moody's (MCO) has recently impressed. After the stock of the rating agency...
Klarna Group: Record Margins, Leadership Change, and a $10 Million Investment
The core business is growing profitably, driven by significantly higher margins. Despite strong...
Eli Lilly: FDA Approval for Mounjaro for Cardiovascular Prevention Opens New Billion-Dollar Markets
Mounjaro and Zepbound drove a revenue growth of 48% to $23.0 billion in the second quarter. The...
Tencent Introduces its New AI Model Hy4, Which is Stronger than Z.AI and Moonshot According to Its Own Tests!
The Chinese internet giant Tencent presents a new AI model, Hy4, which outperforms its leading domestic...
Iren Ltd.: From Post-Earnings Sell-Off to $90 Target - H.C. Wainwright Sees a Buying Opportunity
Iren Ltd. (IREN) is undergoing a strategic shift from Bitcoin mining to AI cloud infrastructure. The...
Stocks in Action: Traton, BMW, OHB, Gerresheimer and RWE.
Stock 1.) Traton - Commercial vehicle manufacturer continues to suffer from weak demand, UBS downgrades...
Who Will Break the $1 Trillion Revenue Mark First? Amazon, Nvidia, and SpaceX Are in the Race for the Next Record!
A yearly revenue of $1 trillion sounds absurd even for the largest corporations in the world. However,...
JFrog: For me, the Software Company Is a Top Beneficiary in the Era of AI Agents
JFrog (FROG) is one of the most exciting indirect beneficiaries of the boom in AI agents for me. Coding...
Bitcoin is back – and you are Still not in on This High Speculation?
Bitcoin is back in the headlines – and that’s exactly the point for me: Nothing shifts sentiment...
The Great Memory Craze: Here's who Really Benefits from AI's Hunger for Hardware!
The AI sector has produced an unassuming winner: the memory chip. What was considered the dullest corner...
Aurubis: Recycling and Sulfuric Acid Drive Margins and Shift Focus to Upper Forecast End
Aurubis has increased its operational EBT by 31% to €374 million in the first nine months of 2025/26....