Stock in Focus
AMD to Manufacture its EPYC Chips in the USA – Next Generation "Venice" With 2-nm Manufacturing Technology From TSMC for the First Time
AMD is bringing EPYC production to the USA for the first time. HPC chips of the 6th generation will...
Karman Holdings Accelerates Access to Strategic Missile Defense Programs With MTI Acquisition – 2024 Ensures Numerous Records!
Karman benefits from prioritized US defense programs in the areas of missiles, tactical defense systems,...
IBM Aims to Accelerate AI Implementation With new z17 Mainframes – Acquisition of Hakkoda Complements AI Consulting Business!
IBM recently recorded record contract wins in its consulting business and is strengthening itself...
Boeing: Tariff Deals Should Significantly Fill the Order Book!
Boeing has been pushed down from $165 to $135 since Donald Trump's tariff hammer, as the company relies...
Roblox increasingly targets older demographics - Google partnership accelerates scaling of immersive ads
Roblox attracts more affluent customers with higher quality content. The number of users over 13 years...
IONOS Convinces With AI and Digital Sovereignty. P/E Ratio of Only 12.7!
IONOS promises a growth surprise in AI and digital sovereignty in the coming years. Demand for...
Braze: Customer Engagement Platform Accelerates new Customer Growth – OfferFit Acquisition Delivers AI Decision Agents
Braze aims to become the leading platform for customer engagement and is expanding its AI capabilities....
Micron Triples Revenues From Data Centers - HBM Memory Revenues Exceed $1 Billion
Micron triples revenue from data centers and increases HBM sales by 50% quarter-over-quarter to a...
CrowdStrike Advances Agent-based AI Cybersecurity With NVIDIA – BofA Confirms Price Target of $420 (Buy)!
Charlotte AI Detection Triage can evaluate, analyze, and prioritize security alerts using NVIDIA NIM...
Genius Sports Licenses Data From Major Sports Leagues – Analysts see Turning Point With First Positive Free Cash Flow!
Genius Sports licenses sports data and statistics to betting operators, sports leagues and teams,...
ServiceTitan Becomes the Standard Operating Software for the Construction Industry - Revenue Growth Accelerates to Over 29%!
ServiceTitan is investing in the roofing industry and aims to conquer a $30 billion market. The construction...
Rubrik Succeeds in Protecting the World's Largest Microsoft 365 Environment – Subscription Business Grew by 54% in Q4
Rubrik benefits from its differentiated architecture and strategic partnerships due to the transition...
Oracle Continues to Report Record Demand for AI - Oracle Database 23 AI Provides Competitive Advantages in AI Inference
Oracle reports record demand for AI and sees AI inference alongside AI training as a major new opportunity....
Bechtle: A top Beneficiary of the Planned €500 Billion Infrastructure Package!
The IT service provider Bechtle serves medium-sized businesses as well as the public sector. The €500...
Broadcom Increases AI Revenues by 77% Again - Newly Acquired Hyperscalers Could Enhance the $60-90 Billion Opportunity by 2027!
Broadcom increases AI revenues from chips and switches by 77% to $4.1 billion and expects an increase...
Okta Sees Great Opportunities in Machine Identities and AI Agents - Record Bookings in Q4 Exceeding $1 Billion for the First Time!
Okta serves an $80 billion market with identity security solutions and sees "enormous opportunities"...
Rheinmetall: Is a new Special Fund for Defense Worth Several Hundred Billion Euros Coming?
The scandal on February 28, 2025, at the White House and the peace negotiations between the USA and...
Elastic: High Demand for AI Search Features for Generative AI - Big-Picture Breakout Provides new buy Signals!
Elastic has growth drivers for the coming years with the early adoption of generative AI and the trend...
Snowflake surprises with strong Q4 - Microsoft partnership brings OpenAI models to Cortex AI
Snowflake aims to become the world's best AI-powered end-to-end data platform. The market potential...
Workday: AI platform “ultimate advantage” for over 11,000 customers - Agent System of Record introduced for central management of AI agents!
AI products are part of 30% of contract expansions. Recruiting Agent and Extend Pro have nearly doubled...
CyberArk Software Presents Targets Until 2028 at Investor Day – BTIG Confirms Price Target of $485 (Buy)!
CyberArk addresses an $80 billion market with a leading end-to-end identity security platform. The...
EverQuote: Online comparison platform triples revenue with auto insurance – revenue exceeds $500 million for the first time
EverQuote has specialized as an online comparison platform for auto and property insurance. The...
Kontron has AI and defense potential at a favorable P/E ratio of 11!
Kontron benefits from the connectivity of devices and aims for growth in 2025, leading to a favorable...