Stock in Focus
Palo Alto Networks Reports one of the Strongest Quarters for Large Contracts – CyberArk Acquisition Accelerates Platform Strategy
Palo Alto Networks consolidates its security products and benefits from new large multi-platform deals....
Lumentum Holdings: Key Technologies for AI Data Centers Become Multi-Billion Dollar Markets – Quarterly Revenue of $600 Million in Sight!
Lumentum provides key technologies for fast and energy-efficient data transmission in cloud and AI...
Arista Networks: Leading AI Network Platform for all Types of AI Accelerators - $10 Billion Revenue Target to be Reached in 2026!
Arista Networks considers itself a leading AI network platform for all types of AI accelerators. AI,...
Reddit: Advertising Business Explodes by 84% in Q2 – AI Search and Internationalization Represent Major Opportunities!
Reddit aims to become the most human and trustworthy place on the internet. The most profitable...
Cadence Design Systems Benefits From Product Innovations Driven by the AI Supercycle – Order Backlog Grows to $6.4 Billion in Q2!
Cadence benefits from its broad product portfolio due to the accelerated AI supercycle. Product...
ServiceNow Benefits From Large AI Contracts in Q2 – Subscription Business Expected to Grow to $15 Billion by 2026!
ServiceNow positions itself as a leader in Enterprise AI with a fully integrated, enterprise-grade...
Intuitive Surgical Accelerates Installation of da Vinci 5 Systems – Tele-surgery Demonstration is a Milestone!
Intuitive Surgical increases its installed base by 14% to nearly 10,500 da Vinci systems worldwide....
Deutsche Bank: Hidden Winner of the "Made for Germany" Billions!
The "Made for Germany" initiative aims to bring the German economy back on a growth path with over...
Copper on the Rise – Freeport-McMoRan is a Commodity Winner of the Trump Era
Freeport-McMoRan, one of the largest copper producers in the world, is facing golden times, as demand...
The Merger With Flowserve is Expected to Generate Significant Synergy Effects for Chart Industries — Morgan Stanley Considers the Stock to be a top Pick!
Chart Industries specializes in liquefied natural gas (LNG), hydrogen, and carbon capture, providing...
Micron: Data Center Revenue More than Doubles to Record Levels – HBM Storage Reaches Annual Revenue of $6 Billion
Micron focuses on AI projects and records increases in its more than doubled data center business....
AeroVironment Reports Another Record Year – new Loitering Attack Drone "Red Dragon" Represents Billion-Dollar Potential!
AeroVironment has clear competitive advantages with proven drone systems and large production capacities....
Marvell Technology Impresses During the Custom AI Investor Event - net Profit Could Rise to $8 per Share by 2028!
Marvell Technology is uniquely positioned for the future of custom AI accelerators, raising its revenue...
AMD Presents the MI350 Series and Helios at "Advancing AI 2025" – a Challenge to NVIDIA!
AMD surpasses its five-year goal and aims to increase energy efficiency at the rack level by a factor...
Oracle Benefits From Astronomical Demand – Cloud Infrastructure Growth is Expected to Accelerate to 70%!
Oracle is set to become a leader in databases as well as cloud infrastructure and applications. More...
Aixtron: A Future Star in the AI sky? These Arguments Support This Hypothesis!
Aixtron, a leading provider of deposition systems for semiconductors, positions itself as a central...
IBM Quantum Starling as the World's First Scalable and Fault-Tolerant Quantum Computer – Capable of Performing 20,000 Times More Operations Than Today's Alternatives!
IBM is planning to complete the world's first large-scale, fault-tolerant quantum computer, called...
Lumentum Holdings Raises the Forecast – Revenue of Over $500 Million now Expected a Quarter Earlier Than Anticipated!
Lumentum aims to support the next era of connectivity with optical technologies. The important cloud...
Credo Technology: Specialist in High-Speed Connectivity Reports Record Revenue and Largest Order in Company History!
Credo sets new standards in data speeds and energy efficiency. Leading hyperscalers are using the...
Elmos is Steering the car of Tomorrow and Aims to Grow Robustly by 2030!
Elmos is the market leader in ultrasonic sensors and supplies the automotive industry with specialized...
Dell Receives $12.1 Billion in AI Server Orders in Just the First Quarter - Revenue Growth Accelerates to 16% in the Second Quarter!
Dell AI Factory has significantly expanded over the past three months with new AI server systems,...
Box Revolutionizes Content Management With AI Agents - Stock at all-Time High After Quarterly Results!
Box eliminates data silos with its intelligent content management platform. Box AI generates content...
Salesforce Acquires Informatica for $8 Billion – BofA Sees Strategic Advantages and a Price Potential of Around 30%!
The acquisition of Informatica for $8 billion is intended to create a unified architecture for AI...