Stock in Focus
Upstart: Weakness of US Tech Stocks as a Counter-Cyclical Buying Opportunity? - CTO Invests Approximately 3.9 Million USD
Upstart Holdings Inc. (UPST) offers an innovative solution in the financial sector that aims to revolutionize...
Cisco Systems Boosts AI Revenues with Hyperscalers – Multi-Year Campus Modernization Cycle Accelerates!
Hyperscalers drive new AI orders amounting to $1.3 billion and are expected to generate AI revenues...
AMD Enters a new Growth era with AI – Data Center Revenue Expected to Exceed $100 Billion!
AMD enters a new era of growth thanks to AI, expecting to raise the market potential with data centers...
Uber: Robotaxis Open up a Billion-Dollar Potential and Perfect the Platform Strategy!
Uber aims to develop into the central "Everything-App" for nearly all everyday needs. At the same...
Robinhood: The Grand Vision - Within 10 Years, 50% of Revenue Will Come from Abroad and the Institutional Sector!
Robinhood is firing on all cylinders with a 100% revenue expansion to $1.274 billion and a 259% EPS...
Qualcomm: Edge AI Specialist Sees Data Centers as New Multi-Billion Opportunity – Talks with Hyperscaler!
The diversification strategy is making progress with a $1 billion milestone in the automotive business...
Upwork Transforms its Freelancer Marketplace for the AI era – Record Revenue and Growth Acceleration Starting in 2026!
Upwork is realigning its business model for the AI era. The gross services volume is returning to...
Cloudflare Successfully Transitions to Enterprise Sales – Growth Accelerates to 31% in Q3!
Cloudflare aims to shape the future of the internet in areas like Agentic Commerce and already serves...
ServiceNow: AI Platform Connects AI, Data, and Workflows - Annual AI Contract Value Expected to Double to $1 Billion by 2026!
ServiceNow is uniquely positioned with its central AI Platform for enterprise-wide AI workflows. The...
Booking: Online Travel Portal Expands Its AI Offering – Robust Travel Demand Drives Strong Third Quarter!
Booking reports strong travel demand across all regions. The 3rd quarter exceeds expectations, and...
Schaeffler: A Future Supplier for Humanoids?
Schaeffler aims to position itself as the leading motion technology corporation and to double its margin...
IBM: Error Detection Algorithm for Quantum Computers Runs on AMD Hardware – Stock Reaches a new all-Time High!
The order backlog for generative AI rises from $7.5 billion to over $9.5 billion. The number of consulting...
Hochtief: The hidden potential in data centers, critical raw materials, and infrastructure!
Hochtief is positioning itself as an infrastructure giant in future-oriented markets such as data centers,...
Oracle impresses at AI World 2025 event – Growth targets for 2030 raised!
Oracle raises its long-term growth targets for 2030, planning for revenue of $225 billion and a net...
Salesforce: Agentforce 360 and the return to double-digit growth rates – revenue target for 2030 at over 60 billion USD!
Agentforce 360 leads companies into the era of the "Agentic Enterprise" and already reaches over 12,000...
Monolithic Power Systems: Power Supply Solutions for Custom AI Accelerators Become a Growth Driver!
The initiated delivery of power supply solutions for custom AI accelerators is becoming a new growth...
Schneider Electric is at the controls of the new infrastructure wave with 19 AI gigafactories for Europe!
The global AI investments, led by the $500 billion "Stargate" project and trillion-dollar forecasts from...
Serve Robotics integrates autonomous delivery robots into the DoorDash network – 2,000 robots planned by the end of 2025!
Serve Robotics has completed over 100,000 deliveries for more than 2,500 restaurants using autonomous...
Airbus: Winner of the €35 Billion for Space Security and the Civil Aviation Boom!
Airbus not only dominates the commercial aircraft market but is also a strategic player in the defense...
SanDisk: AI Causes NAND Memory Demand to Skyrocket – Price Increases Improve Profit Outlook!
Fab 2 is set to manufacture the latest generations of BiCS FLASH memory solutions for AI workloads....
DoorDash: Dash Forward 2025 Event Shows the Future of Local Commerce - New Autonomous Delivery Robot Dot Introduced!
DoorDash will shape the future of local commerce at the Dash Forward 2025 event. New partners, app...
AST SpaceMobile: BlueBird 6 Ready for Launch – Milestone for Satellite-Based Broadband Services!
AST SpaceMobile brings broadband services to conventional smartphones via satellite and reaches nearly...
Salzgitter Stock Before the Rally? Protectionism as well as Defense and Infrastructure Billions Could Propel the Price!
Given a low valuation with a P/S ratio of only 0.14 and an expected P/E ratio for 2027 of 6.3, Salzgitter...