Stock in Focus
AMD Presents the MI350 Series and Helios at "Advancing AI 2025" – a Challenge to NVIDIA!

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...

Alphabet Ignites an AI Fireworks Display at Google I/O 2025 and Uncovers new Revenue Streams!
Alphabet solidifies its position as a leading player in the global AI race, driven by unparalleled data...

Snowflake: Data Platform Enhances Companies' AI Potential - Strong Momentum With Major Customers in Q1!
Snowflake supports companies in consolidating their data platform and creating AI applications. The...

NVIDIA: Driver of the AI Revolution – From Saudi Arabia to Humanoid Robots!
NVIDIA is at the center of global AI development. The company is delivering 18,000 high-performance...

AMD: AI Agents Need 100 Times More Computing Power. Attractive Opportunity After Stock Halving!
Since the beginning of 2024, AMD's stock has halved. Now it is attractive with a P/E ratio of 19.4...

Hims & Hers Reports Strong Q1 and Growth Targets for 2030 – More Partnerships Expected After Novo Nordisk
Hims & Hers can more than double revenue and increase the number of subscribers by 38% to 2.4...

IONOS: A Super Bull in Germany Driving Digital Sovereignty!
IONOS operates GDPR-compliant data centers in Europe and counts over 6.19 million customers - a clear...

IBM Invests $150 Billion in the U.S. – Big Blue Aims to Remain the Epicenter of Computing and AI!
IBM announces a US investment of $150 billion over the next five years and aims to solidify its market...

Tesla: The USA are Planning to Deregulate Robo-Vehicles. The Robotaxi Service Will be Launched in June.
Elon Musk will dedicate more time to the Tesla business again, as the next growth capital is on the...

ServiceNow is the Platinum Standard for Enterprise AI - Pro-Plus Deals More Than Quadrupled in Q1!
ServiceNow considers itself "the" AI platform for business transformation. ServiceNow AI and the quadrupling...

Pegasystems With Strong Q1 Thanks to Pega GenAI Blueprint for Workflow Automation - Pega AgentX Builds AI Agents Around Workflows!
Pegasystems accelerates digital transformation with AI for better business processes and customer...

2G Energy: Beneficiary of the Planned 20 GW of gas Power Plants. Growth Acceleration Begins in 2025!
2G Energy is a leading manufacturer of combined heat and power plants (CHP), large heat pumps, as...

Jungheinrich: Is a new Surge in Demand Emerging From the Investment Booster and More US Factories?
Jungheinrich is a leading intralogistics provider that also offers automated compact warehouses and...

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,...