Stock in Focus
IONOS: Here's how the Company is Planning its big Breakthrough with AI Agents!
IONOS positions itself as the European answer to the dominance of American tech giants and strengthens...
CrowdStrike Brings Cybersecurity into the Agent Era – Annual Recurring Revenue Expected to Skyrocket to $20 Billion by 2036!
The Falcon Agentic Security Platform establishes the foundation for agent-based security operations....
Klarna Debuts on Wall Street and Aims to Challenge Banks. What Investors Need to Know!
The Swedish payment service provider Klarna has gone public in the U.S. with a highly publicized IPO....
Toast: Is the Stock Interesting after the 20% Correction? Here's Where There's Still Growth Potential and how AI Boosts it!
Toast automates and digitizes restaurants. Its penetration is currently in the high 10% range. Restaurants...
According to CEO Vlad Tenev, Robinhood is a Financial Super app. It Presented a Spectacular Array of new Trader Tools at Summit 2025!
The stock of Robinhood (i) is part of the TraderFox US model portfolio. The trade is up 192% and is...
Oracle Benefits from new Multi-Billion-Dollar Contracts - Cloud Infrastructure Business Skyrockets to $144 Billion in Four Years!
Oracle impresses clients with fast, cost-effective, and private AI capabilities. Hyperscaler partnerships...
TSMC: the Giant Driving the AI Revolution and Exciting NVIDIA CEO Huang!
TSMC provides the production technology for the most advanced and complex chips from NVIDIA, Broadcom,...
Broadcom Paves the way to Superintelligence - Record Revenue and new $10 Billion Order from OpenAI!
Customized AI accelerators for LLM developers boost the AI business by 63% to $5.2 billion. In Q4,...
Hewlett Packard Enterprise Announces Record Revenue from AI Servers - Juniper Acquisition is a Milestone!
The acquisition of Juniper is a milestone in building the best AI-driven networking business. Synergies...
Zscaler Accelerates Zero Trust and AI Innovations - Q4 with the Highest Operating Margin in Company History!
Zscaler serves a $100 billion market with modern zero trust security solutions. The Zero Trust Everywhere...
United Internet's Components are Worth Significantly More Than the Parent Company as a Whole. Stock Rally Thanks to Lower 5G Expenses?
United Internet is undervalued on the stock market, as its subsidiaries 1&1 and Ionos are worth more...
Zoom Communications Increases Market Share with AI Innovations – AI Companion User Count Quadruples!
Zoom is transforming into a comprehensive communication platform and is winning back previously lost...
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....