Stock in Focus
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,...
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"...