Stock in Focus
Marvell Technology Increases Data Center Revenues by 38% - Celestial AI Expected to Contribute to Growth Acceleration in 2028!
Marvell is represented in every AI rack with interconnect switches, XPUs, XPU connections, storage...
MongoDB positions itself as a leading data platform of the AI era – Atlas growth accelerates to 30%!
MongoDB provides a leading database solution for the AI era. The all-in-one platform for performance,...
Intel: Could Manufacture M-Processors for Apple. Comeback Bet!
Intel aims to enter the AI race with a new strategy, including the NVIDIA partnership and chips for...
Broadcom Could Benefit from a Multibillion-Dollar Deal between Google and Meta
Broadcom benefits from the new boom in custom AI chips for data centers and could increase AI revenue...
Wacker Neuson: With 78% Europe Revenue in Pole Position for the Reconstruction of Ukraine!
Wacker Neuson, as a provider of compact construction equipment, is a potential beneficiary from the reconstruction...
Upwork: Freelancer Platform Impresses at Investor Day – Targets Until 2028 Signal new Growth Phase!
The new Upwork presented at the Investor Day focuses on AI agents and increasing AI projects as well...
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...