Stock in Focus
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,...
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,...