Stock in Focus
Interactive Brokers celebrates record quarter and prepares with prediction markets for the US elections!
Adobe: Turnaround Opportunity After the Adobe Summit – Quality Stock Tempts with a P/E Ratio of Below 11!
Adobe is suffering from increasing competitive pressure from AI, slow ARR growth, and the departure...
Nemetschek: The Rise of the Growth Monster in Construction Software with AI Fantasy!
Nemetschek transforms itself from a construction specialist to a global infrastructure giant with...
Marvell Technology: Negotiations with Google for two New AI Chips!
Marvell is reportedly in negotiations with Google for the development of two new AI chips. They could...
Nutanix Transforms Into a Cloud Operating System for AI – Analyst Day Delivers Growth Targets Until 2029!
Nutanix is transforming from a pure HCI provider to a platform company, delivering complete cloud...
2G Energy: Management Announces Data Center Deals. And These Growth Drivers are Just Around the Corner in 2026!
2G Energy (i) is poised for a massive growth phase after a transitional operational year, driven significantly...
Arm Becomes a Chip Provider – CPU for AI Agents Expected to Increase Revenue to $25 Billion by 2031!
Arm is transforming from a neutral IP licensing provider to a chip supplier. The new inference CPU...
Marvell Technology Doubles Business with AI Accelerators – Revenue to Skyrocket to $15 billion by 2028!
Marvell was able to double its business with custom AI accelerators in 2026. Connectivity, switching,...
Axon Enterprise Expands its AI Security Ecosystem - new Growth Targets for 2028!
Axon Enterprise is experiencing high demand for subscription-based AI security solutions. The record...
Keysight Technologies: Testing Equipment for AI Infrastructure Sets Records - Growth Accelerates to 30%!
Keysight benefits from strong and broad-based demand for testing equipment. For the first time, the...
Cloudflare Benefits from the Agent-Based Internet – Growth Accelerates to 34%!
Cloudflare positions itself as a neutral infrastructure provider for the agent-based internet. The...
Palantir Reports Record Growth - US Business Surpasses the Billion-Dollar Mark for the First Time with +93%!
AI systems that provide real value for businesses are driving massive demand. Palantir not only delivers...
IBM: Record Year with Strongest Software Growth in Company History - AI Backlog Grows to $12.5 Billion!
2025 brings new records. IBM combines consulting and technologies for large AI projects. The AI backlog...
Cloudflare: Hype Surrounding the AI Agent "Clawdbot" Leads to Price Surge
Cloudflare provides the necessary infrastructure for the deployment of AI agents. The "Clawdbot" hype...
Intuitive Surgical Conquers the ORs with Over 12,000 Systems – Opportunity for 9 Million Surgeries per Year!
The market leader in surgical robotics has three key growth drivers with its da Vinci 5, Ion, and...
Interactive Brokers Reports a Record Year - Forecast Markets Offer new Opportunities in the Energy Sector!
Interactive Brokers reports a record year thanks to an influx of new clients to 4.4 million accounts,...
Home Depot: The $200 Billion Trump Plan Meets an Attractive 2.5% Dividend Yield
Home Depot stands as the world's largest home improvement retailer on the brink of a new growth phase....
Mobileye 3.0: Acquisition of Mentee Robotics Leads to Entry into the Megamarket of Humanoid Robotics!
Mobileye sees Surround-ADAS as the new standard and is building a pipeline with the EyeQ6H chip following...
Bechtle: strategically well-positioned for the next investment cycle of the federal government starting in 2026
Bechtle has established itself as the indispensable leader for the IT of the federal administration...
Nelnet: The stock of the student loan specialist breaks out of the base and reaches a new all-time high!
Nelnet operates a platform for loan management and payment processing. It is known among other things...
Micron Technology Exceeds All Expectations - AI Boom Makes Storage a Strategic Key Resource!
AI is massively increasing storage demand and is likely to cause industry-wide shortages in 2026 as...
Broadcom Confirms Anthropic as a Customer for AI Chips - AI Order Backlog Skyrockets to $73 Billion!
Broadcom benefits from the high demand for custom chips, especially Google's Tensor Processing Units...
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,...