Stock in Focus
AXA: Solid Quarterly Figures Meet Ambitious Dividend Strategy in New Three-Year Plan
The strategy plan "Unlock the Future" from AXA focuses on organic scaling, the use of artificial intelligence,...
Meta Platforms: Strategic Realignment Between AI Investments and Advertising Monopoly
The technology company Meta Platforms Inc. (META) is significantly expanding its infrastructure this...
DHL Group: Forecast Upgrade and the Express Business as a Dominant Factor in Earnings Expectations
The DHL Group raised its annual EBIT forecast to over 6.5 billion euros on July 7 following preliminary...
RWE: Green Bonds and Amprion Increase Shape Strategic Direction
Currently, extensive capital measures, including an investment of €3.6 billion in the grid business,...
Bayer AG: Turnaround and Legal Relief Pave the Way for New Growth
After a landmark ruling by the US Supreme Court in the glyphosate dispute, Bayer AG experiences a significant...
Eni: In Transition between Traditional Oil Business and Targeted Energy Transition
Eni is consistently advancing its transformation from a traditional oil company to an integrated energy...
AT&S: AI Demand Accelerates Capacity Expansion and Raises Forecasts
The Austrian printed circuit board manufacturer AT&S is expanding its capacity in Malaysia and closing...
Dropbox: Moving into the Future with Smart Cloud Technology and Strong Numbers
The cloud pioneer Dropbox (DBX) surprises in the first quarter of 2026 with robust business figures...
Intel back on growth track – CPUs becoming an indispensable AI element!
CPUs are becoming an essential element in the AI stack due to inference tasks and AI agents. The momentum...
Intel is on the Verge of a Milestone in the Foundry Business - Terafab to Become First Major 14A Customer!
Elon Musk highlights close ties with Intel and aims to use 14A manufacturing technology in the Terafab...
Interactive Brokers celebrates record quarter and prepares with prediction markets for the US elections!
Interactive Brokers announces records in revenue, customer growth, and trading activity. The AI initiatives...
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...