Trading Room Notes
Commvault: Why the AI Revolution is Bringing Forth a New Cybersecurity Leader!
Commvault (CVLT) is transforming from a backup provider into a shield for cloud data, identities, and...
UBS Sees 30% of Data Center Expansion in the US at Risk - Why Amazon is the Top Beneficiary!
UBS estimates that potential construction stoppages resulting from the US Midterms could jeopardize about...
Xometry: 40% Growth - AI Makes the Manufacturing Marketplace a Stock Market Star!
Xometry is one of the new leader stocks in the US tech sector at its 52-week high. The AI marketplace...
Tech with comeback potential? These three German small caps benefit from AI and the robotics revolution!
The sell-off of tech stocks also affected the German market. Many stocks have dropped more than 40% from...
Bechtle and SAP: Are Two Chart Breakouts on the Way?
At SAP and Bechtle, new chart technical buy signals could be developing as both stocks benefit from a...
BlackRock sees Healthcare as the next major AI winner: Why Thermo Fisher, IQVIA, and Medpace could benefit
The next major AI-winning industry might not lie in the technology sector but in healthcare. BlackRock...
Bill Ackman Bets on Hyperscalers: Why Meta, Microsoft, and Amazon Could Become the Next Big AI Winners
While investors increasingly discuss skyrocketing investments by hyperscalers, Bill Ackman (activist...
Analog Devices: Why This Chip Stock is Suddenly Outperforming the Sector Thanks to Physical AI
Analog Devices (ADI) shows relative strength compared to many semiconductor stocks and is currently 5%...
eBay Live grows triple digits: This is why the stock is now at a 52-week high
eBay is at a 52-week high because the company is growing operationally much stronger than expected a...
The Next AI Boom Takes Place in the Laboratory: Thermo Fisher and Sartorius Confirm New Demand
At Thermo Fisher and Sartorius , one of the most exciting stories of the AI revolution is unfolding....
Amazon: What if $220 billion in CapEx isn't a problem at all? If Musk is right, AWS could be on the verge of a return explosion!
The numbers released yesterday by SpaceX (i) and especially the conference call with Elon Musk brought...
BB Biotech: Why now could be a good time to invest
At the model portfolio stock BB Biotech (i), several positive factors are currently coming together....
Match Group at 52-Week High: Tinder Awakens and Hinge Could One Day Become Bigger
Match Group is becoming a leader stock and is trading at a 52-week high. Sensor Tower data indicates...
Tonies: 52-Week High - Oddo Sees 36% Potential and Expects Good Q3
Tonies is one of the few German stocks at a 52-week high and is breaking out. Oddo BHF raises its price...
FRoSTA: 25% Brand Growth and New Products - Stock Rises Unlinked from AI Theme to Multi-Year High
Currently, AI stocks dominate the stock market. However, it can also be beneficial to have independent...
OHB: Russian Satellite Maneuvers and Starshield Throttling - Europe's IRIS² Offensive Gains Urgency
Currently, two developments are highlighting why Europe needs its own space infrastructure. A Russian...
IQVIA and Waters: Two Stocks for the AI Revolution in the Biotech Lab - Now Facing New Trend-Following Signals
The AI revolution is increasingly reaching real drug development. Not only active ingredients are being...
IMF Nearly Doubles Germany's Growth Forecast: These Two Stocks Could Benefit from the New Investment Boom
For Germany, a significantly stronger growth is expected in 2026 than previously anticipated. The International...
AI Data Centers are Becoming Fortresses: These Stocks are Set to Profit from the Next Billion-Dollar Market of the Data Center Boom
The data center boom is creating a new billion-dollar market that has received significantly less attention...
Breakout Alert at CEWE: Our New Trending-Value P/S Stock in the Model Portfolio Breaks Out!
With trending-value P/S stocks, we have had very good experiences in our model portfolios. The biggest...
Germany increases Ukraine aid: Model portfolio stocks HENSOLDT and 2G Energy could benefit
Germany significantly increases support for Ukraine once again. Chancellor Friedrich Merz announced during...
After Starship, the factory in space: These three stocks benefit from space manufacturing
Starship could not only enable orbital data centers but also accelerate the industrialization of space....
SpaceX: 900 USD price target? Why Starship could lead to a 12 trillion USD valuation according to Citi
At SpaceX (i), Citi raised its long-term valuation to a new dimension this week. Analyst John Godyn sees...