Trading Sections
TSMC: The key player of the AI era delivers sequential double-digit growth in Q3 and finds the annual forecast to be overly conservative.
Taiwan Semiconductor Manufacturing Company (TSM) remains one of the major winners of the AI era. TSMC...
Terns Pharmaceuticals: Truist sees enormous market potential and an attractive risk-reward profile for the pipeline!
Currently, one of the standout names on the analysts' Top-10 price target list is Terns Pharmaceuticals...
GlobalStar: Growth Opportunities in the Satellite and 5G Market. Clear Street sees potential in satellite-based Internet of Things and room for the stock to $66 (+52%)
The business model of GlobalStar (GSAT) primarily revolves around satellite communication services....
Amphenol Accelerated Growth Through the AI Boom. A Targeted Acquisition Opens New Growth Opportunities. Bank of America Upgrades and Sees 22% Upside Potential.
Amphenol (APH) is a leading global provider of interconnect and sensor solutions with a diversified...
From Gaming to AI Entertainment: Roblox on its Way to a Billion User Platform. Citigroup Sees Up to 135% Upside Potential in the Best Case.
Roblox (RBLX) is a leading platform for virtual gaming and social interactions based on a freemium business...
After the Boom in AI Infrastructure Stocks: Can Symbotic Be a {[Beneficiary]} of the Next Wave?
UBS published an interesting research on the AI era in September. By 2030, UBS expects that the 'AI applications'...
Redcare Pharmacy: 13.7 million active customers already trust the online pharmacy - Deutsche Bank Research sees 150% price potential
Redcare Pharmacy, Europe's leading online pharmacy, is currently in a crucial growth phase, particularly...
The Platform Group AG: First Berlin Equity Research sees 130% price potential following the company's recent M&A activities
The The Platform Group AG (i.) has attracted attention with a series of positive news and strategic...
Double Upgrade: Despite the rally, BNP Paribas Exane sees 50% upside potential for Micron Technology. Reason: The entire memory chip market is still in the early phase of a memory supercycle.
Micron Technology (MU) is strong in DRAM, NAND flash, HBM, and SSDs, providing memory solutions for...
Salesforce lags behind the AI boom. Recovery is now in sight. The company presents Agentforce 360 and Agentic Enterprise as its new AI vision
The performance of Salesforce (CRM) lags significantly behind expectations in the context of otherwise...
The increased analyst price target from H.C. Wainwright should support the breakout of space stock BlackSky Technology. The upside potential is 40%.
BlackSky Technology (BKSY) is one of the strong space stocks that has managed to break out during the...
Applied Digital and the Rise of a New AI Data Center Champion. Revenue Grows 84% in Q1.
Applied Digital (APLD) must currently be known to every trend-oriented momentum trader. The stock has...
Another Breakout for the Space Stock: Viasat Positions Itself as a Provider Building a Comprehensive, Global Communication Network. The Defense Business Holds Potential.
ViaSat (VSAT) is a global communications company providing satellite services. The company offers broadband...
New Breakout of the Space Stock: Viasat Sees Itself as a Provider Building a Comprehensive, Global Communication Network. The Defense Business is Promising
ViaSat (VSAT) is a global communications company for satellite services. The company provides broadband...
Delta Air Lines Takes Off with a Premium Strategy. Q4 Outlook is Promising. The P/E Ratio Remains Below 10
Delta Air Lines (DAL) is among the largest airlines in the world with an extensive network, operating...
According to Truist Analysts, Data Security is Becoming Increasingly Important due to Increasing Ransomware Attacks. Therefore, Commvault Systems has 35% Upside Potential.
The stock of Commvault Systems (CVLT) recently experienced a slight setback. Commvault is a provider...
AST SpaceMobile Signs an Agreement with Verizon for Direct Satellite Mobile Services
At AST SpaceMobile (ASTS) , events are now accelerating. On Tuesday (October 7), there was a short-term...
AMD Seals a Billion-Dollar Deal with OpenAI – Sanmina and Arteris as Hidden Winners
AMD (AMD;i) announced a mega deal with AI company OpenAI on Monday (October 6). It's a billion-dollar...
IBM Integrates the AI Model Claude from Anthropic Into Several Products for Business Customers.
The shares of International Business Machines (IBM) are currently on the way back to their all-time high,...
Focus on Software and big Data Processing in Space: Acquisition of SciTec Boosts Firefly Aerospace Stock.
Firefly Aerospace (FLY) is a space and defense company specializing in small to medium-sized launch...
Big Deal with OpenAI: The AI Company Will be Using the new MI450 Series from AMD
Advanced Micro Devices (AMD;i) solidified its position as a beneficiary in AI on Monday (October 6)....
Fair Isaac: The Return of the Quality Stock. Credit Assessment Redefined: Direct Scores for Mortgage Customers. Analysts See 60% Upside Potential
Fair Isaac (FICO) has long been a quality stock, but over the past ten months it has significantly underperformed,...
Vertiv Holdings is Excellently Positioned for the Next Phase of the Data Center Boom and Disproportionately Benefits from AI Investments. The Stock Breaks out Again.
A stock that we have been following for some time in the era of AI is Vertiv Holdings (VRT). The stock...