Timeline

Super Micro Computer

Do the AI investments of the hyperscalers offer surprise potential?

Stocks in Action USA: Pinterest (PINS), Affirm (AFRM), Expedia (EXPE)

Stocks in Action: Vinci, Talanx, Klöckner & Co, Novo Nordisk, Deutsche Börse

Amphenol

Alphabet, Amazon, Meta, and Microsoft invest over 315 billion USD in AI infrastructure in 2025. Amphenol supplies AI data centers!

Three Beneficiaries, If the USA Presents a Peace Plan for Ukraine at the Munich Security Conference!

Take-Two Interactive Software

Take-Two Interactive Software (TTWO) on the verge of chart breakout? Quarterly results provide tailwind. GTA V hits 210 million sales. NBA 2K exceeds expectations.

Cloudflare

Cloudflare (NET) Remains More Than Stable in Troubled Waters: AI and Enterprise Customers Drive Growth.

Big call screening: LVMH, Mastercard, ASML, Rational

DeepSeek marks the turning point – The China discount is facing a reevaluation!

Affirm Holdings

The BNPL Pioneer Impresses Across the Board!

Expedia Group

Expedia Group Skyrockets! Double-Digit Growth in Nights, Bookings, and Revenues! The Dividend is Back!

Wienerberger

Will the USA Present Their Ukraine Peace Plan? WIENERBERGER Will Help Rebuild Ukraine!

Digital Revolution in the banking sector: Top Banks Bet on AI for Higher Profits!

Analysts' top 5 price targets on February 07, 2025

Skyworks Solutions

Skyworks Solutions' Share Price Plummets as iPhone Manufacturer Turns to Competitors

Pinterest Exceeds Expectations: $1.15 Billion Worth of Revenues Thanks to AI-Powered Advertising Tools – Stock Soars by 18.5% in After-Hours Trading

Philip Morris International

Philip Morris Stock Soars - Strong Demand for ZYN Nicotine Pouches in the USA

Philip Morris International

Philip Morris Impresses With Strong Results – Positive Growth Prospects and Attractive Dividend

The best dividend stocks from Germany for passive income

G. Willi-Food INTL

G. Willi-Food is likely to benefit from a ceasefire in the Middle East — Stock with breakout from base!

Xiaomi

Why 2025 is Shaping Up to Be a great year for Xiaomi!

Amazon.com

Amazon benefits from the holiday season and becomes significantly more profitable! $100 billion planned for AI! Weak Forecast weighs on stock!

Affirm Holdings

Affirm with profit surprise in Q2 – Number of Affirm Card users more than doubled!

Commentary on our rankings

Nicolas-Darvas Breakouts

Tarsus Pharmaceuticals

Leading in the Fight Against Eyelid Inflammation

Accumulation

Silicon Laboratories

Megatrend IoT and new energy-efficient SoCs provide strong prospects!

Accumulation

Western Union

Rising Transaction Volumes and Value-Added Offerings Around Digital Media Services Lead to Record Results!

Megatrend Detection

Facc

Airbus Supplier Aiming to Soar in Sustainable Aviation Solutions

Top Growth Stocks by Revenue and Earnings

ACM Research

China's Semiconductor Champion with Global Potential

Pivotal Points

Infineon Technologies

Boom in Power Supply Solutions for AI Data Centers Leads to Revenue Forecast Revision – Jefferies Raises Price Target to 50 Euros!

Industries and Sectors

Arthur J. Gallagher

Friday, 07 February 2025

Do the AI investments of the hyperscalers offer surprise potential?

Stocks in Action USA: Pinterest (PINS), Affirm (AFRM), Expedia (EXPE)

Stocks in Action: Vinci, Talanx, Klöckner & Co, Novo Nordisk, Deutsche Börse

Alphabet, Amazon, Meta, and Microsoft invest over 315 billion USD in AI infrastructure in 2025. Amphenol supplies AI data centers!

Three Beneficiaries, If the USA Presents a Peace Plan for Ukraine at the Munich Security Conference!

Take-Two Interactive Software (TTWO) on the verge of chart breakout? Quarterly results provide tailwind. GTA V hits 210 million sales. NBA 2K exceeds expectations.

Cloudflare (NET) Remains More Than Stable in Troubled Waters: AI and Enterprise Customers Drive Growth.

Big call screening: LVMH, Mastercard, ASML, Rational

DeepSeek marks the turning point – The China discount is facing a reevaluation!

The BNPL Pioneer Impresses Across the Board!

Expedia Group Skyrockets! Double-Digit Growth in Nights, Bookings, and Revenues! The Dividend is Back!

Will the USA Present Their Ukraine Peace Plan? WIENERBERGER Will Help Rebuild Ukraine!

Digital Revolution in the banking sector: Top Banks Bet on AI for Higher Profits!

Analysts' top 5 price targets on February 07, 2025

Skyworks Solutions' Share Price Plummets as iPhone Manufacturer Turns to Competitors

Pinterest Exceeds Expectations: $1.15 Billion Worth of Revenues Thanks to AI-Powered Advertising Tools – Stock Soars by 18.5% in After-Hours Trading

Philip Morris Stock Soars - Strong Demand for ZYN Nicotine Pouches in the USA

Philip Morris Impresses With Strong Results – Positive Growth Prospects and Attractive Dividend

The best dividend stocks from Germany for passive income

G. Willi-Food is likely to benefit from a ceasefire in the Middle East — Stock with breakout from base!

Why 2025 is Shaping Up to Be a great year for Xiaomi!

Amazon benefits from the holiday season and becomes significantly more profitable! $100 billion planned for AI! Weak Forecast weighs on stock!

Affirm with profit surprise in Q2 – Number of Affirm Card users more than doubled!

Commentary on our rankings

Leading in the Fight Against Eyelid Inflammation

Megatrend IoT and new energy-efficient SoCs provide strong prospects!

Rising Transaction Volumes and Value-Added Offerings Around Digital Media Services Lead to Record Results!

Airbus Supplier Aiming to Soar in Sustainable Aviation Solutions

China's Semiconductor Champion with Global Potential

Boom in Power Supply Solutions for AI Data Centers Leads to Revenue Forecast Revision – Jefferies Raises Price Target to 50 Euros!

Insurance and consulting business grows for decades without significant stock fluctuations!

Friday, 07 February 2025