Timeline

GRENKE

Robust new leasing business in the first half of the year convinces experts - Warburg Research confirms buy recommendation with a target of 30 euros!

Oracle

4.5 GW deal with OpenAI strengthens position in the cloud market!

Robust US labor market boosts stocks and dampens interest rate speculation – Chip loosening in China trade - Trump's Vietnam deal targets China - Lucid reports record deliveries - Datadog joins the S&P 500 - Oracle and OpenAI massively expand "Stargate" project - Quantum champions in focus - DAX rises slightly following US labor market data

Microsoft

AI Offensive, Job Cuts, and Chip Chaos! Microsoft Between Boom and Breakpoints!

Super Micro Computer

The market share for liquid-cooled data centers increases from 1% to 30%. AI companies like OpenAI are hungry for computing power!

Melexis

Autonomous Driving and Humanoids are the Key Markets that will Trigger a new growth phase with EPS Doubling by 2028!

KLA

KLA Corp. Reaches All-Time High: Beneficiary of the AI Wave and Chip Complexity

American Superconductor

Rising Energy Demand and the Positioning in the Military Sector and Maritime Industry Propel American Superconductor to All-Time Highs.

Nike

Nike benefits from new U.S.-Vietnam deal

Forvia

Buy recommendation by Jefferies enables breakout from consolidation!

XPeng

Tesla is weakening – Xpeng is ready!

Big Call Screening: Walt Disney, Nasdaq, Lockheed Martin and Adidas.

KION GROUP

Kion: AI ignites an investment wave in warehouse automation from 2026. This value stock with a P/E ratio of 12 is a winner!

Verve Group

Verve Group SE: Over 350 new large clients have been excited about solutions with targeted advertising without cookies or IDFA!

TOP-5 Price Targets of Analysts on 03.07.25

DAX Weakens Ahead of US Labor Market Report - Grenke Strong After Robust New Business Numbers, Infineon Benefits from Analyst Support - Oracle Gains After Cloud Deal with OpenAI - DataDog Up Double Digits After S&P500 Inclusion

Robinhood Markets

OpenAI emphasizes that it has not entered into a partnership with Robinhood for stock tokens

SharkNinja

The strong start of the F1 movie is a positive catalyst for SharkNinja — Jeffries sees 70% potential!

Netflix

Potentially Powerful Alliance! Are Netflix and Spotify on the Brink of a Mega Partnership in Streaming?

Oracle

Oracle (ORCL) – The Stargate project catapults Oracle into the AI Champions League of the future!

US Markets Continue at Record Levels – Trade Agreement With Vietnam – Chip Software Exports Lifted for China – DOGE Layoffs Weigh on the Labor Market – Potential Collaboration Between Netflix and Spotify – Datadog in the S&P 500 – Microsoft Lays off 9,000 Employees – Tesla Rises by 5% Despite Weak Revenue – Amazon With 1 Million Robots – Robinhood Surpasses $100

Datadog

Datadog enters the S&P 500 – stock jumps double digits

Commentary on our rankings

Top Growth Stocks by Revenue and Earnings

Kontron

Operationally top – but is that enough in a market that loves visions?

Industries and Sectors

Coinbase Global

On the Path to Crypto Superpower! Platform set for further growth thanks to regulation and acquisition!

Accumulation

Bruker

Metrology systems for AI chips and rising R&D expenditures in the pharmaceutical and biotech industry drive momentum!

Accumulation

Leonardo DRS

Thursday, 03 July 2025

Buy Alert at Hewlett Packard Enterprise: New Horizons through Juniper Acquisition and AI Boom!

Stocks in Action: Infineon, Rolls-Royce, Scout24, Grenke, Kontron

Robust new leasing business in the first half of the year convinces experts - Warburg Research confirms buy recommendation with a target of 30 euros!

4.5 GW deal with OpenAI strengthens position in the cloud market!

AI Offensive, Job Cuts, and Chip Chaos! Microsoft Between Boom and Breakpoints!

The market share for liquid-cooled data centers increases from 1% to 30%. AI companies like OpenAI are hungry for computing power!

Autonomous Driving and Humanoids are the Key Markets that will Trigger a new growth phase with EPS Doubling by 2028!

KLA Corp. Reaches All-Time High: Beneficiary of the AI Wave and Chip Complexity

Rising Energy Demand and the Positioning in the Military Sector and Maritime Industry Propel American Superconductor to All-Time Highs.

Nike benefits from new U.S.-Vietnam deal

Buy recommendation by Jefferies enables breakout from consolidation!

Tesla is weakening – Xpeng is ready!

Big Call Screening: Walt Disney, Nasdaq, Lockheed Martin and Adidas.

Kion: AI ignites an investment wave in warehouse automation from 2026. This value stock with a P/E ratio of 12 is a winner!

Verve Group SE: Over 350 new large clients have been excited about solutions with targeted advertising without cookies or IDFA!

TOP-5 Price Targets of Analysts on 03.07.25

DAX Weakens Ahead of US Labor Market Report - Grenke Strong After Robust New Business Numbers, Infineon Benefits from Analyst Support - Oracle Gains After Cloud Deal with OpenAI - DataDog Up Double Digits After S&P500 Inclusion

OpenAI emphasizes that it has not entered into a partnership with Robinhood for stock tokens

The strong start of the F1 movie is a positive catalyst for SharkNinja — Jeffries sees 70% potential!

Potentially Powerful Alliance! Are Netflix and Spotify on the Brink of a Mega Partnership in Streaming?

Oracle (ORCL) – The Stargate project catapults Oracle into the AI Champions League of the future!

Datadog enters the S&P 500 – stock jumps double digits

Commentary on our rankings

Operationally top – but is that enough in a market that loves visions?

On the Path to Crypto Superpower! Platform set for further growth thanks to regulation and acquisition!

Metrology systems for AI chips and rising R&D expenditures in the pharmaceutical and biotech industry drive momentum!

Rising Defense Budgets Should Significantly Boost Business!

Thursday, 03 July 2025