Timeline

Tech Giants Drive Profits - NVIDIA Allowed to Deliver Chips to China - Inflation Remains in Focus - China's Economy Defies Tariffs – Meta Focuses on AI Infrastructure - Grayscale Aims for IPO - Geely Acquires Zeekr – US Major Banks Report Solid Figures - Seagate Launches 30TB Hard Drives – CoreWeave Invests $6 Billion in new AI Data Center – Uber and Baidu Cooperate on Robotaxis – DAX Declines

Stocks in Action USA: CoreWeave, MP Materials, Trade Desk

Siemens

Long-term player benefits significantly from strong growth in Grid Technologies and Gas Services!

NVIDIA

The Top Beneficiaries of the New NVIDIA Chip Release: China's AI Stocks!

Jabil

A little-known beneficiary of the transition to superintelligence!

MP Materials

Apple is reportedly investing 500 million USD in MP Materials – second kickoff for the US supply chain of rare earths in just a few days.

Stocks in Action: Flatex, ING Group, London Stock Exchange, Friedrich Vorwerk, and DocMorris.

Lockheed Martin

Interceptor Missiles and Critical Resources! Lockheed Martin Pushes Patriot Offensive and Deep-Sea Expansion!

Advanced Micro Devices

Is it now participating in the race for superintelligences? Will prices soon exceed 200 USD?

Analysts' Top 5 Price Targets of July 15, 2025

DAX Stabilizes after Monday's Pullback - Friedrich Vorwerk and Kontron see Significant Increases After Large Orders - The Trade Desk's Stock Skyrockets After Inclusion in the S&P 500!

xAI: Musk's AI Firm Seals $200 Million Pentagon Deal!

Nuclear Power Renaissance: Why Cameco and Centrus Energy Could Be the Winners of the AI Boom!

AI Revolution and Crypto Euphoria: Meta, NVIDIA, Coinbase, and Robinhood - How Trump Policies Propel the Tech Stock Market!

Enovix

Enovix delivers a revolutionary high-performance battery for AI smartphones - Stock starts the trend reversal!

Fastenal

Fastenal generates over $2 billion in quarterly sales for the first time, stock hits all-time high!

Advanced Micro Devices

AMD: Partner Meta invests hundreds of billions of dollars in data centers and is already using the MI300X and 325!

Microsoft

San Francisco Introduces Microsoft Copilot AI for 30,000 City Employees

Super Micro Computer

Super Micro: The race for superintelligence has begun. The CEO sees a very, very large room for growth!

Orsted

Orsted A/S: Green Energy Stock with Lagging Potential - Morgan Stanley Upgrades Rating to Overweight

MP Materials

MP Materials: An interesting investment with strategic importance

NVIDIA

NVIDIA: Resumption of H20 Chip Exports to China

AZZ

The specialist in metallizing AZZ benefits from US infrastructure programs and raises the forecast — stock hits all-time high!

Meta Platforms

Meta Platforms in AI Transformation! Superclusters, Billion Investments and the Fight Against Spam!

Trade Desk

The Trade Desk Surprises with Price Jump – Ascension into the S&P 500 Fuels Investor Imagination

Stocks in Action USA: Bitcoin, Fastenal, Takeda

Thales

France aims to increase its defense budget to €64 billion by 2027. How Thales benefits!

Stocks in Action: Fresenius Medical Care, Brenntag, Drägerwerk, Renk, Nordex

US Markets Maintain Record Streak – 100% Tariffs Threatened Against Russia – EU Confronted with 30% and Brazil with 50% – US to Deliver Patriots to Ukraine – Nvidia Allowed to Sell Again to China – Meta Launches AI Supercluster – Trade Desk Joins S&P 500 – Amazon with Coding Assistant Kiro – Bitcoin Companies on the Rise – Lockheed Examines Mining Licenses – Musk Rejects Merger of Tesla and xAI

Commentary on our rankings

Accumulation

Kratos Defense & Security Solutions

Rising US Investments in Drones Should Sustainably Propel Growth!

Accumulation

Warner Bros. Discovery

Realignment Should Significantly Boost Earnings!

Accumulation

Performance Food Group

Food Wholesaler in the Crosshairs of U.S. Foods!

Accumulation

Kraft Heinz

Food giant aims to improve margins through the spin-off of peripheral areas!

Top Growth Stocks by Revenue and Earnings

NVIDIA

New Growth Potential from Return to China

Pivotal Points

Pricesmart

PriceSmart in Pivotal Point Check: Warehouse Club Operator Impresses with Strong Q3 Figures – Expansion Plans, Platinum Memberships, and Omnichannel as Growth Drivers!

Industries and Sectors

Advanced Micro Devices

Advanced Micro Devices: AMD on AI Course! Leading the Industry with MI350 GPUs and Open Source at the Industry Top!

Nicolas-Darvas Breakouts

Coeur Mining

Coeur Mining: Does the Silver and Gold Stock Shine in the Shadow of Rising Metal Prices?

Seasonalities

Ford Motor

Ford Motor: Mass recall shakes quality image

Accumulation

Aurubis

Tuesday, 15 July 2025

Stocks in Action USA: CoreWeave, MP Materials, Trade Desk

Long-term player benefits significantly from strong growth in Grid Technologies and Gas Services!

The Top Beneficiaries of the New NVIDIA Chip Release: China's AI Stocks!

A little-known beneficiary of the transition to superintelligence!

Apple is reportedly investing 500 million USD in MP Materials – second kickoff for the US supply chain of rare earths in just a few days.

Stocks in Action: Flatex, ING Group, London Stock Exchange, Friedrich Vorwerk, and DocMorris.

Interceptor Missiles and Critical Resources! Lockheed Martin Pushes Patriot Offensive and Deep-Sea Expansion!

Is it now participating in the race for superintelligences? Will prices soon exceed 200 USD?

Analysts' Top 5 Price Targets of July 15, 2025

DAX Stabilizes after Monday's Pullback - Friedrich Vorwerk and Kontron see Significant Increases After Large Orders - The Trade Desk's Stock Skyrockets After Inclusion in the S&P 500!

xAI: Musk's AI Firm Seals $200 Million Pentagon Deal!

Nuclear Power Renaissance: Why Cameco and Centrus Energy Could Be the Winners of the AI Boom!

AI Revolution and Crypto Euphoria: Meta, NVIDIA, Coinbase, and Robinhood - How Trump Policies Propel the Tech Stock Market!

Enovix delivers a revolutionary high-performance battery for AI smartphones - Stock starts the trend reversal!

Fastenal generates over $2 billion in quarterly sales for the first time, stock hits all-time high!

AMD: Partner Meta invests hundreds of billions of dollars in data centers and is already using the MI300X and 325!

San Francisco Introduces Microsoft Copilot AI for 30,000 City Employees

Super Micro: The race for superintelligence has begun. The CEO sees a very, very large room for growth!

Orsted A/S: Green Energy Stock with Lagging Potential - Morgan Stanley Upgrades Rating to Overweight

MP Materials: An interesting investment with strategic importance

NVIDIA: Resumption of H20 Chip Exports to China

The specialist in metallizing AZZ benefits from US infrastructure programs and raises the forecast — stock hits all-time high!

Meta Platforms in AI Transformation! Superclusters, Billion Investments and the Fight Against Spam!

The Trade Desk Surprises with Price Jump – Ascension into the S&P 500 Fuels Investor Imagination

Stocks in Action USA: Bitcoin, Fastenal, Takeda

France aims to increase its defense budget to €64 billion by 2027. How Thales benefits!

Stocks in Action: Fresenius Medical Care, Brenntag, Drägerwerk, Renk, Nordex

Commentary on our rankings

Rising US Investments in Drones Should Sustainably Propel Growth!

Realignment Should Significantly Boost Earnings!

Food Wholesaler in the Crosshairs of U.S. Foods!

Food giant aims to improve margins through the spin-off of peripheral areas!

New Growth Potential from Return to China

PriceSmart in Pivotal Point Check: Warehouse Club Operator Impresses with Strong Q3 Figures – Expansion Plans, Platinum Memberships, and Omnichannel as Growth Drivers!

Advanced Micro Devices: AMD on AI Course! Leading the Industry with MI350 GPUs and Open Source at the Industry Top!

Coeur Mining: Does the Silver and Gold Stock Shine in the Shadow of Rising Metal Prices?

Ford Motor: Mass recall shakes quality image

Rising Copper Prices Create Strong Outlook!

Tuesday, 15 July 2025