Timeline

US Markets Breathe a Sigh of Relief After Trump's Speech in Davos – DAX Stabilizes at Previous day's Level - Teledyne Technologies Surges due to Record Demand in the Defense Sector – Progress Software Explodes after Massive Earnings Surprise and Optimistic Outlook for 2026 – Netflix Struggles due to a Weak Margin Outlook and Uncertainties in the Warner Deal

Dürr

Focus on Automation and Production Efficiency

The Trump Fortress: 5 Conservative US Stocks on Record Hunt in Tariff Chaos

Siemens

Building the Automated AI Factories of the Future. My DAX Favorite!

Stocks in Action USA: Teledyne Technologies, Halliburton, Progress Software

Teledyne Technologies

Arms Boom Without Weapons: Drones, Surveillance, Missile Defense Require Sensors. Teledyne Technologies Reaps Significant Benefits and Grows in Aerospace and Defense Electronics by 40% in Q4.

Smiths Group

New All-Time High Amid Market Correction - Transformation from a Mixed Bag to a High-Margin Precision Champion!

Halliburton

Gold Rush Mood thanks to glowing Q4 numbers and Venezuela investment cycle!

Big Call Screening: Iberdrola, Walmart, Hershey, Hannover Rück

Baidu

AI Monopoly at Discount Price

Stocks in Action: AXA, RWE, Rheinmetall, Freenet, and QIAGEN.

Gold: Greenland escalation drives price above $4,800 – Analysts set price targets up to $7,150!

Ondas

Analysts Respond with Target Price Increases After the Investor Day - H.C. Wainwright Sees Top Target Price of $25!

Drägerwerk

Drägerwerk Benefits from Investment Backlogs in Hospitals

Interdigital

InterDigital licenses fundamental technologies – new LG Electronics deal and forecast increase!

Analysts' Top 5 Price Targets of January 21, 2025

DAX weaker ahead of Trump speech in Davos - RWE in demand after buy rating from Berenberg Bank - Deutsche Bank study boosts Freenet - QIAGEN benefits from acquisition speculation - Streaming giant Netflix under pressure after financial results - United Airlines surprises with strong quarterly figures - Progress Software significantly stronger after earnings!

United Airlines Holdings

The Perfect Ascent! United Airlines Soars with Starlink Revolution and Record Fleet Leaving Competitors Behind!

TKMS

TKMS: Is a 10 Billion Euro Contract Coming from Canada?

Usa Rare Earth

USA Rare Earth: France Deal and Saudi Partnership Drive Share Price Up by 11% – Good Risk-Reward Ratio!

innoscripta

Innoscripta SE: Insider Purchase and Expansion of the Tax Research Grant in Germany

Aehr Test Systems

Aehr Test Systems impresses with rapidly increasing order backlog - Stock on the verge of breaking out from base!

Fastenal

Growth Against the Trend: Fastenal Delivers Record Numbers Despite Sluggish Industrial Production!

The Nuclear Comeback 2026: Uranium Experiences the Supercycle – AI and Energy Policy Drive Prices!

TopBuild

TopBuild: The industrial aggregator of building envelopes. Roofing business as growth driver.

Oracle

Guggenheim Declares Oracle the “Investment of the Decade”

Interactive Brokers Group

Interactive Brokers announces record year - Forecast markets offer new opportunities in the energy sector!

Rio Tinto Plc.

Rio Tinto produced last year more copper and slightly less iron ore

Netflix

Netflix on Sale! 325 Million Customers, Billion-Dollar Profits, and Risky Warner Bros. Deal Are Not Enough!

Anthropic CEO warns of radical disruptions in Davos

US Markets Take a Significant Dive – Trump Responds Aggressively in Greenland Poker – Global Investors Initiate “Sell America” Flight from US Markets – Netflix in Sell-off Despite Strong Numbers – Anthropic Focuses on Enterprise Customers – United Airlines with Historic Fleet Expansion – 3M Burdened by Greenland Tariff Disputes – D.R. Horton Feels Margin Pressure in Homebuilding – Interactive Brokers Surpasses 1 Million New Customers – Cooperation between ServiceNow and OpenAI – Palantir Secures Deal Worth Several Hundred Million USD

Commentary on our rankings

Pivotal Points

Bloom Energy

Fuel Cell Specialist Closes $2.65 Billion Mega Deal with American Electric Power!

Pivotal Points

Lockheed Martin

Arms giant with a monopoly position and a record order backlog of over $165 billion!

Megatrend Detection

Palladyne AI

Will the Mega-Turnaround succeed? Revenue forecast of +380% for 2026

Pivotal Points

LightPath Technologies

Strategic acquisition in the infrared market ends germanium dependency and paves the way for an integrated Defense Player with $90 million backlog!

Industries and Sectors

Kratos Defense & Security Solutions

Kratos Defense & Security Solutions: Trump's 1.5 Trillion Budget! Kratos Massively Benefits in the Year of Drones!

Top Growth Stocks by Revenue and Earnings

ACM Research

The Laughing Third in the Trade War: How ACM Research Benefits from China's Chip Crisis

Seasonalities

Virtu Financial

Virtu Financial: Why market chaos is now becoming a price driver

Nicolas-Darvas Breakouts

Sanmina

Wednesday, 21 January 2026

Focus on Automation and Production Efficiency

The Trump Fortress: 5 Conservative US Stocks on Record Hunt in Tariff Chaos

Building the Automated AI Factories of the Future. My DAX Favorite!

Stocks in Action USA: Teledyne Technologies, Halliburton, Progress Software

Arms Boom Without Weapons: Drones, Surveillance, Missile Defense Require Sensors. Teledyne Technologies Reaps Significant Benefits and Grows in Aerospace and Defense Electronics by 40% in Q4.

New All-Time High Amid Market Correction - Transformation from a Mixed Bag to a High-Margin Precision Champion!

Gold Rush Mood thanks to glowing Q4 numbers and Venezuela investment cycle!

Big Call Screening: Iberdrola, Walmart, Hershey, Hannover Rück

AI Monopoly at Discount Price

Stocks in Action: AXA, RWE, Rheinmetall, Freenet, and QIAGEN.

Gold: Greenland escalation drives price above $4,800 – Analysts set price targets up to $7,150!

Analysts Respond with Target Price Increases After the Investor Day - H.C. Wainwright Sees Top Target Price of $25!

Drägerwerk Benefits from Investment Backlogs in Hospitals

InterDigital licenses fundamental technologies – new LG Electronics deal and forecast increase!

Analysts' Top 5 Price Targets of January 21, 2025

The Perfect Ascent! United Airlines Soars with Starlink Revolution and Record Fleet Leaving Competitors Behind!

TKMS: Is a 10 Billion Euro Contract Coming from Canada?

USA Rare Earth: France Deal and Saudi Partnership Drive Share Price Up by 11% – Good Risk-Reward Ratio!

Innoscripta SE: Insider Purchase and Expansion of the Tax Research Grant in Germany

Aehr Test Systems impresses with rapidly increasing order backlog - Stock on the verge of breaking out from base!

Growth Against the Trend: Fastenal Delivers Record Numbers Despite Sluggish Industrial Production!

The Nuclear Comeback 2026: Uranium Experiences the Supercycle – AI and Energy Policy Drive Prices!

TopBuild: The industrial aggregator of building envelopes. Roofing business as growth driver.

Guggenheim Declares Oracle the “Investment of the Decade”

Interactive Brokers announces record year - Forecast markets offer new opportunities in the energy sector!

Rio Tinto produced last year more copper and slightly less iron ore

Netflix on Sale! 325 Million Customers, Billion-Dollar Profits, and Risky Warner Bros. Deal Are Not Enough!

Anthropic CEO warns of radical disruptions in Davos

Commentary on our rankings

Fuel Cell Specialist Closes $2.65 Billion Mega Deal with American Electric Power!

Arms giant with a monopoly position and a record order backlog of over $165 billion!

Will the Mega-Turnaround succeed? Revenue forecast of +380% for 2026

Strategic acquisition in the infrared market ends germanium dependency and paves the way for an integrated Defense Player with $90 million backlog!

Kratos Defense & Security Solutions: Trump's 1.5 Trillion Budget! Kratos Massively Benefits in the Year of Drones!

The Laughing Third in the Trade War: How ACM Research Benefits from China's Chip Crisis

Virtu Financial: Why market chaos is now becoming a price driver

Sanmina Corporation: The Shovel Seller in the Gold Rush of Digitalization

Wednesday, 21 January 2026