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Thursday, 29 January 2026
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02/04
Apollo Commercial Real Estate Finance
Radical Cut at Apollo REIT:
Billions Portfolio
sold, restart initiated
Wall Street with Losses – SAP Crash Sends DAX Tumbling – Gold Plummets – Tesla Invests Billions in xAI – Meta Enthralls Investors with AI Efficiency – IBM Shines with Quantum Alliance and Strong Numbers – Microsoft Suffers from Cost Explosion
Silber
Forced Sales
Meet Overheated Sentiment!
Nextera Energy
Nextera Energy Powers the AI Era. EPS Grows by 8% Annually Until 2035.
Big Picture Breakout!
Stocks in Action:
ASML, Nemetschek, SAP, DWS Group, Aurubis
Allianz
The Dividend Pearl (Yield 4.6%) is an
AI winner.
Fresh Long Signal!
Aurubis
Profit forecast upgrade drives momentum bulls to
new highs!
Corning
Acceleration of Growth
through AI and Increased Content Share
Northrop Grumman
Ready for the
Defense Boom
and Numerous Contracts for the Golden Dome Project!
2G energy
Three Important Corporate Statements - Growth in 2027 and Beyond and Several
Major Data Center Orders
Ahead!
Verve Group
Market share gains could drive
growth in 2026
- Experts see potential for price increases between 182% and 394%!
Viavi Solutions
Viavi Solutions Exceeds Expectations and Gives a Very Optimistic Outlook —
Stock with Up-Gap!
MSCI
MSCI breaks the sound barrier of $600 again after 1 year! Why I bet on this
quality stock
!
Samsung Electronics
Outlook 2026:
Why Samsung is Now a Strategic Investment
Microsoft
Microsoft's $625 Billion Riddle: Why Record Numbers Fizzle in the Shadow of the
OpenAI Concentration Risk
Analysts' Top 5 Price Targets of January 29, 2026
Tesla
After the Model S comes the
Humanoid Optimus:
Tesla undergoes a radical transformation towards physical AI.
International Business Machines
Record year with strongest
software growth
in company history - AI backlog grows to 12.5 billion USD!
International Business Machines
DAX under significant pressure after weak SAP numbers - DWS Group soars after forecast revision - Aurubis impresses with strong numbers and forecast - META exceeds expectations - IBM rises after strong results!
DWS Group GmbH
DWS Group: Increase of Mid-term Targets and Breakout to a
New All-Time High!
Deutsche Bank
Deutsche Bank: Net Profit 2025 Doubles and Profitability Targets Precisely
met!
SAP
SAP Stock Under Pressure: Disappointing Cloud Numbers Weigh on
Price
International Business Machines
Tech Dinosaur in AI Frenzy! IBM Hits the Turbo and Thrills with
Record Numbers!
Meta Platforms
Meta Platforms: The
ruthless
Architect of AI Behavior Control
Tesla
Record Over:
Tesla Reports Solid Quarter but Shrinking Annual Revenue
Meta Platforms
Money-Making Machine Runs at Full Speed! Meta Delights with Record Numbers and Visionary
Future Strategy!
Federal Reserve Keeps Rates Unchanged – Meta in AI Frenzy – Tesla Reports Solid Quarter but Shrinking Annual Revenue – Microsoft: Earnings Surprise Meets Azure Skepticism – ServiceNow: AI Drives Growth, Anthropic Deal Strengthens Platform – SAP with Strong Cloud Year – IBM Surprises with High Earnings
Commentary on our rankings
Pivotal Points
Clearway Energy
Pivotal Point Tracking Clearway Energy (CWEN): 1.17 Gigawatt Deal with Google Energizes the Green Energy Powerhouse!
Pivotal Points
Ultra Clean Holdings
Pivotal Point Tracking Ultra Clean Holdings (UCTT): AI Boom and Purity Standards Drive
Full Order Books!
Accumulation
Life Time Group Holdings
Premium Fitness Resort Operator
Benefits from Rising User Numbers!
Accumulation
Lemonade
Online insurer
aims to take off with new FSD tariff for Tesla customers!
Accumulation
Alaska Air Group
Airline
Benefits from Travel and Tourism Boom!
Accumulation
Servicenow
Collaboration Agreement
with OpenAI Sparks Momentum!
Accumulation
Baker Hughes
Oilfield service provider
benefits from rising investments in the oil industry!
Nicolas-Darvas Breakouts
Bloom Energy
The Energy Provider of the
AI Era
Pivotal Points
Nextracker
$5 Billion Order Boom and Forecast Increase Propel
Solar Giant
Up 13%!
Industries and Sectors
Micron Technology
Massive AI Investments! Micron Rides the Unstoppable Investment Wave of the
Tech Giants!
Top Growth Stocks by Revenue and Earnings
Lam Research
AI Boom Drives Lam Research:
Forecast Shatters Expectations
Industries and Sectors
Micron Technology
Micron Technology: Gigantic AI Investments! Micron Rides the Unstoppable
Investment Wave
of Tech Giants!
01/22
01/23
01/26
01/27
01/28
Thursday, 29 January 2026
02/04
02/03
02/02
01/30