Timeline

Holiday Break on Wall Street – DAX Struggles with the 25,000 Mark – M&A Fantasies at Warner Bros. and Paramount – OpenAI with Upgrades – Disney Attacks TikTok Parent over Copyright Infringement - Earnings Season: Walmart, Palo Alto Networks, Deere in Focus

AI Reality Check: Top 5 Stocks of the Second Wave of Monetization

Stephan Bank

Two exceptions in the software sell-off: 8x8 and RingCentral hold their ground thanks to higher demand, debt reduction, and moderate valuation.

Hochtief

New Data Center Order from Meta drives the stock to a 52-week high!

Jörg Meyer

Denali Therapeutics

Morgan Stanley Sees Up to 113% Price Potential!

Kontron

Why are the insiders making purchases worth millions of euros?

NRG Energy

The Baseload Insurance of the AI Era

SFC Energy

2026 focuses on operational revival and expansion of the order volumes!

A10 Networks

A10 Networks Provides an Important Foundation for AI Infrastructure

Leonid Kulikov

Stocks in Action USA: Palantir Technologies, Warner Bros. Discovery, and OpenAI.

Stocks in Action: Safran, AB Inbev, Siemens Energy, Hensoldt, and Kone.

Martin Springman

Analysts' Top 5 Price Targets of February 16, 2026

Vontier

Vontier on the Verge of the Next Growth Surge? Why the EV-Offensive Could be a Gamechanger Now

CME GROUP

Why I wish for a pullback in CME Group pullback!

Moderna

Revenue Surprise and Cancer Pipeline – The Starting Signal for Re-evaluation Has Been Given!

DAX Stable at the Start of the New Trading Week - HOCHTIEF in Demand After Jefferies Study - Siemens Energy Benefits from Positive Analyst Comments from RBC and Deutsche Bank - Flatex Weak After Exane BNP Downgrade - CrowdStrike Firm After HSBC Upgrade - Howmet in Focus After Jefferies Buy Study!

Walmart

Andreas Wimbauer

SaaS Tremors and the Flight to Quality! Walmart Offers Unique Stability in Every Portfolio!

Warner Bros. Discovery

New Showdown in Hollywood: Warner Bros. Considers Comeback Talks with Paramount!

Dominik Teichgräber

Ketchup King Goes All In! Kraft Heinz Stops Spin-off and Launches 600 Million Offensive!

ACS, Actividades de Construccion y Servicios

ACS: Jefferies upgrades the rating and the target price is doubled!

Massiver Wachstumsausblick begeistert! Applied Materials fegt Bedenken vom Tisch und surft KI-Welle!

Motorola Solutions

Motorola Solutions: Record Backlog and New AI Features for the Entire Emergency Call Workflow!

Energy stocks (XOM, CVX et al.) – The underestimated safe haven in times of AI uncertainty and geopolitical tensions!

Iren

David Engelhardt

IREN: More than just Bitcoin – A sleeping giant of AI infrastructure?

Crowdstrike Holdings

Crowdstrike: Bastion or Target in the New AI Era?

Jörg Meyer

Shopify

Shopify caught in the Software Panic: Wall Street still recommends buying

Digital Gold: Why Data Center REITs Win in the AI Era!

Stocks in Action USA: Airbnb, Roku, Applied Materials

OpenClaw founder Peter Steinberger joins OpenAI

Palantir Technologies

Double Strike Successful! Palantir Receives DISA Approval for Its Military Software and Secures Airbus Partnership!

Andreas Wimbauer

Focus on Iran Negotiations – Inflation More Moderate Than Expected – Palantir with DISA Authorization and Airbus Deal – OpenClaw Founder Joins OpenAI – Coinbase with Strong Trading Comeback – Rivian with Optimistic Sales Forecast – Albemarle Pulls Emergency Brake in Australia – Moderna Resists FDA Setback – Growth Pains at Nebius

Commentary on our rankings

Accumulation

Lattice Semiconductor

Cloud and Data Center Boom Drives Results Significantly!

Accumulation

T-Mobile US

US mobile provider benefits from strong new customer growth!

Accumulation

Zimmer Biomet Holdings

Catch-up Effects Lead to Strong Outlook!

Accumulation

Generac Holdings

Data Center Boom and Storm Damage Significantly Boost Demand for Power Generators!

Accumulation

Martin Springman

US Foods Holding

Food Wholesaler Benefits from Rising Consumer Demand

Pivotal Points

FormFactor

Record Numbers from High-Bandwidth Memory and Advanced Packaging - $215 Million Q4 Revenue and 44% Margin!

Wolfgang Zussner

Pivotal Points

Fracking Specialist Impresses with 23% EBITDA Growth through “digiFrac” Efficiency!

Megatrend Detection

ABB

Robotics sold, records delivered - $5.4 billion cash and 36% more orders

Nicolas-Darvas Breakouts

Excelerate Energy

The Quiet Beneficiary of the Global Gas Rally

Megatrend Detection

ABB

ABB: Robotics sold, records achieved - $5.4 billion cash and 36% more orders

Pivotal Points

Wolfgang Zussner

Rivian Automotive

Rivian Automotive (RIVN) in Pivotal Point Check: First Gross Profit of $144 Million and VW Software Deal Mark a Historical Turning Point Ahead of the Launch of the Mass-Market Model R2!

Seasonalities

General Mills

General Mills: Protein Offensive to Bring Back Growth – Can the Trend Change?

Thorsten Reich

Industries and Sectors

POWELL INDUSTRIES

Powell Industries: 63% Order Explosion! Powell Fuels the Power Hunger of LNG and Data Centers!

Top Growth Stocks by Revenue and Earnings

Advanced Energy Industries

Advanced Energy: Precision Power in the AI Boom

Accumulation

Williams Companies

Williams Companies - Natural Gas Pipeline Operator Profits Massively from Improving US Economy!

Accumulation

Tenet Healthcare

Tenet Healthcare - US Hospital Operator Benefits from Rising Patient Numbers!

Accumulation

Martin Springman

Masco

Masco - Attractive construction boom leads to strong outlook!

Accumulation

Borgwarner

BorgWarner - Automotive Supplier Benefits from the Rise of E-Mobility, New Data Center Solutions Promise Fresh Impulses!

Martin Springman

Accumulation

Terex

Terex - Construction Equipment Manufacturer Benefits from Rising Construction Economy!

Relative Strength Stocks

Viatris: The Pharmacy of the World: How Viatris Drives Competitors Out of the Market Through Sheer Mass