Timeline

Trump's Iran Shock Ends the Ceasefire and Drives Oil Prices Up by About 5% – Geopolitics Forces Investors to Reassess, While Ed Yardeni Sees the Fed Returning to Tightening Course – Alibaba Ignites the China Tech Rally with the Biggest Jump Since September, Meta Unveils Its Own Image AI, While the DAX Tumbles Below 25,000 Points and Vonovia Drops by 5%.

Hannover Rück

Hannover Re: Full Marks in our Robustness Check Win Over Investors!

Sunrun

Sunrun – The U.S. Solar Pioneer Transforms Private Homes into an AI Computing Netwo...

Apple knocks on China's memory products. Two suppliers benefit as well.

Jörg Meyer

Vera Therapeutics

FDA Approval and Accelerated Efficacy Data: How Vera Therapeutics Addresses the Multi-Billion Dollar Kidney Disease Market with Trutakna

Big Call: Deere, Coca-Cola, Adidas and Deutsche Börse.

Stocks in Action USA: Chevron, Alibaba, Tencent

Broadcom

Broadcom: The $30 Billion Deal with Apple and Its Consequences for Broadcom's ASIC Division

Amazon.com

Amazon: Here's why the Stock is a Mid-Term Top Pick for me!

Chevron

ExxonMobil & Chevron – The Oil Giants Soar After Tanker Attacks in the Strait of Ho...

Dell Technologies

Dell: The Key Insights Why Evercore ISI Calls for a $500 Target After a Conversation with CEO Michael Dell

Jörg Meyer

Alibaba Group Holding

Alibaba Stock Rises by 9%: Turning Point in Instant Commerce? Alibaba's Signal Before Quarterly Results

Tencent Holdings Ltd.(ADRs)

Tencent – The Chinese Super App Giant Counters the AI Competition with the Assistant Xiaowei!

Stocks in Action: Deutsche Post, Lufthansa, Scout24, Carl Zeiss Meditec, and Basler.

Caterpillar

Caterpillar: AI Growth Fantasy Turns Short-Term Pullbacks Into Long-Term Opportunities

Escalation in the Middle Eastern Conflict Pushes DAX Well Below the 25,000 Point Mark - Chip Stocks Under Pressure Following Weak ...

Analysts' Top 5 Price Targets of July 8, 2026

Corning - Is the Silent Beneficiary of the AI Construction Boom Becoming a Bargain due to the Selloff?

Leonid Kulikov

Apple

Apple's Bold Tech Strategy! Affordable China Memory, ASIC Deal with Broadcom, and Hype Around Foldable Models!

AI Selloff with a Warning: The True Winners are in the Second Tier!

Cloudflare

Cloudflare Rises Over 8% – Infrastructure for AI Applications and the Agentic Internet

US Markets in Geopolitical Stranglehold – Escalation in the Middle East Drives Oil Prices – Alphabet Bets on Nuclear Fusion – Amazon Floods Bond Market with $25 Billion – Rivian Shocks Investors with Massive Dilution – Meta Launches Attack in AI Image Market – Walmart Bows to Trump and Lowers Prices – Penguin Solutions Shines with AI Record Numbers

Rivian Automotive

Dilution Beats Growth! Capital Needs Slow Down Rivian's Rally and Send Shares Down 18%!

Amazon.com

$25 Billion Fresh Capital in the Bond Market! Amazon's Expensive Future Insurance for...

Alphabet's Nuclear Bet! Google Invests in the German Startup Proxima Fusion and Stellarator Technology!

Andreas Wimbauer

Commentary on our rankings

Air Products & Chemicals

Accumulation

Air Products & Chemicals: NEOM Deal and Project Cancellation Ignite Price Boost

Factset Research Systems

Accumulation

FactSet: Cloud Boom and Significant New Customer Increase Drive Momentum!

General Mills

Pivotal Point Tracking General Mills (GIS): Consumer goods giant benefits from a...

Iridium Communications

Pivotal Point Tracking Iridium Communications (IRDM): Acquisition by Space Company Rocket Lab Creates Space Giant

Meta Platforms

Meta Platforms (META) in our Pivotal Point Check: Double Strike with Super AI "Muse" ...

Motorola Solutions

Seasonalities

Motorola Solutions: Drone Defense Becomes the new Billion-Dollar Lever

Thorsten Reich

VSE

Industries and Sectors

VSE: High-Flyer in the Spare Parts Market for Aviation! VSE With PAG Acquisition and Exclusive Pratt & Whitney Deal!

Rolls Royce Holdings

All-Time High

Rolls-Royce Holdings: new all-Time High for the British Engine Manufacturer

Beam Therapeutics

Top Growth Stocks Revenue

Beam Therapeutics: Base Editing Offers Billion-Dollar Potential in Genetic Preci...