Timeline

The Tech Sector Celebrates the Comeback of the AI Trade, While Chip Giants Rebound After the AI Sell-Off – Microsoft Surpasses the $100 Billion Mark With Its Azure Cloud for the First Time, and Samsung Multiplies Its Chip Earnings by 250 Times – But the Bond Markets Rebel Against Fed Chair Kevin Warsh and Push the 30-Year US Yield to Its Highest Level Since 2007, While the DAX Holds Just Above 25,500 Points

CoreWeave

Coreweave: Government Contract with Leidos and Capacity Expansion in Focus – Analysts Assess Meta Risk

BB Biotech

Three Advantages That BB Biotech Brings Us in our Portfolio!

2G energy

2G Energy has Well Over €300 Million in Data Center Orders. The Forecasts for 2026 and 2027 are set – Long Potential!

Chipotle Mexican Grill

Chipotle Mexican Grill: Digital Offensive and Kitchen Upgrades Resist Industry Headwinds

Amazon.com

Amazon – the US Tech Giant Receives the First US Approval for Steering-Wheel-Less Robotaxis With Zoox!

Stocks in Action USA: Lam Research, Quanta Services and Corcept Therapeutics.

Microsoft

Microsoft: I Have Bought the Stock now. Azure Accelerates to 45%, and That's Just one of Four Reasons.

Baxter International

Baxter International: Tariff Refunds Support Earnings Amid Supply Chain Challenges

Starbucks

Starbucks: "Back to Starbucks" Strategy Boosts Quarterly Earnings and Drives Share Pr...

Stocks in Action: ENI, AIXTRON, Symrise, Adidas, and Siltronic.

SAMSUNG ELECTRONICS CO.

Samsung Electronics – The Korean Chip Giant Multiplies Its Earnings by 250 Times in the AI Frenzy!

Lockheed Martin

Lockheed Martin Fills the Depleted US Stockpile with a $59 Billion Contract for PAC-3 Interceptor Missiles

Analysts' Top 5 Price Targets of July 30, 2026

Robinhood Markets

Robinhood Could Become a $1 Trillion Company: Here's how the Neobroker Plans a 10-Fold Growth in Ten Years

DAX remains stable despite weak US signals - Symrise surprises with significant revenue increase - Drägerwerk firmer after strong...

Federated Investors

Federated Hermes: Money Market Boom Drives Record Business

Starbucks

The King of Coffee! Brian Niccol's Recipe for Success Ignites at Starbucks and Brings Customers Back!

AI Boom: Record Earnings – and the Stock Market Isn't Celebrating Anymore!

Manhattan Associates

Manhattan Associates – the Transformation Into Cloud Subscriptions Is Bearing Fruit, and the Raised Forecast Proves Me Right!

Microsoft's Cloud Giant Accelerates Revenue Growth - Meta Alarms Wall Street Despite Advertising Boom - Robinhood Exceeds Expectations and Lowers Cost Forecast - AI Chip Boom Drives Samsung to Record Profit - Starbucks Raises Forecast After Strong Quarter

Fortinet

Essential Cybersecurity in the Age of AI! Fortinet Soars After Hours and Partners with Intel for Future Collaborations!

Meta Platforms

Meta's Billion-Dollar AI Bet Isn't Paying Off Yet! The Cost Shock Scares Wall Street!

Microsoft

Microsoft Shows Its Full Cloud Power! Stock Shakes Off AI Concerns and Gains Nearly 9...

Commentary on our rankings

IQVIA Holdings

Accumulation

IQVIA in a Buying Frenzy: Q2 Earnings Jump and Forecast Increase Ignite Rally!

Tenet Healthcare

Accumulation

Tenet Healthcare in a Buying Frenzy: Q2 Earnings Surge Sparks Price Fireworks!

SS&C Technologies Holdings

Pivotal Points

Tracking the Pivotal Point of SS&C Technologies (SSNC): Financial Software Speci...

World Kinect

Pivotal Points

Tracking the Pivotal Point of World Kinect (WKC): Recovery of Global Logistics Markets - Fuel Specialist Impresses with Q2 Earning...

Cheesecake Factory

Industries and Sectors

Cheesecake Factory: Record Quarter Despite Sector Crisis! Cheesecake Factory Hits the...

GE Healthcare Technologies

Pivotal Points

GE Healthcare Technologies (GEHC) in our Pivotal Point Check: Medical Technology Giant with Strong Q2 Figures and a Record Order Backlog of $23.9 Billion!

BrightSpring Health Services

Relative Strength Stocks

BrightSpring Health Services: The Silent Giant in the US Care Market

Chefs Warehouse

Nicolas-Darvas Breakouts

Thursday, 30 July 2026

Coreweave: Government Contract with Leidos and Capacity Expansion in Focus – Analysts Assess Meta Risk

Three Advantages That BB Biotech Brings Us in our Portfolio!

2G Energy has Well Over €300 Million in Data Center Orders. The Forecasts for 2026 and 2027 are set – Long Potential!

Chipotle Mexican Grill: Digital Offensive and Kitchen Upgrades Resist Industry Headwinds

Amazon – the US Tech Giant Receives the First US Approval for Steering-Wheel-Less Robotaxis With Zoox!

Stocks in Action USA: Lam Research, Quanta Services and Corcept Therapeutics.

Microsoft: I Have Bought the Stock now. Azure Accelerates to 45%, and That's Just one of Four Reasons.

Baxter International: Tariff Refunds Support Earnings Amid Supply Chain Challenges

Starbucks: "Back to Starbucks" Strategy Boosts Quarterly Earnings and Drives Share Pr...

Stocks in Action: ENI, AIXTRON, Symrise, Adidas, and Siltronic.

Samsung Electronics – The Korean Chip Giant Multiplies Its Earnings by 250 Times in the AI Frenzy!

Lockheed Martin Fills the Depleted US Stockpile with a $59 Billion Contract for PAC-3 Interceptor Missiles

Analysts' Top 5 Price Targets of July 30, 2026

Robinhood Could Become a $1 Trillion Company: Here's how the Neobroker Plans a 10-Fold Growth in Ten Years

DAX remains stable despite weak US signals - Symrise surprises with significant revenue increase - Drägerwerk firmer after strong...

Federated Hermes: Money Market Boom Drives Record Business

The King of Coffee! Brian Niccol's Recipe for Success Ignites at Starbucks and Brings Customers Back!

AI Boom: Record Earnings – and the Stock Market Isn't Celebrating Anymore!

Manhattan Associates – the Transformation Into Cloud Subscriptions Is Bearing Fruit, and the Raised Forecast Proves Me Right!

Microsoft's Cloud Giant Accelerates Revenue Growth - Meta Alarms Wall Street Despite Advertising Boom - Robinhood Exceeds Expectations and Lowers Cost Forecast - AI Chip Boom Drives Samsung to Record Profit - Starbucks Raises Forecast After Strong Quarter

Essential Cybersecurity in the Age of AI! Fortinet Soars After Hours and Partners with Intel for Future Collaborations!

Meta's Billion-Dollar AI Bet Isn't Paying Off Yet! The Cost Shock Scares Wall Street!

Microsoft Shows Its Full Cloud Power! Stock Shakes Off AI Concerns and Gains Nearly 9...

Commentary on our rankings

IQVIA in a Buying Frenzy: Q2 Earnings Jump and Forecast Increase Ignite Rally!

Tenet Healthcare in a Buying Frenzy: Q2 Earnings Surge Sparks Price Fireworks!

Tracking the Pivotal Point of SS&C Technologies (SSNC): Financial Software Speci...

Tracking the Pivotal Point of World Kinect (WKC): Recovery of Global Logistics Markets - Fuel Specialist Impresses with Q2 Earning...

Cheesecake Factory: Record Quarter Despite Sector Crisis! Cheesecake Factory Hits the...

GE Healthcare Technologies (GEHC) in our Pivotal Point Check: Medical Technology Giant with Strong Q2 Figures and a Record Order Backlog of $23.9 Billion!

BrightSpring Health Services: The Silent Giant in the US Care Market

Chefs' Warehouse: Exclusivity on a Plate: How to Conquer Fine Dining

Thursday, 30 July 2026