Timeline

A Chip Comeback Crowns One of the Most Dramatic Stock Market Months in Years and Saves Wall Street Into the Plus by Week’s End – Amazon Proves With Its Cloud Offensive That the AI Billions Pay Off, While Apple Stumbles Over Memory Shortages –The Fed Under Kevin Warsh Steers Toward a Hawkish September, Dollar and Long Bonds Come Under Pressure – After Forced Liquidations and a Historic Kospi Surge, DAX Brushes Against Record Highs, but the Ice Under the Recovery Remains Thin

DexCom

DexCom: 13% Revenue Growth in Q2 and the Effects of the CONNECT Study Data

Big Call: Lockheed Martin, Da Vinci, Safran and Travelers.

Snowflake and Cloudflare: The True Beneficiaries of the New Wave of Autonomous AI Agents

Jörg Meyer

Eaton Corporation

Eaton – The US Energy Management Corporation is a Winner of the Crisis in the AI Data Center Boom!

Amazon.com

Amazon: I Am a Shareholder and See at Least $400 by 2030. Here Are Three Reasons From the Q2 Call!

Stocks in Action USA: Cohu, Monolithic Power Systems, and Amazon.

Aumovio

Aumovio: Securing the Future with Obstacles – Three Buy Signals are now in Focus!

Nextpower

Nextpower: Acquisitions Reinforce Expansion Strategy - KeyBanc Issues Buy Recommendation with 66% Upside Potential!

Monolithic Power Systems

Monolithic Power Systems: AI Data Centers and the Automotive Sector Support the Trans...

MINIMAX GROUP

MiniMax – The Chinese AI Start-up Challenges the World Elite with an Affordable Video Model!

Leonid Kulikov

Stocks in Action: Siltronic, PUMA, Deutsche Börse, Schneider Electric, and ASML.

Analysts' Top 5 Price Targets of July 31, 2026

Berkshire Hathaway

Has Greed Now Brought a Hedge Fund to Its Downfall? I Prefer Value Investing and Substance Over Hype!

DAX rises after strong US cues - Chip stocks in rally mode - Siltronic benefits from Deutsche Bank upgrade - Rheinmetall with another major order from the British Army - PUMA under pressure after weak Q2 results - Schaeffler plummets double digits after outlook downgrade - Microsoft soars after strong numbers - Amazon gains double digits thanks to AWS revenue jump!

Amazon.com

Amazon – With AWS, the Expensive AI Race is Finally Becoming an Earnings Machine, and That's Exactly What Convinces me!

AI Boom as Predicted: Here's Where the Money is Being Made Now!

Reddit

Concerns About Volatile Search Traffic! Reddit’s Record Figures Sink Into the AI Swamp and the Stock Loses Over 10%!

Andreas Wimbauer

US Markets Defy Geopolitical Quake – Escalation in the Middle East Drives Oil Prices – US Economy Cools Amid Stubborn Inflation – Amazon Launches $220 Billion Cloud Rocket – Apple Disappoints with Gloomy Outlook Despite Record Sales – Reddit Plummets Due to AI Search Fears – Mastercard Shines Thanks to Robust Consumer Spending – Stryker Suffers from Cyberattack Aftermath – Coinbase Misses Expectations in Crypto Winter

Apple

Apple's Supply Chain Dilemma! Despite Record Figures, the Outlook Fails to Convince Investors!

Amazon.com

AWS with Strongest Growth in 18 Quarters! The Cloud Boom Justifies Amazon's $220 Billion Offensive!

Commentary on our rankings

Stanley Black & Decker

Accumulation

Stanley Black & Decker: Earnings Surge & Forecast Upgrade Fuel Stock

Baker Hughes

Accumulation

Baker Hughes: Earnings Surge and Record Orders Drive Stock Rally

Garmin

Industries and Sectors

Garmin: Clever Attack Plan on the Global Fitness Trend! Garmin Hits New All-Time...

Life360

Pivotal Point Tracking Life360 (LIFE): Family Safety Platform Sees Strong Momentum from Subscription Growth and Ad Revenues

Schlumberger (SLB)

Tracking the Pivotal Point of Schlumberger (SLB): The Oil Service Provider Reports Hi...

Microsoft

Microsoft (MSFT) in our Pivotal Point Check: Azure Breaks $100 Billion Mark – Record Earnings of $133.7 Billion Put an End to CapEx Concerns!

Wolfgang Zussner