Timeline

The AI Trade Dominates Wall Street and Drives an Unprecedented Capital Surge Through the Semiconductor Supply Chain as Falling Oil Prices Temper Inflation Fears – Intel Raises $20 Billion Amid Massive Oversubscription and NVIDIA Arranges a $500 Billion Financing for AI Infrastructure – The Fed Struggles with Dissenting Hawks Ahead of U.S. Consumer Prices While the DAX Runs Close to a New Record High

Stocks in Action USA: Babcock & Wilcox, Fermi, Riot Platforms

Hims & Hers Health

Hims & Hers – The US Telemedicine Provider Raises Forecast but Still Falls!

Intel

Attack on Chip Dominance: Intel's $20 Billion Offensive as a Beacon in the AI Era

Marvin Herzberger

Riot Platforms: Here's why the $9 Billion Deal with Anthropic is Turning Heads in the Industry

Meta Platforms – Zuckerberg Positions Meta as a Counter-Model to OpenAI with an AI Manifesto!

Olema Pharmaceuticals

Olema Pharmaceuticals: Financial Headwinds Meet Billion-Dollar Market Potential - Experts See Up to 400% Price Potential!

Hims & Hers Health

Hims & Hers – Revenue Rocket, Earnings Crash Landing: I Remain Skeptical and Await Proof!

Plug Power

Plug Power: Is This the Starting Signal for the Turnaround of the Hydrogen Stock?

Rocket Lab USA

KeyBanc Confirms Buy Recommendation for Rocket Lab with a Price Target of $135

DAX suffers from rising oil prices - IONOS in demand after Exane study - Defense heavyweights in focus after RBC sector study - GEA Group on the radar after Buy rating from Deutsche Bank - Intel under pressure after multi-billion dollar capital increase - Archer Aviation with double-digit gains after strong Q2 results!

Martin Springman

Fastly

Fastly: I Am Considering Re-Entry in My Turnaround Favorite

Netflix

Advertising Packages for 2027 Sold Out! Netflix Boosts Its Advertising Business and Offers Attractive Entry Opportunity!

$500 Billion for AI: Here's who can be Considered a Winner now!

Rocket Lab USA

Record Revenue Meets Red Numbers in Space! Rocket Lab Presents Location-Independent Launch System GHOST!

US Markets in Consolidation Mode – Geopolitical Shock Drives Oil Prices After Trump's Hormuz Blockade – Microsoft Attacks Nvid...

Everpure

Everpure: DirectFlash Technology Secures Design Win with Second Hyperscale Customer

NVIDIA

The $500 Billion Coup with Financiers! Nvidia Aims to Establish GPUs as Assets!

Andreas Wimbauer

Microsoft

Competition in the Chip Sector! Microsoft Aims to Significantly Expand Production for the Upcoming Maia 300!

Commentary on our rankings

Cheesecake Factory

Nicolas-Darvas Breakouts

Cheesecake Factory: Here's how the Company is Shaking Up the US Restaurant Market

Accumulation

Stocks in Action: Leonardo, Rheinmetall, TAG Immobilien, Knorr-Bremse, and GEA G...

Twilio

Accumulation

Twilio: Record Figures and Raised Annual Targets Ignite Buying Frenzy

Halozyme Therapeutics

Accumulation

Halozyme Therapeutics: Huge Deals & Forecast Upgrades Ignite the Stock

Newmont

Tracking the Pivotal Point of Newmont (NEM): Strong Margin at Costs of $1,621 - Gold ...

Palantir Technologies

Tracking the Pivotal Point of Palantir (PLTR): The AI Heavyweight is Unstoppable - 93% Revenue Growth and $1.06 billion net Earnings in Q2

Wolfgang Zussner

Maplebear

Maplebear (CART) in our Pivotal Point Check: Trend Towards Online Grocery Deliveries Leads to 14% Revenue Increase to $1.04 Billion in Q2!

Abercrombie & Fitch

Industries and Sectors

Abercrombie & Fitch: Target and Shoes! The Fashion Brand Abercrombie & Fitch Ach...

IES Holdings

All-Time High

IES Holdings: Infrastructure Service Provider Grows by 40% Thanks to the Data Ce...

Protagonist Therapeutics

Top Growth Stocks Revenue

Protagonist Therapeutics: Peptide Therapies Drive Record Revenue with ICOTYDE Approval