09/0309/0409/0709/0809/09

Thursday, 10 September 2026

09/1109/1409/1509/16
Sika 

Sika AG: M&A Activities Lay the Foundation for Future Growth!

Analog Devices 

Analog Devices: NVIDIA Provides the Brain - This Stock Provides the Nervous System of Robots

Applied Materials 

Applied Materials: Buying Opportunity after the 35% Price Drop? New Factories Require...

Elevance Health 

Elevance Health: Between Carelon Growth and Margin Pressure – The True Strategy Behind the New Goals

Marvin Herzberger

Stocks in Action USA: Xanadu, AeroVironment and Rackspace Technology.

Okta

Okta: From AI Agents to a Real Cybersecurity Market – Major Clients are Ready to buy

Xanadu Quantum Technologies

Xanadu and AMD Launch Open Platform "Backline" for Coupling Quantum and Classical Computers!

AeroVironment 

AeroVironment: Drone Specialist Benefits from $1.5 Billion Order Backlog Amid Global Arms Boom!

AeroVironment 

AeroVironment: From Switchblade Success to the Next $500 Million Story

International Business Machines 

IBM and Lockheed Martin Establish Quantum Hub at ETH Zurich with Switzerland's First ...

Pyxis Oncology 

Pyxis Oncology: Wells Fargo Sees 2 Billion USD Peak Revenue for New Cancer Drug MICVO

Marvin Herzberger

Stocks in Action: Rheinmetall, Daimler Truck, Renk, Leonardo, and RWE.

Scansource

ScanSource: A New Growth Story is Unfolding

International Business Machines

IBM – the Defensive Royal Road to the Quantum Megatrend - Minus the Gambling!

AI Boom: These are the Winners in the Trillion-Dollar Arms Race!

Uber Technologies 

Uber Advances Robotaxi Plans – New Milestones in Zagreb and Madrid

Analog Devices 

Analog Devices: The Next AI Boom Will Be Physical - The $1.35 Billion Deal Opens the ...

Micron Technology 

Micron Technology: Memory Shortage Hits iPhones and Drives Up Prices for AI Chips

Andreas Zehetner

Trump Promises Americans a $5,000 Dividend - Apple Enters a New Era with Foldable iPhone - OpenAI Agents Apparently Used Other Websites Without Authorization - Salesforce Considering Billion-Dollar Acquisition of Listen Labs

Apple

Apple Ushers in a new iPhone era – Foldables and AI Expected to Drive the Next Growth Surge

Commentary on our rankings

Academy Sports and Outdoors 
Accumulation

Academy Sports: Sporting Goods Retailer Surprises with Earnings Jump and Forecast Upgrade!

Varonis Systems 
Accumulation

Varonis: Speculations about a Billion-Dollar Acquisition Causes a Price Jump!

Super Micro Computer 
Pivotal Points

Tracking the Pivotal Point of Super Micro Computer (SMCI): Server Specialist Rep...

Quantum 
Pivotal Points

Tracking the Pivotal Point of Quantum (QMCO): Turning Point After Q1 Figures - AI Hunger for Memory Capacity Ignites Growth Anew

Targa Resources Investments 
All-Time High

Targa Resources: Record Quarter and ExxonMobil Deal Drive the Midstream Story

Lumentum Holdings 
Top Growth Stocks Revenue

Lumentum: The AI Boom Drives Laser Demand – $40 EPS in Sight by 2028

Andreas Zehetner
Dell Technologies 
Pivotal Points

Dell Technologies (DELL) in our Pivotal Point Check: Record Order Backlog of $95 Billion in AI Servers Drives the IT Infrastructure Specialist to an A

09/0309/0409/0709/0809/09

Thursday, 10 September 2026

09/1609/1509/1409/11