Timeline

Microsoft

Microsoft: I have increased my position - AI agents are igniting the next revenue lever for Copilot and Azure

Secunet Security Networks

Secunet Security: Bundeswehr, Cyberdome, and AI – Three Drivers for Growth Surge from 2027

Sartorius

Sartorius Vz: JPMorgan expects an outperformance of the Q3 forecast – AI labs open ...

GoDaddy

GoDaddy: Low Valuation and Acquisition Speculation Create a Buying Opportunity!

Marvin Herzberger

Amprius Technologies

Amprius Technologies: New U.S. Funding Strengthens the Comeback Story

Fiserv

Fiserv: Activists from Jana Partners Demand More Efficiency and Use of Palantir Software!

NetEase

NetEase: Morgan Stanley sees the stock as a top pick thanks to GTA competitor "Ananta"!

Lexicon Pharmaceuticals

Lexicon Pharmaceuticals: Strategic Partnerships as a Basis for the Next Valuation Leap?

NVIDIA

NVIDIA: New platform secures AI agents – Stock buyback rises to 235 billion USD

IonQ

BofA Buy Recommendation and AI Alliance: IonQ Shifts to Expansion

QUALCOMM

Pivotal Point Follow-Up Qualcomm (QCOM): Semiconductor Specialist Announces New AI Hardware and Amazon Partnership

Wolfgang Zussner

Lennar

Berkshire Increases Stake in the Housing Market as the Market Flees! Lennar Becomes a Classic Value Case!

Siemens

Industrial AI: How Siemens Plans to Close Its Return Gap

Coca-Cola

Successful Strategic Move! Coca-Cola Recruits Top Manager from Monster for Billion-Dollar Expansion!

Taiwan Semiconductor Manufacturing

TSMC: 2-nm Demand Accelerates – Nvidia, Apple & Co. Increase Capacities

Bloom Energy

With +8.3% Daily Winner in the S&P 500! Bloom Energy is unlikely to be affected by Oracle Delays!

NVIDIA

Relaxation in the Nvidia Chip Conflict! Are Alibaba and ByteDance Now Receiving the G...

Commentary on our rankings

Agilent Technologies

Accumulation

Agilent Technologies: Forecast Upgrade Boosts Stock under High Volume

Charles River Laboratories International

Accumulation

Charles River: Forecast Upgrade Boosts Share Price Under High Volume

UnitedHealth Group

Seasonalities

UnitedHealth: Higher earnings forecast meets strong autumn window

Sweetgreen

Pivotal-Point Tracking Sweetgreen (SG): Rising Demand for Healthy Food and Upgrade to Overweight by KeyBanc

Worthington Industries

Worthington Enterprises (WOR) in Pivotal Point Check: The Overlooked AI Winner - Expl...

AAON

Industries and Sectors

AAON: Heat Pump Innovation and Data Cooling! AAON Leaves Competitors Behind with 101% Revenue Growth!

Andreas Wimbauer

PC Connection

All-Time High

PC Connection: Order Backlog at Record Level – AI and PC Refresh as Drivers

Waters

Top Growth Stocks Revenue

Waters: New Growth Cycle in Laboratory Instruments Meets AI Biotechnology