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Analysts at Pivotal Research still see several factors that justify 35% upside potential for the social media giant Meta Platforms (META;i) with its 3.3 billion active users.
Meta Platforms (META;i) continues to show strength and presented new innovations at Meta Connect 2024. These include business AIs for WhatsApp and Messenger that support companies in customer communication and commerce. In addition, the Ray-Ban Meta glasses have been equipped with new AI functions for real-time translation and visual recognition. Another highlight is the "Orion" AR glasses, which enable...
Verbio in the Pivotal Point Check: US business bears fruit - EBITDA of €120 to €160 million to be achieved!
Verbio achieved record production of more than 1.0 million tons of biodiesel and bioethanol and 1,100 GWh of biomethane for the first time in the past financial year. The company is exposed to unfair competition from imports of "green deceptive packaging" from Asia and fictitious climate protection projects for alleged greenhouse gas reduction. In the current financial year, the result in...
LVMH in the Pivotal Point Check: Fresh Wind From China And a Positive Analyst Study by RBC boost The Shares of The Luxury Goods Group!
The boom in demand from the period shortly after the coronavirus pandemic is over - the luxury goods business has returned to normal. In the first half of 2024, sales fell by 1% to 41.7 billion euros. In the longer term, however, LVMH will benefit from rising global incomes, which will lead to growing demand for luxury goods. Hopes of an upturn in demand in China following the economic...
Meta Connect 2024 - New AI Applications and First Prototype of the "Orion" AR Glasses
The Reality Labs unit of the technology group Meta has recently recorded considerable losses. As part of the figures for the past second quarter, the group forecast that the division's operating losses are likely to increase significantly again in the current year due to product developments and investments to further scale the ecosystem. Investments in AI, augmented reality and metaverse technologies...
Sales expected to triple thanks to DefenCath - share with doubling potential, still under the radar of major investors
DefenCath revolutionizes the dialysis market: Successful launch and reimbursement programs secure market presence. Impressive sales potential: Sales growth of over 200% expected by 2025, driven by new partnerships. Optimistic forecasts: Analysts see a price target of up to $19, with a potential increase in value of 153%. CorMedix Inc (Nasdaq: CRMD) is increasingly attracting the attention...
The AI age is Leading to the Expansion of Nuclear Energy. BWX Technologies Enables Small Modular Reactors for Data Centers!
In the USA, demand for electricity is expected to increase by around 2.4% annually until the end of the decade due to AI and reindustrialization. Data center operators in particular are looking for ways to satisfy their hunger for energy in the most environmentally friendly way possible. Amazon, Microsoft & Co. conclude power purchase agreements with green energy providers, but also rely on nuclear...
Biggest Deal in the Company's History! Energy Producer Signs 20-Year Electricity Contract With Microsoft. Nuclear Reactor Must be Reconnected to the Grid
In today's screening, the "Utilities" sector shot up from mid-table to second place. Consumers reached the top position thanks to the sector leader from the "Utilities - Renewable" sector (+26.89 %). Where did Constellation Energy's rapid rise come from? We get to the bottom of the story. Constellation Energy is the largest producer and supplier of clean electricity 20-year power contract...
Constellation Energy - Enormous Hunger for Energy due to Data Centers
Constellation Energy (CEG) is a leading energy generation and distribution company in the United States. Its business model includes the generation, distribution and marketing of electricity and natural gas, as well as the provision of energy management solutions. The company sees significant opportunities in the data center sector, which is critical to U.S. national security and economic competitiveness....
Deutsche Wohnen in the Pivotal Point Check: Real Estate Stock Goes Through the Roof With Over 20% - Vonovia Aims for a Complete Takeover!
Germany's largest real estate group Vonovia wants to take over its subsidiary Deutsche Wohnen completely. Vonovia intends to make its shareholders an offer to purchase their shares. Highly indebted real estate companies are likely to benefit in particular from the US Federal Reserve's major interest rate cut of 0.5%. Germany's largest real estate group Vonovia is currently heading towards...
The Investment Group GAIIP Wants to Mobilize up to $100 Billion! BlackRock, Microsoft and Nvidia Invest in AI Data Centers and Energy Infrastructure
BlackRock (BLK) and Microsoft (MSFT) are part of a group of companies that will set up an investment fund for artificial intelligence. The fund is expected to mobilize up to $100 billion for the development and construction of data centers and their energy infrastructure, and these funds will be invested primarily in the US and its partner countries to meet the growing demand for AI and stimulate economic...
Ex-Danaher CEO "Larry" Culp Jr. was able to lead the conglomerate GE out of the crisis. GE VERNOVA (GEV) presents itself as a leader stock. Bank of America upgrades to Buy and sees upside to $300 (+30%).
Order volume at record level of $12 billion Gas turbine orders up 60% GE Vernova (GEV), GE's former sustainable energy business unit, is benefiting from the global trend towards renewable energy and the modernization of energy infrastructure. Government regulations and subsidies are driving demand for GE technologies. The Power segment recorded strong growth, particularly in orders for gas...
Nuvalent: NVL-655 and Zidesamtinib are Convincing in pre-Treated Patients: Nuvalent (NUVL) Gets Additional Analyst Support.
Nuvalent (NUVL) is an approximately $5.6 billion clinical-stage biopharmaceutical company focused on developing targeted therapies for cancer patients. Its first lead product candidate, NVL-520, is being developed for patients with ROS1-positive non-small cell lung cancer (NSCLC). NVL-520 is a novel, ROS1-selective inhibitor designed to address the clinical challenges of emerging treatment resistance,...
Buy Alert at RH Inc. (RH): Falling Interest Rates, Recovering Real Estate Sector and Rising Consumer Confidence!
In the coming quarters, RH Inc. (RH) could benefit from improving conditions. In particular, falling interest rates, where the FED could possibly announce an interest rate cut of 0.25% or even 0.5% on 18 September, and rising consumer confidence offer comfortable conditions for the Group, which specializes in luxury furniture. The group already provided the first positive impetus on September 12 with...
Vaxcyte: The XpressCF Platform Enables the Development of Broad-Spectrum Vaccines and Overcomes the Limitations of Traditional Cell-Based Approaches
VAX-31 and VAX-24 are the key value drivers of Vaxcyte. They target invasive pneumococcal disease (IPD) and offer better coverage compared to competitors. Phase 1/2 results of VAX-31 showed a favorable safety profile and strong immunogenicity, positioning it for Phase 3 trials by mid-2025. Market potential is driven by a $13.3 billion TAM in the pneumococcal vaccine market, with potential...
Favorable Cash Flow Machine With Increased Interest From Berkshire Hathaway
Berkshire Hathaway's significant stake increase in Sirius XM signals confidence in its strategic direction, strong cash flow and the potential for a significant recovery. Sirius XM's quasi-monopoly position in satellite radio, coupled with its shift towards exclusive content and streaming, positions the company well against competitors such as Spotify and Apple Music. The merger with Liberty...
Oracle Accelerates Cloud Infrastructure Business to 45% and Announces AWS Partnership - Shares hit new all-Time Highs!
Oracle (ORCL) continues to record high demand for infrastructure solutions for AI applications. In the first quarter, business with Oracle Cloud Infrastructure accelerated from 42 % to 45 % thanks to large contracts. Due to seasonal effects, contractual performance obligations have always declined here over the last five years, although this time there was sequential growth. Cloud RPO grew by 80% and...
Roblox CEO has big Plans! The Goal is to Reach 1 Billion Daily Active Users and Generate 10% of all Global Gaming Revenues
During the Roblox Developers Conference, CEO and co-founder David Baszucki revealed his big goal. He wants to achieve one billion daily active users and 10% of all global gaming content revenue via Roblox. This is remarkable, because although Roblox's figures are very impressive, the platform in its current form does not come close to this scale. It boasts 79.5 million daily active users, which is...
Argan, Inc.: Underestimated Winner in the Energy Boom - 61% Sales Growth in Q2
Revenue well above forecast: 61% increase in revenue thanks to strong demand for energy infrastructure. Focus on conventional and renewable energy projects: From the construction of natural gas power plants - to large solar and battery storage projects. Positioned for further growth: Argan benefits from global megatrends such as the growing demand for power supply from data centers and electric...
Qualcomm: Working With Google and Samsung on Mixed Reality Glasses! The top Beneficiary of the Edge AI era Becomes Attractive After the Correction!
Qualcomm is working with Google and Samsung on new mixed reality glasses. Qualcomm is thus broadening its base as a supplier of mobile devices. The Edge AI era makes Qualcomm a beneficiary as it becomes an important chip supplier for smartphones, notebooks and AR and VR glasses. Qualcomm (QCOM) is diversifying as a supplier of chips for more and more applications. Previously mentioned as...
GitLab is a Leader in AI-Supported Software Development - Earnings Surprise in Q2 Boosts the Stock!
GitLab (GTLB) provides a comprehensive DevSecOps platform to replace individual point solutions with a solution for AI-supported software development. Security and compliance can be integrated directly at an early stage with this approach, which is becoming increasingly important, especially in strictly regulated industries. According to Gartner, 75% of 25% in 2023 will have already switched from individual...
M1 Kliniken in the Pivotal Point Check: High Demand for Beauty Treatments - Operating Profit Almost Doubled From €7.3 Million to €14.5 Million in the First Half of the Year!
The high demand for beauty treatments drove revenue up by 11.2% to €167.7 million in the first half of the year. Thanks to the highly profitable beauty segment, operating profit almost doubled to €14.5 million. M1 plans to operate 150 to 200 specialist medical centers for aesthetic medicine by 2029. M1 Kliniken continues to benefit from the high demand for beauty treatments and the...
Box Inc.: Doubling of Operating Margin and new Record Quarterly Profit
In the quarterly figures published on August 27, Box reported new record figures for gross margin, operating margin and earnings per share. The company's future growth prospects are supported by unlimited access to generative AI thanks to Box AI and the acquisition of Alphamoon's AI-powered document processing technology. CEO Aaron Levie said: "We are entering the era of Intelligent Content...
Dell: Increasing Demand for AI Servers - Server and Network Revenues Skyrocket by 80%
Dell Technologies published its results for the second quarter of the 2025 financial year on Thursday, August 29, reporting revenue of around $25 billion - an increase of 9% compared to the previous year. According to LSEG data, analysts had expected revenue of $24.14 billion, the Reuters news agency commented on the figures. Diluted earnings per share (non-GAAP) amounted to $ 1.89, which also exceeded...
Affirm Grows Thanks to Apple Partnership and Increasing Demand for Flexible BNPL Payment Options
Affirm Holdings (AFRM), a leader in the Buy Now, Pay Later (BNPL) space, saw its shares rise sharply by over 14% on Wednesday, August 28, after the company reported impressive fiscal Q4 results that significantly exceeded Wall Street expectations. These results are particularly notable in a persistently challenging economic environment in which Affirm proved its resilience and even raised its guidance....