News und Analysen
NVIDIA Price Pullback? Don’t Count on It, Business Is Accelerating
Key Points
- Interested in NVIDIA Corporation? Here are five stocks we like better.
- NVIDIA reported accelerating sequential and year-over-year revenue growth driven by AI and data center demand
The Palantir Paradox—Record Numbers and a Stock That Won't Cooperate
Key Points
- Interested in Palantir Technologies Inc.? Here are five stocks we like better.
- Palantir delivered what may be its strongest quarter ever as a public company, with 85% revenue growth
EQS-News: Nynomic AG: Übernahme der verbleibenden 49% an der Image Engineering GmbH & Co. KG / Konsequente Weiterentwicklung der Konzernstruktur
EQS-News: Nynomic AG: Übernahme der verbleibenden 49% an der Image Engineering GmbH & Co. KG / Konsequente Weiterentwicklung der Konzernstruktur
Fujikura Aktie: 315 Milliarden Yen Gewinn bis 2029
Fujikura setzt alles auf den amerikanischen KI-Boom. Der japanische Kabelhersteller verlagert seinen Fokus massiv…
Der Beitrag Fujikura Aktie: 315 Milliarden Yen Gewinn bis 2029 erschien zuerst auf
Elmos Semiconductor SE auf der Sensor+Test 2026 in Nürnberg
Elmos Semiconductor SE auf der Sensor+Test 2026 in Nürnberg
EQS-News: AT&S schließt erfolgreiches Geschäftsjahr mit starkem 4. Quartal ab
EQS-News: AT&S schließt erfolgreiches Geschäftsjahr mit starkem 4. Quartal ab
Check Point Software Technologies Eyes Firewall Rebound After Sales Overhaul
Key Points
- Interested in Check Point Software Technologies Ltd.? Here are five stocks we like better.
- Check Point says it has largely moved past the most disruptive phase of its go-to-market
CG Oncology Touts Bladder Cancer Data, Q4 Filing Plans at RBC Conference
Key Points
- Interested in CG Oncology, Inc.? Here are five stocks we like better.
- Cohort CX data for cretostimogene plus gemcitabine showed a positive safety and efficacy signal in bladder
Micron Aktie: 33,5 Milliarden Umsatz im Q3 geplant
Der KI-Speicherzyklus läuft auf Hochtouren. Micron nutzte eine Technologiekonferenz von J.P. Morgan, um dieses…
Der Beitrag Micron Aktie: 33,5 Milliarden Umsatz im Q3 geplant erschien zuerst auf kap
Vincorion Aktie: Greenshoe-Option läuft aus
Vincorion bekommt ein neues Thema auf die Agenda: Die Greenshoe-Option von STAR Capital läuft…
Der Beitrag Vincorion Aktie: Greenshoe-Option läuft aus erschien zuerst auf kapitalmarktexperten.de.
Qu
CDW Touts AI Factory Demand, Recurring Revenue Push at JPMorgan Conference
Key Points
- Interested in CDW Corporation? Here are five stocks we like better.
- AI demand is moving from experimentation to production, with CDW saying customers now want help deploying AI
AEVEX Q1 Earnings Call Highlights
Key Points
- Interested in AEVEX Corp.? Here are five stocks we like better.
- Revenue and profit surged in AEVEX’s first quarter, with revenue up 307% year over year to $216.7 million and net
NVIDIA Q1 Earnings Call Highlights
Key Points
- Interested in NVIDIA Corporation? Here are five stocks we like better.
- NVIDIA posted record Q1 fiscal 2027 results, with revenue of $82 billion, up 85% year over year, while
Intuit Q3 Earnings Call Highlights
Key Points
- Interested in Intuit Inc.? Here are five stocks we like better.
- Intuit beat third-quarter expectations, with revenue up 10% to $8.6 billion and earnings above guidance. The company
EQS-Adhoc: AT&S Austria Technologie & Systemtechnik AG: AT&S erweitert Kapazität für AI Substrate
EQS-Adhoc: AT&S Austria Technologie & Systemtechnik AG: AT&S erweitert Kapazität für AI Substrate
EQS-Adhoc: AT&S Austria Technologie & Systemtechnik AG: AT&S beabsichtigt die Emission einer (Hybrid)Wandelschuldverschreibung und/oder einer Hybridanleihe; keine Dividende für das Geschäftsjahr 2025/26
EQS-Adhoc: AT&S Austria Technologie & Systemtechnik AG: AT&S beabsichtigt die Emission einer (Hybrid)Wandelschuldverschreibung und/oder einer Hybridanleihe; keine Dividende für das Geschäftsjahr 2025/26
EQS-News: Vorläufige Zahlen zum ersten Quartal 2026
EQS-News: Vorläufige Zahlen zum ersten Quartal 2026
The Great AI Rotation: Cashing In on Data
Key Points
- Interested in Sandisk Corporation? Here are five stocks we like better.
- Enterprise SSD contract prices have surged as much as 80% over three quarters, signaling a structural NAND flash
The Great Cloud Divide: How AI Is Reshuffling the Software Deck
Key Points
- Interested in ServiceNow, Inc.? Here are five stocks we like better.
- ServiceNow appears poised to become an indispensable AI governance backbone for the modern enterprise.
- Salesforce
Perion Network Q1 Earnings Call Highlights
Key Points
- Interested in Perion Network Ltd? Here are five stocks we like better.
- Perion reported 1% year-over-year revenue growth to $90.4 million in Q1, but adjusted EBITDA fell to $0.5
KANZHUN Q1 Earnings Call Highlights
Key Points
- Interested in KANZHUN LIMITED Sponsored ADR? Here are five stocks we like better.
- KANZHUN posted stronger first-quarter results, with revenue up about 8% year over year and adjusted
GDS Q1 Earnings Call Highlights
Key Points
- Interested in GDS Holdings? Here are five stocks we like better.
- AI-driven demand is accelerating GDS’s data center bookings in China, with management calling it the start of a
Baozun Q1 Earnings Call Highlights
Key Points
- Interested in Baozun Inc.? Here are five stocks we like better.
- Revenue and profitability improved in Q1 2026, with total net revenue up 15% year over year to RMB 2.4 billion and
Microsoft Aktie: BitLocker-Lücke CVE-2026-45585 ohne Patch
Eine kritische Sicherheitslücke in BitLocker, eine zerschlagene Ransomware-Infrastruktur und starke Quartalszahlen— Microsoft liefert dieser…
Der Beitrag Microsoft Aktie: BitLocker-Lücke
Block’s Pivot to Profits and AI Is Turning Heads
Key Points
- Interested in Block, Inc.? Here are five stocks we like better.
- Block delivered strong profit growth in its most recent quarter and exceeded key performance expectations.
- Cash App