News und Analysen
PayPal Aktie: Lores lehnt 53-Milliarden-Angebot ab
Manchmal zeigt sich der Mut eines Vorstands am deutlichsten in dem, was er ablehnt.…
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Quell
IBM Aktie: 25-Prozent-Einbruch im Juli untersucht
IBM-Aktien klettern zurück. Der eigentliche Test für Anleger ist aber keine Charttechnik, sondern eine…
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Logitech International Q1 Earnings Call Highlights
Key Points
- Interested in Logitech International S.A.? Here are five stocks we like better.
- Logitech’s sales rose 5% on a constant-currency basis to $1.2 billion, marking its 10th consecutive
CoStar Group Q2 Earnings Call Highlights
Key Points
- Interested in CoStar Group, Inc.? Here are five stocks we like better.
- CoStar delivered strong Q2 growth and profitability. Revenue rose 18% year over year to $925 million, adjusted
Skyworks Solutions Q3 Earnings Call Highlights
Key Points
- Interested in Skyworks Solutions, Inc.? Here are five stocks we like better.
- Skyworks exceeded its Q3 outlook, reporting $935 million in revenue and non-GAAP EPS of $1.08. Mobile
Rocky Brands Q2 Earnings Call Highlights
Key Points
- Interested in Rocky Brands, Inc.? Here are five stocks we like better.
- Rocky Brands’ Q2 revenue rose 12% to $118.4 million, driven by broad footwear growth, strong
NXP Semiconductors Q2 Earnings Call Highlights
Key Points
- Interested in NXP Semiconductors N.V.? Here are five stocks we like better.
- NXP reported record second-quarter revenue of $3.5 billion, up 19% year over year, while non-GAAP EPS of
Lantronix gibt Partnerschaft mit DoD Solution für den Einsatz einer Edge-KI-Drohnenplattform in der Ukraine bekannt
Die Zusammenarbeit baut die Präsenz von Lantronix auf dem schnell wachsenden globalen Markt für autonome Verteidigungssysteme aus und eröffnet langfristige Möglichkeiten für wiederkehrende Umsätze
Disco Aktie: 12,12-Prozent-Crash auf 290 Euro
Die Aktie der Disco Corporation verzeichnete am heutigen Dienstag einen massiven Kursrückgang und erreichte…
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Corning Q2 Earnings Call Highlights
Key Points
- Interested in Corning Incorporated? Here are five stocks we like better.
- Corning exceeded Q2 guidance, with core sales rising 17% year over year to $4.74 billion and EPS increasing
Vanguard FTSE All-World: 14 Mrd Euro Zuflüsse H1 2026
Während Nvidia, AMD und andere Chiphersteller weltweit unter Druck geraten, verzeichnet ausgerechnet der größte…
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Rambus: Another AI Phoenix Ready to Rise From the Ashes of Correction
Key Points
- Interested in Rambus, Inc.? Here are five stocks we like better.
- Rambus reported second-quarter revenue of $207.39 million, up 20.4%, along with adjusted earnings of 77 cents per
Apple Aktie: iPhone im Abo
Apple wechselt beim Bezahlmodell die Strategie: Statt der hohen Einmalzahlung setzt der Konzern jetzt…
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Quelle kapi
Chips & Clips: Memory Tariffs Rewire Tech Supply Chains
Key Points
- Interested in Apple Inc.? Here are five stocks we like better.
- Potential U.S. tariffs on Chinese memory chips are reshaping profitability for semiconductor suppliers and device makers
Travelzoo Q2 Earnings Call Highlights
Key Points
- Interested in Travelzoo? Here are five stocks we like better.
- Second-quarter revenue fell 3% to $23.2 million, while Travelzoo reported a $2.8 million loss versus $2.1 million in
Micron Aktie: 8,97-Prozent-Sturz auf 718,80 Euro
Der Ausverkauf im Halbleitersektor hat Micron Technology am Dienstag hart getroffen. Die Aktie notiert…
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Is the Market Mispricing ServiceNow's AI Future?
Key Points
- Interested in ServiceNow, Inc.? Here are five stocks we like better.
- ServiceNow posted second-quarter revenue growth of more than 24% year-over-year and raised its full-year guidance
HERE erweitert Enterprise-Browser-Sicherheit um integrierte Bedrohungserkennung und -reaktion von Keep Aware
Strategische Partnerschaft erweitert HEREs kontrollierte Arbeitsumgebung um fortschrittlichen Schutz vor Phishing, Diebstahl von Zugangsdaten, Datenabfluss und anderen browsernativen Bedrohungen
NEW
Amkor Sells Off After Earnings—Why Weak Guidance Isn't the Real Story
Key Points
- Interested in Amkor Technology, Inc.? Here are five stocks we like better.
- Amkor's Q2 revenue miss stemmed from one-off factors like HBM memory shortages, while margins are expected to
PayPal Q2 Earnings Call Highlights
Key Points
- Interested in PayPal Holdings, Inc.? Here are five stocks we like better.
- PayPal exceeded second-quarter expectations, with revenue up 5%, total payment volume rising 9% on a
CommVault Systems Q1 Earnings Call Highlights
Key Points
- Interested in CommVault Systems, Inc.? Here are five stocks we like better.
- Strong Q1 performance: Revenue rose 11% year over year to $314 million, while subscription ARR increased
Core Scientific Q2 Earnings Call Highlights
Key Points
- Interested in Core Scientific, Inc.? Here are five stocks we like better.
- Core Scientific announced a commercial partnership with AMD covering up to 2.5 gigawatts of data-center
5 AI Stocks Are Pulling Back—Which Growth Catalysts Still Look Strongest?
Key Points
- Interested in Advanced Micro Devices, Inc.? Here are five stocks we like better.
- AI stocks have pulled back on spending fears and summer trading conditions, but underlying AI spending
Celestica Q2 Earnings Call Highlights
Key Points
- Interested in Celestica, Inc.? Here are five stocks we like better.
- Record Q2 performance: Revenue rose 62% year over year to $4.70 billion and adjusted EPS increased 83% to $2.54
3 Value ETFs to Consider as Growth Stocks Lag Behind
Key Points
- Interested in Fidelity Value Factor ETF? Here are five stocks we like better.
- Value stocks have significantly outperformed growth stocks in 2026.
- Broad-based value ETFs like FVAL, IWD