Category: Inside Umbrella

Palantir_Logo
Palantir
Technology
USA

Stock: Palantir Technologies

ISIN: US69608A1088

Palantir impressed in Q2 2026 with strong growth, record margins, and a technical breakout.
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Eli Lilly
Healthcare
USA

Stock: Eli Lilly and Company

ISIN: US5324571083

Eli Lilly is one of the leading pharmaceutical companies worldwide. Growth drivers include Mounjaro, Zepbound, and a strong pipeline in
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Thales Logo
Thales S.A.
Aerospace & Defense
France

Stock: Thales

ISIN: FR0000121329

Thales presents strong half-year results 2026. Record order backlog, increasing profitability, and an improved chart picture underscore the long-term growth
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Micron Technology, Inc.
Semiconductors / memory chips
USA

Stock: Micron Technology

ISIN: US5951121038

Micron is one of the leading memory chip manufacturers worldwide and benefits from AI infrastructure, HBM technology, and the growth
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IBM Logo
International Business Machines Corporation (IBM)
Technology, IT Services, and Consulting
USA

Stock: IBM

ISIN: US4592001014

IBM is among the world's leading technology companies and drives digital transformation with enterprise AI, hybrid cloud, and software solutions
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Microsoft Logo
Microsoft
Technology
USA

Stock: Microsoft

ISIN: US5949181045

Microsoft is at the center of the global AI and cloud transformation. The focus of the investment story is whether
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TKMS
Defense Industry
Germany

Stock: TKMS

ISIN: DE000TKMS001

TKMS benefits from Europe's rearmament: Record orders and rising margins meet a demanding valuation.
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SpaceX-Logo
Hot Mumak
SpaceX
Aerospace & AI
USA

Stock: SpaceX

ISIN: US84615Q1031

SpaceX impresses with strong growth and Starlink. But the high valuation and ambitious expectations increase the risk.
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Rheinmetall
Aerospace & Defense
Germany

Stock: Rheinmetall

ISIN: DE0007030009

Rheinmetall benefits from record orders, strong growth, and positive momentum. The stock price, however, faces a crucial resistance zone.
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NextEra Energy
Utilities
USA

Stock: NextEra Energy

ISIN: US65339F1012

NextEra Energy combines stable earnings from the regulated electricity business with long-term growth through renewable energy and rising electricity demand
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Tesla, Inc.
Automotive, Technology & Energy
USA

Stock: Tesla

ISIN: US88160R1014

Tesla returns to revenue growth. At the same time, high investments, margin pressure, and a negative technical chart situation are
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Apple Logo
Apple
Technology
USA

Stock: Apple

ISIN: US0378331005

Apple delivers a record quarter with strong iPhone growth, billion-dollar profits, and new AI innovations. Here's what's behind the latest
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