Category: Status

Palantir
Technology
USA

Stock: Palantir Technologies

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

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
Defense & Aerospace
France

Stock: Thales

Thales reports solid H1 2026 results. A high order backlog, improved profitability, and recent share price performance characterize the current
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Micron Technology, Inc.
Semiconductors / memory chips
USA

Stock: Micron Technology

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

Valuation Analysis: IBM

IBM is one of the world's leading providers of enterprise AI, hybrid cloud, and IT solutions.
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International Business Machines Corporation (IBM)
Technology, IT Services, and Consulting
USA

Stock: IBM

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
Technology
USA

Stock: Microsoft

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 & Aerospace
Germany

Stock: TKMS

TKMS benefits from Europe's rearmament: Record orders and rising margins meet a demanding valuation.
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SpaceX
Defense & Aerospace
USA

Stock: SpaceX

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

Stock: Rheinmetall

Rheinmetall impresses with strong growth and a record order backlog. Cash flow, valuation, and political risks remain in focus.
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NextEra Energy
Utilities
USA

Stock: NextEra Energy

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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NextEra Energy
Utilities
USA

Valuation Analysis: NextEra Energy

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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