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14.09.2026
CrowdStrike stock remains supported by strong financial performance. Net new ARR reached a record level, Falcon Flex continues to grow rapidly, and operating margin is improving. This article examines what these developments mean for CRWD stock and identifies potentially attractive entry levels.
14.09.2026
NVIDIA stock continues to offer upside potential following another strong quarterly earnings report. This article analyses NVIDIA stock, examines the key drivers of NVDA, and presents a forecast for the second half of 2026.
07.09.2026
Walt Disney stock has struggled to break convincingly above resistance around 122 USD for several years. However, the company's fundamentals are improving. Rising streaming profitability, stronger performance from its Experiences segment and expanding cruise business, and increased share repurchases are creating the conditions for a fresh upward move in DIS stock.
01.09.2026
Alibaba accelerated Cloud revenue growth to 45% and continues to invest billions of dollars in artificial intelligence. Despite lower earnings and negative free cash flow, strong Cloud performance and positive analyst sentiment continue to support the potential for BABA stock to rise towards 178 USD.
26.08.2026
Palantir delivered one of the strongest quarterly results in its history. Revenue increased by 93% year-on-year, while its US commercial business grew by 149%. We examine the outlook for PLTR stock and the company's prospects for the second half of 2026.
26.08.2026
AMD doubled its Data Center revenue, maintained strong margins, and continues to strengthen its position in the AI market. We examine AMD's Q2 2026 results, key growth drivers, principal risks, and the outlook for AMD stock in the second half of 2026.
20.08.2026
Amazon's investment in artificial intelligence is beginning to deliver results. With AWS growing at its fastest pace in several years, AMZN stock appears well positioned for a fresh rally towards 350 USD.
17.08.2026
Microsoft is beginning to reap the rewards of its multi-billion-dollar investment in AI. Accelerating Azure growth and the expanding adoption of Copilot are creating the conditions for a continued rally in MSFT stock towards 550 USD and beyond.
