Allianz-Aktie nach Q2: Rekordgewinn, Rekordkurs – ist noch Luft?
Allianz steigert Gewinn, RoTE und Rückkauf. Wie nachhaltig sind die Rekordzahlen – und was ist die Aktie bei 440 Euro wert?
Aktienanalysen
Deutschland
Dividendentitel
Value Investing
Wichtigste Nachrichten
Aktienanalysen
Global Deep Dives
Neueste Nachrichten
USA
Value Investing
Ross Stores Stock After Q2: A Great Quarter With a Tariff-Refund Asterisk
Ross Stores delivered 10% comps and strong traffic, but tariff refunds boosted EPS. An analysis of core margins, growth and valuation.
Aktienanalysen
Global Deep Dives
Growth Aktien
USA
Wichtigste Nachrichten
Analog Devices Stock: AI Growth Is Real. At This Price, It Has to Last.
Analog Devices is accelerating across industrial and AI data-center markets. Q3 results, cycle risks and ADI stock valuation analyzed.
Aktienanalysen
Global Deep Dives
Neueste Nachrichten
USA
Value Investing
Deere Stock After Q3: The Farm Trough Is Here—So Why Is the Stock Rising?
Deere says 2026 may mark the farm-cycle bottom, while construction is booming. A deep analysis of Q3 earnings, risks and valuation.
Aktienanalysen
Neueste Nachrichten
USA
Value Investing
Home-Depot-Aktie nach Q2: Der Wohnungsmarkt schwächelt – das Geschäft nicht
Home Depot wächst trotz schwachem US-Wohnungsmarkt. Was Q2, Pro-Kunden, SRS, Cashflow und Bewertung für die Aktie bedeuten.
Deutschland
Marktanalysen
Neueste Nachrichten
Wichtigste Nachrichten
DAX, Öl und Anleihen: Warum steigende Renditen deutsche Aktien trotz Rekordnähe bremsen
Der DAX steht nahe Rekorden, doch hohe Bundrenditen, Ölpreise und restriktive EZB-Zinsen verändern Bewertung und Gewinner. Eine Szenarioanalyse für Anleger.
Global Deep Dives
Marktanalysen
Neueste Nachrichten
USA
Bitcoin Near $80,000: Why the Rally Is About More Than Crypto Regulation
Bitcoin’s run toward $80,000 reflects more than friendlier regulation. Treasury plumbing, yields, the dollar, regulated access and positioning all shape the move.
Aktienanalysen
Global Deep Dives
Growth Aktien
Neueste Nachrichten
USA
Walmart Stock After Q2: The Retail Giant Is Quietly Becoming a Higher-Margin Digital Business
Walmart’s Q2 FY27 reveals a stronger profit mix: e-commerce, advertising, marketplace, fulfillment and membership are changing the economics—but valuation remains demanding.
Aktienanalysen
Global Deep Dives
Growth Aktien
Venture Value Opportunity
Welt
Homerun Resources Stock: The Project Is Getting More Credible—and the Financing Risk More Expensive
Homerun Resources is moving its Brazilian solar-glass project toward financing and industrial partnerships. The opportunity is real, but dilution remains the decisive risk.
Erklärartikel
Global Deep Dives
Marktanalysen
USA
Why Rising Bond Yields Crush Growth Stocks: The Valuation Math Investors Often Miss
Why do growth stocks fall when Treasury yields rise? I break down discount rates, equity duration, valuation math and the cases where higher yields do not mean lower stock prices.
