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.
- August 21, 2026
- by Novalis
- 13 minutes read
- 83 Views
Walmart Stock After Q2 FY2027: A Better Business With Little Room for Ordinary
Walmart’s e-commerce, advertising, marketplace and membership layers are growing quickly. The hard question is whether a 36.6× P/E already prices in the transformation.
- August 21, 2026
- by Novalis
- 14 minutes read
- 70 Views
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.
- August 20, 2026
- by Novalis
- 10 minutes read
- 106 Views
Micron Stock: AI Memory Has Turned a Cyclical Business Into a Scarcity Trade
Micron’s HBM boom has transformed margins, cash flow and customer contracts. I examine whether the stock still offers value after its extraordinary 2026 rerating.
- August 20, 2026
- by Novalis
- 9 minutes read
- 125 Views
Amazon’s $220 Billion AI Capex: AWS Growth Is Strong Enough—For Now
AWS growth accelerated to 37% while Amazon lifted 2026 capex to $220 billion. I examine backlog, free cash flow and whether the spending still creates value.
- August 20, 2026
- by Novalis
- 9 minutes read
- 78 Views
BMW-Aktie nach dem China-Einbruch: Ist die Krise schon im Kurs?
BMW kämpft mit schwachen China-Verkäufen und niedrigen Margen. Ich prüfe, ob der Kurs um 58 Euro die Risiken bereits ausreichend einpreist.
- August 20, 2026
- by Novalis
- 11 minutes read
- 75 Views
Amazon: AWS Is Accelerating. The AI Capex Bill Is Accelerating Faster.
AWS growth accelerated sharply in Q2, but Amazon’s AI infrastructure spending pushed free cash flow negative. I examine whether the investment cycle is creating enough value.
- August 20, 2026
- by Novalis
- 13 minutes read
- 71 Views
Nvidia Stock After Q2 FY2027: $96 Billion of Revenue—and the Working-Capital Shadow
Nvidia’s Q2 FY2027 revenue reached $96.2 billion. A close look at margins, cash conversion, AI financing, China risk and the $5.09 trillion valuation.
- August 20, 2026
- by Novalis
- 10 minutes read
- 62 Views
Bayer Aktie 2026: Roundup-Risiko, Schulden, Turnaround & fairer Wert
Bayer überrascht operativ positiv, senkt den Schuldenausblick und hat juristisch Fortschritte gemacht. Ich analysiere, was um 48 Euro bereits eingepreist ist.
- August 20, 2026
- by Novalis
- 10 minutes read
- 47 Views
Deutsche Telekom: Warum der Markt die neue Kapitalallokation unterschätzt
Deutsche Telekom wächst operativ, erhöht den Aktienrückkauf und kauft Glasfaser in Polen. Ich analysiere, ob die Aktie um 29 Euro noch attraktiv bewertet ist.
