September 26, 2026

Growth Aktien

Xiaomi Stock 2026: EV Deliveries Jump 28% While Smartphone Shipments Fall 27% — Is the Ecosystem Thesis Still Working?

Xiaomi’s Q2 2026 results split in two: EV deliveries rose 28.2%, while smartphone shipments fell 26.5% and adjusted profit dropped 42.6%. We analyze what that means for Xiaomi stock.

Mehr lesen

Baidu Stock After the AI Pivot: 283% GPU Cloud Growth, Robotaxis and the $31 Billion Valuation Question

Baidu’s legacy search business is shrinking while AI Cloud, GPU infrastructure and Apollo Go expand rapidly. Is BIDU becoming an AI company fast enough to justify a rerating?

Mehr lesen

Infineon-Aktie 2026: KI-Rechenzentren werden zum Milliardenmarkt – ist der DAX-Chiphersteller noch unterschätzt?

Infineon wächst 2026 vor allem dank KI-Rechenzentren. Rekordumsatz, Milliardenverträge und neue Power-Technologien treffen auf eine Aktie deutlich unter dem Jahreshoch.

Mehr lesen

adidas-Aktie 2026: Rekordumsatz, WM-Boom und die große Frage, ob der Turnaround zu teuer geworden ist

adidas wächst 2026 zweistellig, erreicht Rekordumsätze und gewinnt Marktanteile. Doch wie viel Turnaround steckt bereits im Kurs? Die Analyse zur adidas-Aktie.

Mehr lesen

Corning Stock Jumps on Verizon’s Multi-Billion Fiber Deal: Is GLW Becoming the Backbone of the AI Economy?

Corning and Verizon signed a multi-billion-dollar agreement for more than 80 million miles of high-density fiber through 2032. With Amazon, Meta and Nvidia already in the customer mix, Corning is.

Mehr lesen

Qualcomm Stock Jumps on Amazon AI Deal: Is This the Moment QCOM Finally Escapes the Smartphone Cycle?

Qualcomm’s Amazon deal could involve up to $60 billion of purchases and gives Amazon warrants for up to 25 million QCOM shares. The real question is whether custom AI silicon.

Mehr lesen

The Trade Desk Stock After S&P 500 Removal and 15% Layoffs: Broken Growth Story or Peak Pessimism?

The Trade Desk is leaving the S&P 500 just days after announcing a 15% workforce reduction. Q2 revenue grew only 3%, Q3 guidance points to a decline, and margins are.

Mehr lesen

Bloom Energy Stock Jumps on S&P 500 Entry: Is AI Power Demand Creating a New Infrastructure Giant?

Bloom Energy is joining the S&P 500 after Q2 revenue surged 166%. Oracle has agreed to procure up to 2.8 GW, while Brookfield expanded its financing framework to $25 billion..

Mehr lesen

Tesla Stock After the Cybercab Launch: Robotaxi Is Finally Real — Now the Economics Have to Work

Tesla has commercially deployed Cybercab in Austin and NHTSA has already opened a compliance audit. Q2 revenue jumped 26%, but R&D and capex are surging. The next Tesla debate is.

Mehr lesen

AeroVironment Stock Before Q1 2027 Earnings: BlueHalo Changed the Company — Now the Backlog Has to Convert

AeroVironment reports fiscal Q1 2027 on September 9 after a transformational year. Revenue nearly doubled, funded backlog reached $1.2B and BlueHalo expanded the portfolio. The key question is whether growth.

Mehr lesen