ECB September 2026: Rates Rise 25bp to 2.50% — What the Decision Means for Markets
The ECB raised all three key rates by 25 basis points on September 10. The deposit rate is now 2.50%, and the new inflation path keeps further tightening risk alive.
- August 22, 2026
- by Novalis
- 10 minutes read
- 62 Views
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.
- August 22, 2026
- by Novalis
- 10 minutes read
- 45 Views
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.
- August 22, 2026
- by Novalis
- 10 minutes read
- 47 Views
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
- 11 minutes read
- 53 Views
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.
- August 21, 2026
- by Novalis
- 10 minutes read
- 56 Views
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.
- August 21, 2026
- by Novalis
- 13 minutes read
- 69 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 20, 2026
- by Novalis
- 10 minutes read
- 59 Views
Marvell’s Google AI Chip Deal Is Huge. The Dilution Is the Price of Admission.
Google’s custom-AI-chip agreement could generate enormous revenue for Marvell, but the warrant can also dilute shareholders. I examine what the deal is really worth.
- August 20, 2026
- by Novalis
- 11 minutes read
- 76 Views
Tesla’s Cybercab Launch Is the Test the Valuation Can No Longer Avoid
Tesla is preparing a broader Cybercab rollout while auto margins remain thin and AI spending rises. I examine what robotaxi economics must deliver to justify the valuation.
- August 6, 2026
- by Novalis
- 21 minutes read
- 97 Views
Zalando-Aktie nach dem Absturz: Modehändler oder Europas unterschätztes E-Commerce-Betriebssystem?
Zalando-Aktie nach dem Absturz: Modehändler oder Europas unterschätztes E-Commerce-Betriebssystem? The Kapital · Deep Dive · Zalando-Aktie Die Aktie verliert an einem Tag rund 15 Prozent, weil das organische Wachstum enttäuscht..
