Lufthansa-Aktie nach Q2 2026: 750 Millionen Euro Kerosin-Schock – ist der Absturz übertrieben?
Lufthansa steigert Umsatz und Stückerlöse, doch Kerosin und Streiks drücken die Q2-Marge massiv. Ist der Kursrückgang eine Chance oder ein Warnsignal?
- August 23, 2026
- by Novalis
- 11 minutes read
- 88 Views
Eli Lilly Stock 2026: Foundayo, Retatrutide, Zepbound & Valuation
Eli Lilly’s Q2 revenue jumped 48% to $23 billion as Mounjaro and Zepbound dominated growth. I examine obesity economics, pipeline depth, pricing, manufacturing and LLY valuation.
- August 23, 2026
- by Novalis
- 9 minutes read
- 70 Views
Coinbase Stock After Q2 2026: The Exchange Is Becoming Infrastructure
Coinbase reached record crypto trading market share, $20 billion of average USDC held and 48% of net revenue from subscriptions and services. I examine the Everything Exchange thesis and COIN.
- August 23, 2026
- by Novalis
- 16 minutes read
- 189 Views
Microsoft Stock 2026: Azure +43%, $678B Backlog — Is the AI Capex Boom Still Worth It?
Microsoft FY2026 revenue reached $331.8B, Azure grew 43% and commercial RPO hit $678B. The question for MSFT is whether AI capex can keep earning premium returns.
- August 23, 2026
- by Novalis
- 15 minutes read
- 103 Views
Meta Stock 2026: Muse AI, $130B+ Capex, Ads & Valuation
Meta’s Q2 revenue rose 28%, but capex climbed above $31 billion and free cash flow nearly vanished. I examine AI monetization, margins, Reality Labs and META valuation.
- August 23, 2026
- by Novalis
- 16 minutes read
- 65 Views
AMD Stock After Q2 2026: AI Revenue Is Exploding—But Nvidia Still Sets the Bar
AMD’s Q2 revenue jumped 50% and Data Center sales more than doubled. I examine Instinct, EPYC, Helios, margins, AI economics and whether AMD stock still offers value.
- August 23, 2026
- by Novalis
- 16 minutes read
- 79 Views
Palantir Stock 2026: 93% Growth, Google AI Risk & Valuation
Palantir’s Q2 2026 revenue grew 93% as U.S. commercial sales surged 149%. I examine AIP economics, margins, valuation, risks and what PLTR must deliver next.
- August 22, 2026
- by Novalis
- 11 minutes read
- 67 Views
Mercedes-Benz-Aktie nach Q2: China bricht ein, die Bilanz hält – was ist die Aktie wert?
Mercedes verliert 30% Absatz in China, besitzt aber 30,4 Mrd. Euro Nettoliquidität. Analyse von Marge, EV-Offensive und Bewertung.
- August 22, 2026
- by Novalis
- 10 minutes read
- 64 Views
BASF-Aktie nach Q2: Der Gewinnsprung ist echt – aber nicht so einfach, wie er aussieht
BASF hebt den Ausblick an, doch ein Milliarden-Verkaufsgewinn verzerrt das EPS. Operativer Turnaround, Cashflow und Bewertung analysiert.
- August 22, 2026
- by Novalis
- 10 minutes read
- 61 Views
Vonovia-Aktie nach H1: 57 Prozent NTA-Abschlag – Chance oder Zinsfalle?
Vonovia notiert rund 57% unter NTA. Analyse von Mietwachstum, Immobilienwerten, Verschuldung, Cashflow und fairer Bewertung.
