Analyzes

Uber Technologies is no longer just a ride-hailing pioneer, but a global platform company that dominates the interfaces of mobility, delivery, and logistics. With more than 180 million monthly active users...

Broadcom is one of the beneficiaries of the AI investment cycle and combines a leading semiconductor portfolio with a growing infrastructure software business as a "dual engine." With AI chips, networking, storage connectivity, and virtualization, the group addresses the performance...

Apple is one of the world's most valuable publicly traded companies and has been shaping the interplay between hardware, software, and services for decades. With iPhone, iPad, Mac, and a growing services business, Apple has a...

Strategy Inc. (until August 2025: MicroStrategy Incorporation) is a US software company with roots in business intelligence, known since 2020 as the world's largest holder of Bitcoin treasury. Founded in 1989, it has...

NVIDIA is one of the most valuable technology companies in the world. With its graphics processors, it has long been more than just a gaming supplier, as the company dominates artificial intelligence, data centers, high-performance computing, and cloud infrastructure. With...

UnitedHealth Group is one of the world's leading healthcare and insurance companies and the most important provider in the US managed care market. With a portfolio of health insurance plans as well as data, care, and...

Novo Nordisk is a leading global healthcare company focused on diabetes, obesity, and rare metabolic diseases. The company has become the industry benchmark with GLP-1 therapies and is shaping the future with modern...

Taiwan Semiconductor Manufacturing Company (TSMC) is one of the world's leading semiconductor companies and the largest independent contract manufacturer ("pure-play foundry") for integrated circuits. Despite geopolitical tensions, fluctuating demand, and growing competitive pressure...

Oracle is one of the world's leading providers of database software, cloud solutions, and enterprise software. Despite intense competition in the cloud market, the company remains a key player in IT infrastructure, supported by its dominant...