"Yes, hello, who is this? Sophie? No?! Oh, S&P! Nice to welcome you."

18 September 2025

Last EPS at 4.43$

https://s29.q4cdn.com/690959130/files/doc_financials/2025/q2/S-P-Global-2Q-2025-Earnings-Release-and-Exhibits-7-31-2025.pdf

After my first post on humanoid robots received a lot of positive feedback, I went into more detail. I have subsequently added my favorites in each sector.

Extended analysis of the value chain including shovel manufacturers and potential hidden champions

New categorySecondary key sectors (sales, marketing, financing)

In additionTop 25 companies worldwide, as well as Top 10 Europe and Top 10 Asia

I have also added a video link for beginners. This will give you an idea of how far the development of humanoid robotics has already progressed.

https://www.stern.de/panorama/wissen/humanoider-roboter---wie-reagiert-er-auf-beleidigungen--35996156.html

Thank you for your attention and your support 🙏

🌐 1. value chain of humanoid robots (with hidden champions)

1. research & chip design

$ARM (+0,85%) ARM (UK) - CPU-IP, energy-efficient processors

$SNPS (-0,01%) Synopsys (US) - EDA software, chip design

$CDNS (+1,65%) Cadence (US) - EDA & Simulation

$PTC PTC (US) - Engineering Software, CAD/PLM

$DSY (-0,83%) Dassault Systèmes (FR) - 3D Design & Digital Twin

$SIE (-0,1%) Siemens (DE) - Industrial Software & Lifecycle Mgmt

$ADBE (-0,79%) Adobe (US) - Design, AR/UX

ANSYS (US) - multiphysical simulation - acquisition by Synopsis

Altair (US) - CAE, simulation, digital twin - acquisition by Siemens

$HXGBY (+0,96%)
Hexagon (SE) - Metrology & Simulation

$AWE (+0%) Alphawave IP Group (UK) - High-speed chip IP for AI/robotics

1.Synopsis, 2.Siemens and 3.Adobe are my top 3 in this sector

2. manufacturing technology & equipment

$ASML (+0,3%) ASML (NL) - Lithography (EUV)

$AMAT (+1,83%) Applied Materials (US) - Semiconductor equipment

$8035 (+2,92%) Tokyo Electron (JP) - wafer fabrication

$KEYS (+0,25%) Keysight Technologies (US) - Metrology

$6857 (+4,52%) Advantest (JP) - Chip test systems

$TER (+1,92%) Teradyne (US) - test systems + cobots

$6954 (+4,09%) Fanuc (JP) - Industrial robots, CNC

$CAT (+2,51%) Caterpillar (US) - autonomous machines

$KU2G KUKA (DE) - industrial robots

Comau (IT) - automation - not listed on the stock exchange

$ROK Rockwell Automation (US) - industrial automation

$JBL (-3,83%) Jabil (US) - contract manufacturing (EMS/ODM)

$KIT (-0,93%) Kitron (NO) - European EMS/ODM manufacturer

$AIXA (-0,05%) Aixtron (DE) - deposition equipment for compound semiconductors

$LRCX (+2,3%)
Lam Research (US) - Etch/deposition systems

$MKSI (+1,07%)
MKS Instruments (US) - Plasma/vacuum technology

$ASM (-0,27%)
ASM International (NL) - Deposition systems

1.ASML, 2.Keysight Technologies, 3.Fanuc are my top 3 in this sector

3. chip manufacturing (foundries)

$TSM (+1,93%) TSMC (TW) - leading foundry

$005930 Samsung Electronics (KR) - foundry + memory

$GFS (+2,16%) GlobalFoundries (US) - specialty chips

$INTC (+0,33%)
Intel Foundry Services (US) - new western foundry player

$981
SMIC (CN) - largest Chinese foundry

$UMC
UMC (TW) - Power/RF/Embedded chips

1.TSMC, 2.Intel, 3.Samsung Electronics are my top 3 in this sector

4. computing & control unit ("brain")

$NVDA (-0,25%) Nvidia (US) - GPUs, AI chips

$INTC (+0,33%) Intel (US) - CPUs, FPGAs

$AMD (-1,1%) AMD (US) - CPUs, GPUs

$MRVL (+0,32%) Marvell (US) - network chips

$MU (+3,34%) Micron (US) - Memory

$DELL (-1,69%) Dell Technologies (US) - Edge & Infrastructure

Graphcore (UK) - AI chips (IPU) - not a listed company

Cerebras (US) - Wafer-scale engine - not a listed company

SiPearl (FR) - European HPC chip - not a listed company

1.Nvidia, 2.Marvell, 3.Micron are my top 3 in this sector

5. sensors ("senses")

$6758 (+2,25%) Sony (JP) - image sensors

$6861 (+1,31%) Keyence (JP) - Industrial sensors

$STM (+0%) STMicroelectronics (FR/IT) - Sensors, MCUs

$TDY Teledyne (US) - optical/infrared sensors

$CGNX (+2,58%) Cognex (US) - Machine Vision

$HON (-0,5%) Honeywell (US) - sensor technology, security

ANYbotics (CH) - autonomous sensor fusion - not a listed company

$AMBA (-0,31%) Ambarella (US) - video & computer vision SoCs for real-time image recognition

$OUST
Velodyne Lidar (US) - Lidar sensors - acquisition by Ouster

$AMS (+1,81%)
-OSRAM (AT/DE) - optical sensors

1.Teledyne, 2.Keyence, 3.Ouster are my top 3 in this sector

6. actuators & power electronics ("muscles")

$IFX (-0,8%) Infineon (DE) - Power Electronics

$ON (+2,04%) onsemi (US) - Power & Sensors

$TXN (+0,38%) Texas Instruments (US) - Mixed-Signal Chips

$ADI (+1,72%) Analog Devices (US) - Signal Processing

$PH Parker-Hannifin (US) - Hydraulics/Pneumatics

$MP (+5,63%) MP Materials (US) - Magnets

$APH (-0,26%) Amphenol (US) - Connectors

$6481 (+1,29%) THK (JP) - Linear guides & actuators

$6324 (+4,29%)
Harmonic Drive (JP) - Precision gears & servo drives for robotics

$6594 (+0,68%)
Nidec (JP) - Electric motors

$6506 (+10,82%)
Yaskawa (JP) - Drives & Robotics

$SU (-0,08%)
Schneider Electric (FR) - Energy & control solutions

$ZIL2 (+0,12%)
ElringKlinger (DE) - Battery & fuel cell technology, lightweight construction

1.Parker-Hannifin, 2.MP Materials, 3.Infinion are my top 3 in this sector

7. communication & networking ("nerves")

$QCOM (+0,79%) Qualcomm (US) - mobile communications, edge AI

$ANET (+1,51%) Arista Networks (US) - Networks

$CSCO (+0,17%) Cisco (US) - Networks, Security

$EQIX (+0,67%) Equinix (US) - Data centers

NTT Docomo (JP) - 5G/6G carrier - not a listed company

$VZ Verizon (US) - Telecommunications

$SFTBY SoftBank (JP) - Carrier + Robotics

$ERIC B (-0,06%)
Ericsson (SE) - 5G/IoT infrastructure

$NOKIA (+0,89%)
Nokia (FI) - 5G/6G for industry

$HPE (+0,81%)
Juniper Networks (US) - Network technology - acquisition by HP

1.Arista Networks, 2.SoftBank, 3.Cisco are my top 3 in this sector

8. energy supply

$3750 (-0,59%) CATL (CN) - Batteries

$6752 (+6,85%) Panasonic (JP) - Batteries

$373220 LG Energy (KR) - Batteries

$ALB (+0,48%) Albemarle (US) - Lithium

$LYC (+7,69%) Lynas (AU) - Rare earths

$UMICY (-0,54%) Umicore (BE) - Recycling

WiTricity (US) - inductive charging - not a listed company

$ABBN (+0,51%) Charging (CH) - charging infrastructure

$SLDP
Solid Power (US) - Solid-state batteries

Northvolt (SE) - European batteries - not a listed company

$PLUG
Plug Power (US) - fuel cells

$KULR (+17,2%)
KULR Technology (US) - Thermal management & battery safety for mobile systems

1.Albemarle, 2.CATL, 3.Panasonic are my top 3 in this sector

9. cloud & infrastructure

$AMZN (-0,2%) Amazon AWS (US) - Cloud, AI

$MSFT (+0,56%) Microsoft Azure (US) - Cloud, AI

$GOOG (-0,34%) Alphabet Google Cloud (US) - Cloud, ML

$VRT
Vertiv Holdings (US) - Data center infrastructure (UPS, cooling, edge)

$ORCL (-0,37%)
Oracle Cloud (US) - ERP + Cloud

$IBM (+1,43%)
IBM Cloud (US) - Hybrid cloud + AI

$OVH (+0,9%)
OVHcloud (FR) - European cloud

1.Alphabet, 2.Microsoft, 3.Oracle are my top 3 in this sector

10. software & data platforms

$PLTR (-4,35%) Palantir (US) - Data integration

$DDOG (+1,46%) Datadog (US) - Monitoring

$SNOW (-0,51%) Snowflake (US) - Data Cloud

$ORCL (-0,37%) Oracle (US) - Databases, ERP

$SAP (-0,72%) SAP (DE) - ERP systems

$SPGI (+0,9%) S&P Global (US) - financial/market data

ROS2 Foundation - robotics middleware - not listed on the stock exchange

$NVDA (-0,25%) NVIDIA Isaac (US) - robotics development - part of Nvidia

$INOD (-0,64%) Innodata (US) - data annotation & AI training data

$PATH (+2,36%)
UiPath (RO/US) - Robotic process automation

$AI (+3,32%)
C3.ai (US) - AI platform

$ESTC (-0,94%)
(NL/US) - Search & data analysis

1.S&P Global, 2.Palantir, 3.Datadog are my top 3 in this sector

11. end applications / robots

$ABBN (+0,51%) ABB (CH/SE) - Industrial Robots

$6954 (+4,09%) Fanuc (JP) - Industrial robots

$TSLA (-2,44%) Tesla Optimus (US) - humanoid robot

$9618 (-0,43%) JD.com (CN) - logistics robot

$AAPL (+0,15%) Apple (US) - Platform & UX

$700 (+0,16%) Tencent (CN) - Platform & AI

$9988 (+0,25%) Alibaba (CN) - logistics & platform

PAL Robotics (ES) - humanoid robots - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

$TER (+1,92%) Universal Robots (DK) - cobots - belongs to the Teradyne Corporation

Engineered Arts (UK) - humanoid robots - not a listed company

$ISRG (+2,26%) Intuitive Surgical (US) - surgical robotics

$GMED (+2,32%)
Globus Medical (US) - surgical robotics (ExcelsiusGPS platform)

$7012 (-2,19%) Kawasaki Heavy Industries (JP) - industrial robots, automation

$CPNG (-0,51%) Coupang (KR) - Logistics end user

$IRBT (+13,42%)
iRobot (US) - consumer robotics (e.g. Roomba), non-humanoid, but navigation/sensor fusion

Boston Dynamics (US) - humanoid & mobile robots-no listed company

Hanson Robotics (HK) - humanoid robots (Sophia) - not a listed company

Agility Robotics (US) - humanoid robot "Digit" - not a listed company

1.Apple, 2.Tencent, 3.Alibaba are my top 3 in this sector

🛠 2. cross enablers (shovel manufacturers) - with hidden champions

Raw materials & battery materials

Albemarle - Lynas - Umicore

$SQM
SQM (CL) - Lithium

$ILU (+7,15%)
Iluka Resources (AU) - Rare earths

$ARR (+0%)
American Rare Earths (US/AU) - New supply chains

my number 1 in the sector is Albemarle

manufacturing technology

ASML - Applied Materials - Tokyo Electron

$LRCX (+2,3%)
Lam Research (US) - Plasma/etching processes

$ASM (-0,27%)
ASM International (NL) - ALD equipment

$MKSI (+1,07%)
MKS Instruments (US) - Plasma/vacuum technology

my number 1 in the sector is ASML

Quality assurance

Keysight - Advantest - Teradyne

$EMR (+1,47%)
National Instruments (US) - Measurement technology - from Emerson Electric adopted

$300567
ATE Test Systems (CN) - test systems

$FORM (+1,19%)
FormFactor (US) - Wafer probing

my number 1 in the sector is Keysight

Motion & Drive

Parker-Hannifin

Festo (DE) - Pneumatics, Soft Robotics - not a listed company

Bosch Rexroth (DE) - Drives, Controls - not a listed company

$6481 (+1,29%)
THK (JP) - Linear guides

my number 1 in the sector is Parker-Hannifin

Sensors/Imaging

$TDY Teledyne

$BSL (-4,12%) Basler (DE) - Industrial cameras

FLIR (US) - Thermal imaging sensors - acquisition by Teledyne

ISRA Vision (DE) - Machine Vision - not a listed company

my number 1 in the sector is Teledyne

Magnets & Materials

MP Materials

$6501 (+5,75%)
Hitachi Metals (JP) - Magnetic materials

VacuumSchmelze (DE) - Magnetic materials - not a listed company

$4063 (+3,53%)
Shin-Etsu Chemical (JP) - Specialty materials

my number 1 in the sector is MP Materials

Chip Design & Simulation

Synopsys - Cadence - ARM

$SIE (-0,1%)
Siemens EDA (DE/US)-Mentor Graphics-strategic business unit of Siemens AG

Imagination Tech (UK) - GPU-IP - not a listed company

$CEVA (+1,25%)
CEVA (IL) - Signal Processor IP

my number 1 in the sector is Synopsys

Engineering & Lifecycle

PTC - Dassault - Siemens

Altair (US) - Simulation - no longer a listed company

$HXGBY (+0,96%)
Hexagon (SE) - Metrology

$SNPS (-0,01%)
ANSYS (US) - Simulation - takeover by Synopsys

my number 1 in the sector is Siemens

Networks & Data Centers

Arista - Cisco - Equinix

$HPE (+0,81%)
Juniper (US) - Networks - Acquisition of HPE

$DTE (-0,29%)
T-Systems (DE) - Industry cloud

$OVH (+0,9%)
OVHcloud (FR) - European cloud

my number 1 in the sector is Arista

Cloud infrastructure

AWS - Azure - Google Cloud

$ORCL (-0,37%)
Oracle Cloud (US) - ERP & databases

$IBM (+1,43%)
IBM Cloud (US) - Hybrid Cloud

$9988 (+0,25%)
Alibaba Cloud (CN) - Asian Cloud

$VRT
Vertiv Holdings (US) - Cloud/Infra

my number 1 in the sector is Alphabet (Google)

finance/information infra

S&P Global

$MCO (+0,35%)
Moody's (US) - Ratings

$MSCI (-0,77%)
MSCI (US) - Indices

$MORN
Morningstar (US) - Investment Research

my number 1 in the sector is S&P Global

Creative/Experience Infra

Adobe

$ADSK (-0,37%)
Autodesk (US) - CAD & Design

$U
Unity (US) - 3D/AR simulation

Epic Games (US) - Unreal Engine - not a listed company

my number 1 in the sector is Adobe

Platform & Ecosystem

Apple - Tencent - Alibaba

$META (-1,11%)
Meta (US) - AR/VR, Social Robotics

ByteDance (CN) - AI & platforms - not a listed company

$9888 (+1,92%)
Baidu (CN) - AI & Cloud

my number 1 in the sector is Tencent

Infrastructure/Edge

Dell

$HPE (+0,81%)
HPE (US) - Edge Computing

$SMCI
Supermicro (US) - AI servers

$6702 (+5,15%)
Fujitsu (JP) - Edge & HPC

my number 1 in the sector is Dell

storage solutions

Micron

$HY9H
SK Hynix (KR) - Memory

$285A (+12,5%)
Kioxia (JP) - NAND

$WDC
Western Digital (US) - Storage solutions

my number 1 in the sector is Micron

🏛 3. secondary key sectors with hidden champions

Financing & Capital

$GS (+1,38%) Goldman Sachs (US) - investment bank; ECM/DCM, M&A, growth financing

$MS Morgan Stanley (US) - investment bank; tech banking, capital markets

$BLK (-0,15%) BlackRock (US) - asset manager; capital allocation, ETFs/index funds

$9984 (+3,55%) SoftBank Vision Fund (JP) - mega VC; growth equity in robotics/AI

Sequoia Capital (US) - venture capital; early/growth in AI/robotics - this is a classic venture capital fund

DARPA (US) - government R&D funding (robotics/defense) - independent research and development agency

EU Horizon (EU) - research funding/grants for DeepTech - Innovative Europe pillar

China State Funds (CN) - state industry/technology fund

Lux Capital (US) - VC for DeepTech - Uptake (US) - AI-based predictive maintenance

DCVC (US) - Robotics & AI focus - investing exclusively via VC fund investments

Speedinvest (AT) - EU VC for robotics - access to investment only via fund investments

my number 1 in the sector is Softbank

Maintenance & Service

$SIE (-0,1%) Siemens (DE) - Industrial Service, Lifecycle & Retrofit

$ABBN (+0,51%) ABB (CH/SE) - Robotics Service, Spare Parts, Field Support

$GEHC (+0,79%) GE Healthcare (US) - Medtech service incl. robotic systems

Uptake (US) - AI-based predictive maintenance - not a listed company

Augury (US/IL) - condition monitoring, condition diagnostics - not a listed company

$KU2 KUKA Service (DE) - Robotics maintenance

$6954 (+4,09%) Fanuc Service (JP) - global service network

Boston Dynamics AI Institute (US) - Robotics longevity - funded by Hyundai Motor Group

my number 1 in the sector is Siemens

Marketing & Advertising

$WPP (+1,44%) WPP (UK) - global advertising group; branding/communications

$OMC Omnicom (US) - marketing/PR network

$PUB (+0,73%) Publicis (FR) - communications/advertising group

$META (-1,11%) Meta (US) - Digital Ads (Facebook/Instagram)

$GOOG (-0,34%) Google Ads (US) - search & display advertising

TikTok / ByteDance (CN) - social ads & distribution - not a listed company

$AAPL (+0,15%) Apple (US) - Branding/UX; Acceptance & Platform Marketing

$WPP (+1,44%)
AKQA (UK/US) - Tech branding - Since 2012 majority owned by the WPP Groupbut continues to operate as an autonomous operating unit

R/GA (US) - Innovation marketing - not a listed company

Serviceplan (DE) - largest independent EU agency - not a listed company

my number 1 in the sector is Meta

Law, Regulation & Ethics

ISO (CH) - international standards, robotics standards

TÜV (DE) - certification & safety tests

UL (US) - safety/conformity testing

EU AI Act (EU) - legal framework for AI & robotics

UNESCO AI Ethics (UN) - global ethics guidelines

Fraunhofer IPA (DE) - Robotics safety standards

ANSI (US) - standards

IEC (CH) - Electrical engineering standards

Training & Talent

MIT (US) - Robotics/AI Research & Education

ETH Zurich (CH) - autonomous systems & robotics

Stanford (US) - AI/Robotics labs & spin-offs

Tsinghua University (CN) - Robotics/AI in Asia

CMU (US) - Robotics Institute

EPFL (CH) - Robotics research

TU Munich (DE) - humanoid robot "Roboy"

🌍 Top 25 companies for humanoid robotics

These companies are central to the development & production of humanoid robotsbecause without them, crucial parts of the chain would be missing:

Chips & computing power (brain of the robots)

$NVDA (-0,25%) Nvidia (US) - AI GPUs & Isaac platform, foundation for robotic AI

$2330 TSMC (TW) - world's most important foundry, produces the AI chips

$ASML (+0,3%) ASML (NL) - EUV lithography, indispensable for chip production

$005930 Samsung Electronics (KR) - memory, logic, foundry

$HY9H SK Hynix (KR) - DRAM & NAND memory for AI

$MU (+3,34%) Micron (US) - Memory solutions for AI workloads

my number 1 in the sector is ASML

Sensors & perception (senses of robots)

$SONY Sony (JP) - image sensors, market leader

$6861 (+1,31%) Keyence (JP) - Industrial sensors & vision systems

$CGNX (+2,58%) Cognex (US) - Machine Vision, precise image processing

my number 1 in the sector is Keyence

Actuators & motion (muscles of robots)

$IFX (-0,8%) Infineon (DE) - power electronics, motor control

$6594 (+0,68%) Nidec (JP) - World market leader for electric motors

$PH Parker-Hannifin (US) - hydraulics/pneumatics, motion technology

$6481 (+1,29%) THK (JP) - Linear guides & actuators

my number 1 in the sector is Parker-Hannifin

Communication, cloud & infrastructure (nerves & data flow)

$QCOM (+0,79%) Qualcomm (US) - Mobile & Edge Chips

$AMZN (-0,2%) Amazon AWS (US) - Cloud & AI infrastructure

$MSFT (+0,56%) Microsoft Azure (US) - Cloud, AI services

$CSCO (+0,17%) Cisco (US) - Networks & Security

$VRT Vertiv Holdings (US) - Data Center Infrastructure

my number 1 in the sector is Microsoft

End Applications & Platforms (robots themselves)

$TSLA (-2,44%) Tesla (US) - humanoid robot Optimus

$ABBN (+0,51%) ABB (CH/SE) - Robotics & Automation

$6954 (+4,09%) Fanuc (JP) - industrial robots & CNC systems

$7012 (-2,19%) Kawasaki Heavy Industries (JP) - industrial robots

PAL Robotics (ES) - humanoid robots (TALOS, ARI, TIAGo) - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

Universal Robots (DK) - cobots

my number 1 in the sector is Tesla

🇪🇺 Top 10 European key companies for humanoid robotics

$ASML (+0,3%)
ASML (NL)

World market leader in EUV lithography - no modern chips for AI & robotics without ASML.

$IFX (-0,8%) Infineon (DE)

Leading in power electronics & motor control - crucial for actuators of humanoid robots.

$STM (+0%)
STMicroelectronics (FR/IT)

Sensors, microcontrollers & power chips - the basis for control & perception.

$SAP (-0,72%)
SAP (DE)

ERP & data platforms, important for integrating humanoid robots into industrial processes.

$SIE (-0,1%)
Siemens (DE)

Industrial software, automation, digital twin - key for engineering & lifecycle management.

$KU2 KUKA (EN)

Robotics pioneer, industrial robots & automation - know-how for humanoid motion mechanics.

PAL Robotics (ES) - not a listed company

Specialist for humanoid robots (TALOS, ARI, TIAGo), internationally used in research & service.

Neura Robotics (DE) - Not a listed company

Young high-tech company, develops cognitive humanoid robots with advanced AI (4NE-1).

Universal Robots (DK) - Not a listed company

Market leader for cobots - platform for safe human-robot collaboration.

Engineered Arts (UK) - not a listed company

Develops humanoid robots such as Amecaknown for realistic facial expressions & gestures - important for HRI (Human-Robot Interaction)

🌏 Top 10 Asian key companies for humanoid robotics

$2330
TSMC (Taiwan)

World's largest semiconductor foundry, produces high-end chips (e.g. Nvidia, AMD, Apple) - no AI hardware without TSMC.

$005930
Samsung Electronics (South Korea)

Foundry, memory, logic chips, image sensors - extremely broadly positioned in robotics components.

$HY9H
SK Hynix (KR) - Memory

$SONY
Sony (Japan)

Market leader in CMOS image sensors, essential for robotic vision & perception.

$6861 (+1,31%)
Keyence (Japan)

Sensor technology & machine vision for industrial automation, widely used in robotics.

$6954 (+4,09%)
Fanuc (Japan)

Industrial robots & CNC systems, one of the most important manufacturers of robotics hardware worldwide.

$6506 (+10,82%)
Yaskawa Electric (Japan)

Drives, motion control & robot arms - relevant for humanoid motion control.

$6594 (+0,68%)
Nidec (Japan)

World market leader for electric motors (from mini motors to high-performance drives).

$7012 (-2,19%)
Kawasaki Heavy Industries (JP) - Industrial robots

$9618 (-0,43%)
JD.com (China)

Driver for robotics in e-commerce & logistics, invests in humanoid robotics applications

These shares reached a new 52-week high today:

Meta $META (-1,11%)

Broadcom $AVGO (+0,49%)

AMD $AMD (-1,1%)

Blackrock $BLK (-0,15%)

Astera Labs $ALAB

Arista Networks $ANET (+1,51%)

Reddit $RDDT (+4,6%)

Lam Research $LRCX (+2,3%)

KLA Corp $KLAC (-1,08%)

S&P Global $SPGI (+0,9%)

Celsius $CELH

United Rentals $URI (+2,51%)

Do you hold one of the shares? If yes, congratulations!

$AAPL (+0,15%) Apple, Inc. (ISIN: US0378331005)

$ADBE (-0,79%) Adobe Inc (ISIN: US00724F1012)

$AES (+0,77%) AES Corp (ISIN: US00130H1059)

$AMZN (-0,2%) Amazon.com Inc (ISIN: US0231)

$APP (-0,98%) AppLovin Corp (ISIN: US03831W1080)

$AXON (+0,46%) Axon Enterprise, Inc. (ISIN: US05464C1018)

$BE (+5,02%) Bloom Energy Corp. (ISIN: US09

$CRM (+0,97%) Salesforce.com, Inc. (ISIN: US79466L3024)

$GOOGL (-0,45%) Alphabet Inc (Class A) (ISIN: US02079K3059)

$GTLS (-0,58%) Chart Industries, Inc. (ISIN: US16115Q3083)

$HUBS (+2,42%) HubSpot Inc (ISIN: US4435731009)

$JCI (-0,58%) Johnson Controls International plc (ISIN: IE00BY7QL619)

$NEE (+2,54%) NextEra Energy, Inc (ISIN: US65339F1012)

$NVDA (-0,25%) NVIDIA Corp (ISIN: US67066G1040)

$SLB (+0,51%) Schlumberger N.V. (ISIN: AN8068571086)

$SPGI (+0,9%) S&P Global Inc (ISIN: US78409V1044)

$TSLA (-2,44%) Tesla Inc (ISIN: US88160R1

$TT (-0,18%) Trane Technologies PLC (ISIN: IE00BK9ZQ967)

$$VRTX (-0,69%) Vertex Pharmaceuticals Inc (ISIN: US92532F1003)

$VERTEX (+0,04%) Vertex, Inc (ISIN: US92538J1060)

$VST (+1,69%) Vistra Corp (ISIN: US92840M1027)

$WIX (-0,1%) Wix.com Ltd (ISIN: IL0011301780)

Morgan Stanley expects these companies to benefit greatly from the global trend towards AI integration, whether through leading chips such as NVIDIA, cloud and software solutions such as Amazon, Alphabet or Salesforce, or specialized applications in energy, industry and biotechnology. With tech giants expected to invest almost 400 billion US dollars by 2026, demand in many of these segments could explode. But while the list reads impressively, there is still the intriguing question of who will ultimately benefit not only from the hype, but also from the sustainable use of this technology.

Source: Boerse-Online (Morgan Stanley report on AI-related stocks)

Image material: Techa Tungateja/iStockphoto

$SPGI (+0,9%)

The figures speak for themselves

Over the past ten years, S&P Global has more than doubled its turnover from USD 5.31 billion to USD 14.21 billion.

At the same time, profitability has improved somewhat, with a recent operating margin of around 39%.

During this period, earnings more than tripled from USD 4.54 to USD 15.70 per share.

In addition, the company is constantly buying back its own Aktien shares. Dilution only took place in the course of the takeover of IHS Market. However, this appears to be paying off, as profits have risen rapidly since the acquisition in 2022

Expectations exceeded, forecast raised

Furthermore, S&P Quartalsergebnissepresented. At USD 4.43 per share, Q2 earnings were well above expectations of USD 4.25. With sales of USD 3.76 billion, analysts' estimates of USD 3.68 billion were also exceeded.

For the year as a whole, this corresponds to a 6% increase in sales and a 10% jump in profits.

All divisions contributed to this growth, although the rating business was by far the weakest performer with a sales increase of just 1%. This indicates subdued economic activity.

The index business recorded the strongest growth with an increase of 15%.

In addition, the forecast for sales growth was raised from 4 - 6 % to 5 - 7 % and the profit expectations from USD 16.75 - 17.25 to USD 17.00 - 17.25 per share

S&P Global share: Chart from 04.08.2025, price: USD 545.66 - symbol: SPGI | Source: TWS

S&P therefore arrives at a forward P/E of 31.7. Over the long term, the P/E has hovered around 27.2. From this perspective, the share would therefore be slightly überbewertet. However, larger setbacks should prove to be an opportunity, as earnings growth of 10 - 12 % p.a. is expected in both the current and the coming financial years.

Source

https://www.lynxbroker.de/boerse/boerse-kurse/aktien/sp-global-aktie/sp-global-analyse/?a=3355991664&utm_medium=email&utm_source=newsletter&utm_campaign=newsletter-boersenblick&newsletter=true&mc-rss-cache-bypass=2025080506&goal=0_d93daae099-15dec69a7f-410756260#sp-global-das-profitabelste-uhrwerk-der-welt

Greetings dear community,

after about 6 months of investing I thought I would share my experiences here with newer investors like myself and to get opinions and experiences from the old hands.

My journey with investing started last year in December, I also registered on GetQuin relatively quickly as I had seen an advertisement for it. Like any complete beginner, instead of reading up, I just bought what I saw in a buddy's portfolio:

$MSTR (+1,62%)

$IREN (+9,81%)

$SPGI (+0,9%)

$AAPL (+0,15%)

$XRP (+1,13%)

As you can see in my current overview, these shares are still in my portfolio - the background here is the "bear market" we have been experiencing since the beginning of the year. I didn't want to sell the shares at a loss and thought that the small positions I had invested in were no big deal.

However, the aim here is definitely to sort out thoroughly.

Thanks to the community here, I was able to learn a lot, read a lot of posts and also wrote one or two posts myself. As a result, I was able to build up a lot of knowledge and realized that I needed a solid strategy. 🧠

Quite quickly, I started to set up an ETF savings plan on the $IWDA (+0,35%) This is still running today and is part of my strategy. I have also made one or two individual investments in:

$AMZN (-0,2%)

$AMD (-1,1%)

However, in contrast to my predecessors, I have been much more involved with both companies, and my investment horizon is also far into the future thanks to my young age. What's more, I bought the shares during the price slumps - which clearly paid off again on a day like today. 😎

My future strategy would be a core-satellite strategy, with the All-World as the core and an ETF in the emerging markets or Europe as a satellite. In addition, I would buy individual shares in proven stocks and a $BTC (+2,08%) savings plan, which is also simply left to run, as I also find the topic of crypto as such extremely exciting! 😅

Finally, I would like to thank all the regular "posters" who provide young investors like me with valuable market information, new stocks with exciting prospects and knowledge in areas such as trading or well thought-out strategies.

I can also appeal to beginners and would like to encourage you to post here, ask questions and don't let it get you down - I am also at the beginning of my career and yet I am confident, inquisitive and ready to get further into the subject after my training and really implement my strategy! 🚀

Have a nice evening and good luck in your investment career 📈

Very interesting article on the topic of quality shares by $SPGI (+0,9%) Exploring the Principles of Consistency and Efficiency in Free Cash Flow Metrics

https://www.spglobal.com/spdji/en/documents/education/education-the-sp-quality-fcf-aristocrats-indices.pdf

I myself invest in the two indices launched by SPDR via DCA.

$QDEV (+0,45%) and $QUS5 (+0,04%)

Stock exchange operators profit directly from the trading volume on the financial markets. They earn from every transaction, regardless of whether the markets rise or fall, which gives them a certain crisis resistance. They also offer stable income through trading fees, data licenses and index products.

During my research for the $SPGI (+0,9%) stock presentation, I came across London Stock Exchange when I wanted to know who was actually behind the FTSE indices.

I immediately imagined a fantastic narrative about LSEG, but after a superficial analysis and comparison with Deutsche Börse, I was disillusioned.

In summary, there is a lot to be said for $DB1 (-1,84%)a solid business model, high profitability, attractive margins, strong market position in the EU and continuous growth, a real quality company.

What do you think?