SAP SE O.N.
Commented by Armin Schulz on November 28th, 2025 | 07:15 CET
From data chaos to profit machine with AI: The blueprint from SAP, UMT United Mobility Technology, and Palantir
Artificial intelligence alone does not make for a successful economy of tomorrow. The real lever lies in seamlessly integrating the technology into existing processes and forging real competitive advantages from data. But that is precisely the crux of the matter. For many companies, this mammoth task is simply too big to tackle alone. They therefore urgently need external support, otherwise they will fall by the wayside. Accordingly, digital transformation using AI will remain a hot topic in the coming year. While many companies are still struggling with implementation, technology leaders such as SAP, UMT United Mobility Technology, and Palantir are already setting standards.
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Commented by André Will-Laudien on November 26th, 2025 | 07:30 CET
Prices down on Black Friday? SAP and Palantir consolidate, UMT with a strong concept, Deutsche Telekom still cheap!
Nervousness is mounting - as seen in volatility indices, which have risen from 15 to just over 20. As is so often the case in the fall, uncertain forecasts for economic development are causing considerable fluctuations in the stock markets. This is because much remains unclear. Will Trump's tariffs have a positive effect on the US economy, or will courts roll everything back to its original state? How will the situation in Ukraine evolve? Will Germany manage the economic and societal turnaround? These are all reasons why it makes sense to start the new year with fewer stocks. Because, as always, January means back to square one – and a new game! We offer some tips for portfolio optimization.
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Commented by Nico Popp on November 24th, 2025 | 07:00 CET
AI as a growth driver? This small-cap has found its niche! UMT United Mobility Technology, Amazon, SAP
By now, even many of the skeptics are likely to be convinced: AI is a powerful tool that can significantly increase efficiency and productivity. The beauty of AI is that while traditional data processing works precisely, AI can also cope with less exact instructions. This feature ensures that AI agents are taking on more and more tasks that humans did just a few years ago – including "thinking" outside the box. Three examples from different sectors illustrate this development: UMT United Mobility Technology, a niche provider with ambitious plans; Amazon, the market leader and retail giant; and SAP, the specialist for enterprise software. We examine the business models, current figures, and developments from an investor's perspective.
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Commented by Nico Popp on October 14th, 2025 | 07:10 CEST
Raw materials war sends industry into panic – New buyers enter the resource sector: SAP, Barrick Mining, Globex Mining
Industry and the commodities sector are in turmoil. China's latest trade restrictions on critical raw materials are causing widespread uncertainty. Last week, China announced its intention to severely restrict exports of rare earths. In addition, raw materials that can serve military purposes will no longer be allowed to leave the country. Also on the list: Chinese expertise related to the extraction and processing of these raw materials. The Frankfurter Allgemeine Zeitung (FAZ) has already quoted a China expert who sees a new dimension of extraterritoriality in these measures. Here is what investors should keep in mind now.
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Commented by Stefan Feulner on September 29th, 2025 | 07:05 CEST
SAP, Aspermont, AppLovin – AI models with powerful upward momentum
The combination of big data and artificial intelligence is considered one of the biggest growth drivers of the coming decade. Companies that manage to efficiently collect and evaluate vast amounts of data and make it usable in real time not only gain competitive advantages but also redefine entire industries. Whether in healthcare, finance, commodities, or industry, those who use data intelligently can optimize processes, reduce costs, and develop entirely new business models. Investors should not underestimate this dynamic.
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Commented by Nico Popp on September 26th, 2025 | 07:30 CEST
AI is conquering increasingly more areas: SAP and Amazon are targeting small and mid-sized businesses, while NetraMark is winning over the biotech industry
Will AI become our new god? This question is currently being explored in depth by the German philosopher Markus Gabriel in a well-known German podcast. And although the question may cause unease for many, Gabriel's conclusions are ultimately anything but pessimistic. SAP and Amazon are also looking to the future with optimism: Together with OpenAI, they are now building an AI infrastructure in Germany. The goal: to enable public authorities and companies to use the latest AI tools in a legally compliant manner, without European data leaving the continent. The initiative demonstrates that AI will conquer many more areas in the coming years. One of these areas is medical research. The innovative company NetraMark is using its AI solution to deliver faster results and lower costs for future-focused projects, such as the fight against cancer.
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Commented by Armin Schulz on September 15th, 2025 | 07:25 CEST
Beyond FAANG, German tech companies such as SAP, Finexity and TeamViewer also offer potential for your portfolio
While US tech giants like Meta and Google dominate the headlines, other technology companies in Germany receive little attention. But here too, on the other side of the Atlantic, innovative companies with disruptive technologies and robust business models are shaping the future and offering unique opportunities for capital growth. Reason enough to take a closer look at three German companies: SAP, Finexity and TeamViewer. We analyze the strategic decisions and innovations that will shape the next investment success story.
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Commented by André Will-Laudien on August 21st, 2025 | 07:15 CEST
High-tech correction! A brief pause, then the party continues at Palantir, Deutsche Telekom, MiMedia, and SAP
Oops – there it is. The first correction at Palantir was somewhat severe. But after a 1000% increase in 24 months – who cares? The blockbuster themes of artificial intelligence, cloud computing, and big data continue to dominate the stock market, leading to significant daily price gains. Investors seem to view the capital markets as an almost one-way success story in which valuations play hardly any role. Europe is increasingly taking the lead, with the EURO STOXX 50 rising by around 20% since the tariff dip in April. Despite apparent risks, many investors are sticking to the bull market, although the S&P 500's high Shiller P/E ratio of over 38 is sending out a clear warning signal. Deutsche Telekom is generating excitement with the announcement of another innovation push in the form of its first AI-based smartphone. The coming weeks therefore offer exciting opportunities for investors who, despite the warning signs, are betting on the continued momentum of the market. Where to invest?
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Commented by Armin Schulz on August 8th, 2025 | 07:10 CEST
Profit with Cloud & AI: Why SAP, MiMedia Holdings, and Palantir must be your focus NOW
Global tech euphoria is reaching new highs in the summer of 2025, driven by much more than just artificial intelligence. Cloud computing, automation, and intelligent systems are the new strategic assets that are revolutionizing markets and shifting revenue streams. Companies are competing for speed, scalability, and data-sovereign solutions in an environment of dizzying valuations and disruptive innovations. Those who choose the right partners now will secure a decisive competitive edge. Three companies stand out: SAP, MiMedia, and Palantir. We take a closer look at their strategies.
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Commented by Nico Popp on August 8th, 2025 | 07:05 CEST
Thinking locally opens up new possibilities: SAP, Meta Platforms, naoo
Digital communication is bringing the world closer together. Our friends may live all over the world, yet we can still share even the smallest moments with them. Being connected does not just help bridge long distances - it also brings people together in our immediate surroundings. Networks can foster friendships or spark new business opportunities locally as well. Using the business models of SAP, Meta, and naoo, we show how technology is changing things locally and making the world a better place.
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