SAP SE O.N.
Commented by Jens Castner on September 14th, 2026 | 08:30 CEST
A Breakout That Was Predicted: How AI Is Leading Volatus Aerospace, SoftBank, and SAP Out of Their Downward Trends
Three broken downward trends, one common catalyst: artificial intelligence. For Volatus Aerospace, SoftBank, and SAP, the chart picture looks completely different from what it did just a few weeks ago—and in all three cases, there is a strong fundamental story behind it. The Canadian drone specialist is securing major new contracts from the defence sector, the Japanese investment holding company is benefiting from the upcoming Anthropic IPO, and the German software giant is proving with strong cloud figures that it should be counted among the AI winners rather than its victims. Three completely different business models, three trend reversals—and the question of how much potential these stocks still hold.
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Commented by Matthias Schomber on September 3rd, 2026 | 08:35 CEST
Forget SAP and Puma! Why Zefiro Methane Could Be Ready for Takeoff
Created and Published on Behalf of Zefiro Methane Corp.
SAP has recently reported impressive cloud revenues and a solid order book, while Puma is still seen as a candidate for a rebound – though it is still struggling to maintain every percentage point of its margin. Yet the truly exciting stories are often found beyond the big corporate names—in niches that have the potential to be not only economically lucrative, but also highly beneficial to the world and humanity. One environmental services specialist has already positioned itself in this space, tackling a major problem while recently delivering an attractive share-price performance. The share currently appears poised for a potential technical breakout, and the ignition of the next stage of growth. We take a closer look at these three companies and find out where the biggest opportunities may currently lie.
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Commented by Stefan Bode on August 28th, 2026 | 07:10 CEST
Margin Miracles, Mega-Trends, and Tech Doubts - SAP, Südzucker, Volatus Aerospace
Current stock market trends highlight how differently companies respond to global trends. While an established food conglomerate is significantly increasing its profitability through strict cost control despite declining revenue, an up-and-coming systems integrator is benefiting from the booming drone market and growing security budgets. A leading software giant, on the other hand, is struggling to meet the enormous market expectations in the field of artificial intelligence. This commentary examines the opportunities and risks associated with these three stocks.
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Commented by Jens Castner on August 21st, 2026 | 07:35 CEST
The AI Agent Thriller: SAP Delivers, C3.ai Stumbles – and Miivo Aims for the Lead Role
Created and Published on Behalf of Miivo AI.
For months, Germany's largest software company, SAP, was cast as the prime suspect in an industry supposedly facing disruption from AI agents—until its quarterly results delivered a surprising twist to the story. Meanwhile, C3.ai demonstrates just how quickly the hunter can become the hunted when the agent AI narrative fails to translate into sufficient revenue growth. Positioned in the middle is Miivo AI, a Canadian newcomer that has operated largely behind the scenes so far and is targeting precisely the market where SAP established a strong foothold more than two decades ago: the SMB market. So, who has the best chance of a happy ending in this stock market thriller?
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Commented by Nico Popp on August 18th, 2026 | 08:35 CEST
The Easy Path to Carbon-Free Computing Power: How NU E Power Aims to Make Things Easier for Companies Like Amazon and SAP
Created and Published on Behalf of NU E Power Corp.
Computing power for artificial intelligence requires enormous amounts of energy. But that is not the only challenge: power grids are already overloaded in many areas, and the combination of data centers, air conditioning systems and EV charging stations is putting additional strain on infrastructure. As a result, technology companies are increasingly factoring energy supply directly into their plans for new data centers. Ideally, that power should be sustainable while also providing reliable baseload capacity. Since energy infrastructure requires regulatory approval and suitable locations are scarce, an interesting market has emerged around powering data centers. We take a look at the situation and examine not only tech giants Amazon and SAP but also newcomer NU E Power.
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Commented by André Will-Laudien on August 14th, 2026 | 07:20 CEST
This Is the Turnaround—Is Software the New Gold? SAP, ServiceNow, Lahontan Gold and Oracle in the Spotlight
And the rally still has room to run. The global stock market is quietly and discreetly undergoing one of the most fundamental turnarounds in recent economic history. After months during which established software stocks were literally punished by fears of disruption and macroeconomic headwinds, the sector discount has suddenly begun to disappear. Investors are moving beyond the mere experimentation phase with artificial intelligence and are now demanding rock-solid, scalable profitability from companies. This monumental sector rotation is channeling massive capital away from overheated hardware stocks and directly back into the coffers of leading software companies. SAP, ServiceNow, and Oracle, which had been down 30 to 50% since the start of the year, are now back on investors' buy lists. And for those also keeping an eye on precious metals, the trail leads to Nevada. This is where the promising explorer and developer Lahontan Gold comes into play, providing a solid anchor of intrinsic value with its high-grade drill results at the Santa Fe project. A closer look could be worthwhile.
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Commented by André Will-Laudien on August 13th, 2026 | 08:05 CEST
AI and Software in a Super Cycle: SAP, Oracle, Strategic Resources and ServiceNow Are in the Spotlight
Another new DAX 40 high—thanks to heavyweight SAP! Thanks to artificial intelligence, the global software sector is currently transforming into an absolute growth rocket. A recent study by market research firm IDC backs up the hype: global AI spending is already set to explode to around USD 940 billion in 2026. This monumental wave is pouring massive amounts of capital directly into the coffers of the most innovative tech giants. Walldorf's pride and joy, SAP, is using AI to transform sluggish ERP systems into hyper-smart, self-thinking control centers. Meanwhile, rival Oracle is rapidly expanding its cloud capabilities to handle the gigantic volumes of data generated by modern language models. ServiceNow, the workflow king, is demonstrating how to elegantly eliminate repetitive office work through automation. Management recently underscored this success with a substantial increase in AI revenue targets for 2026. Right at the epicentre of this, Strategic Resources is securing the necessary attention for a crucial upstream stage: critical metals. Investors should take a closer look at what really matters now! We offer a few pointers.
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Commented by Fabian Lorenz on August 13th, 2026 | 07:25 CEST
Will AI Disrupt SAP, Salesforce & Co.? What Is TeamViewer Doing? Miivo AI Emerges as a Hidden Gem
Created and Published on Behalf of Miivo AI.
Will artificial intelligence disrupt the business models of software giants like SAP, Salesforce, and others? Investors have certainly been running through this worst-case scenario for several months now. SAP's latest quarterly results have provided some relief for the time being. Nevertheless, a new generation of AI specialists is challenging the established software giants. One example is Miivo AI. The company positions itself as a provider of AI-powered analytics tools for small and medium-sized businesses (SMBs). The company remains largely unknown among investors on the German capital market, but that is likely to change in the coming months. The stock appears undervalued. Whether TeamViewer is similarly undervalued is not yet entirely clear. However, analysts are becoming increasingly bullish on the stock.
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Commented by Carsten Mainitz on August 5th, 2026 | 09:10 CEST
The New Gold Rush Is Nuclear Energy: How American Atomics Could Benefit from the AI Boom Driven by Microsoft, Amazon, and SAP
Microsoft and Amazon are engaged in a multi-billion-dollar race to expand their AI capabilities. The two tech giants' strong quarterly results have recently electrified Wall Street. Investors celebrated the successful monetization of AI cloud services and full order books. The figures from the German software company SAP were also well received. The rapid expansion of cloud platforms and AI data centers is not only devouring investments on a previously unseen scale but also consuming enormous amounts of electricity. Against this backdrop, nuclear energy is experiencing a renaissance. It reliably and consistently provides the necessary baseload power while producing virtually no CO₂ emissions. This evolving landscape creates a compelling market opportunity for companies such as American Atomics. The Canadian company is in the process of establishing a vertically integrated North American nuclear fuel supply chain and is achieving key milestones.
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Commented by André Will-Laudien on August 4th, 2026 | 08:30 CEST
400% Upside with AI and Big Data? TeamViewer, SAP, and Aspermont Gain Momentum While Oracle Stumbles
Digital transformation is reaching a new stage of development through artificial intelligence and massive data streams, opening up historic return opportunities for visionary investors. While established tech giants like Oracle are currently faltering dangerously and risk missing the next wave of innovation, a new group of high-flyers is emerging at the forefront. The European software giant SAP is impressively demonstrating how the seamless integration of AI into global business processes leads to healthy margins and a return to share price growth. Also worth mentioning is the remote maintenance and software specialist TeamViewer, which is using sophisticated big data analytics to try to raise industrial efficiency to a new record level. Another absolute hidden gem is the commodities platform Aspermont, which is monetizing its historically accumulated data treasures using AI and is thus poised for a significant revaluation. Those who set the right course now and bet on data-driven pioneers will secure a low entry point into interesting turnaround candidates. The key lies in the right timing.
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