SAP SE O.N.
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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Commented by Fabian Lorenz on July 24th, 2025 | 07:20 CEST
AI stocks: Buy SAP now? BioNTech surprises! NetraMark beats ChatGPT!
SAP shares performed poorly yesterday. However, the software company is running smoothly and making progress in expanding its AI and cloud business. Is now a good time to get in? Analysts see around 50% upside potential for NetraMark shares. The AI specialist supports Big Pharma in efficient drug development – a billion-dollar market. Now NetraAI has even beaten ChatGPT and DeepSeek! BioNTech is also betting on artificial intelligence. However, the Mainz-based company is currently only making headlines with a change in personnel, but this could change on August 4. Will there be new impetus soon?
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Commented by André Will-Laudien on July 18th, 2025 | 08:10 CEST
Hard to believe: thyssenkrupp going public? New DAX highs with SAP, ASML, and Antimony Resources
With geopolitical tensions escalating with each passing day, it is becoming increasingly clear that reliable supply chains for industry and manufacturing are a thing of the past. German and European industry, in particular, are feeling the effects more and more as supply routes are increasingly restricted or even shut down completely as a result of growing sanctions. This scenario of scarcity is leading to increased sensitivity on the capital markets: long-term interest rates are rising, and risk parameters are skyrocketing. How are companies responding to this uncertain environment, and is there still hope for a revival of global trade? Which fundamental trends should investors pay particular attention to in light of this situation? There is a lot to be gained!
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Commented by André Will-Laudien on June 23rd, 2025 | 07:05 CEST
High-tech boom 3.0! Is another 100% possible with Palantir, SAP, MiMedia, and TeamViewer?
Artificial intelligence and big data remain the big topics on the stock markets alongside defense. This is leading to daily gains for high-tech and defense stocks. Investors increasingly appear to view the capital markets as a one-way street, with valuations seemingly taking a back seat. Interestingly, Europe is ahead of the US. Since the tariff dip in April alone, the EURO STOXX 50 has gained around 20%. With Israel's attack on Iran, some uncertainty is now entering the market. However, many investors do not believe the big bull market will change. Only the Shiller P/E ratio for the S&P 500, at over 36, is a cause for caution, given that the long-term average is around 17. But does anyone care? The party is in full swing, and critics are not welcome. So, where do the opportunities lie in the weeks ahead?
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Commented by Fabian Lorenz on June 17th, 2025 | 07:15 CEST
More than 50% upside potential with European tech! SAP, Zalando, Ionos, and naoo shares
There is a spirit of optimism in the European tech industry. The continent aims to become less dependent on the US, not only in terms of defense, but also in the technology sector. The tariff dispute and Microsoft's blocking of email access at the International Court of Justice are fueling a tech boom in Europe. SAP and Ionos are supporting Schwarz Digits in setting up a hyperscaler. Zalando shares are being recommended as a buy. And the chances for naoo AG to establish a European social network appear better than ever. The Swiss company's shares may be on the verge of a revaluation.
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Commented by Armin Schulz on May 5th, 2025 | 07:15 CEST
How Palantir, MiMedia Holdings, and SAP are transforming the cloud into trillion-dollar markets
The cloud is the invisible titan of the digital economy. It drives innovation, breaks efficiency barriers, and is expected to generate over USD 800 billion in 2025 alone. But behind the scenes, tech pioneers are shaping the rules of this billion-dollar market. With AI-driven forecasts, disruptive data storage solutions, and cloud-based ecosystems, they are deciding who will dominate the era of hyperdigitalization. While companies are fiercely competing for agility and scale in the race for the cloud strategies of the future, three players are setting the standard with technologies that are changing not only markets but also mindsets. A look at Palantir, MiMedia Holdings, and SAP reveals what makes them different from the rest.
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