SAP SE O.N.
Commented by André Will-Laudien on July 22nd, 2026 | 07:50 CEST
Software giants are longing for a new gold rush! SAP, ServiceNow, TeamViewer, and DRC Gold are stepping into the spotlight
The stock market is currently showing no mercy. Against a backdrop of growing belligerence, excessive debt, and rising inflation, growth stocks are repeatedly making a run toward higher valuations. "Asset inflation" is the buzzword. It actually reached a short-term peak in early June with the IPO of Elon Musk's marvel, "SpaceX." Since then, the market has been moving sideways, and occasionally downward, amid high volatility. While chip stocks celebrated an explosive summer rally, software stocks like SAP, TeamViewer, and ServiceNow took a steep nosedive. Are there already serious hopes for a rebound here? Even gold, which had been performing exceptionally well, reaching a new all-time high of over USD 5,400 in January, came under pressure. DRC Gold, an advanced explorer on Africa's east coast, is reporting good progress and is weathering the correction in the precious metals sector well, as evidenced by its share price performance. It is hard to imagine where the market might go if investors jump back on the gold bandwagon!
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Commented by Armin Schulz on July 20th, 2026 | 07:20 CEST
Profit from the Patents and Technological Moats of SAP, MustGrow Biologics, and TSMC
Created and published on behalf of MustGrow Biologics Corp.
In an era where business models can be copied almost as quickly as your morning coffee order, a true competitive advantage no longer comes from good ideas alone. Instead, it is built on the rare kind of technology that cannot easily be replicated—platforms backed by decades of proprietary data, manufacturing processes requiring multi-billion-dollar investments, or patented technologies protected by significant regulatory barriers. Companies that possess these durable competitive moats secure not only margins but entire markets. Three companies embody this approach in completely different ways—and could provide investors with a blueprint for above-average returns. We take a closer look at SAP, MustGrow Biologics, and TSMC.
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Commented by Matthias Schomber on July 8th, 2026 | 07:45 CEST
Despite the World Cup and FIFA Scandal: Mega-Deals at SAP, Adidas Outpaces Rivals, HPQ Silicon Adds Drone Capabilities
The international financial markets are currently offering truly remarkable opportunities, exciting turning points and potential for a rebound. While the software company SAP is radically realigning its corporate structure around artificial intelligence, thereby putting investors' patience to the test, the sporting goods manufacturer Adidas is leaving the competition in the dust, despite all contrary opinions. Not even the German national team's bitter World Cup exit could slow down the Herzogenaurach-based company on the stock market, especially since the ongoing World Cup is generating negative headlines anyway. On Tuesday, FIFA, the world soccer governing body, had to defend itself at length regarding the controversial suspended sentence handed down to US forward Folarin Balogun, after a phone call between US President Donald Trump and FIFA President Gianni Infantino had caused a stir. This incident illustrates just how closely politics, business, and sports are currently intertwined—and how even decisions seemingly unrelated to sports can impact the public perception of major brands like Adidas. Far from the big DAX stage, there is an interesting development at a smaller player from Canada. HPQ Silicon is working on the future of battery technology and innovative drone propulsion systems, securing smart partnerships. It could be on the verge of a breakout based on chart patterns. We take a detailed look at these three stocks and highlight where greater potential may still lie dormant.
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Commented by André Will-Laudien on July 6th, 2026 | 07:35 CEST
Cloud AI Blockbuster: Whoever Has the Data Rules the World! 100% with SAP, ServiceNow, Aspermont, Deutsche Telekom and SpaceX
In, out, up, down! That is exactly what the current roller-coaster ride on the NASDAQ feels like. While in recent weeks it was the dream gains in chip stocks that drove investor excitement, this week German defense stocks sit atop the winners' list. The correction in the cloud providers is also slowly coming to an end, or at least SAP and ServiceNow are showing first signs of life at low levels. Deutsche Telekom has likewise been run over. Elon Musk plans to push into the telco world with his SpaceX Starlink division. That is providing industry with worry lines and weighing on the titans of mobile communications. And then there is Australia's Aspermont, an AI-driven data marketer and investor-services provider from the commodities sector. Completely transformed from a traditional publishing house into an aggressively growing partner to the mining industry. It is worth taking a closer look.
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Commented by Armin Schulz on June 30th, 2026 | 07:10 CEST
Why Subscription Revenue Is Once Again the New Gold on the Stock Market – And What It Means for SAP, Aspermont, and Netflix
The search for reliable earnings has intensified once again in recent months. Recurring revenue is increasingly valued because it provides predictability and helps distinguish between short-lived growth stories and genuinely sustainable business models. As a result, market focus is gradually shifting away from pure growth narratives toward earnings stability and cash flow visibility. Investors who shift their perspective accordingly may benefit from two effects: defensive resilience in uncertain market phases, and strong operational leverage once fixed costs are covered. Against this backdrop, it is worth examining three very different companies that each embody this principle in their own way: SAP, Aspermont, and Netflix.
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Commented by Matthias Schomber on June 26th, 2026 | 07:25 CEST
SAP Testing the Waters, BYD On the Offensive, and MustGrow Biologics Raises Fresh Capital - Is a Rebound on the Horizon?
Created and published on behalf of MustGrow Biologics Corp.
The winds across global equity markets have grown noticeably stronger, bringing sharp moves in both directions. Technology and automotive giants that have long been accustomed to success are feeling the full force of this turbulence. Faced with declining share prices and geopolitical uncertainty, investors are increasingly looking beyond the mainstream for fresh opportunities. While companies such as SAP and BYD are fighting to defend their lofty valuations, intriguing second-tier players are quietly positioning themselves for growth. This raises a legitimate question: should investors allocate capital into "fallen angels" such as SAP and BYD, or focus on lesser-known growth stories with potentially greater upside? We examine the current market environment and take a closer look at three very different companies. Discover why software heavyweight SAP and electric vehicle pioneer BYD are facing challenges, and why Canadian agtech company MustGrow Biologics could be approaching a breakout. One thing is certain: the stage is set for an exciting summer in the markets.
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Commented by André Will-Laudien on June 22nd, 2026 | 07:30 CEST
Data Centers and the Uranium Shortage: The Solution Lies with Standard Uranium, SAP, ServiceNow, and Oracle
The past trading week was dominated by the SpaceX IPO. Elon Musk's masterpiece caused quite a stir after its market value soared from USD 1.8 to 2.7 trillion shortly after the initial listing. The first profit-taking did not occur until the end of the week, yet the stock is still trading 30% above its offering price. Analysts are puzzling over this debut, given the harsh criticism in the run-up to the IPO over its high pricing. A fourfold oversubscription ultimately silenced all critics, and now the real valuation process can begin. AI and software stocks remain perennial topics on the US growth exchange, NASDAQ. While semiconductor stocks are stringing one rally after another, software stocks are taking a beating almost daily. Doubts about their role in the next AI era persist among analysts, which is weighing on stock prices. Uranium stocks, however, have reason to celebrate, as they represent the raw material solution for the trillion-dollar investments in modern data centers. After all, the consensus—and Donald Trump—is that electricity will be supplied by nuclear power in the long run. We do the math!
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Commented by Matthias Schomber on June 22nd, 2026 | 06:55 CEST
Price Catastrophe and Despair at SAP and BYD - Almonty Industries On the Verge of a Technical Breakout
The stock market is currently facing challenging times, with SAP and BYD among the companies struggling with significant internal and external headwinds. Investors are struggling to maintain their composure regarding software giant SAP after negative industry news pushed the share price to a multi-year low. A sense of crisis also prevails at Chinese automaker BYD, as declining sales and looming EU punitive tariffs weigh heavily on its operations. However, the picture is quite different beyond these two stocks in the critical raw materials sector. Here, Almonty Industries positions itself as a reliable and emerging player in an increasingly geopolitically uncertain world. With foresight, fresh capital, and substantial resource potential, the company presents a highly compelling alternative investment opportunity. Read on to find out in detail why these three stocks may be worth a closer look right now.
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Commented by André Will-Laudien on June 16th, 2026 | 07:55 CEST
ESG Meets ERP: Here Are the Top Candidates! SAP, Oracle, ServiceNow, and RE Royalties
What at first glance appears to be two completely different worlds actually follows the same logic: scalable platform models that generate predictable, recurring cash flows. While SAP, Oracle, and ServiceNow dominate the digital infrastructure of global companies, RE Royalties is building an intelligent financial infrastructure for the expansion of renewable energy. At their core, all four players are focused on standardization, data sovereignty, and the ability to monetize complex processes efficiently. ERP systems enable transparent control and facilitate reporting—exactly the factors that also determine capital costs and growth in the ESG financing market. RE Royalties skillfully applies this principle to real assets by bundling long-term royalty streams from renewable projects and making them marketable. This creates a hybrid model combining infrastructure investment with software-like predictability—a rather rare profile in the ESG segment. For investors, this opens up an exciting world at the intersection of digitalization and decarbonization. Following the extensive correction, the stocks in our peer group embody triple-digit potential; the revaluation rally has already begun.
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Commented by Carsten Mainitz on June 12th, 2026 | 06:55 CEST
Do Market Leaders Still Outperform the Market? Is Zefiro Methane in the Fast Lane, While SAP and TeamViewer Continue to Stumble?
Stock market investors are betting on tomorrow's winners. But will today's market leaders remain among them? How are AI, digitalization, the energy transition, and geopolitical uncertainty changing the landscape? SAP is trying to leverage its strong position in enterprise software to position itself as an AI winner. However, the stock's performance reflects investors' skepticism. The market views TeamViewer even more critically and wonders whether the company can defend its top position against the industry's corporate giants. Zefiro Methane is a different story altogether. The Canadians impress with a strong position in a multi-billion-dollar market. Zefiro addresses one of the most pressing environmental issues of our time—reducing methane emissions from abandoned oil and gas wells. This business segment is not only socially relevant but also benefits from regulatory tailwinds and rising investments in climate protection. The significantly undervalued stock remains under the radar of investors.
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