BROADCOM INC. DL-_001
Commented by André Will-Laudien on December 17th, 2025 | 07:25 CET
Can AI extend its marathon into 2026? Broadcom, Oracle, Aspermont, and Alibaba now in the portfolio?
Despite all the doom and gloom, the AI sector could once again perform strongly on the stock market in 2026, as the ongoing investment cycle in AI infrastructure is expected to lead to transformative monetization, according to Wedbush analysts. They anticipate high-tech stocks to gain a further 20%. Fidelity analysts calculate positive earnings growth in the IT sector of around 25%, supported by rising profitability driven by AI. Vanguard expects AI to offset negative shocks and drive US growth above widespread consensus forecasts with an 80% probability, thanks to enormous productivity gains. Only Barclays has recently expressed "bubble fears," deeming the hype overblown. How will it really play out? Here are a few indicators.
Read
Commented by Stefan Feulner on September 16th, 2025 | 07:25 CEST
Broadcom, NetraMark, Adobe – The AI wave continues to roll inexorably forward
Artificial intelligence is more than just hype; it is becoming the central driver of innovation in our time. Whether in industry, medicine, mobility, or finance, this technology is changing processes, increasing efficiency and creating new business models in almost all sectors. Companies that embrace AI early on secure clear competitive advantages. At the same time, a future market with enormous potential is opening up for investors. However, despite the rosy outlook, stock picking is also required here, as many companies are significantly overvalued.
Read
Commented by Stefan Feulner on September 10th, 2024 | 07:30 CEST
Broadcom, BlockchainK2, C3.ai - AI hype in full swing
The rise in the use of artificial intelligence continues unabated. Therefore, the current correction in AI-related stocks should be seen as a long-term entry opportunity. The fact that the US data specialist Palantir is the first player to make it into the elite S&P 500 shows just how important the super cycle, which is still at the beginning, already is. In addition, new companies are constantly entering the market, which could significantly increase their stock market value in the future with innovative technologies.
Read