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Commented by Stefan Feulner on March 4th, 2024 | 07:30 CET

C3.ai, Altech Advanced Materials, BYD - Ready for the rebound

  • Technology
  • AI
  • Electromobility
  • Batteries

The major stock market barometers, the DAX and Dow Jones, continue to surge and rush to new highs almost daily. Currently, one of the hottest sectors is the semiconductor industry, which is reporting record figures due to the emergence of artificial intelligence. In contrast, another future topic, electromobility, is currently in correction mode. Market leaders such as Tesla and BYD have seen their stock market value fall dramatically. Currently, it appears that these stocks have found a bottom from which the next upward movement could begin.

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Commented by Stefan Feulner on September 27th, 2023 | 08:30 CEST

AI shares in focus: C3.ai, Norcom, Amazon - Upgrade at any cost

  • Software
  • AI
  • Technology

The implementation of generative artificial intelligence on a large scale has the potential to significantly boost the German economy, according to a study by IW Consult, conducted on behalf of Google. In this context, the comprehensive integration of programs such as ChatGPT by at least half of domestic companies could increase economic output by around EUR 330 billion. This value corresponds to almost 10% of the German gross domestic product of the previous year. This is likely to herald a quantum leap for providers of intelligent software.

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Commented by André Will-Laudien on June 14th, 2023 | 07:20 CEST

Despite the heat pump - uranium is in demand as never before! Rheinmetall, GoviEx Uranium, Palantir, C3.ai

  • Mining
  • Uranium
  • Software

Like a prayer wheel, green political ideas are raining down on the German industrial landscape - no more nuclear energy, but instead coal and gas. Historically high energy prices are to be accepted, even though wholesale prices are already below pre-war levels again and the energy mix is supposedly fed by more than 50% renewable energy. Because no one knows what the future holds for all this, major investment decisions by industry are now going against Germany. VW is investing EUR 10 billion in Spain, and BASF is doing the same in China. Valuable jobs that will no longer exist in Germany in the foreseeable future. What should investors keep an eye on to create at least sunny prospects in their portfolios?

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Commented by André Will-Laudien on June 2nd, 2023 | 08:30 CEST

Is the Artificial intelligence hype already over? Nvidia, Star Navigation and C3.ai with good chances of a correction!

  • AI
  • Innovations
  • Technology

With an eye on rapid technological progress, the EU and the US want to cooperate more in the field of artificial intelligence (AI). "We are determined to make the most of the potential of emerging technologies while limiting the challenges they pose to universal human rights and shared democratic values," the Joint Trade and Technology Council announces. For the accompanying ethics committees, an important issue now comes to the table: what is a machine allowed to do, and what is it not allowed to do? So the current hype could be curbed again somewhat. Have AI values already peaked?

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Commented by Stefan Feulner on May 18th, 2023 | 09:40 CEST

C3.ai, Star Navigation Systems, Palantir - Megatrend Artificial Intelligence

  • Software
  • AI
  • Technology

No less a figure than Bill Gates sees artificial intelligence as one of the most groundbreaking changes in decades. Other industry leaders also see the beginning of a new technical revolution rolling towards society. After an initial hype following the launch of the ChatGPT 3.5 chatbot on November 30, 2022, companies from the revolutionizing industry are in the consolidation phase. There is currently no question that the technology will prevail in the long term.

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Commented by Stefan Feulner on April 6th, 2023 | 09:51 CEST

AI trend only at the beginning - Palantir, Star Navigation Systems, C3.AI

  • AI
  • Software
  • Technology

The topic of artificial intelligence finally reached the masses with the meteoric rise of the chatbot ChatGPT and is unlikely to be stopped despite short-term bans, as happened in Italy. The topic is also already on everyone's lips on the capital market. The companies in the sector are exposed to a high degree of fluctuation, which is nothing unusual at the beginning of a long-term trend.

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