MICROSOFT
Commented by Jens Castner on October 28th, 2026 | 05:40 CET
The Art of the Turnaround: Microsoft, Power Metallic Mines, innoscripta and CTS Eventim Prepare for a Comeback
Created and published on behalf of Power Metallic Mines
Microsoft showed what a turnaround looks like in the summer. After a weak first half, strong annual results gave the shares a substantial boost. Tonight, the software giant must prove that the recovery is sustainable. Two other stocks could now be on the verge of a similar turnaround. At Power Metallic Mines, a copper price near its record high and a high-grade deposit meet a share price that analysts consider significantly undervalued. Their price targets are around three times the current level. Meanwhile, German growth company innoscripta plunged by more than half following a raid but is already showing signs of recovery. CTS Eventim, the MDAX-listed ticketing company, has also moved beyond its recent lows. Both its CEO and an activist investor consider the stock severely undervalued.
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Commented by Nico Popp on August 14th, 2026 | 07:35 CEST
Data Centers and Nuclear Energy: Microsoft Invests, NexGen Plans to Mine Uranium, Standard Uranium Holds Promise
Electricity has to keep flowing — especially in the age of AI. Data centers are being built around the world, but these facilities require enormous amounts of electricity. They also cannot simply wait for the sun to shine or the wind to blow. So what is the solution? Alongside gas-fired power plants, nuclear power is increasingly making a comeback. It is climate-neutral and capable of providing reliable baseload power. We take a closer look at three companies involved in supplying energy for data centers and highlight potential opportunities for investors.
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Commented by André Will-Laudien on August 12th, 2026 | 13:15 CEST
AI Fuels Another 100% Rally: Microsoft, Broadcom, Miivo AI, and SoftBank in Focus
Created and Published on Behalf of Miivo AI Inc.
Global enthusiasm for artificial intelligence is driving technology stock markets to new all-time highs. A recent survey by the industry association Bitkom impressively confirms this trend. Already, 41% of small and medium-sized businesses (SMB) are actively using AI in their business processes. This benefits heavyweights such as Microsoft and Broadcom, which provide the necessary cloud and chip infrastructure for the global market. At the same time, the SoftBank Group is strategically investing billions in visionary technology projects to participate in the next wave of scaling. However, a key driver of growth lies outside the large corporations, in the previously underserved SMB sector. Here, the innovative newcomer Miivo AI is filling a critical market gap by helping small and medium-sized businesses achieve full operational transparency through autonomous AI CFO solutions—without the need for extensive onboarding efforts. Since, according to the study, around 80% of companies still find it difficult to quantify the exact economic benefits of their IT investments, automated optimization tools like those from Miivo unlock enormous efficiency potential. Investors should fine-tune their valuation models.
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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 Stefan Bode on August 3rd, 2026 | 07:25 CEST
Opportunities & Risks in Q2 Financial Results: Adobe, Almonty Industries, Apple, Microsoft
From cloud computing to creative software and critical raw materials, several publicly traded heavyweights are now in the spotlight for investors. Following some sharp price movements, it remains to be seen whether operational strength and strategic decisions can stabilize valuations. The focus is on recurring revenue models, investment cycles, and who can profitably capitalize on the AI wave without excessively diluting margins and cash flows. At the same time, interest rates, currency fluctuations, and geopolitical risks are intensifying scrutiny of supply chains and the pricing power that still prevails. Should investors already be betting on a turnaround?
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Commented by Matthias Schomber on July 31st, 2026 | 09:00 CEST
Chip Tech Dominance, the eBay Battle, and Drone Fantasies: Opportunities at Micron Technologies, Microsoft, GameStop, and Volatus Aerospace
Another interesting week on the stock market, one that was hard to beat in terms of excitement and contrasts, is drawing to a close. While tech giant Microsoft once again won over Wall Street with stellar results and sparked pure enthusiasm among investors, an old acquaintance elicited reactions ranging from disbelief to excitement. GameStop, once the darling of rebellious retail investors, is planning a "crazy coup" and setting its sights on the e-commerce dinosaur eBay. It feels like a David-versus-Goliath showdown that is keeping the markets and the stocks of both companies on edge and sparking heated debates. Away from all this commotion, a Canadian underdog is quietly and secretly preparing for its big moment. Volatus Aerospace is weaving a web of strategic partnerships and innovative drone technologies. All of this could soon snap the share price out of its slumber. We show you where the opportunities for future gains might lie!
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Commented by Fabian Lorenz on June 24th, 2026 | 08:50 CEST
A bombshell at Siemens Energy! Chevron and Microsoft are stepping on the gas amid the AI boom! Zefiro Methane Benefits Indirectly!
A bombshell at Siemens Energy. "Manager Magazin" reports that the DAX-listed company plans to spin off a division. Analysts would welcome such a move, as it would allow the company to focus more strongly on its gas turbine business, among other areas. These turbines are in high demand amid the AI boom in the US. This is also reflected in the recent deal between Chevron and Microsoft, in which the energy company is set to build a gas-fired power plant in Texas, right next to a new AI data center. This illustrates how oil and gas development continues in the US. However, there are already significant challenges associated with legacy infrastructure. Of the estimated 2.2 million abandoned wells, many pose serious environmental and safety risks. Monitoring and plugging these wells is a niche market worth billions. Zefiro Methane operates in this segment and aims to expand significantly in the coming years. The stock appears far from expensive.
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Commented by André Will-Laudien on June 18th, 2026 | 08:05 CEST
AI and Semiconductors Soaring with SpaceX! AMD, Broadcom, Microsoft, and Aspermont in the Spotlight
With SpaceX's IPO, one thing is clear: the tech rally continues! This brings the favourites of recent weeks back into the spotlight: chip and AI stocks. Leading the way in the return rankings are semiconductor giants AMD and Broadcom. After repeatedly testing the USD 550 mark, AMD recently suffered significant daily losses. Broadcom also set its sights on USD 500 but fell short just before reaching it. We are also keeping an eye on Aspermont. There was an interesting pullback here, and now institutional investors can finally step in. Things certainly remain exciting, as SpaceX had already gained for four consecutive days before correcting for the first time yesterday. Its initial market capitalization of USD 1.8 trillion was heavily criticized, but now Elon Musk's latest venture is valued at USD 2.8 trillion and has caught up to Microsoft quite quickly. We are diving even deeper!
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Commented by André Will-Laudien on February 2nd, 2026 | 07:30 CET
Crash, correction, or buying opportunity? Silver at 74, gold at 4,700 - SAP and Microsoft down 20%, while Almonty and ASML advance
What a Friday it was! Oil prices started rising in the morning due to fears of a US invasion of Iran. But things turned out differently! Silver, which started the day at USD 112, reached prices of around USD 74 by 7 pm – a crash of 40% from its recent highs. Gold followed suit, dropping by roughly 20%. Trading floors saw exceptionally high volumes, and a new US Federal Reserve chairman was announced. The day before, ASML reached a new all-time high, while SAP and Microsoft continued their downward trend. Almonty Industries shot up to record levels and was only slowed down by the negative sentiment. How is all this connected? Read on to find out.
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Commented by Nico Popp on December 16th, 2025 | 07:35 CET
AI and energy hunger: Why Microsoft, Cameco, and American Atomics are part of a megatrend
Artificial intelligence is not only changing the way we work, but also posing enormous challenges for the physical infrastructure of the global economy. Data centers for AI applications require round-the-clock power, a so-called base load that renewable energy such as solar and wind cannot consistently provide due to their volatility. And the response of the major tech companies to this problem - nuclear power! This is currently leading to a historic reassessment of the entire nuclear value chain. We present three companies positioned to benefit from this energy megatrend: Microsoft, Cameco, and American Atomics.
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