ORACLE CORP. DL-_01
Commented by Matthias Schomber on July 16th, 2026 | 07:25 CEST
AI, Tech, Debt, and Ratings: Oracle Faces a Reality Check, Renk Searches for a Bottom, and Volatus Aerospace May Be Poised for a Technical Breakout
Oracle is pouring billions into the AI frenzy, thereby risking its credit rating. The result: investors are fleeing in droves, and the share price is plummeting. At the same time, Renk's share price has now collapsed by over 50% from its high. The German defence industry's rising star, along with Rheinmetall and Hensoldt, is desperately seeking a foothold. "Collective punishment" is the buzzword here! While the big names dominate the headlines, the Canadian aerospace company Volatus Aerospace may have finally done its technical analysis homework after turbulent times, with an open price gap now closed. Could this be a signal—or a starting gun? We analyze these three different companies and highlight where investors can still find interesting opportunities.
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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 André Will-Laudien on June 3rd, 2026 | 07:15 CEST
Software Stocks Are Dominating the AI Cycle: SAP, ServiceNow, Oracle, and Globex Mining Are in Higher Demand Than Ever!
Just one month ago, software stocks were in the midst of a sell-off. SAP hit a low of EUR 135, Oracle also hit USD 135 in April, and ServiceNow did not stop until USD 81, after the stock had traded above USD 230. All irrational? It could be, because the market recognizes that the "established players in the sector," unlike pure-play AI companies, possess the critical data infrastructure. With this foundation, generative and "agentic AI" can be integrated into real business processes, thereby generating recurring revenue. Analysts now view these software stocks as "winners of the next AI phase" because they combine scalable AI solutions with established customer relationships, offering both short-term cash flows and long-term growth potential. It is worth taking a closer look at the numbers.
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Commented by André Will-Laudien on May 26th, 2026 | 07:20 CEST
A High-Tech Revival and Gold Stock with a 500% Chance! SAP, Oracle, Desert Gold, Deutsche Telekom, and T-Mobile US
The stock markets continue their roller-coaster ride. No wonder, since amid the current, sometimes confusing flood of news, one fact is often overlooked: wars and geopolitical tensions stifle economic growth and unsettle consumers. Although the defence industry is swamped with orders, the rest of the economy is grappling with the consequences of these conflicts: high energy prices, uncertainty, and fragile supply chains. With governments' exploding borrowing needs and falling tax revenues, interest rates are now rising noticeably, which is further fueling inflation. In this environment, gold can thrive; from a purely technical perspective, a solid floor now appears to have been established at USD 4,500. SAP and Oracle have so far lagged behind the major AI and high-tech rally, and Deutsche Telekom has been trading 30% higher, a good reason for a few deeper insights.
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Commented by André Will-Laudien on May 4th, 2026 | 07:05 CEST
Geopolitical Front Lines Redrawn: Why HPQ Silicon, DroneShield, SAP, and Oracle Are Now Indispensable for Investors
After 12 months of extreme volatility and uncertainty, one thing is clear: the modern era is not being decided in an ivory tower, but on the front lines of geopolitical conflicts. Europe's long period of peace is over, and technology is shaping the new wars in ways never seen before. This complex situation is now shaping commodity markets, supply chains, and digital infrastructure simultaneously. Drone technology is emerging as one of the most visible fields where military requirements and industrial innovation converge directly. Battery performance determines not only range and operational capability but also the strategic strength of entire supply chains. At the same time, data specialists like SAP and Oracle are coming into focus because they provide the information and control layer on which modern states and companies operate. Those who invest with an eye on the times, therefore, look not only at weapons and energy but also at the digital infrastructure of SAP and Oracle as part of the new power architecture.
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Commented by André Will-Laudien on April 20th, 2026 | 08:50 CEST
Bulls Regain Control? Globex Mining, SAP, and Oracle Gain Ground
The 2026 investment year has so far turned out much better than expected. Despite all the international turmoil and several current hotspots, the S&P 500 index reached a new all-time high of 7,147 points last week. Tech stocks were back in the spotlight, while the recently sought-after commodity stocks took a hit. Critical metals, however, remain the top issue due to disruptions in the Strait of Hormuz. China is now only exporting them in limited quantities, so many analysts already view them as a "showstopper" for economic development through 2030. What can the West do? Little in the short term, but in the long term, import dependencies must be replaced with genuine domestic deposits, many of which must also be brought into production quickly. Regulators are therefore called upon to act, even if the word "quickly" has not yet become part of the official vocabulary in Brussels. At Canada's Globex Mining, a lot is already getting underway. Tech stocks SAP and Oracle have likely finally put their lows behind them.
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Commented by Stefan Feulner on April 20th, 2026 | 08:05 CEST
Netflix, Oracle, Avrupa Minerals – Crash, Comeback, Hidden Gem: These 3 Stocks Are Making Waves Right Now
Deceptive record figures, a risky strategic shift, and a historic leadership change are casting doubt on Netflix, causing the stock to take a significant hit. At the same time, a tech conglomerate is celebrating a spectacular comeback with double-digit growth rates and strong buy signals, thanks to the AI boom and a cloud offensive. Even more exciting, however, is a commodities player that has gone largely unnoticed so far but could emerge as a true high-flyer in the shadow of the energy transition and exploding AI demand. With a focus on Europe, a low market capitalization, and massive leverage on new discoveries, a potential revaluation beckons here.
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Commented by André Will-Laudien on March 26th, 2026 | 07:55 CET
DAX & Gold Correction: 100% Gains Possible with SAP, Kobo Resources, and Oracle
High volatility is shaping daily trading. With the threat of an airstrike on Iranian nuclear power plants, the major stock markets came under extreme pressure. As a result, the closely watched DAX 40 index briefly fell below 22,000 points, in tandem with the NASDAQ. As a reminder, the annual high was set in January at 25,508 points. The price of gold also suffered from the general trend toward liquidity; everything that was not firmly in place was sold off. However, since Wednesday, there have been initial signs of easing, and buybacks are beginning. We are focusing on the promising projects of Kobo Resources in Côte d'Ivoire and also believe that cloud and AI experts SAP and Oracle are poised for a turnaround in 2026. We are convinced that one of these stocks will achieve a 100% return over the next two years. Of course, you are free to choose how to structure your portfolio.
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Commented by André Will-Laudien on March 17th, 2026 | 08:50 CET
And then suddenly, things are looking up! Take advantage of bargain prices at Oracle, Aspermont, and Alibaba
Crazy times! Right now, 70% of the daily news is dominated by geopolitics. Who doesn't sometimes lose sight of the stocks in such a climate? It is understandable, because amid such great human suffering, the desire to maximize profits in one's portfolio can occasionally fade. Nevertheless, investors should not lose sight of the many opportunities presented by this enormous volatility. Aspermont, the Australian news, database, and AI specialist for the commodities sector, is currently handling the highest volume in the resources sector - business is booming. Looking beyond the horizon, cloud giants Oracle and Alibaba are also in the spotlight. The charts show multi-year lows. Buy when the cannons roar! Perhaps good advice these days.
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Commented by André Will-Laudien on March 13th, 2026 | 07:05 CET
The focus is now on critical infrastructure – Power Metallic Mines delivers dream results, SAP and Oracle test the rebound
Every day, a flood of news hits the capital markets. The focus is on international crises, which in turn have major implications for national economies. Areas with large fossil fuel reserves are coming to the fore, and for months now, scenarios of critical metal shortages have been discussed and reassessed accordingly. High-tech and AI stocks thrive on a steady influx of computing power and are dependent on the promised expansion of the electrical infrastructure. This requires a variety of raw materials from the metal sector. Power Metallic Mines has positioned itself perfectly in the current situation with its NISK project, while Oracle and SAP are driven by their cloud and data models, which are falling out of favor due to AI. It remains to be seen whether a revival in earnings can take place in line with analysts' estimates. It is not easy to convince people, so we are analyzing the accompanying circumstances.
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