ORACLE CORP. DL-_01
Commented by André Will-Laudien on August 13th, 2026 | 08:05 CEST
AI and Software in a Super Cycle: SAP, Oracle, Strategic Resources and ServiceNow Are in the Spotlight
Another new DAX 40 high—thanks to heavyweight SAP! Thanks to artificial intelligence, the global software sector is currently transforming into an absolute growth rocket. A recent study by market research firm IDC backs up the hype: global AI spending is already set to explode to around USD 940 billion in 2026. This monumental wave is pouring massive amounts of capital directly into the coffers of the most innovative tech giants. Walldorf's pride and joy, SAP, is using AI to transform sluggish ERP systems into hyper-smart, self-thinking control centers. Meanwhile, rival Oracle is rapidly expanding its cloud capabilities to handle the gigantic volumes of data generated by modern language models. ServiceNow, the workflow king, is demonstrating how to elegantly eliminate repetitive office work through automation. Management recently underscored this success with a substantial increase in AI revenue targets for 2026. Right at the epicentre of this, Strategic Resources is securing the necessary attention for a crucial upstream stage: critical metals. Investors should take a closer look at what really matters now! We offer a few pointers.
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Commented by André Will-Laudien on August 4th, 2026 | 08:30 CEST
400% Upside with AI and Big Data? TeamViewer, SAP, and Aspermont Gain Momentum While Oracle Stumbles
Digital transformation is reaching a new stage of development through artificial intelligence and massive data streams, opening up historic return opportunities for visionary investors. While established tech giants like Oracle are currently faltering dangerously and risk missing the next wave of innovation, a new group of high-flyers is emerging at the forefront. The European software giant SAP is impressively demonstrating how the seamless integration of AI into global business processes leads to healthy margins and a return to share price growth. Also worth mentioning is the remote maintenance and software specialist TeamViewer, which is using sophisticated big data analytics to try to raise industrial efficiency to a new record level. Another absolute hidden gem is the commodities platform Aspermont, which is monetizing its historically accumulated data treasures using AI and is thus poised for a significant revaluation. Those who set the right course now and bet on data-driven pioneers will secure a low entry point into interesting turnaround candidates. The key lies in the right timing.
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Commented by Nico Popp on August 1st, 2026 | 07:00 CEST
The AI Revolution in the SMB Sector: Salesforce and Oracle Serve Large Enterprises, Miivo AI Takes the Burden Off SMBs
Created and Published on Behalf of Miivo AI Inc.
The shift from rigid spreadsheets and static forms to intelligent AI agents is fundamentally reshaping the workplace. For years, employees dutifully entered data into CRM and accounting software to generate reports at the end of each month. But the era of passive software is coming to an end. Autonomous AI agents are increasingly taking over complex workflows and extracting far greater value from business databases. While technology heavyweights such as Salesforce and Oracle are rebuilding their multi-billion-dollar platforms and surprising their customers with increasingly complex pricing models, a massive growth market is emerging in the background. Small and medium-sized businesses (SMBs), in particular, are searching for AI tools that allow them to benefit from the productivity revolution as well. Miivo AI is targeting exactly this market. We provide an overview of the opportunities and the potential this emerging sector has to offer.
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Commented by Stefan Feulner on July 28th, 2026 | 07:30 CEST
SAP, Miivo AI and Oracle: SAP Delivers—Could This AI Hidden Gem Be Next?
Created and Published on Behalf of Miivo AI Inc.
Artificial intelligence is fundamentally transforming enterprise software. While large corporations are investing billions to automate business processes and make data-driven decisions, small and medium-sized enterprises are now benefiting from this trend as well. Modern AI platforms analyze customer behaviour, optimize sales and finance, and deliver well-founded recommendations for action in seconds. It is precisely this trend that opens up attractive growth opportunities for both established software giants and innovative specialists.
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Commented by André Will-Laudien on July 27th, 2026 | 07:45 CEST
Artificial Intelligence: Full Speed Ahead for Software, Cloud, and Tech! SAP, ServiceNow, Miivo AI, and Oracle in Focus
Created and Published on Behalf of Miivo AI Inc.
In recent months, there has been a great deal of skepticism surrounding the business models of major software companies and cloud giants, and as a result, their stock prices took a significant hit. However, sentiment has been shifting since the latest earnings reports from SAP and ServiceNow. There were already initial signs of a turnaround at the end of last week. SAP was up 10%, ServiceNow up 6%; only Oracle has yet to complete its turnaround. The sector is once again attractive to long-term investors, as the massive bull run in growth markets completely bypassed these stocks. However, the exuberant rally in chip stocks is currently stalling, which could breathe new life into other sectors as part of a sector rotation. Despite the sector-wide slump, Canadian software provider Miivo AI is showing noticeable upward momentum. The company focuses holistically on small and medium-sized enterprises. With a compelling business model, significant growth can still be expected here. We take a closer look at the sector.
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Commented by Jens Castner on July 22nd, 2026 | 08:10 CEST
100% Upside Potential and More: What Analysts Predict for Desert Gold Ventures, Oracle, and Hypoport
Securities analysts are usually deliberately cautious so as not to raise false expectations. With Oracle and Hypoport, however, they are coming out of the woodwork with price targets that promise the potential for a doubling of the share price—and for the Canadian mining stock Desert Gold Ventures, even significantly more. What is behind these estimates, how realistic are they, and what facts should investors keep in mind?
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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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