Nvidia and Nokia fuel AI hype! 100% chance with TeamViewer, D-Wave Quantum, and Rio Tinto partner Aspermont

Aspermont: AI hype and raw materials boom in one stock

Stocks related to artificial intelligence (AI) are performing brilliantly this week. Most recently, Nvidia's investment in Nokia drew attention. The news that the AI chip giant is investing around USD 1 billion in the Finnish company came as a surprise to many, and shows that the AI boom is no longer limited to semiconductor makers or data center operators. Second- and third-tier players are becoming increasingly interesting.

Aspermont is currently offering an exciting transformation story. With a share price of EUR 0.004, its market capitalization is a manageable EUR 11.80 million. The Company combines two megatrends: artificial intelligence and raw materials. The ongoing commodities boom is driving prices higher and intensifying the global hunt for new deposits. Companies are once again investing more heavily in exploration, and investors are looking for new, exciting projects. This is precisely where Aspermont's strength lies: leveraging historical datasets and state-of-the-art AI technology, it delivers actionable insights for evaluating mining projects and markets – positioning itself as an indispensable data and analysis partner for the global mining industry.

What once began as a traditional publishing house has evolved into a digital technology platform for the global commodities sector. The transformation into a digital media powerhouse is complete; the next stage of evolution is underway. Aspermont now aims to become the leading provider of AI-powered intelligence solutions for the mining industry. At its core is the new Mining IQ platform, which aggregates global data on mining projects, risks, ESG performance, and investor trends into advanced analytics products.

The key advantage lies in Aspermont's unique treasure trove of data. Historical issues of renowned trade publications such as Mining Journal have been digitized and made searchable. This database offers valuable insights into market cycles, project developments, and technological trends - a competitive edge that no other provider can match. The strategic partnership with Rio Tinto is a major milestone. The industry giant has secured exclusive access to Aspermont's AI-powered analyses for the coming months. Aspermont has therefore made a successful start into the AI era, and the stock should also benefit from this.

D-Wave: Rollercoaster ride continues

D-Wave Quantum's shares have once again demonstrated what a rebound looks like. Just two weeks ago, the stock reached an all-time high of around EUR 40, after trading near EUR 13 only a few weeks earlier. In addition to the ongoing quantum hype, media reports had caused additional euphoria among investors. According to market rumors, the US government was considering taking equity stakes in several quantum computing companies in return for subsidies.

When those rumors proved to be unfounded, investors took advantage to take profits. As a result, D-Wave shares fell from EUR 40 to around EUR 24 within a week. In recent days, however, the stock has staged a rebound to around EUR 30. The security is therefore not for the faint-hearted - and this is unlikely to change in the future.

TeamViewer: 100% possible?

A rebound for TeamViewer is not currently in sight. The German technology company's stock has lost 20% of its value within a few days. This brings the total loss over the past six months to around 50%. Even insider purchases by the management board and supervisory board have not been able to trigger a noticeable wave of buying.

TeamViewer published its third-quarter figures on October 21, 2025. Revenue growth in the reporting period was 4%, below expectations. In addition, the forecast for the 2025 and 2026 fiscal years was lowered. The main reason for this is the weaker performance of the subsidiary 1E. There, customer churn, slow pipeline implementation, and economic headwinds in the US led to declining revenues. Growth also remained subdued in the SMB segment, as management suspended short-term monetization measures such as price increases and the conversion of free users to paying customers.

Quirin expects TeamViewer to generate revenue of EUR 785 million in the current year (2024: EUR 671 million) and achieve EBIT of EUR 243 million. Earnings per share in the current year are estimated at EUR 0.94. Analysts expect further revenue growth in the coming years, with revenue rising to EUR 837 million by 2027. However, earnings per share are expected to remain at around the current level of EUR 0.93. Nevertheless, analysts consider the current share price of EUR 6.50 to be too low. **They see the fair value at EUR 13.50 (previously EUR 15.50 before the profit warning), implying a potential upside of around 100%.

D-Wave shares are unlikely to be for the faint-hearted in the future either. The quantum theme is likely to continue to fuel shareholders' imagination. An exciting AI insider tip is Aspermont. The partnership with Rio Tinto shows that the Company is on the right track. The valuation appears to be anything but high. At TeamViewer, the loss of investor confidence remains the key issue. Insider purchases and positive analyst comments have not yet been seen by investors as a reason to buy.