May 25th, 2026 | 08:15 CEST
Oreshnik Shock - New Escalation Could Hit the Markets! There Could Be Winners Too: D-Wave Quantum, SAP, and Aspermont in Focus
The latest escalation in the war in Ukraine could cause turmoil on the stock markets. Following heavy Russian attacks on Kyiv and the deployment of the new, dangerous Oreschnik medium-range missile, fears of the conflict spreading are growing. German Chancellor Friedrich Merz spoke of a "reckless escalation," while neighbouring countries like Poland have already had to activate their air defences. This playing with fire could also leave its mark on the financial markets. As a result, investors may continue to—or increasingly—flee to safe havens such as gold or other assets. Commodity markets, in particular, tend to react extremely sensitively to new threats. In such uncertain times, investors seek business models that can grow regardless of crises. The sustained growth of the media company Aspermont in the commodities sector is therefore currently attracting just as much attention as the latest developments at tech giants D-Wave Quantum and SAP, which we examine in more detail for you in this article.
time to read: 4 minutes
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Author:
Matthias Schomber
ISIN:
ASPERMONT LTD. | AU000000ASP3 | ASX: ASP , SAP SE O.N. | DE0007164600 , D-WAVE QUANTUM INC | US26740W1099
Table of contents:
Author
Matthias Schomber
Raised in Giessen, Hesse, Matthias Schomber discovered his passion for the financial markets as early as the 1990s—at a time when stock trading was still largely the domain of true, die-hard traders. After completing his banking apprenticeship, he worked for a private bank there and witnessed the rise and fall of the Neuer Markt firsthand on the trading floor of the Frankfurt Stock Exchange, drawing lessons from the experience that continue to shape his thinking as a trader, author, and trading system developer to this day.
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D-Wave Quantum: More Than Just Science Fiction?
For many, quantum computers still sound like science fiction. But for D-Wave Quantum, this technology is becoming more of a reality than fiction. Recent news garnered significant attention and boosted the stock price.
The US Department of Commerce is investing approximately USD 100 million to accelerate the development of this technology. The stock market immediately celebrated this news with a significant price jump. The share has shown new momentum in recent weeks, rising from under USD 15 to just over USD 25, with a healthy consolidation phase in between. If sentiment remains positive and the technology proves convincing, this rally could even continue toward USD 35 or even USD 40.
However, the latest financial results paint a mixed picture. While the loss was smaller than feared, revenue fell short of expectations, coming in at just under USD 3 million. The real bright spot, however, is the order book. Bookings have nearly exploded to over USD 33 million due to a massive surge in orders, which completely overshadows the weak quarter. Additionally, the first major investor day is scheduled for June 1, during which management plans to reveal new details about the company's commercial future and its systems with over 1,000 qubits. With a cash pile of nearly USD 600 million, the company is well-positioned for the coming years. While D-Wave Quantum is currently still spending a lot of money on research, the signs for the next major rally are already in place. And this is largely independent of military conflicts.
German software giant SAP poised for a sustainable rebound?
Moving from the quantum market to SAP. After a significant price drop to around EUR 140, the German software giant has tentatively found a bottom and is now trading just above EUR 150 again. If the general AI concerns surrounding Anthropic in the software sector subside, the correction may already be over, and the stock could trend back toward EUR 180-200. Despite the recent setback, Deutsche Bank is also sticking to its optimistic price target of EUR 200 and its "Buy" recommendation. It justifies this with the strong AI strategy that SAP recently presented at its "Sapphire" conference. However, should the stock weaken again and break through the key support level just below EUR 140, it could quickly slide further down toward EUR 125.
Fundamentally, the first-quarter figures, with revenue up 6% to EUR 9.56 billion, provided a solid foundation. The real test comes on July 23, when SAP will present its second-quarter results. This will reveal whether the new AI announcements are already leading to actual cloud contract signings. If order volume grows noticeably, there will be significantly fewer obstacles to a return to previous highs.
Aspermont and the Undiscovered Transformation of Commodity Intelligence
While SAP is a global corporation "made in Germany," it is often worth looking beyond other regions of the market, where exciting turnaround stories can be found. Aspermont's stock has been in a pronounced technical sideways trend for quite some time, which, at first glance, might suggest a phase of disinterest. But this could be a false assumption, because behind the scenes at this leading media and data provider for the global commodities industry, a fundamental transformation is taking place that is still completely overlooked by the broader investor base!
The company is transforming its long-standing media heritage into a highly scalable platform for digital subscriptions and data-driven intelligence. A look at the facts highlights its operational strength. Aspermont can now look back on an impressive 37 consecutive quarters of continuous growth in recurring subscription revenue.
This remarkable streak demonstrates that the content and data analytics offered could be indispensable for decision-makers in the mining and energy sectors. With the successful launch of the new Mining IQ data platform, management has also "created a tool" to generate analyses from historical data sets and thus tap into new revenue streams.
Analysts at GBC AG confirm this positive trajectory in their research report and maintain their "Buy" recommendation.
The Perth Network: Outlook for the Groundbreaking Summer Event
The company's momentum may also receive new visible impetus on the international stage in the coming months. A key highlight on the global resources ecosystem's calendar is the upcoming Mining-News Select Event, scheduled for June 16–17, 2026, at the renowned Crown Perth. For Aspermont, such large-scale live events may be more than just a one-off occasion, as they serve as excellent networking platforms where the latest digital products can be presented directly to industry decision-makers. Recent strategic partnerships, such as the major agreement with Rio Tinto regarding the digitization of historical print archives, also demonstrate that this strategy could bear fruit. By leveraging artificial intelligence and large language models, Aspermont transforms historical data that would otherwise go unused into market reports. The financial foundation should be secured by a successful capital increase. If revenue from new data products like Mining IQ comes into full effect in the coming quarters, the current technical lethargy could quickly become a thing of the past, paving the way for a dynamic revaluation. This has happened before. A few years ago, the stock's value multiplied as investors recognized its potential.
Conclusion for Investors
In summary, these three stocks offer something for every taste. D-Wave Quantum remains a highly exciting bet on the future, which, after jumping from USD 15 to USD 25, might now even set its sights on the USD 40 mark. SAP is regaining confidence after finding a floor at EUR 140 and, thanks to strong AI plans, is looking toward the EUR 180–200 mark, provided the key support at EUR 140 holds. Aspermont rounds out the picture as an interesting turnaround candidate. Earnings are improving, subscriptions are stable, and new events could bring fresh momentum. While the stock is still trading sideways, the signs could soon turn "green," triggering an upward breakout.
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