AI
Commented by Fabian Lorenz on March 11th, 2025 | 07:20 CET
Is a 100% rally on the horizon? Evotec, D-Wave, and AI pearl NetraMark
The sell-off in the tech sector continues at the beginning of the week. If sentiment changes, a 100% rally could start. At least, that is what analysts at D-Wave expect. Overall, analysts take a positive view of last year's quantum star. The development of the AI pearl NetraMark is also positive. With its NetraAI platform, the Company aims to revolutionize the development of drugs. The first customers are in place, and the latest study data is promising. Even in the current sell-off, the stock wants to go up. The positive news is currently evaporating at Evotec. The stock is threatening to fall below EUR 6. Are there further write-offs?
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Commented by André Will-Laudien on March 11th, 2025 | 07:10 CET
Olalla! And here comes the consolidation! Are these already buying opportunities for SMCI, Benton Resources, Palantir, and Meta?
Whenever investors use the term "one-way street", the market tends to correct. This time, several factors were at play, such as failed peace efforts, rising debt, increasing interest rates, and the threat of tariffs from the Trump administration. All four points have a long-term recessive effect, as they weaken consumer sentiment and purchasing power due to higher interest rates and product payments. In the short term, they also weigh on overheated growth portfolios. It is, therefore, worthwhile to take a closer look at the well-known protagonists. After all, buying opportunities arise time and again – timing is key!
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Commented by Armin Schulz on March 10th, 2025 | 07:55 CET
thyssenkrupp, Globex Mining, Super Micro Computer – Defense, critical raw materials, and the AI boom drive profits
As the world moves towards a new era of tariffs, resource wars, and technology hegemony in 2025, there are three companies that can profit from the current hot topics. The EU has not only expanded its list of critical raw materials but has also announced billion-euro investments in domestic supply chains. This shows how important access to critical raw materials is for keeping one's economy running. Thyssenkrupp is taking advantage of the demand for high-security technology for maritime projects, Globex Mining is controlling key raw materials for high-tech projects and decarbonization, and Super Micro Computer is cooling the servers that are making the AI boom possible in the first place.
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Commented by Fabian Lorenz on March 7th, 2025 | 06:55 CET
100% RALLY! And now? Renk, Salzgitter, and AppLovin partner MiMedia
Can it continue to go up after a 100% rally? There is a lot to suggest that the still largely unknown MiMedia stock could keep going. The cloud pearl is on the verge of a revenue leap and is relying on AppLovin to monetize its cloud services – itself an AI highflyer but now overvalued. MiMedia, on the other hand, wants to start scaling in the current year. Salzgitter caused a stir on Wednesday with a share price jump of over 15%. Even though profits were taken yesterday, analysts see further upside potential for the stock. Could a revaluation be possible? There are good reasons for profit-taking after Renk's 10% rally this year, but the stock wants to keep rising. Deutsche Bank recommends buying, but there is a big catch.
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Commented by Juliane Zielonka on March 6th, 2025 | 07:50 CET
Nova Pacific Metals, Super Micro Computer and Palantir: The invisible power of the AI future
Artificial intelligence is revolutionizing how companies produce, but who is driving this revolution? Companies like Nova Pacific Metals, Super Micro Computer, and Palantir provide the raw materials, hardware, and software that are the cornerstones of this turning point. Nova Pacific mines critical metals such as copper and gold in Canada. These are essential raw materials for the smooth operation of data centers. With its LARA project, Nova Pacific is planning its next big move – a versatile, mineral-rich area valued at around CAD 30 million. Super Micro supplies the servers for the AI boom in California, but legal troubles cloud growth, despite partnerships with industry giants like Nvidia. Palantir, on the other hand, is working with Société Générale, France's most important commercial bank, to protect the financial world against money laundering with AI-supported analysis – a testament to the power of its Foundry platform. These "hidden champions" are inextricably linked: from the valuable raw materials to the machines, they shape the AI future from the ground up. Which company will best master the balance between innovation and challenge?
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Commented by André Will-Laudien on March 6th, 2025 | 07:00 CET
NETRAMARK HOLDINGS – Medical Revolution: How AI is Shortening Drug Approval by Years!
Artificial Intelligence – now it is really taking off in the medical field! Among many other applications, big data and artificial intelligence (AI) applications are revolutionizing the optimization of clinical phases in drug approval by accelerating processes, reducing costs, and significantly increasing the success rate. AI can analyze large amounts of data from electronic health records, genomic data, and patient registries to identify suitable clinical trial participants more quickly and accurately. This significantly reduces recruitment time and improves accuracy. Machine learning can be used to analyze previous study results to develop more efficient study designs. Based on real-time data, adaptive study protocols enable dynamic adjustment of experimental conditions. The Canadian technology company NetraMark Holdings Inc. (WKN: A3D5X9 | ISIN: CA64119M1059 | Ticker symbol: AIAI) develops solutions for the pharmaceutical industry to utilize Generative Artificial Intelligence (Gen AI).
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Commented by Stefan Feulner on March 5th, 2025 | 08:00 CET
C3.ai, Credissential, Strategy – Strong momentum
Donald Trump has many plans and visions associated with his slogan "Make America Great Again". One of these is that the "capital for artificial intelligence and cryptocurrencies" should be located in the United States. With the Stargate Project, which has a volume of over USD 500 billion, a program for investing in AI has been approved. Over the weekend, the Republican followed up by introducing a strategic cryptocurrency reserve, which caused the introduced currency pairs to take off.
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Commented by Juliane Zielonka on March 4th, 2025 | 08:00 CET
Used car boom and electric offensive: Credissential, BYD, and VW in the race for the future
In the US and Europe, high inflation is causing a loss of purchasing power. The used car market is becoming increasingly attractive for balancing price and performance in times when money is tight. Related topics such as financing and insuring vehicles must also be smartly considered. This is where the tech company Credissential comes in, with a platform solution that meets the modern purchasing behavior of Gen Z. Optimized for smartphones, tablets, and laptops, Credissential provides millions of US users with digital access to connected used car dealers. In the future, financial and insurance issues will also be seamlessly integrated with Credissential. Meanwhile, electric vehicle manufacturer BYD is dominating the new car market with affordable EVs. Potential buyers are impressed by the modern technology, but the Chinese manufacturer faces regulatory hurdles. The Volkswagen Group, once an industry giant, is struggling with declining market shares in China and consumer protection allegations, as recent Italian investigations into battery longevity show. For investors, the picture is clear: those who can strike the right balance between cost awareness, sustainability, and innovation could lead the way in the future. Who will win the race for price-sensitive, modern buyers?
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Commented by Armin Schulz on March 4th, 2025 | 07:10 CET
Deutsche Telekom, MiMedia, Xiaomi – On the trail of powerful growth drivers
Today, we are looking at three companies that have recently caused a stir. All of them are active in promising fields of technology, rely on intelligent expansion, and deliver impressive growth figures. Whether through smart product innovations, collaborations with industry giants, or global market strategies – they are united by the pursuit of efficiency and sustainable success. In this context, the Mobile World Congress 2025 in Barcelona is making headlines this month. New network standards, AI-supported services, and global partnerships illustrate the surge in innovation from which these three companies are also benefiting.
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Commented by Armin Schulz on March 3rd, 2025 | 07:10 CET
Super Micro Computer, naoo, Palantir – Competing for the Tech future with artificial intelligence
While tech giants like Alphabet and Microsoft are making headlines in January with investment announcements of over USD 300 billion in data centers, innovative companies are pushing their way into niche markets in the shadow of these corporations. Driven by artificial intelligence and disruptive business models, they reflect the ambivalence of today's tech markets, which are characterized by rapid growth but also extreme price fluctuations. Three companies stand out – Super Micro Computer is taking advantage of the hype surrounding AI servers, Naoo is revolutionizing social media through gamification and by linking with local retailers, and Palantir is dominating data-driven decision-making. What do they have in common? They have created a moat for themselves through innovation and could thus be the winners of the upcoming tech era.
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