AI
Commented by Tarik Dede on July 31st, 2026 | 09:40 CEST
Three Stocks with Potential: SAP, HPQ Silicon, and ARM Holdings in the Spotlight
The markets are currently being thrown into turmoil. The hardest hit are, above all, those high-fliers that had recently benefited from the AI boom. Apparently, it was time for some investors to take some profits. The Federal Reserve has now added to the uncertainty. Although it left key interest rates unchanged, the statements by new Chairman Kevin Warsh were not well received by the markets at first. US bond yields rose significantly, making it more expensive to finance Washington's budget deficit. The market fears that the Fed's inaction could lead to significantly higher inflation. The fact that oil infrastructure is currently being destroyed on a large scale in the Middle East, as well as in Ukraine and Russia, can certainly be viewed as an additional negative factor. However, it is always worth keeping an eye on the big picture in the stock markets. The Nasdaq is now 11% below its high, but the S&P 500's gain for the calendar year remains a very solid +8.5%. Therefore, in such market phases, it is worth keeping an eye out for attractive stocks that have the potential for a rebound. That is why we are taking a look today at the stocks of SAP, HPQ Silicon, and ARM Holdings.
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Commented by Matthias Schomber on July 31st, 2026 | 09:00 CEST
Chip Tech Dominance, the eBay Battle, and Drone Fantasies: Opportunities at Micron Technologies, Microsoft, GameStop, and Volatus Aerospace
Another interesting week on the stock market, one that was hard to beat in terms of excitement and contrasts, is drawing to a close. While tech giant Microsoft once again won over Wall Street with stellar results and sparked pure enthusiasm among investors, an old acquaintance elicited reactions ranging from disbelief to excitement. GameStop, once the darling of rebellious retail investors, is planning a "crazy coup" and setting its sights on the e-commerce dinosaur eBay. It feels like a David-versus-Goliath showdown that is keeping the markets and the stocks of both companies on edge and sparking heated debates. Away from all this commotion, a Canadian underdog is quietly and secretly preparing for its big moment. Volatus Aerospace is weaving a web of strategic partnerships and innovative drone technologies. All of this could soon snap the share price out of its slumber. We show you where the opportunities for future gains might lie!
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Commented by Stefan Bode on July 31st, 2026 | 07:15 CEST
Dividend Giant, Cleantech, and AI Turnaround: dynaCERT, McDonald's, ServiceNow, and TeamViewer
The stock market offers a wide range of opportunities, and this report analyzes three exciting stocks from different industries. Discover the highly profitable franchise model of a global fast-food giant and a reliable dividend payer. Also, learn how an innovative cleantech company is transforming the logistics market with ingenious emissions reduction. Finally, we examine the technical recovery of an established software provider that is aiming for a strong comeback thanks to new AI integrations. Read all the facts and figures in the detailed report below.
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Commented by Jens Castner on July 31st, 2026 | 07:05 CEST
New to the Index, Then Hit Hard: Hochtief, Almonty Industries, AT&S, and Marvell Technology Put to the Test
Inclusion in a major stock index is often considered a mark of distinction. But at the end of June, it turned into a trap for four stock market stars. Anyone who bet on DAX newcomer Hochtief, the promising tungsten stock Almonty Industries, or the AI-linked high-flyers AT&S and Marvell Technology suffered double-digit share price losses within just a few weeks. This is no coincidence, but rather the result of a market mechanism that investors should be aware of—and one that may now be creating attractive buying opportunities. We take a closer look at all four stocks and compare their current share prices with analysts' price targets.
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Commented by Armin Schulz on July 28th, 2026 | 10:05 CEST
Multi-Billion Dollar Saudi Nuclear Deal: Cameco, American Atomics and Constellation Energy in Focus
Driven by AI data centres and industrial transformation, soaring global energy demand is thrusting nuclear power back to the forefront of energy policy. The multi-billion-dollar US-Saudi agreement is not a superficial diplomatic gesture, but a 30-year economic stimulus program for the entire nuclear value chain. The true return on the nuclear energy renaissance lies not in the reactor coolers themselves, but in the companies that secure the supply, scale the technology, and capture the returns from capacity markets. This is precisely where a closer look at Cameco, American Atomics, and Constellation Energy is particularly worthwhile.
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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 Tarik Dede on July 28th, 2026 | 07:15 CEST
Three Stocks with Climate and AI Momentum: Daikin Industries, Zefiro Methane, and Anglo American
Climate change is currently hitting Europe hard, and investors should take note of the consequences. Demand for air conditioning is likely to continue rising, especially since large countries like Germany and France, with their millions of households and businesses, remain underserved. But in addition to air conditioning, the AI boom and the growth of renewable energy are also driving the markets. This presents opportunities for investors, as power grids need to be modernized and expanded. Last but not least, the commodities sector is also a key factor in these developments, since power lines would be unthinkable without copper. That is why we are taking a look today at the stocks of Daikin Industries, Zefiro Methane, and Anglo American.
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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 Fabian Lorenz on July 27th, 2026 | 07:20 CEST
Stocks to Buy Now? TeamViewer, Infineon and HPQ Silicon: AI, Semiconductors and Battery Technology in Focus
Has Infineon become a buying opportunity after it corrected over 20%? Analysts at mwb have at least withdrawn their Sell recommendation. They expect the German semiconductor company to deliver strong growth over the coming years, although they believe its valuation remains ambitious. HPQ Silicon currently appears more attractively valued. The Canadian technology company plans to begin commercializing various technologies this year, and recent news flow has been encouraging. A key question is whether it can achieve a breakthrough with its military-grade battery cell technology. As for TeamViewer, it remains to be seen whether the company will be among the winners or losers of the AI boom. Could a partnership with ServiceNow provide fresh momentum for the stock? The goal is not only to detect IT problems but also to increasingly resolve them automatically with the help of AI agents.
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Commented by Jens Castner on July 27th, 2026 | 07:05 CEST
The Week of Truth: Jitters at Amazon, Cool Heads at Vertiv, Bright Prospects at American Atomics
This week is crunch time. Two tech stocks, two earnings dates, one question: How much should artificial intelligence cost? Nervousness is spreading, especially at Amazon, ahead of its quarterly earnings report this coming Thursday. Following Alphabet's results from last week, one thing seems clear: those who invest heavily in AI infrastructure and data centers will be penalized. What appears as a billion-dollar line item on Amazon's expense sheet ends up as an order in the books of cooling specialist Vertiv. Consequently, Vertiv is taking a calm view of the numbers expected on Wednesday. Lurking in the background is a third stock that hardly anyone has on their radar yet: American Atomics. For now, the Canadian uranium explorer is worth little more on the stock market than a medium-sized trade business—yet it could tip the scales for the reactors that tech giants use to power their data centers.
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