AI
Commented by Stefan Feulner on December 12th, 2024 | 07:05 CET
MicroStrategy, Thunder Gold, C3.ai – These are the favorites
The 2024 stock market year is coming to an end, and despite all the uncertainties in geopolitics, leading stock indices, Bitcoin, and the precious metal gold are close to their historic highs. While looking at the favorites for the coming year, companies involved in artificial intelligence are expected to continue to perform well. The majority of experts remain bullish on Bitcoin and gold.
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Commented by Juliane Zielonka on November 28th, 2024 | 07:00 CET
Thunder Gold Corp., Amazon, Rheinmetall - Record values for gold, AI and armaments
The technology landscape and the commodities sector are currently showing their most dynamic side. Thunder Gold Corporation is delivering exceptional exploration results in Ontario, Canada. The reported gold grades of 9.12 g/t Au over 12.66 m are not only the strongest in the project's history, but they also indicate a potentially large gold deposit. The project's strategic location, with direct access to important infrastructure, further enhances the potential of this area. Amazon is making a technological breakthrough in the highly competitive AI chip market. With its new Trainium 2 processor, the tech giant is taking a direct shot at market leader Nvidia. The promised fourfold increase in computing power at a significantly lower cost could fundamentally change the balance of power in this billion-dollar market. Rheinmetall is also continuing its growth course. Deutsche Bank is significantly raising its estimate and the target price to EUR 700. The Düsseldorf-based company, which wants to double its sales to EUR 20 billion by 2027, is benefiting from a new major order from Canada worth EUR 215 million.
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Commented by André Will-Laudien on November 27th, 2024 | 07:10 CET
Artificial intelligence and crypto with a 200% opportunity! SMCI, Power Nickel, Infineon and ARM Holdings on the buy list
The crypto and AI boom is now quite advanced. Yesterday, Bitcoin hit a wall at just under USD 100,000, and Nvidia was also unable to reach new highs despite good Q3 figures. This suggests that a technical consolidation is underway, which could extend well into early 2025. However, some stocks have already fallen more sharply and are reappearing on investors' buy lists. 2025, the first year of the re-elected Donald Trump's term in office, is likely to bring a great deal of unrest, as the US will have to reposition itself in international trade. Announcements of introducing punitive tariffs are currently dominating the news, which are largely counterproductive. We highlight the opportunities for risk-conscious investors.
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Commented by Armin Schulz on November 26th, 2024 | 07:10 CET
Super Micro Computers, F3 Uranium, MicroStrategy – Why technologies like AI are shaping our energy future
Data centers for artificial intelligence (AI) and cryptocurrencies are driving global energy consumption higher, even as the world faces the challenge of climate change. Technologies such as Bitcoin mining and AI applications are extremely energy-intensive, and demand for them is expected to increase significantly by 2030. In this context, nuclear energy is gaining importance as a virtually CO₂-free power source. However, the downside is that the demand for uranium to fuel reactors is growing rapidly, while supply remains limited. Experts are predicting a new bull cycle in the uranium market – a development that could have a lasting impact not only on investors but also on the energy transition.
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Commented by André Will-Laudien on November 26th, 2024 | 07:00 CET
Crypto & Bitcoin, the USD 100,000 madness – Will power shortages loom? Coinbase, Myriad Uranium, C3.ai and Palantir
The crypto madness continues! This week, Bitcoin enthusiasts are glued to their trading screens. Will the cryptocurrency break through the USD 100,000 barrier? Experts in the coin segment even consider price targets between USD 250,000 and 1 million conceivable. Anything is possible, as they say today. Meanwhile, market analysts are also noting the looming risks of power shortages. The extensive mining operations and the increasing use of artificial intelligence are consuming unprecedented amounts of electricity, demands not anticipated five years ago. Several countries have, therefore, decided to expand their nuclear power capacities, including France, Poland, Finland, the US and China. Conversely, Germany plans to stick to renewable energy sources - let's hope the sun starts shining at night soon. We explore these booming segments and seek opportunities for returns.
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Commented by Stefan Feulner on November 25th, 2024 | 07:10 CET
Rheinmetall, ARI Motors, C3.ai – Groundbreaking news
Despite the geopolitical uncertainties, the leading indices, DAX and Dow Jones, were able to hold their own again and recover from the lows of the previous week. There were also positive signals regarding the numbers season. Chip giant Nvidia, for example, exceeded analysts' estimates for both revenue and earnings and once again reached a historic high. Additionally, fundamental reports from second-tier companies could significantly influence share prices in the near future.
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Commented by André Will-Laudien on November 19th, 2024 | 07:10 CET
Energy-guzzling artificial intelligence – Uranium in focus! Higher prices possible for Palantir, F3 Uranium, SAP and SMCI!
The energy demand is skyrocketing! Currently, high-tech companies from Silicon Valley are investing in power generators and uranium companies. This is because they will all need many times more electricity in the coming years than they do today in order to roll out their AI-driven business models. Artificial intelligence consumes, on average, 10 to 15 times more energy than conventional search engine queries. As a result, industry leaders are no longer willing to leave future energy supplies solely in the hands of governments, as the risk of supply disruptions appears too great. For several months, nuclear companies in the US have been developing so-called small modular reactors, while the EU wants to continue with renewable energies. Investors should weigh these options carefully, as these trends present significant opportunities for growth.
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Commented by Armin Schulz on October 17th, 2024 | 07:30 CEST
Rheinmetall, Almonty Industries, AMD – These stocks have tailwinds
Stocks in certain sectors, particularly the defense industry, tungsten producers, and chipmakers for artificial intelligence, are currently experiencing strong tailwinds. The increasing geopolitical uncertainty and rising defense spending are driving the defense industry. Tungsten is in high demand as an essential material for technology and defense purposes, which benefits tungsten producers. At the same time, advancements in artificial intelligence are driving demand for specialized chips, which benefits chip manufacturers. These developments are creating attractive investment opportunities as the strategic importance and growth prospects of these industries continue to increase and attract investors.
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Commented by Juliane Zielonka on October 3rd, 2024 | 14:00 CEST
Vidac Pharma, BioNTech, Gerresheimer optimize the value chain - From research to patient
Medical innovation and rapid therapy development are gaining momentum thanks to the use of AI. In this context, companies in the pharmaceutical and biotech industry are relying on groundbreaking technologies and strategies to optimize the value chain from research to patient. Vidac Pharma is researching an innovative approach to fighting cancer by supporting the body's own immune defenses. The Company has now received a patent in the US, granting exclusivity. BioNTech is using AI-powered research to bring innovative therapies to patients more quickly. Gerresheimer is producing advanced packaging solutions for pharmaceuticals that have the potential to improve healthcare significantly. We take a look at current annual reports and value chains.
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Commented by Stefan Feulner on September 23rd, 2024 | 07:30 CEST
The stock of the hour - PayPal, BlockchainK2, Super Micro Computer
With the key interest rate cut of 0.5 percentage points, the US Federal Reserve Bank triggered a rally that pushed the DAX to an all-time high of over 19,000 points. In particular, capital-intensive technology stocks shifted into bull mode, with the Nasdaq gaining more than 3% over the course of the week. Due to the correction after the Nvidia hype in recent months, the conditions are excellent for an above-average upward movement.
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