AI
Commented by Fabian Lorenz on January 26th, 2024 | 07:00 CET
Drumbeats and Buy recommendations: Siemens Energy, SAP, Cardiol Therapeutics
Analysts at First Berlin see over 200% upside potential for the Cardiol Therapeutics share. The biotech pearl is solidly financed to implement its development pipeline. Positive Phase II data and FDA approval for a Phase III trial are expected in the second quarter of 2024, which should drive the share price. Yesterday's top performers included the shares of Siemens Energy and SAP. At Siemens Energy, the situation at subsidiary Gamesa does not appear to be as catastrophic as feared. SAP is fully committed to the Cloud and AI. Shareholders do not seem bothered by the additional costs for the transformation in 2024; instead, they are celebrating future growth opportunities.
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Commented by Juliane Zielonka on November 17th, 2023 | 07:00 CET
Manuka Resources, BYD, Nvidia - Precious metals, electronics and AI - these investments are red hot
Electromobility is a driver for silver, which is indispensable in batteries, especially in electric cars, due to its high conductivity. Manuka Resources is an exciting investment candidate here with various projects Down Under. China's automotive giant BYD is expanding its European business amid strong competition and market exhaustion domestically. However, the Company criticizes the EU's business practices, especially the negative impact of the unbundling strategy on Chinese companies. But BYD has good prospects. Two heavyweights in the investment scene have now joined Nvidia. Read here what this means for investors.
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Commented by André Will-Laudien on November 2nd, 2023 | 07:30 CET
Surprise after Q3 figures: Deutsche Bank, Microsoft, Desert Gold, Siemens - Good Chart Technique and a boost from AI?
The ECB has paused its interest rate adjustments for the first time in 12 months. It is not surprising, as a declining economy is currently causing inflationary pressures to subside somewhat. Because of the numerous geopolitical conflicts, gold has surpassed the USD 2,000 mark again after a long consolidation period. And then there are the many quarterly figures. It is good for those who can keep track of them all. We look at new developments with Deutsche Bank, Microsoft's entry into the German corporate AI market, and the excellent opportunities at the explorer Desert Gold.
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Commented by Armin Schulz on October 24th, 2023 | 07:30 CEST
Nel ASA, Klimat X Developments, Nvidia - Huge potential in future markets
In today's world, characterized by technological innovation and the constant pursuit of more sustainable solutions, enormous potential for breakthrough developments is opening up in various sectors. Artificial intelligence (AI), hydrogen technology, and carbon credits, in particular, are focused on opportunities that could revolutionize the way we generate energy, manage resources, and combat climate change. These future technologies not only offer the opportunity to reduce environmental impact but also promise significant economic and social benefits. We look at three companies with considerable potential, each covering one of these areas.
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Commented by Juliane Zielonka on October 6th, 2023 | 08:00 CEST
Cantourage Group SE, Amazon, British American Tobacco: Stockpiling between medical innovation and dividend history
The Berlin-based company Cantourage, which specializes in the distribution of medical cannabis, is experiencing promising growth in the booming medical cannabis market. The global market for the plant's medical use is expected to have reached around USD 12.92 billion since 2021 and is projected to grow to USD 23.97 billion by 2028 at an average CAGR of 13.16%. Cantourage continues to expand its strong international distribution network with its innovative Fast Track Access platform. The Company even has a chance to win in the "Most Innovative Business Strategy" category at the 2023 European Small and Midcap Awards in November. Unlike other medical cannabis producers, Cantourage does not grow its own plants. Just as Uber doesn't own cars and AirBnB doesn't own hotels, Cantourage relies on strong distribution power in Healthcare. Healthcare is also attractive to Amazon again. Through mergers and acquisitions involving an online pharmacy and a thriving network of doctors, the US company is now investing in generative AI beyond ChatGPT. Meanwhile, historic dividend king British American Tobacco faces decline and bans.
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Commented by Stefan Feulner on September 27th, 2023 | 08:30 CEST
AI shares in focus: C3.ai, Norcom, Amazon - Upgrade at any cost
The implementation of generative artificial intelligence on a large scale has the potential to significantly boost the German economy, according to a study by IW Consult, conducted on behalf of Google. In this context, the comprehensive integration of programs such as ChatGPT by at least half of domestic companies could increase economic output by around EUR 330 billion. This value corresponds to almost 10% of the German gross domestic product of the previous year. This is likely to herald a quantum leap for providers of intelligent software.
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Commented by André Will-Laudien on September 26th, 2023 | 07:45 CEST
Artificial Intelligence in Sellout! Nvidia, Defense Metals, ARM Holdings - Nothing works without rare earths!
After long bull market movements, the stock market usually tends to rotate sectors, or the market enters a general consolidation. In the former case, investors can profit by reallocating their assets while exploring new investment opportunities. In the latter case, all stocks come down, and the capital market generally suffers from a change in sentiment and corrects recently exaggerated valuations. In the case of the new megatrend of Artificial Intelligence (AI), the stock market seems to sense a great need for correction. As if by magic, the blockbuster stock Nvidia rose by 250% in just 9 months. However, it has already retraced nearly 20% from its peak. Where do the opportunities lie for investors?
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Commented by André Will-Laudien on September 18th, 2023 | 06:30 CEST
Unbelievable! Hands off AI, biotech in rebound! Bayer, Defence Therapeutics, Morphosys
The big fall decline is now over. It is always a difficult time, but the so-called "Triple Witching" went relatively smoothly this time. The European Central Bank (ECB), in its first interest rate meeting after the summer break, decided to raise key rates by another quarter point to 4.00%, up from the previous 3.75% in July. At the same time, it lowered its inflation forecast for 2025 and the outlook for economic growth in the Eurozone for the years 2023 to 2025. Economic risks are increasing, but inflation remains the determining factor for interest rates. Expectations that the US Federal Reserve (FED) will announce an interest rate pause at its next meeting on Wednesday have boosted confidence. Last week's big losers were the recently favoured AI stocks Nvidia, Microsoft and C3.ai. However, the biotech sector has recently started to climb again. Where are the opportunities for investors?
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Commented by André Will-Laudien on September 14th, 2023 | 09:05 CEST
Artificial Intelligence in practice? Nvidia, NorCom, Palantir - The next 100% with Big Data
The stock market is not a one-way street. Investors are trying to ride the wave of "Artificial Intelligence" (AI), and corresponding stocks such as C3.ai, Nvidia, Microsoft, or Palantir are performing well in 2023. A new megatrend is underway here, which, according to experts, will continue for several years. However, because of the high valuations in the entire sector, it is worth taking an analytical look. After all, no one knows how long the AI boom will continue to generate decent returns on the stock market. Opportunity-rich stocks still exist in the second and third tier. We are taking a closer look.
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Commented by Nico Popp on September 12th, 2023 | 08:25 CEST
Wirecard 2.0 for AI industry? Deutsche Bank, Commerzbank, Desert Gold
It is currently little more than a sequence of events and backgrounds. Nevertheless, the video, published at the end of last week, has great explosive power. Is there a rigged game going on around one of the largest companies in the world? Are greedy hedge fund managers lining their pockets with dubious schemes? And above all, are these events sending us into a disaster compared to which the collapse of Wirecard is a non-event? We assess the situation, provide insights and point out alternatives.
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