AI
Commented by André Will-Laudien on September 6th, 2023 | 10:10 CEST
Attention gold breakout, sell AI stocks? NVIDIA, Globex Mining, and JinkoSolar - these stocks are calling for a party!
Artificial intelligence (AI) stocks have recently seen gains of up to 500%. Fund managers worldwide jumped on the new megatrend, but now many investors are wondering what is next! We do not want to deny the revolutionary AI trends; they will dramatically change many things. But do these disruptive trends justify price-turnover ratios of over 40? NVIDIA, the main protagonist, recently managed to increase its market value to over USD 1 trillion. Yet, the Company only achieved sales of USD 26.9 billion in the last fiscal year, with profits falling by as much as 44%. This feels like an exaggeration that is probably not yet widely perceived. We take a deeper look.
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Commented by Juliane Zielonka on September 5th, 2023 | 08:10 CEST
Gold rush mood at NVIDIA and Desert Gold - Concrete gold share Vonovia crumbling
Stock market darling NVIDIA is behaving bullish again after a moderate decline. Over 50% of NVIDIA's buying comes from S&P500 heavyweights like Microsoft, Google and Amazon. All these companies invest heavily in GPUs to develop AI models. The rising importance of Artificial Intelligence (AI) and the increased use of GPUs in this industry contribute to the increased demand for gold and other commodities used in the manufacture of GPUs. Desert Gold, an exploration and development company in Mali, is benefiting from this trend. Its main project, the SMSZ project, covers 440 sq km and has proven and indicated gold resources of 8.47 million tons with a grade of 1.14 g/t gold. The venerable concrete gold real estate market is currently experiencing severe dislocation. 31% of project development volume in Germany is experiencing delays in residential construction. We look at what investors should do now to protect their portfolios.
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Commented by André Will-Laudien on August 29th, 2023 | 07:00 CEST
DAX consolidates, Artificial Intelligence stutters and Hydrogen in rebound? Plug Power, First Hydrogen and Nel ASA in focus
The summer has so far not brought much joy to the bulls on the international markets. After a strong NASDAQ performance of plus 30% at the beginning of the year, the tech index is increasingly facing rough waters. Not even the solid earnings of the AI giant NVIDIA could prevent the 1,500-point correction since early July. The German benchmark index DAX 40 also plunged from 16,529 at its high to below 15,800 points. Chart technicians point to the critical zone of 15,450 to 15,650, which the market could approach in the next few days. This is where the continuation of the bull market since September 2022 will be decided. A brief look at the hydrogen sector provides clarity.
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Commented by Nico Popp on August 28th, 2023 | 07:00 CEST
AI hype soon over? Deutsche Bank, NVIDIA, Globex Mining
In September 2022, NVIDIA and Deutsche Bank announced an innovation partnership focused on Artificial Intelligence (AI). The goal: to enhance and secure financial services. A lot has happened since last year's announcement. AI is seen as a productivity booster and "the next big thing." The prices of shares such as NVIDIA have also multiplied since then. This even makes partner Deutsche Bank uneasy. We highlight risks and show alternatives.
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Commented by Nico Popp on August 23rd, 2023 | 08:40 CEST
Adyen - a warning signal for NVIDIA and Co? Power Nickel as an alternative
Growth is the fuel of the markets. When business is booming, and additional excitement is generated, stocks can turn a small fortune into a large one. For example, those who invested in the shares of the Dutch payment service provider Adyen in 2019 saw their investment more than quadruple by 2022. However, since last week, the stock has been plummeting. We explain why Adyen serves as an example for potential upcoming crashes and specifically targets the chip sector - could giants like NVIDIA be heading for a crash soon? Additionally: What investment alternatives are available?
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Commented by André Will-Laudien on August 8th, 2023 | 09:50 CEST
Is Artificial Intelligence facing a crash? Facing the bear market with profit enthusiasm: BYD, VW, Nikola, and Power Nickel
The major stock markets reached new highs for the year last week. With interest rates continuing to rise, inflation still on the rise and recessionary tendencies, many market participants are wondering if the bull market will pause for a while. Because what has failed to materialize so far is a significant consolidation, which would be necessary to finally let off some steam and prevent losses of 20 to 50% within 6 weeks, as seen in 2000, 2008, 2011, 2015 and 2022. The respective starting points in those years were the volatile late summer months of August and September. Stocks such as Nividia, C3.ai and Palantir recently gained as much as 250% and have been buoyed by the AI wave. But how far can this trend go? Looking at the battery market, BYD, Nikola, and Power Nickel could be the next profit generators.
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Commented by Stefan Feulner on August 2nd, 2023 | 09:15 CEST
Well positioned for the future - BioNTech, Defence Therapeutics, Sanofi
There is currently a lot of movement in the capital-intensive biotech sector. After second-tier companies, in particular, were hit hard by the effects of tighter monetary policy last year and at times traded below their cash levels, many are now considered hot takeover candidates thanks to their innovative technologies. The well-heeled pharma giants must act to avoid missing out on future blockbusters.
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Commented by André Will-Laudien on August 2nd, 2023 | 09:05 CEST
Artificial Intelligence - Now it is really taking off! Palantir, Lufthansa, TUI, Viva Gold - These shares are on the rise!
After extensive climate blockades at the airports in Hamburg, Düsseldorf and Munich, the environment minister of the Green Party, Robert Habeck, also spoke out: "The activists, who are now obstructing people from traveling on vacation, are doing massive damage to the cause of climate protection." Quite right! They also significantly disrupt traffic and cause considerable economic costs due to delays and cancellations. This could soon come to an end as the affected airport operators are filing criminal complaints. If real sanctions with imprisonment are finally imposed, the issue could be effectively addressed, and the government can demonstrate its ability to act anew. After all, many citizens now have doubts about the implementation of important public objectives, for which an expensive state apparatus is now responsible. What should investors pay attention to?
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Commented by Juliane Zielonka on July 21st, 2023 | 07:20 CEST
BioNxt Solutions, Morphosys, Palantir - Innovative therapies for Parkinson's, cancer and soaring with AI
There are exciting developments in the biotech industry. Thanks to innovative AI technologies, companies like BioNxt Solutions bionxt.com/investors can analyze medical data faster and develop an innovative medical patch that provides Parkinson's patients with faster symptom relief. This patch carries the active ingredient rotigotine and has enormous market opportunities worldwide. Blockbuster-level market opportunities are emerging at Morphosys with regard to its compound pelabresib for the treatment of a rare form of blood cancer. The Phase III trial is expected to deliver results earlier than expected, and analysts see promising opportunities for the drug. According to a study by Bristol Myers Squibb, about 1.85 million new cases of blood cancer are expected worldwide in 2040. Deutsche Bank rated the stock "hold," driving the price up 4.9% this week. Also pushing upward is Palantir. The US company is getting into the drone business thanks to a partnership with Canada's Airmatrix.
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Commented by André Will-Laudien on July 12th, 2023 | 07:50 CEST
Prime Day at Amazon! Nvidia, Defense Metals, Infineon - No Artificial Intelligence without metals!
US Treasury Secretary Janet Yellen has concluded her four-day trip to China. The conclusion of the visit is quite positive on both sides, even if Yellen openly admits differences between the two world powers. Relations between Washington and Beijing have deteriorated significantly in recent years over trade and human rights issues, dealings with Taiwan, and a host of other issues. However, the supply situation of strategic raw materials remains an important issue. We examine buying opportunities in the high-tech sector.
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