AI
Commented by André Will-Laudien on August 25th, 2026 | 07:20 CEST
AI & Defense Boom: Time to Pick the Winners — SpaceX, Rheinmetall, Thales and Globex Mining
Higher, Faster, Further! The hype surrounding artificial intelligence and modern defense technologies shows no signs of abating. As global tensions rise, investors are searching for the most profitable gems in this expanding sector. Yet experts have long been saying "the market has gotten overheated"—but, on the whole, they are usually wrong. That is why a targeted selection of individual stocks is now more important than ever. The trend in global interest rates remains a decisive factor for the coming months. In addition, the high valuations on the Nasdaq are prompting many investors to exercise caution. In this dynamic environment, the private spaceflight company SpaceX offers fascinating growth opportunities, but its valuation seems more appropriate for the year 2035. At the same time, the defense contractors Thales and Rheinmetall are benefiting from massive government contracts and full order books. Investors looking to diversify their portfolios wisely should also consider Globex Mining. After all, critical raw materials are the foundation of any modern high-tech infrastructure. Through a strategic combination of tech, defense, and resources, investors can effectively minimize risks and maximize opportunities. Savvy investors are therefore keeping a close eye on both macroeconomic data and the geopolitical situation — and remain ready to act!
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Commented by Jens Castner on August 24th, 2026 | 08:25 CEST
From Power Plants to Servers: NU E Power, PFISTERER and Dell at the Key Junctures of the AI Boom
Created and Published on Behalf of NU E Power Corp.
The AI hype on the stock market usually revolves around the same old heavyweights. While the massive investments by Alphabet, Amazon, and others are fueling controversial discussions, the real bottleneck of the boom lies further down the value chain—in energy generation, its distribution, and the hardware that ultimately converts it into computing power. Those who recognize this connection will find attractive investment opportunities even beyond the well-known names. This is exactly where NU E Power, PFISTERER, and Dell Technologies come in. Three completely different companies, but each representing one of the closely intertwined stages of the same story: making money long before the giants' investments pay off.
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Commented by Tarik Dede on August 24th, 2026 | 08:15 CEST
Data as Currency in the AI Era: How Samsung Electronics, Aspermont and Siemens Stand to Benefit
AI language models have already made everyday tasks easier for millions of people. Quick research for work, or even checking the weather for leisure, is now often just a prompt away. But the real revolution is likely to take place in industry. Industrial companies have access to vast stores of historical data that can be leveraged not only to reduce costs, but also to increase revenue and profits. This transformation is already underway across a wide range of sectors, from automotive and aerospace to mining and semiconductor manufacturing. Today we take a closer look at the shares of Samsung Electronics, Aspermont and Siemens.
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Commented by Fabian Lorenz on August 24th, 2026 | 07:45 CEST
Sell Rheinmetall? Evotec with AI Potential and Lahontan Gold's 22% Resource Boost!
Should investors sell Rheinmetall shares? That is the recommendation from mwb research. The analysts continue to view Rheinmetall as a clear operational winner in the European defense boom. However, they believe market expectations starting in 2028 are too ambitious. The company's order backlog is not as robust as many assume. By contrast, there are strong arguments for a rising share price at Lahontan Gold. The gold price climbed back above USD 4,600, suggesting that a new rally in the precious metal could be getting underway—the perfect timing to give the Lahontan story a boost. The company plans to build a mine and begin gold production next year. Most recently, the resource estimate was raised by 22%. And what about Evotec? Its stock is at rock bottom. Can AI-driven optimism provide new momentum?
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Commented by Jens Castner on August 21st, 2026 | 07:35 CEST
The AI Agent Thriller: SAP Delivers, C3.ai Stumbles – and Miivo Aims for the Lead Role
Created and Published on Behalf of Miivo AI.
For months, Germany's largest software company, SAP, was cast as the prime suspect in an industry supposedly facing disruption from AI agents—until its quarterly results delivered a surprising twist to the story. Meanwhile, C3.ai demonstrates just how quickly the hunter can become the hunted when the agent AI narrative fails to translate into sufficient revenue growth. Positioned in the middle is Miivo AI, a Canadian newcomer that has operated largely behind the scenes so far and is targeting precisely the market where SAP established a strong foothold more than two decades ago: the SMB market. So, who has the best chance of a happy ending in this stock market thriller?
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Commented by Nico Popp on August 20th, 2026 | 06:55 CEST
AI in the SMB Sector as an Opportunity: Indus Holding and Sartorius Are Already Doing It, Miivo AI Targets Smaller Companies
Created and Published on Behalf of Miivo AI.
For decades, journalists have been writing about digitalization, but artificial intelligence has truly taken things to the next level. AI has long been recognized as a driver of value creation and efficiency. Yet while major technology and software companies tend to design their products with global corporations in mind, the SMB sector—the backbone of the economy—is facing a dilemma: small and medium-sized businesses need to increase productivity, but in practice they often struggle with complex IT systems and high implementation costs. Companies that provide SMBs with lean, tailor-made solutions can secure access to a vast future market. We take a closer look at the current landscape and highlight the opportunities.
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Commented by André Will-Laudien on August 19th, 2026 | 09:00 CEST
Energy and Computing Power - Four Hot Stocks to Watch: Nel ASA, Nordex, NU E Power and JinkoSolar
Created and Published on Behalf of NU E Power
Tomorrow's smart energy grid is rapidly emerging as the ultimate megatrend for forward-thinking investors. When artificial intelligence and gigantic data centers collide with an electrified industry, global electricity demand literally explodes, bringing outdated infrastructure to its knees. Whoever pulls the strings here, whether through the multi-billion-dollar expansion of state-of-the-art distribution grids or as a global systems integrator ensuring maximum grid stability, is sitting on a veritable gold mine. This digital electricity revolution is accompanied by an unbroken boom in highly efficient solar capacity as well as groundbreaking, software-controlled next-generation hydrogen technologies. For the capital market, this creates a high-calibre ecosystem that covers the entire value chain, from smart generation to distribution accurate to the millisecond. Our analysis separates the wheat from the chaff and lays bare which technological approaches could dominate the playing field in the future and where the incalculable risks may lurk.
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Commented by Stefan Feulner on August 19th, 2026 | 06:50 CEST
Cisco, Miivo AI and Lenovo: The AI Revolution Reaches the Next Level of Profitability
Created and Published on Behalf of Miivo AI.
The AI boom is reaching the next level. Following billions in investments in chips and data centers, the focus is now shifting to how companies can actually use artificial intelligence productively. At the same time, orders for AI infrastructure are skyrocketing, while new applications are automating financial analysis, sales, and customer management. This is creating a huge market, especially for small and medium-sized businesses. Three companies are positioning themselves at different points along this new AI value chain.
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Commented by Nico Popp on August 18th, 2026 | 08:35 CEST
The Easy Path to Carbon-Free Computing Power: How NU E Power Aims to Make Things Easier for Companies Like Amazon and SAP
Created and Published on Behalf of NU E Power Corp.
Computing power for artificial intelligence requires enormous amounts of energy. But that is not the only challenge: power grids are already overloaded in many areas, and the combination of data centers, air conditioning systems and EV charging stations is putting additional strain on infrastructure. As a result, technology companies are increasingly factoring energy supply directly into their plans for new data centers. Ideally, that power should be sustainable while also providing reliable baseload capacity. Since energy infrastructure requires regulatory approval and suitable locations are scarce, an interesting market has emerged around powering data centers. We take a look at the situation and examine not only tech giants Amazon and SAP but also newcomer NU E Power.
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Commented by Tarik Dede on August 18th, 2026 | 07:35 CEST
AI, Robotics, Hydrogen and Copper: SanDisk, First Hydrogen, and Lundin Mining in Focus
The AI boom continues, driving major indices such as the S&P 500 toward new all-time highs. Chart analysts believe the 8,000-point mark could soon be within reach. But there is much more going on behind the scenes. Where robotics, AI, drones and energy converge, opportunities can emerge for prudent investors. However, it is important to bear in mind that volatility is currently extremely high, particularly among stocks closely tied to the AI theme. Nevertheless, today we take a closer look at the shares of SanDisk, First Hydrogen and Lundin Mining.
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