AI
Commented by Fabian Lorenz on August 13th, 2026 | 07:25 CEST
Will AI Disrupt SAP, Salesforce & Co.? What Is TeamViewer Doing? Miivo AI Emerges as a Hidden Gem
Created and Published on Behalf of Miivo AI.
Will artificial intelligence disrupt the business models of software giants like SAP, Salesforce, and others? Investors have certainly been running through this worst-case scenario for several months now. SAP's latest quarterly results have provided some relief for the time being. Nevertheless, a new generation of AI specialists is challenging the established software giants. One example is Miivo AI. The company positions itself as a provider of AI-powered analytics tools for small and medium-sized businesses (SMBs). The company remains largely unknown among investors on the German capital market, but that is likely to change in the coming months. The stock appears undervalued. Whether TeamViewer is similarly undervalued is not yet entirely clear. However, analysts are becoming increasingly bullish on the stock.
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Commented by André Will-Laudien on August 12th, 2026 | 13:15 CEST
AI Fuels Another 100% Rally: Microsoft, Broadcom, Miivo AI, and SoftBank in Focus
Created and Published on Behalf of Miivo AI Inc.
Global enthusiasm for artificial intelligence is driving technology stock markets to new all-time highs. A recent survey by the industry association Bitkom impressively confirms this trend. Already, 41% of small and medium-sized businesses (SMB) are actively using AI in their business processes. This benefits heavyweights such as Microsoft and Broadcom, which provide the necessary cloud and chip infrastructure for the global market. At the same time, the SoftBank Group is strategically investing billions in visionary technology projects to participate in the next wave of scaling. However, a key driver of growth lies outside the large corporations, in the previously underserved SMB sector. Here, the innovative newcomer Miivo AI is filling a critical market gap by helping small and medium-sized businesses achieve full operational transparency through autonomous AI CFO solutions—without the need for extensive onboarding efforts. Since, according to the study, around 80% of companies still find it difficult to quantify the exact economic benefits of their IT investments, automated optimization tools like those from Miivo unlock enormous efficiency potential. Investors should fine-tune their valuation models.
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Commented by André Will-Laudien on August 11th, 2026 | 07:50 CEST
AI Infrastructure Rally 3.0: Siemens Energy, A.H.T. Syngas, Nordex, and SpaceX in Focus
By 2035, Europe plans to fundamentally transform its electricity mix toward renewables to achieve near-complete climate neutrality and drastically reduce its dependence on fossil fuel imports. This ambitious project requires a perfectly coordinated interplay of massive large-scale infrastructure, smart grid technology, and decentralized energy solutions. Wind power pioneer Nordex SE is driving the rapid expansion of onshore capacity as the technological leader. Infrastructure giant Siemens Energy AG is an indispensable full-service provider, stabilizing fluctuating green power production with state-of-the-art transformers and grid connections and meeting the massive energy demands of AI data centers. To close the remaining gaps in weather-dependent generation, flexible, local backup is becoming increasingly important. Here, the specialist A.H.T. Syngas Technology fills the strategic gap for small and medium-sized enterprises by using compact gasification plants to convert industrial waste streams into clean synthesis gas and cost-effective green hydrogen right where it is generated. With this selection, investors can build a crisis-resistant, CO₂-free power grid of the future. If you are looking for an extra touch of speculative upside, there is always SpaceX—although investors should carefully consider which direction that particular bet is headed.
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Commented by Lars Winter on August 11th, 2026 | 07:45 CEST
Almonty Industries, Deutz, and GFT: Strong Upside Potential Thanks to Tungsten, Defense, and AI
Commodities, defense, and artificial intelligence are among the major stock market themes of our time. Three companies are currently making headlines in these areas. With its new tungsten mine in South Korea, Almonty Industries has evolved from a project developer to a producer. Engine manufacturer Deutz is establishing a second pillar in the defense sector through a multi-billion-euro acquisition. And software specialist GFT is demonstrating for the first time on a large scale that it can generate revenue with its own AI solutions. Three stocks with strong drivers for price growth—but very different risks.
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Commented by Stefan Bode on August 11th, 2026 | 07:35 CEST
Beneficiaries of Change: The AI Boom, Infrastructure, and the Hunger for Raw Materials — Deutsche Telekom, Power Metallic Mines, Siemens
Global financial markets are being shaped by far-reaching transformations. From the rapid rise of artificial intelligence and the massive expansion of digital networks to the geopolitically driven push to secure critical supply chains, powerful long-term trends are reshaping the investment landscape. Long-term investors and forward-looking market participants are increasingly looking for the companies set to benefit from these megatrends. The following report highlights three compelling stocks from different sectors that are currently impressing with record results, strategic positioning, and fresh buy signals. Discover which companies are laying the foundation for tomorrow's technology-driven economy.
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Commented by Tarik Dede on August 10th, 2026 | 08:10 CEST
AI in Focus: A Look at SanDisk, Miivo AI, and Samsung Electronics
Created and Published on Behalf of Miivo AI Inc.
The market is no longer driven by pure euphoria when it comes to AI stocks. Market expectations for many companies have risen, and some stocks were heavily sold off following the release of quarterly earnings reports. Volatility is particularly high in South Korea, where a handful of stocks often drive the KOSPI benchmark index up or down by more than 5% in a single trading session. Nevertheless, artificial intelligence is here to stay. The massive expansion of AI data centers is laying the infrastructure that will enable companies to monetize these technologies in the years ahead. Many analysts expect this boom alone to continue driving the market and the businesses of key suppliers for several more years. Against this backdrop, we take a closer look today at SanDisk, Miivo AI, and Samsung Electronics.
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Commented by Stefan Feulner on August 10th, 2026 | 07:30 CEST
Curtiss-Wright, Kobo Resources, Galaxy Digital: Despite Billions in AI, Gold Is Back in the Spotlight
Capital is currently flowing at a staggering pace into AI data centers, new power plants, and strategic infrastructure, yet gold remains in demand. Geopolitical risks, high government debt, and the search for real value keep the precious metal in the spotlight. This is creating opportunities in completely different sectors—from a profitable nuclear supplier to a gold explorer on the verge of its first resource estimate, to a former crypto specialist investing billions in AI data centers.
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Commented by Nico Popp on August 10th, 2026 | 07:25 CEST
German AI Winners technotrans and Deutz—Why the Hype Is at Risk, and the Role Power Metallic Mines Could Play
Data centers are experiencing a massive global boom, both in the United States and elsewhere around the world. However, the resulting waste heat and unexpected power-grid failures need to be managed. This is where specialized German equipment manufacturers are increasingly stepping in, supplying sophisticated cooling systems and backup power generators to customers even in the US. For Germany, this is very good news. But there is a major caveat: suppliers to the AI industry depend on critical raw materials. Without large quantities of copper, nickel, and platinum group metals, the expansion of AI and power grids will stall. In this article, we take a closer look at German companies positioned to benefit from the AI boom, as well as a potential Canadian raw-material supplier that could also score points through its focus on sustainability.
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Commented by Matthias Schomber on August 10th, 2026 | 07:00 CEST
Turnaround, Billion-Dollar Deals, AI and Drone Potential: What Is Driving Siemens Energy, TKMS, and First Hydrogen?
Global markets are constantly evolving, and recently the major stock indices, including the Dow, Nasdaq, and DAX, have generally been trending higher. Today, we take a closer look at three companies that share an interesting characteristic: all three may be approaching a key milestone or threshold that could prove decisive for their performance over the coming weeks and months. We begin with Europe's energy giants and defence contractors. We examine the return to profitability, as well as failed takeover attempts and new strategic alliances. Finally, we turn our attention to a North American player that aims to combine green energy with artificial intelligence and robotics in an entirely new way. Join us as we explore Siemens Energy, TKMS, and First Hydrogen. These three stocks could provide plenty of talking points in the weeks and months ahead. Read on to discover the key developments and opportunities.
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Commented by Stefan Bode on August 7th, 2026 | 08:35 CEST
Record Profits and Plunging Share Prices: Opportunities in Tech, Energy, and Gold Stocks – Infineon, Siemens Energy and Lahontan Gold
The stock market currently presents a paradoxical picture: while megatrends such as artificial intelligence and growing energy demand are driving record fundamentals, investors often react with unexpected sell-offs. At the same time, the precious metals sector stands out as a lucrative investment alternative thanks to geopolitical factors and new resource discoveries. This report analyzes three exciting stocks that, despite short-term market corrections, hold enormous potential for investors due to strong data and strategic growth.
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