AI
Commented by Stefan Feulner on September 3rd, 2024 | 07:00 CEST
AMD, VCI Global, Dell - The AI favorites after Nvidia
The event of the past trading week was chip giant Nvidia's quarterly figures. Once again, the US giant exceeded expectations. Nevertheless, investors were disappointed, as expectations were too high. Following the exaggerated share price rally of recent months, quite a few experts are advising investors to focus on AI companies with more favorable valuations. In addition to established corporations, smaller companies stand out, particularly those with innovative business areas that could experience a similar upward trend.
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Commented by Armin Schulz on September 2nd, 2024 | 07:00 CEST
Almonty Industries, Rheinmetall, Intel - The invisible engine of high-tech applications is called tungsten!
Tungsten, often operating behind the scenes, plays a central role in some of the most innovative and technologically sophisticated industries in the world. As a high-tech raw material, tungsten is essential for the production of modern microchips and electronic devices that shape our everyday lives. At the same time, it is an indispensable component in the defense industry, where its exceptional hardness and resilience contribute significantly to the development of advanced weapons systems. Due to its properties, tungsten is also being used increasingly in batteries. Nevertheless, the importance of this critical raw material is often underestimated.
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Commented by Juliane Zielonka on August 30th, 2024 | 06:30 CEST
VCI Global, Intel, and Amazon: Paving the way for innovation and growth in the digital era
While established technology giants are looking for new ways to stay relevant, emerging companies and industry leaders are seizing the opportunities of the digital age. VCI Global demonstrates impressive growth in promising areas. Intel and IBM forge a promising alliance in the AI sector to regain lost ground. Amazon's AWS is driving scientific breakthroughs with its Parallel Computing Service that could potentially revolutionize the energy supply of the future. These three companies show how innovation, strategic partnerships, and bold visions are shaping the economic landscape of tomorrow - and offer investors fascinating insights into potential growth opportunities.
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Commented by André Will-Laudien on August 26th, 2024 | 07:15 CEST
E-mobility stutters, 200% possible with AI! VW, Mercedes, Prismo Metals, and Super Micro Computer in focus!
E-mobility has become a political issue in Europe. This is because the EU is smilingly having to approve imports from China, which are around 25% cheaper. Although punitive tariffs came into force last week, they also affected German models produced in Asia that are intended for the European market. In the long term, trade wars will always have a negative impact on the economy because consumers remain uncertain, delaying new car purchases. Local dealers are overwhelmed with showroom stock delivered directly from factories. Overall, this puts additional pressure on an already struggling economy, and after Varta, there will likely be more cases of restructuring in the sector. We take a closer look at this challenging sector and uncover interesting opportunities!
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Commented by Juliane Zielonka on August 23rd, 2024 | 07:15 CEST
Vidac Pharma, Bavarian Nordic, Palantir - Dream team in travel health and AI: 3 companies in focus
According to Marketresearch.biz, the travel health market is experiencing considerable growth. It is expected to grow from USD 78.5 billion in 2022 to USD 475.8 billion by 2032. This corresponds to an impressive annual growth rate of 20.3% between 2023 and 2032. Travel health can mean avoiding skin cancer while on vacation, but if it does occur, Vidac Pharma is at the forefront with a personalized medicine approach that excites investors. Listening to the WHO, it is clear that monkeypox is once again spreading and posing health risks. As a German-Danish biotech company, Bavarian Nordic has the vaccine answer and is revising its forecasts upwards thanks to strong market demand. Anyone travelling should also keep an eye on geopolitical tensions. Palantir has recently made a name for itself by supporting governments with AI products. Now, Palantir is bringing on board a man with an immense track record in US politics. Today, we focus on three promising investment opportunities.
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Commented by Armin Schulz on August 20th, 2024 | 06:45 CEST
Super Micro Computer, VCI Global, Palantir - Hot trends: Artificial Intelligence and Big Data
Artificial intelligence (AI) and big data are key topics driving digital transformation. They offer companies the opportunity to analyze large amounts of data in real time, identify patterns, and make intelligent decisions. This leads to optimized business processes and personalized services that meet specific customer needs. In view of the constantly growing volumes of data and the need to use this information efficiently, the importance of AI and big data will continue to grow in the coming years. We look at three interesting candidates.
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Commented by André Will-Laudien on August 19th, 2024 | 07:15 CEST
New Nasdaq bull market: Highs ahead for Rheinmetall, Almonty Industries, Super Micro Computer, and Infineon
The correction was over quickly! The Nasdaq 100 index has lost 3,000 points since the beginning of July. This meant a third of the annual performance was wiped out in the short term. However, the fantasy of imminent interest rate cuts by the Fed quickly put an end to the correction. The highly regarded technology index recovered more than half of its losses in just one week. Nvidia led the way, rebounding from USD 92 to USD 125. The half-year figures for Rheinmetall and Almonty will be available at the end of August. We take a closer look.
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Commented by André Will-Laudien on August 7th, 2024 | 11:40 CEST
CRASH - AI and high-tech now on a silver platter! Amazon, LVMH, VCI Global, Cogia, A2Z Smart Technologies, and Super Micro Computer
Finally, a clear correction, say some; oh my goodness, say those who bought in recent weeks. The historical pattern is repeating itself. Attractive splits in the high-tech, followed by a new all-time high, and then the crash. Nvidia and especially the so-called "Magnificent Seven" have already had a first-class run with 100% returns in 2024. Now, the question is: can this euphoria be repeated? What is crucial now are also the cash reserves of traders and how much valuable capital has actually been lost in the recent collapse. US investment banks have done a quick calculation: USD 2.5 trillion in market capitalization was wiped out in just 48 hours. But as we know, money does not just disappear - it ends up somewhere else! We select interesting shares that offer more excitement at a reduced level!
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Commented by Fabian Lorenz on July 31st, 2024 | 06:45 CEST
Nel, Bitcoin Group, VCI Global with Super Micro Computer: Shares on the verge of a mega rally?
The Nel share is driving not only investors to despair but also analysts. While some see 100% upside potential, others are advising investors to sell. And what is the Bitcoin Group doing? After tripling in value, the crypto exchange's share price has corrected significantly in recent weeks. Will the operating figures bring new momentum? VCI Global aims to benefit even more from the boom in artificial intelligence. To meet the demand for computing power, the Company, listed on the NASDAQ and in Frankfurt, plans to set up an AI data centre in Malaysia by mid-2025. Among its partners is the AI heavyweight Super Micro Computer, with chips likely to come from NVIDIA.
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Commented by Stefan Feulner on July 22nd, 2024 | 06:45 CEST
Palantir, VCI Global, C3.ai - Beneficiaries of the megatrend
The emergence of ChatGPT brought artificial intelligence into the mainstream. Since then, companies developing various AI services have been springing up like mushrooms. This trend will undoubtedly continue to gain momentum in the future, as various technologies are already too firmly anchored in the economy and society. Despite the current sideways movement on the stock markets, we should continue to keep an eye on the developments of listed players who are likely to benefit from this super cycle in the future.
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