AI
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and gigantic data centers collide with an electrified industry, global electricity demand literally explodes, bringing outdated infrastructure to its knees.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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Commented by Matthias Schomber on August 18th, 2026 | 07:00 CEST
Watch the Rebound Potential of Mercedes-Benz and Nebius Group! Major News from Lahontan! Cars, AI Speculation and a Gold Rush!
The ongoing war in Iran, the tense situation surrounding the blockade of the Strait of Hormuz, and US President Donald Trump's unpredictable approach—ranging from maximum economic isolation of Tehran to surprising signs of de-escalation—are keeping stock markets on edge. The result is sharp swings in energy prices, shifting and sometimes surprisingly geopolitical alliances, and renewed inflation concerns. Decisions in Washington and developments in the Middle East are currently having a major impact on global stock markets. Investors face the difficult challenge of picking the right stocks in a market environment dominated by daily crisis headlines and Trump's unpredictable negotiating tactics. Today, we have selected three stocks to watch: Mercedes-Benz, Nebius Group, and Lahontan Gold. The latter has reported a 22% increase in its mineral resource, bringing the total to nearly 2.39 million ounces of gold equivalent at its flagship Santa Fe project. This report examines the latest figures, market rumors and operational developments at all three companies and highlights where investors should be looking more closely now.
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Commented by André Will-Laudien on August 17th, 2026 | 08:00 CEST
Energy Transition 2.0: This is where sustainable growth is happening - Alibaba, RE Royalties, Alphabet and Amazon
The energy transition is moving into its next phase. The evolutionary step toward global decarbonization is being completely redefined by the convergence of clean energy and artificial intelligence. In this dynamic market environment, investors are increasingly seeking future-proof business models that combine environmental sustainability with solid financial returns. Alongside the specialized cleantech financier RE Royalties, three tech giants are drawing particular attention due to their historical investments. Alphabet, Google's parent company, is setting new standards by aiming to power its massive data streams entirely with CO₂-free energy available around the clock. Online marketplace leader Amazon is also reinforcing its claim as the world's largest private purchaser of renewable energy through massive wind and solar projects. E-commerce giant Alibaba is also investing heavily in green supply chains and AI-powered energy efficiency for its data centers. Four companies, four approaches impressively demonstrating that technological dominance and environmental responsibility go hand in hand today.
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Commented by Armin Schulz on August 17th, 2026 | 07:15 CEST
How to Profit from the Raw Materials Shortage: A Look at the Top Picks—Rio Tinto, Globex Mining and Glencore
A fierce battle is raging over raw materials. The green transition is not the only reason demand has skyrocketed. AI, specifically its data centers, and robotics are also driving demand even higher. Added to this are geopolitical dependencies and national supply concerns. The US is pushing for domestic production. China is buying up raw materials worldwide, and resource-rich countries like the Congo are imposing new export conditions. Those who run out of raw materials will lose their supply chains. We therefore take a closer look at Rio Tinto, Globex Mining, and Glencore today.
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Commented by Fabian Lorenz on August 17th, 2026 | 07:10 CEST
Renk with AI Potential? D-Wave Shares Rebound! Is Zefiro Methane Seriously Undervalued?
Could Renk become an AI beneficiary? Its collaboration with Siemens Energy certainly appears to be gaining momentum. In 2026, the business is expected to account for around one-third of the order intake of Renk's Industrial Business Unit. At another company, analysts expect massive growth over the coming years, with earnings potentially multiplying. A recent report highlights the company's potential, while the stock appears far too cheap. And what about D-Wave? The quantum computing hopeful still looks far too expensive, as its latest quarterly figures have shown. Nevertheless, investors have also spotted some positive developments, sending the stock up 25% recently. Was that justified?
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