Digitization
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 Carsten Mainitz on August 4th, 2026 | 08:45 CEST
At the Forefront of the Digital Revolution: Is the Next Big Leap Coming from HPQ Silicon, Intel, and JinkoSolar?
Several major technology trends of the coming decades, no matter how diverse, share a common denominator: silicon—a raw material, or, chemically speaking, a semiconductor—found in nearly all key technologies of modern society. Without silicon, there would be no high-performance computer chips, no smartphones, no solar modules, and no modern digital infrastructure. This is where HPQ Silicon comes in. The Canadian company is developing innovative methods for the production and processing of silicon-based materials to make industrial processes more efficient, cost-effective, and resource-efficient.
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Commented by André Will-Laudien on August 4th, 2026 | 08:30 CEST
400% Upside with AI and Big Data? TeamViewer, SAP, and Aspermont Gain Momentum While Oracle Stumbles
Digital transformation is reaching a new stage of development through artificial intelligence and massive data streams, opening up historic return opportunities for visionary investors. While established tech giants like Oracle are currently faltering dangerously and risk missing the next wave of innovation, a new group of high-flyers is emerging at the forefront. The European software giant SAP is impressively demonstrating how the seamless integration of AI into global business processes leads to healthy margins and a return to share price growth. Also worth mentioning is the remote maintenance and software specialist TeamViewer, which is using sophisticated big data analytics to try to raise industrial efficiency to a new record level. Another absolute hidden gem is the commodities platform Aspermont, which is monetizing its historically accumulated data treasures using AI and is thus poised for a significant revaluation. Those who set the right course now and bet on data-driven pioneers will secure a low entry point into interesting turnaround candidates. The key lies in the right timing.
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Commented by Nico Popp on August 1st, 2026 | 07:00 CEST
The AI Revolution in the SMB Sector: Salesforce and Oracle Serve Large Enterprises, Miivo AI Takes the Burden Off SMBs
Created and Published on Behalf of Miivo AI Inc.
The shift from rigid spreadsheets and static forms to intelligent AI agents is fundamentally reshaping the workplace. For years, employees dutifully entered data into CRM and accounting software to generate reports at the end of each month. But the era of passive software is coming to an end. Autonomous AI agents are increasingly taking over complex workflows and extracting far greater value from business databases. While technology heavyweights such as Salesforce and Oracle are rebuilding their multi-billion-dollar platforms and surprising their customers with increasingly complex pricing models, a massive growth market is emerging in the background. Small and medium-sized businesses (SMBs), in particular, are searching for AI tools that allow them to benefit from the productivity revolution as well. Miivo AI is targeting exactly this market. We provide an overview of the opportunities and the potential this emerging sector has to offer.
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Commented by Armin Schulz on July 24th, 2026 | 08:25 CEST
Time to Buy Now!? PayPal, Aspermont, and Adobe Appear to Offer Attractive Entry Prices – The Analysis
Sometimes markets overreact, and the fair value of digital business models with stable revenue is often undervalued, even though the underlying earnings base remains intact. The market punishes short-term uncertainty but overlooks the company's sustainable fundamentals. This opens a window of opportunity for investors to acquire quality stocks at a discount. Those who examine the fundamentals can identify where stock prices lag behind reality. Today, we take a look at PayPal, Aspermont, and Adobe—three companies where many experts believe there is upside potential.
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Commented by Nico Popp on July 16th, 2026 | 07:15 CEST
Everyone Has to Pay—Why Investors Could Profit: The Toll Secret of InterDigital and AbbVie, Plus Globex Mining's Portfolio of 272 Resource Projects
The global economy is like a jungle, with toll booths waiting at every turn—anyone who wants to pass has to pay. A recent example is the rebranding of Siemens Energy to Omterra: even after being spun off from the Siemens Group, the company still has to pay for the right to use its former parent company's name. This toll-booth business model exists across many industries. Companies that own assets, technologies, or rights that others need can generate highly profitable, recurring revenue streams. We take a closer look at three compelling business models and highlight investment opportunities that could prove especially rewarding during periods of economic and technological transformation.
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Commented by Nico Popp on July 16th, 2026 | 07:05 CEST
Turning Data into Returns: The Strategies Behind Palantir and S&P Global—How Aspermont Combines Data and Commodities
Digitalization is creating a veritable flood of data. But raw data in its unstructured form has no economic value. It is like a raw material that must first be refined and contextualized through in-depth industry expertise. Anyone who wants to stay competitive today must base their decisions on high-quality, processed data. Industry estimates consistently show that data analysts and data scientists spend, on average, more than 50% of their daily work time searching for and formatting data sets. It is no wonder that, according to market researchers, the global data monetization market is projected to grow to as much as USD 25 billion by 2034. In this article, we explore who is leading the way in this fast-paced environment and what innovative approaches are available.
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Commented by André Will-Laudien on July 6th, 2026 | 07:35 CEST
Cloud AI Blockbuster: Whoever Has the Data Rules the World! 100% with SAP, ServiceNow, Aspermont, Deutsche Telekom and SpaceX
In, out, up, down! That is exactly what the current roller-coaster ride on the NASDAQ feels like. While in recent weeks it was the dream gains in chip stocks that drove investor excitement, this week German defense stocks sit atop the winners' list. The correction in the cloud providers is also slowly coming to an end, or at least SAP and ServiceNow are showing first signs of life at low levels. Deutsche Telekom has likewise been run over. Elon Musk plans to push into the telco world with his SpaceX Starlink division. That is providing industry with worry lines and weighing on the titans of mobile communications. And then there is Australia's Aspermont, an AI-driven data marketer and investor-services provider from the commodities sector. Completely transformed from a traditional publishing house into an aggressively growing partner to the mining industry. It is worth taking a closer look.
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Commented by Armin Schulz on June 30th, 2026 | 07:10 CEST
Why Subscription Revenue Is Once Again the New Gold on the Stock Market – And What It Means for SAP, Aspermont, and Netflix
The search for reliable earnings has intensified once again in recent months. Recurring revenue is increasingly valued because it provides predictability and helps distinguish between short-lived growth stories and genuinely sustainable business models. As a result, market focus is gradually shifting away from pure growth narratives toward earnings stability and cash flow visibility. Investors who shift their perspective accordingly may benefit from two effects: defensive resilience in uncertain market phases, and strong operational leverage once fixed costs are covered. Against this backdrop, it is worth examining three very different companies that each embody this principle in their own way: SAP, Aspermont, and Netflix.
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