Software
Commented by André Will-Laudien on March 13th, 2026 | 08:35 CET
Bull market or bear market? Not all that glitters is gold! Evotec, TeamViewer, and Lahontan Gold under review
With volatility at current levels, investors are looking for stable stocks. That is not easy, because on days when oil prices start the morning with a USD 35 premium, stocks are sometimes sold off in a panic. This is a paradise for traders, an opportunity for long-term investors, and a costly mistake for the nervous. This is how modern stock markets operate: AI-driven trading algorithms anticipate possible scenarios based on volatility patterns and reshape order books within milliseconds. For private investors, the key is to keep their nerve and separate the wheat from the chaff. We take a closer look at Evotec, TeamViewer, and Lahontan Gold. Because where there is light, there is also shadow.
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Commented by Armin Schulz on March 9th, 2026 | 07:05 CET
Top Dividend Stocks: With Novo Nordisk, RE Royalties, and SAP, investors reap where others only see risk
Markets are currently oscillating between fears of war and hopes for interest rate cuts. While geopolitics and economic data continue to fuel uncertainty, many investors are turning back to a proven principle: reliable dividends. March 2026 highlights how fragile global growth can be when the Strait of Hormuz turns into a geopolitical powder keg and even the IMF warns of new economic shocks. In this tense environment between acute crisis and the search for stable returns, companies with dependable dividend policies are gaining importance. Against this backdrop, we take a closer look at Novo Nordisk, whose dividend stability must prove itself in an increasingly competitive pharmaceutical market, RE Royalties, which offers a remarkably high yield, and SAP, which recently surprised investors with a dividend increase.
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Commented by Armin Schulz on March 3rd, 2026 | 07:30 CET
PayPal, Aspermont, Palantir: Three digital business models that are being further optimized through AI
The era of simple digitization is history. What separates companies today from tomorrow is no longer a question of software implementation, but one of fundamental value creation architecture. Artificial intelligence has evolved from an efficiency tool to the operating system of entire business models, with a consequence that is becoming apparent for the first time in the current quarterly figures: those who fail to rethink their scaling strategy are not only giving away growth, but also risking their very existence. We take a look at how PayPal, Aspermont, and Palantir have aligned their digital business models with AI.
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Commented by Armin Schulz on March 3rd, 2026 | 07:05 CET
Volatus Aerospace takes off: From drone service provider to defensive software house
Sometimes timing is everything. For years, Canada's Volatus Aerospace has been quietly building a business that goes far beyond selling drones. Now that governments around the world are redefining security and Canada is massively redirecting its defense spending toward domestic high-tech solutions, the company suddenly finds itself among the winners. The launch of its own software platform, SKYDRA™, is the latest evidence of a smart evolution. Volatus is transforming itself from an operational service provider for inspections into a tech company with recurring revenues, and at just the right moment.
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Commented by André Will-Laudien on February 27th, 2026 | 07:25 CET
New Momentum for Gold & Silver, SAP, Nvidia and PayPal – Is Lahontan Gold on the Path to Becoming a Cash Generator?
The volatility in the precious metals sector is due to a number of factors, all of which are contributing to higher prices. Over the past three weeks, banks were briefly able to catch their breath with silver prices hovering around USD 75. However, since the unrest in Mexico began, the market has been sensing a new shortage, this time politically induced. Gold can benefit from this scenario, having just reached a new all-time high of USD 5,600 in January. Following this strong rally, a textbook consolidation down to USD 4,850 took place. Yesterday, the USD 5,200 level was seen again, and technical analysts consider temporary spikes toward USD 7,500 a possible overshooting target. Investment banks have also significantly raised their estimates, with Goldman Sachs at USD 5,400, Deutsche Bank and Société Générale at USD 6,000, and JPMorgan at USD 6,500. Although they have been able to predict the gold market well in recent years, they still see room for improvement with the current "de-dollarization." At the same time, overheated tech stocks appear to be in need of further correction. For investors, this is a time for profitable reallocations.
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Commented by Armin Schulz on February 26th, 2026 | 07:25 CET
From software to energy to chips: Why SAP, Standard Uranium, and AMD are essential additions to any AI portfolio
The economic landscape is currently undergoing one of its most profound metamorphoses: by 2026, artificial intelligence has gone from being a hype topic to a tough competitive factor. As the initial hype fades, a massive investment cycle is emerging that is reshaping entire industries. From the realignment of global enterprise software to energy supply and semiconductor manufacturing, the foundations of a new economic order are currently being laid. Those who recognize the strategic positioning early on can participate in this historic shift. Three companies exemplify different facets of this transformation: SAP, Standard Uranium, and AMD.
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Commented by Armin Schulz on February 23rd, 2026 | 07:40 CET
Beijing's silver bomb is ticking: Silver Viper Minerals, Infineon, and JinkoSolar in the big winners check
The stage is set for one of the most spectacular commodity conflicts of the decade. For the sixth consecutive year, demand is outstripping supply in silver, but this time the bottleneck has a geopolitical face. Beijing's export restrictions threaten to cut off up to half of the silver supply for Western industry. In this fractured market, three companies show how differently strategies can play out in the face of the crisis: Silver Viper Minerals is betting on new discoveries in Mexico, Infineon requires silver, but only to a small extent, and JinkoSolar is pushing forward the replacement of the precious metal in production.
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Commented by Fabian Lorenz on February 23rd, 2026 | 07:35 CET
IPO and takeover speculation at Steyr Motors, TeamViewer, and Pure One! Share price set to skyrocket?!
IPO and takeover speculation are important drivers of share prices. At Pure One, there is reason to believe that the share price will jump in the short term. Namely, the IPO of its subsidiary Eastern Gas. The gas exploration company has production rights in Australia, where there are currently problems with gas supply. It is therefore not surprising that the IPO is attracting a lot of interest. Pure One's core business is also interesting. TeamViewer was long considered an attractive takeover candidate. However, this topic has quietened down. Instead, the software company is now considered a big AI loser. Is this justified? Steyr Motors has undergone a spectacular revaluation in 2025. The stock market has high expectations for revenue and earnings growth. To meet these expectations, the supplier of special engines is laying a new foundation.
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Commented by Stefan Feulner on February 19th, 2026 | 07:15 CET
Palo Alto, NEO Battery Materials, ITM Power – On the verge of a breakthrough
Raised sales forecasts in the hydrogen sector, a potential technological breakthrough in silicon-based high-performance batteries, and a cybersecurity heavyweight that is coming under pressure despite strong figures due to a weak outlook - the markets in 2026 are reacting with increasing selectivity. While future-oriented technologies such as electrolysis and next-generation battery materials are gaining operational momentum and targeting billion-dollar markets, the AI-driven cybersecurity segment illustrates how sensitive investor sentiment remains to forward guidance.
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Commented by Fabian Lorenz on February 17th, 2026 | 07:05 CET
Things are set to take off in 2026! Steyr Motors, TeamViewer, and dynaCERT in focus!
TeamViewer is heading downward in 2026. The software company's shares are trading at an all-time low and are threatening to slip below the EUR 5 mark. So is now the time to get in? In contrast, dynaCERT shares could be on the verge of multiplying in value. However, that would require an operational breakthrough. According to the company's outlook for 2026, this scenario appears entirely possible, as is a revaluation. Steyr Motors shares underwent a revaluation last year. This needs to be underpinned by significantly higher revenue and profits in the current year. Analysts remain bullish on the defense stock.
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