Software
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 Carsten Mainitz on August 20th, 2026 | 07:40 CEST
Drone Alert Across Europe: Volatus Aerospace, Hensoldt and Deutsche Telekom Are Building a Digital Shield
The importance of drones is growing steadily. Their true value increasingly stems from the interplay of data, software, and other services related to their deployment. A modern drone architecture must detect aerial objects, analyze signals, transmit information, prepare decisions, and initiate countermeasures when necessary. While Volatus Aerospace combines drone systems, operational services, training, and—increasingly—software, Hensoldt specializes in sensor technology and military system integration. As a major network infrastructure provider, Deutsche Telekom is also playing an increasingly important role. All in all, this is an exciting and promising investment theme for investors. Which stock has the greatest potential?
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Commented by Stefan Bode on August 20th, 2026 | 07:30 CEST
Stock Market Reality Check: When the Numbers Alone Are No Longer Enough – Infineon, Klarna and MustGrow Biologics
Created and Published on Behalf of MustGrow Biologics Corp.
Between sharp sell-offs and opportunities to scale, it becomes clear just how quickly the stock market reassesses expectations. One company suddenly delivers profits—and is still punished because its outlook turns lower. A growth stock must raise fresh capital to meet strong demand. And in the cyclical semiconductor industry, solid quarterly results are often not enough when bond yields rise and risk appetite shifts. For investors looking to understand what is really driving these market moves, the underlying pattern becomes clear.
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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 14th, 2026 | 07:20 CEST
This Is the Turnaround—Is Software the New Gold? SAP, ServiceNow, Lahontan Gold and Oracle in the Spotlight
And the rally still has room to run. The global stock market is quietly and discreetly undergoing one of the most fundamental turnarounds in recent economic history. After months during which established software stocks were literally punished by fears of disruption and macroeconomic headwinds, the sector discount has suddenly begun to disappear. Investors are moving beyond the mere experimentation phase with artificial intelligence and are now demanding rock-solid, scalable profitability from companies. This monumental sector rotation is channeling massive capital away from overheated hardware stocks and directly back into the coffers of leading software companies. SAP, ServiceNow, and Oracle, which had been down 30 to 50% since the start of the year, are now back on investors' buy lists. And for those also keeping an eye on precious metals, the trail leads to Nevada. This is where the promising explorer and developer Lahontan Gold comes into play, providing a solid anchor of intrinsic value with its high-grade drill results at the Santa Fe project. A closer look could be worthwhile.
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Commented by André Will-Laudien on August 13th, 2026 | 08:05 CEST
AI and Software in a Super Cycle: SAP, Oracle, Strategic Resources and ServiceNow Are in the Spotlight
Another new DAX 40 high—thanks to heavyweight SAP! Thanks to artificial intelligence, the global software sector is currently transforming into an absolute growth rocket. A recent study by market research firm IDC backs up the hype: global AI spending is already set to explode to around USD 940 billion in 2026. This monumental wave is pouring massive amounts of capital directly into the coffers of the most innovative tech giants. Walldorf's pride and joy, SAP, is using AI to transform sluggish ERP systems into hyper-smart, self-thinking control centers. Meanwhile, rival Oracle is rapidly expanding its cloud capabilities to handle the gigantic volumes of data generated by modern language models. ServiceNow, the workflow king, is demonstrating how to elegantly eliminate repetitive office work through automation. Management recently underscored this success with a substantial increase in AI revenue targets for 2026. Right at the epicentre of this, Strategic Resources is securing the necessary attention for a crucial upstream stage: critical metals. Investors should take a closer look at what really matters now! We offer a few pointers.
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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 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 Matthias Schomber on August 6th, 2026 | 07:30 CEST
Billions Lost at BioNTech, TeamViewer Hopes for a Turnaround, and Lahontan Gold Poised for a Breakout?
Welcome to today's market update, featuring three companies at very different stages of their development. On one side is Mainz-based flagship company BioNTech, which, following the COVID-19 boom, is now grappling with a sharp decline in earnings and the painful departure of its prominent founders. Meanwhile, software developer TeamViewer is working to regain investor confidence through a comprehensive strategic transformation that is beginning to show early signs of progress. At the same time, while uncertainty continues to surround these well-known technology and healthcare companies, a much smaller resource company may be on the verge of a significant move. Lahontan Gold has reported highly encouraging drilling results and could soon be approaching a technical breakout. Let's take a closer look at these three companies to identify where the most compelling investment opportunities may lie. Read on for the full analysis.
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Commented by Armin Schulz on August 6th, 2026 | 07:05 CEST
Palantir, Miivo AI, and IBM: The Multi-Billion-Dollar SMB Market – How to Capitalize on Untapped AI Integration in Your Portfolio
Created and Published on Behalf of Miivo AI Inc.
Public discussion around artificial intelligence often centers on the latest AI models, AI agents, and similar technologies. While large corporations have already embraced AI, the real opportunity extends far beyond a handful of global enterprises. Take Germany's small and medium-sized business (SMB) sector, for example, which comprises around 780,000 companies. According to a Bitkom survey, 41% are now actively using AI in their business processes. However, this has also created challenges. Around 80% of companies struggle to quantify the economic return on their AI investments. The gap between potential and operational integration opens up a market that can be extremely lucrative for companies capable of bridging this gap. Today, we take a closer look at Palantir, Miivo AI, and IBM, three companies helping businesses successfully integrate AI into their operational processes.
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