Software
Commented by Carsten Mainitz on September 11th, 2026 | 08:25 CEST
Knowledge Becomes Currency! Opportunities for Aspermont, Palantir and Rio Tinto?
Knowledge is power. And those who can sell it at scale can turn it into a lucrative business model. That is precisely what the long-established mining publisher Aspermont is pursuing. The Australian company is using artificial intelligence to transform its nearly 200 years of expertise in the global commodities industry into high-quality data products. The potential for scaling is enormous. Mining giant Rio Tinto is already on board as a client, which can be seen as a major vote of confidence. Palantir, in a different area, demonstrates just how strong demand for data-driven decision-making is becoming and how profitable scalable digital business models can be. What specific opportunities are available to investors?
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Commented by Fabian Lorenz on September 10th, 2026 | 08:05 CEST
Nebius Sends Shockwaves! Buy or Sell Siemens Energy? Power Metallic Mines with Top News
Power Metallic Mines could offer an interesting buying opportunity following the recent "sell on good news" reaction. After a 50% rally, profit-taking recently pushed the copper stock down from CAD 1.50 to 1.30. The reason? The resource update for the promising polymetallic exploration project has delivered convincing results. Based on the analysts' price target, the stock has more than 100% upside potential. Nebius also had a major development recently. The company is becoming the preferred infrastructure partner for Palantir's sovereign AI solutions. The AI stock is back in rally mode. And what about Siemens Energy? The stock has been trading sideways for some time now. Analysts are also divided over where it is headed next, with price targets ranging from EUR 100 to EUR 245. So, should you buy or sell?
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Commented by Lars Winter on September 4th, 2026 | 07:40 CEST
Data, Chips and the Big AI Business: Aspermont, Broadcom and Hewlett Packard in our Stock Check
Artificial intelligence is about more than the race to develop the fastest processor. High-quality data, networks and servers are equally important. Broadcom and Hewlett Packard Enterprise are already generating billions from the expansion of AI infrastructure. Australian micro-cap Aspermont, by contrast, is only at the beginning of its transformation—with correspondingly significant opportunities and risks. We take a closer look at these three interesting stocks in our stock check.
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Commented by Matthias Schomber on September 3rd, 2026 | 08:35 CEST
Forget SAP and Puma! Why Zefiro Methane Could Be Ready for Takeoff
Created and Published on Behalf of Zefiro Methane Corp.
SAP has recently reported impressive cloud revenues and a solid order book, while Puma is still seen as a candidate for a rebound – though it is still struggling to maintain every percentage point of its margin. Yet the truly exciting stories are often found beyond the big corporate names—in niches that have the potential to be not only economically lucrative, but also highly beneficial to the world and humanity. One environmental services specialist has already positioned itself in this space, tackling a major problem while recently delivering an attractive share-price performance. The share currently appears poised for a potential technical breakout, and the ignition of the next stage of growth. We take a closer look at these three companies and find out where the biggest opportunities may currently lie.
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Commented by Stefan Bode on September 1st, 2026 | 07:00 CEST
Special Situations on the Stock Market: Three Stories, One Common Thread — Delivery Hero, Nemetschek, Zefiro Methane and Uber Technologies
Created and published on behalf of Zefiro Methane
Takeover premiums, restructuring and infrastructure trends, as well as AI-driven shifts in market sentiment, can have a major short-term impact on share prices. Yet behind the headlines in the financial press, the fine print often determines where a stock goes next. Key factors include the time until a takeover is completed, regulatory approval and execution risks, cash flow quality and valuation relative to industry peers. These key factors explain why opportunities on the stock market are rarely "free". However, investors who understand how these dynamics work can better assess both the associated risks and the potential returns.
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Commented by André Will-Laudien on August 28th, 2026 | 11:00 CEST
Mega-Chips Without Power? AI Comes to a Standstill Without AMD, Nvidia, Infineon and NU E Power
Created and Published on Behalf of NU E Power
What if the screen stays black after you switch it on? No joke—because the insatiable power appetite of artificial intelligence is driving demand for electricity and cloud capacity to astronomical levels. But Bloomberg is now sounding the alarm: at the current pace of data-center expansion, a major reality check could be looming, potentially putting the ambitious AI dreams of Silicon Valley's giants under serious pressure. A study by BloombergNEF reinforces this concern, predicting that by 2035, data centers could consume up to 20% of total US electricity demand. The most critical bottleneck is the extreme shortage of electricity, as aging power grids and the sluggish expansion of renewable energy simply cannot keep pace with rapid growth. At the same time, the rollout of new megaprojects is increasingly slowing down. Lengthy permitting procedures, strained supply chains for specialized transformers, and an acute shortage of skilled workers are significantly extending construction timelines. How can investors capitalize on this power-supply bottleneck?
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Commented by Carsten Mainitz on August 28th, 2026 | 07:25 CEST
From Chip Shortage to Oversupply? Micron, Infineon and Strategic Resources in the Cycle Check
Concerns that the multi-billion-dollar expansion of new chip factories and AI data centers could outpace demand and trigger a classic "hog cycle" marked by oversupply, price pressure, and a freeze on investment had recently cast a shadow over the tech boom. However, Nvidia's blockbuster quarterly earnings have temporarily alleviated those concerns. Demand for computing power remains high, doubts about the profitability of massive AI investments are receding into the background, and the rally can continue. Micron benefits directly from the rapidly growing demand for high-performance memory, while Infineon enables energy-efficient power supply for data centers. Strategic Resources focuses on the raw materials and resources without which the expansion of the physical infrastructure of the AI era would not be possible, with a particular emphasis on high-quality iron ore and vanadium.
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Commented by Stefan Bode on August 28th, 2026 | 07:10 CEST
Margin Miracles, Mega-Trends, and Tech Doubts - SAP, Südzucker, Volatus Aerospace
Current stock market trends highlight how differently companies respond to global trends. While an established food conglomerate is significantly increasing its profitability through strict cost control despite declining revenue, an up-and-coming systems integrator is benefiting from the booming drone market and growing security budgets. A leading software giant, on the other hand, is struggling to meet the enormous market expectations in the field of artificial intelligence. This commentary examines the opportunities and risks associated with these three stocks.
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Commented by Stefan Bode on August 26th, 2026 | 07:30 CEST
AI, Copper and Software Comebacks: Stocks Poised for a Re-Rating - Nemetschek, Power Metallic Mines and Salesforce
Global stock markets are currently offering lucrative opportunities for active investors. Whether it is groundbreaking AI integrations, strong quarterly results following a significant price correction, or the strategic securing of critical raw materials for the energy transition. The selected sectors and their respective stocks are currently poised for a fundamental revaluation. We analyze three highly interesting companies from the cloud software, construction software, and mining sectors. With strong margins, compelling analyst potential, and operational milestones, the indicators point to an impending, or already underway, trend reversal. Time for a closer look!
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Commented by Matthias Schomber on August 26th, 2026 | 07:05 CEST
Thrills and Opportunities in the Markets: Why Infineon, XPeng and Desert Gold Could Make Waves Now
Futuristic visions and fundamental security converge in one place: the stock market. The global AI boom demands ever more powerful computing capabilities, and semiconductor companies like Infineon are essentially providing the silicon brain behind this technological revolution. Electric vehicle manufacturers like XPeng are already ushering in and igniting the next stage. The company is defying the fierce price war and aims to usher in the era of humanoid robots with spectacular billion-dollar moves in robotics. But the faster this high-tech spiral spins, the more pressing the question becomes of finding the right shield for one's investment portfolio should something go wrong in this world. We have known just how fragile this system is — not just since the mortgage crisis; history repeats itself every few years or decades. This is precisely where gold comes into play as the ultimate crisis currency and timeless hedge. In the desert sands of West Africa, Desert Gold may be on the verge of causing a minor sensation. The exploration company is on the cusp of becoming an active gold producer. In this exclusive report, discover how the highly explosive mix of artificial intelligence, humanoid robot hype, and tangible asset protection not only makes your portfolio "storm-proof" but also equips it with enormous upside potential.
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