Software
Commented by Juliane Zielonka on September 19th, 2024 | 07:00 CEST
Palantir, Almonty Industries, Intel: The role of specialty metals and AI in the next generation of tech
The technology industry is in a state of upheaval. While established giants like Intel are fighting for their market position, new players like Palantir are pushing to the fore with innovative AI solutions. At the same time, raw material producers like Almonty Industries are gaining in importance because their tungsten metal is the basis for the advancing digitalization and AI revolution. Almonty Industries has just reached a new milestone in preparation for the commissioning of the tungsten mine in South Korea. Meanwhile, Intel relies on its partnership with AWS and has turned down the German government. Palantir CEO Alex Karp is being deliberately belligerent. Which investment promises the best return?
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Commented by Fabian Lorenz on September 18th, 2024 | 07:15 CEST
Short squeeze, buy signal, and takeover speculation! Aixtron, HelloFresh, BlockchainK2!
Is there something brewing at HelloFresh? The stock has certainly surged, gaining more than 20% in value within a few days. There are insider purchases and a strong chart signal. Now, there is speculation of a short squeeze. Could the takeover rumors be coming back? BlockchainK2 could be a real bargain for a software company or a client from the financial industry. Thanks to blockchain and AI, the SaaS platform offers financial service providers cost and efficiency advantages. If interest rates fall, asset managers and the like will have to pay more attention to costs again. Accordingly, BlockchainK2 shares are attractive. Aixtron's share price is reacting positively to the news from the management board. Could this also lead to a short squeeze?
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Commented by André Will-Laudien on September 17th, 2024 | 07:20 CEST
All-time highs and lows! 100% with SMCI, BlockchainK2, and Intel, but Caution with SAP and Palantir
The buying frenzy in the tech sector continues, but performance remains highly differentiated. While the stocks that have performed well are correcting for the time being, the rally continues unabated for the stock market darlings. Interest rate cuts are the fuel driving prices ever higher. The old PE ratio admonishers have been ignored for several quarters now; what matters most now is momentum and sentiment. This week, it is happening again - an interest rate cut by the FED is on the agenda. And as the saying goes: Never fight the FED! Where are the opportunities for dynamic investors?
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Commented by Juliane Zielonka on September 12th, 2024 | 07:15 CEST
From VC revolution to AI integration: BlockchainK2, Palantir, and Apple are setting trends
Many investors still underestimate how many business models will be disrupted by AI. This makes it all the more important to stay on top of things in the fast-paced world of venture capital. BlockchainK2 is transforming the venture capital landscape with its RealBlocks platform by providing fund managers with powerful tools for more efficient investing. Palantir, meanwhile, is expanding its reach in data analytics and AI, a move highlighted by its recent inclusion in the US S&P 500 index. Apple, on the other hand, is maintaining its position as an innovation leader in the consumer electronics market despite regulatory challenges in Europe. We look at where investors should focus their attention now.
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Commented by Stefan Feulner on September 10th, 2024 | 07:30 CEST
Broadcom, BlockchainK2, C3.ai - AI hype in full swing
The rise in the use of artificial intelligence continues unabated. Therefore, the current correction in AI-related stocks should be seen as a long-term entry opportunity. The fact that the US data specialist Palantir is the first player to make it into the elite S&P 500 shows just how important the super cycle, which is still at the beginning, already is. In addition, new companies are constantly entering the market, which could significantly increase their stock market value in the future with innovative technologies.
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Commented by Juliane Zielonka on August 23rd, 2024 | 07:15 CEST
Vidac Pharma, Bavarian Nordic, Palantir - Dream team in travel health and AI: 3 companies in focus
According to Marketresearch.biz, the travel health market is experiencing considerable growth. It is expected to grow from USD 78.5 billion in 2022 to USD 475.8 billion by 2032. This corresponds to an impressive annual growth rate of 20.3% between 2023 and 2032. Travel health can mean avoiding skin cancer while on vacation, but if it does occur, Vidac Pharma is at the forefront with a personalized medicine approach that excites investors. Listening to the WHO, it is clear that monkeypox is once again spreading and posing health risks. As a German-Danish biotech company, Bavarian Nordic has the vaccine answer and is revising its forecasts upwards thanks to strong market demand. Anyone travelling should also keep an eye on geopolitical tensions. Palantir has recently made a name for itself by supporting governments with AI products. Now, Palantir is bringing on board a man with an immense track record in US politics. Today, we focus on three promising investment opportunities.
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Commented by Armin Schulz on August 20th, 2024 | 06:45 CEST
Super Micro Computer, VCI Global, Palantir - Hot trends: Artificial Intelligence and Big Data
Artificial intelligence (AI) and big data are key topics driving digital transformation. They offer companies the opportunity to analyze large amounts of data in real time, identify patterns, and make intelligent decisions. This leads to optimized business processes and personalized services that meet specific customer needs. In view of the constantly growing volumes of data and the need to use this information efficiently, the importance of AI and big data will continue to grow in the coming years. We look at three interesting candidates.
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Commented by André Will-Laudien on August 19th, 2024 | 07:15 CEST
New Nasdaq bull market: Highs ahead for Rheinmetall, Almonty Industries, Super Micro Computer, and Infineon
The correction was over quickly! The Nasdaq 100 index has lost 3,000 points since the beginning of July. This meant a third of the annual performance was wiped out in the short term. However, the fantasy of imminent interest rate cuts by the Fed quickly put an end to the correction. The highly regarded technology index recovered more than half of its losses in just one week. Nvidia led the way, rebounding from USD 92 to USD 125. The half-year figures for Rheinmetall and Almonty will be available at the end of August. We take a closer look.
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Commented by Juliane Zielonka on August 16th, 2024 | 06:30 CEST
Bavarian Nordic, Saturn Oil + Gas, Palantir - Monkeypox vaccine, energy, and defense in focus
A new global virus threat is waiting in the wings. Bavarian Nordic, a German-Danish biotech company for vaccines, is moving into the spotlight given the WHO's renewed monkeypox warning. Ten million vaccine doses are to be delivered to Africa by 2025. In the energy sector, the latest quarterly results from Saturn Oil & Gas are attracting the attention of investors and analysts. The Canadian company recorded growth of a whopping 50%. Palantir Technologies announced a partnership with Microsoft to provide cloud, AI, and analytics solutions for the US defense and intelligence community. Today, we focus on three industries with growth opportunities.
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Commented by André Will-Laudien on August 7th, 2024 | 11:40 CEST
CRASH - AI and high-tech now on a silver platter! Amazon, LVMH, VCI Global, Cogia, A2Z Smart Technologies, and Super Micro Computer
Finally, a clear correction, say some; oh my goodness, say those who bought in recent weeks. The historical pattern is repeating itself. Attractive splits in the high-tech, followed by a new all-time high, and then the crash. Nvidia and especially the so-called "Magnificent Seven" have already had a first-class run with 100% returns in 2024. Now, the question is: can this euphoria be repeated? What is crucial now are also the cash reserves of traders and how much valuable capital has actually been lost in the recent collapse. US investment banks have done a quick calculation: USD 2.5 trillion in market capitalization was wiped out in just 48 hours. But as we know, money does not just disappear - it ends up somewhere else! We select interesting shares that offer more excitement at a reduced level!
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