Software
Commented by Matthias Schomber on August 5th, 2026 | 07:00 CEST
Palantir Delivers Strong Results, thyssenkrupp Pursues a Spin-Off, and Zefiro Methane May Be on the Verge of a Breakout
Investor sentiment has been notably upbeat in the early days of August. The DAX, for example, is once again approaching record highs. So today, we take a closer look at three companies. Read on to discover how thyssenkrupp aims to reinvent itself through a major spin-off, and why Palantir's impressive quarterly results could have positive implications for the broader technology sector. We also turn our attention to the emerging story of Zefiro Methane, a company focused on remediating environmental liabilities by plugging orphaned and abandoned oil and gas wells. In addition to its compelling business model, the stock may also be approaching a technical breakout. Join us as we explore the potential behind these three companies and uncover some of the market opportunities that may still be flying under the radar.
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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 Matthias Schomber on August 4th, 2026 | 07:00 CEST
Tech and AI Stocks in Focus: Super Micro Computer and DroneShield Poised for a Rebound? Miivo AI Is Gaining Momentum
Created and Published on behalf of Miivo AI
The technology sector remains a place of extremes, driven in large part by the rapid advancement of artificial intelligence. While some companies continue to benefit from booming demand, others are attracting investor attention through sharp share price moves or compelling technical chart patterns. Today's three distinct players are operating within this environment. In this report, we examine three companies with very different profiles. We begin with Super Micro Computer, the server specialist helping to meet the world's growing demand for AI computing infrastructure while still facing questions from investors. We then turn to DroneShield, the counter-drone technology specialist whose shares have come under pressure after a spectacular rally earlier this year, as recent results fell short of many analysts' expectations. Finally, we look at Miivo AI, an emerging company focused on bringing artificial intelligence directly to small and medium-sized businesses. Together, these three stocks illustrate how strong rallies, sharp corrections, and undiscovered opportunities can coexist in today's technology market. Read on to see where new opportunities for your portfolio may emerge.
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Commented by Carsten Mainitz on August 3rd, 2026 | 07:40 CEST
Drones, Data, Industrial Intelligence: How These Promising Trends Are Paying Off for Volatus Aerospace, Palantir, and Schaeffler
AI is revolutionizing numerous industries. Robotics and automation are accelerating, and the resulting trends reinforce one another. At the same time, massive geopolitical shifts are resulting not only in rising defence spending but also in a shift in priorities toward (technological) sovereignty, resilient supply chains, and securing (digital) infrastructure. Palantir provides the technical foundation for many of these areas. Schaeffler is synonymous with expertise in industrial manufacturing. Volatus Aerospace, on the other hand, combines multifaceted expertise into a high-growth ecosystem. As an integrated provider of autonomous aviation systems, reconnaissance, software, training, and defence technologies, the Canadian company is benefiting significantly from a surge in orders from the NATO community. Proprietary platforms are driving growth and making it more scalable while margins rise.
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Commented by Stefan Bode on July 31st, 2026 | 07:15 CEST
Dividend Giant, Cleantech, and AI Turnaround: dynaCERT, McDonald's, ServiceNow, and TeamViewer
The stock market offers a wide range of opportunities, and this report analyzes three exciting stocks from different industries. Discover the highly profitable franchise model of a global fast-food giant and a reliable dividend payer. Also, learn how an innovative cleantech company is transforming the logistics market with ingenious emissions reduction. Finally, we examine the technical recovery of an established software provider that is aiming for a strong comeback thanks to new AI integrations. Read all the facts and figures in the detailed report below.
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Commented by Fabian Lorenz on July 30th, 2026 | 10:00 CEST
Analysts Turn Bullish: Multi-Bagger Potential? TeamViewer, Atoss Software and MustGrow Biologics
Created and Published on Behalf of MustGrow Biologics Corp.
GBC Research sees significant re-rating potential for MustGrow and its mustard-based biologicals platform. The analysts have set a price target of EUR 1.66, while the shares are currently trading at approximately EUR 0.19. By 2028, GBC forecasts earnings per share of CAD 0.11, excluding any potential profits from the company's collaboration with Bayer. For TeamViewer, analysts expect the second quarter of 2026 to mark the beginning of operational improvements, particularly in the enterprise customer segment, which they believe offers substantial growth potential. However, not all analysts share this optimistic view, with some remaining cautious on the German software company. Analysts are also bullish on Atoss Software. The key question now is whether the shares can climb to EUR 135.
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Commented by Stefan Bode on July 28th, 2026 | 10:00 CEST
Cloud Rally, Drone Boom and a Historic Crash: Evotec, SAP and Volatus Aerospace in Focus
The temporary suspension of US airstrikes against Iran has eased market tensions, presenting investors with stark contrasts once again. In this report, we analyze three technology companies at pivotal moments in their development. An established software giant is impressing investors with strong cloud performance, helping to dispel AI concerns of recent months. An innovative drone company is benefiting from the high-margin growth market for autonomous aerial systems. Meanwhile, a research services provider is struggling to regain the confidence of its remaining investors after issuing a severe profit warning that sent its shares to a 10-year low. Discover in our market analysis where attractive entry opportunities may be emerging and where the risk of catching a falling knife looms.
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Commented by Stefan Feulner on July 28th, 2026 | 07:30 CEST
SAP, Miivo AI and Oracle: SAP Delivers—Could This AI Hidden Gem Be Next?
Created and Published on Behalf of Miivo AI Inc.
Artificial intelligence is fundamentally transforming enterprise software. While large corporations are investing billions to automate business processes and make data-driven decisions, small and medium-sized enterprises are now benefiting from this trend as well. Modern AI platforms analyze customer behaviour, optimize sales and finance, and deliver well-founded recommendations for action in seconds. It is precisely this trend that opens up attractive growth opportunities for both established software giants and innovative specialists.
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Commented by André Will-Laudien on July 27th, 2026 | 07:45 CEST
Artificial Intelligence: Full Speed Ahead for Software, Cloud, and Tech! SAP, ServiceNow, Miivo AI, and Oracle in Focus
Created and Published on Behalf of Miivo AI Inc.
In recent months, there has been a great deal of skepticism surrounding the business models of major software companies and cloud giants, and as a result, their stock prices took a significant hit. However, sentiment has been shifting since the latest earnings reports from SAP and ServiceNow. There were already initial signs of a turnaround at the end of last week. SAP was up 10%, ServiceNow up 6%; only Oracle has yet to complete its turnaround. The sector is once again attractive to long-term investors, as the massive bull run in growth markets completely bypassed these stocks. However, the exuberant rally in chip stocks is currently stalling, which could breathe new life into other sectors as part of a sector rotation. Despite the sector-wide slump, Canadian software provider Miivo AI is showing noticeable upward momentum. The company focuses holistically on small and medium-sized enterprises. With a compelling business model, significant growth can still be expected here. We take a closer look at the sector.
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Commented by Nico Popp on July 27th, 2026 | 07:15 CEST
The Drone Revolution: Palantir and Lockheed Martin Forced to Innovate—Volatus Aerospace Follows Ukraine's Lead
The days when tanks weighing several metric tons or extremely expensive fighter jets determined victory or defeat on the battlefield are over. As a look at modern warfare shows, it is now primarily the seamless interaction between hardware and software that determines actual success. Those who cannot coordinate algorithms and sensor technology in real time will fall behind. Ukraine is currently demonstrating this impressively, as it now launches more drones for counterattacks against Russia than the aggressor itself. This illustrates that, for NATO, security also means building an agile defence industry that can respond flexibly to requirements. We take a look at three companies in the industry and highlight opportunities.
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