Software
Commented by Nico Popp on June 10th, 2025 | 07:10 CEST
Great potential for emerging markets in the cloud: Apple, Microsoft, MiMedia
Digital subscriptions are big business: Market researchers, such as the experts at Juniper Research, estimate that digital subscriptions will generate USD 1 trillion in revenue worldwide by 2028. Major tech providers, in particular, have been fully focused on services for several years now. However, in the wake of the big names, smaller companies are also gaining market share. We take a look at Apple, Microsoft, and MiMedia and explain how their shares could perform in the future.
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Commented by Stefan Feulner on June 10th, 2025 | 07:05 CEST
Palantir, NetraMark, Qualcomm – Caution, buy signals!
Artificial intelligence is fundamentally changing the economy. It optimizes processes, reduces costs, and creates new business models. Its use in the healthcare and pharmaceutical sectors is currently developing particularly dynamically. Data-based decisions and personalized medicine are significantly increasing efficiency. According to experts, the global market for AI in healthcare could grow disproportionately in the coming years. Many AI companies are still in the early stages of their development.
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Commented by Nico Popp on May 29th, 2025 | 07:00 CEST
The next AI revolution is being spearheaded by these hidden champions: Palantir, NetraMark, Roche
Are you still working the same way you did five years ago? Let's be honest: AI has changed a lot. The opportunities are enormous, especially in biotechnology. Already in 2024, one in four venture capital dollars for AI projects went to the healthcare sector, according to Silicon Valley Bank. Although around 80% of the industry already works with AI, there is a wide range of applications, with significant differences between experiments and groundbreaking innovations. We present three AI beneficiaries from the healthcare sector and explain how investors can profit.
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Commented by Armin Schulz on May 19th, 2025 | 07:00 CEST
Palantir, Credissential, D-Wave Quantum – How to harness the USD 1.4 trillion tsunami
The global tech landscape is on the verge of a historic transformation. An unprecedented capital influx of USD 1.4 trillion from the United Arab Emirates is flooding key industries of the future – AI, digital infrastructure, and quantum computing in the US. As nations battle for supremacy, hyperscale markets are emerging that are revolutionizing startups and corporations alike. Industries from energy to fintech are benefiting from unprecedented investments in computing power, digitalization, and data ecosystems. But who stands to gain? The answer lies in companies that strategically combine algorithms, security, digital business processes, and quantum leaps - and are rewriting the rules of value creation. Three names stand out: Palantir, Credissential, and D-Wave Quantum.
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Commented by André Will-Laudien on May 15th, 2025 | 07:15 CEST
100% buying frenzy at Palantir, investors look to D-Wave, European Lithium, and SMCI
First the sell-off, then a new high for the year. Investors can speculate about which of the recent erratic movements was the "right" one. A 20% correction in response to unresolved tariff claims was followed by a 30% rally to new highs of over 23,900 points on the DAX 40 index. The NASDAQ saw an even sharper correction, with tech stock Palantir halving in value before doubling again within four weeks. In between, Q1 figures were released that, in truth, merely met expectations. SMCI and D-Wave Quantum are now back in the spotlight due to their high beta. For those focusing on Greenland and strategic metals, European Lithium is worth a closer look. We help with the analysis.
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Commented by Nico Popp on May 8th, 2025 | 07:00 CEST
Data as a return booster: NetraMark, BioNTech, and Palantir Technologies
It is common knowledge by now that data is the raw material of the 21st century. However, only a few truly understand the many ways in which this digital raw material can now be processed. Today, we present three companies - NetraMark, BioNTech, and Palantir Technologies - whose business models stand to benefit significantly from modern data processing and AI. We also examine whether there is any potential for collaboration between these companies.
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Commented by Armin Schulz on May 5th, 2025 | 07:15 CEST
How Palantir, MiMedia Holdings, and SAP are transforming the cloud into trillion-dollar markets
The cloud is the invisible titan of the digital economy. It drives innovation, breaks efficiency barriers, and is expected to generate over USD 800 billion in 2025 alone. But behind the scenes, tech pioneers are shaping the rules of this billion-dollar market. With AI-driven forecasts, disruptive data storage solutions, and cloud-based ecosystems, they are deciding who will dominate the era of hyperdigitalization. While companies are fiercely competing for agility and scale in the race for the cloud strategies of the future, three players are setting the standard with technologies that are changing not only markets but also mindsets. A look at Palantir, MiMedia Holdings, and SAP reveals what makes them different from the rest.
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Commented by Nico Popp on April 30th, 2025 | 07:00 CEST
The future of digital content: MiMedia, Dropbox, and Amazon in the race for data sovereignty
Cloud services are simple and incredibly useful. Whether it is photos from past vacations, data from a long-term project from 2020, or the baking recipe Grandma sent us years ago via WhatsApp - all this information is now just a few swipes away. However, the more personal data we store online, the greater the risk. More and more customers are focusing on security. We look at the business models of cloud service providers MiMedia, Dropbox, and Amazon.
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Commented by André Will-Laudien on April 25th, 2025 | 07:10 CEST
Crash or rebound? Tracking the data with Palantir, SAP, MiMedia, and Deutsche Telekom
Is the big correction already over? Given historically high liquidity, investors are wondering whether last week's slump marked the end of the road. Stocks such as Nvidia, Apple and SAP have now corrected more than 25% from their highs, something that has rarely been seen in the last 24 months. The NASDAQ is tentatively working its way back up, but the DAX 40 index is gaining momentum. It is now only 1,500 points away from its previous high of 23,476 points. A good strategy could, therefore, be to selectively re-enter the market. However, set clear loss limits for each investment. Here are a few promising suggestions.
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Commented by Stefan Feulner on April 15th, 2025 | 07:10 CEST
Volkswagen, European Lithium, Xiaomi – Who benefits from the tariff hammer
With the surprising tariff exemptions for certain product groups like smartphones and computers, the US government provided some relief for the global financial markets over the weekend, which even pushed the German leading index DAX back towards the 21,000-point mark. However, the next shock could be on its way. As early as this week, Trump is expected to address the tariffs on semiconductors.
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