Software
Commented by Juliane Zielonka on February 6th, 2025 | 08:30 CET
Palantir, First Phosphate, BYD – AI, battery raw materials, and e-mobility are driving growth
Fresh quarterly figures and new projects for the electrified world shape this week's stock market. Palantir is posting impressive quarterly figures and achieving new price jumps on the stock market. Investors can expect further growth from the US company with the DOGE project from Trump and Musk. DOGE is streamlining bureaucratic structures, a huge opportunity for Palantir. Raw material producer First Phosphate is positioning itself in the booming market for LFP batteries and is planning sustainable large-scale production of battery raw materials in Canada. Meanwhile, Chinese electric automaker BYD is strengthening its presence in Germany with the appointment of an experienced domestic sales director and setting ambitious sales targets of 50,000 vehicles per year. The details.
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Commented by Fabian Lorenz on January 28th, 2025 | 07:30 CET
4,000% stock Carvana: TeamViewer, Bitcoin Group, Zalando, and Credissential offer opportunities
Away from the big tech stocks, multipliers are waiting. One example from the US is Carvana, which has risen 4,000% in two years. Credissential aims to challenge the online used car dealer. The startup wants to provide brick-and-mortar used car dealers with a response against Carvana using artificial intelligence. Scaling is planned for 2025. If successful, the stock is much too cheap. In the DAX, Zalando offers significant upside potential. The online retailer is back on the growth path and plans to compete with Shein and Temu through the acquisition of About You, with analysts recommending a "Buy". By contrast, TeamViewer's stock lacks momentum. Analyst opinions are divided. And is the Bitcoin Group stock finally waking up?
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Commented by Stefan Feulner on January 27th, 2025 | 07:20 CET
Novo Nordisk, Desert Gold Ventures, Palantir – AI madness, Trump fuels the gold rush
Things have been moving at a rapid pace since the old and new President of the United States, Donald Trump, took office. Around 80 decrees were signed on the first working day alone. One of the Republican's goals is to make the US the "global hub for crypto and artificial intelligence". With the commitment of over USD 500 billion for the largest AI project in history, the industry is likely to face further appreciation. The price of gold has also increased, and it is now approaching the magic mark of USD 3,000 per ounce. In this context, producers and exploration companies are now likely to tap into their catch-up potential.
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Commented by Juliane Zielonka on January 24th, 2025 | 07:25 CET
Almonty, Rheinmetall, Palantir - Strategic decisions in global competition
Geopolitical tensions and technological innovations are the driving forces behind the current market movements in the defense and AI sectors. The leading tungsten producer, Almonty Industries, plans to move its headquarters to the US to strengthen domestic raw material independence for the defense industry. The timing is ideal as China tightens trade restrictions on both raw materials and US defense companies. Meanwhile, in Germany, the Federal Cartel Office has approved a far-reaching German-Italian defense project between Rheinmetall AG and Leonardo S.p.A. - the aim is to strengthen European security, particularly with regard to ground troops. The US tech company Palantir Technologies is further expanding its position in the AI market and is increasingly using AI platform technology for commercial customers. We look at what investors need to know now.
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Commented by Fabian Lorenz on January 16th, 2025 | 07:05 CET
D-Wave Quantum with SHARE PRICE EXPLOSION! Next up, Renk and ARI Motors?
D-Wave Quantum's share price exploded by more than 20% yesterday and is back at USD 6 – on Monday, it was still below USD 4. A new cooperation raises hopes for orders from the US government and state authorities. Meanwhile, ARI Motors is also seeing positive developments in its order flow, signaling growth in its niche within electric mobility despite a challenging environment. This makes the stock ripe for a breakout from its sideways trend – and upwards at that. More and more positive news is coming from Renk. The question remains whether the company can catch up with the underperformance seen compared to Rheinmetall and Hensoldt in 2025.
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Commented by Stefan Feulner on January 13th, 2025 | 07:00 CET
Nordex, XXIX Metal, D-Wave Quantum – Demand is driving prices
The decarbonization of the energy industry and the accelerated expansion of data centres for calculating artificial intelligence are creating a steadily increasing demand for energy sources that are as clean and efficient as possible. In addition to the ramp-up of solar energy, wind power plays a major role. The energy transition is leading to an enormous increase in the demand for copper. Forecasts assume that the demand for copper could increase by around 50–70% by 2030. By contrast, the past decade has seen a failure to meet rising demand by developing new projects. As a result, the few copper producers are likely to benefit from rising prices in the long term.
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Commented by Stefan Feulner on January 7th, 2025 | 07:00 CET
MicroStrategy, Almonty Industries and XPeng make headlines
The markets continued to rise in the first trading week of the new year. The DAX has managed to climb past the 20,000-point mark. Bitcoin is also working on reclaiming the magical USD 100,000 mark. For some market experts, this is just the beginning of an unstoppable run for the world's largest cryptocurrency. Less covered in the media but significantly more critical is the Western world's focus on securing vital raw materials. One company is on the launchpad and could soar to new heights after production begins.
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Commented by Armin Schulz on January 3rd, 2025 | 07:00 CET
D-Wave Quantum, ARI Motors, Bayer – Which stocks should be in the portfolio for 2025?
After Google presented its quantum processor, Willow, D-Wave Quantum's shares skyrocketed. The question is how sustainable this increase is and whether quantum computing will be the next big hype after artificial intelligence. For the automotive industry, 2024 was a year to forget. Many automakers are currently struggling with problems. ARI Motors, an electric vehicle manufacturer that has secured a niche for itself, is faring better. Will the entire automotive industry manage a turnaround in the coming year? Bayer's shareholders are also hoping for a turnaround. The share price took a significant hit last year. 2025 is expected to be much better. We take a closer look at the individual stocks.
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Commented by Armin Schulz on January 2nd, 2025 | 07:10 CET
Palantir – Data as gold, or should one add Desert Gold and MicroStrategy to the portfolio for 2025?
In today's world, digital technologies are integral to our lives, and as we navigate the internet, we disclose data that is now considered the gold of the 21st century. Tech giants leverage this data for personalised offerings, thereby securing competitive advantages. Palantir has made a name for itself as a big data analyst and has grown considerably as a result. The other option is to invest in gold or crypto companies. The price of gold and Bitcoin has risen significantly in the past year. We look at a company from each sector and see which stock deserves a place in your portfolio.
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Commented by André Will-Laudien on December 23rd, 2024 | 08:20 CET
100% chance of peace in 2025: Ukraine, Israel & Syria! Rheinmetall, Renk, Almonty and Palantir in focus
The DAX ran a little hot in December, with a new all-time high of over 20,522 points. Shortly before Christmas, it fell back to 19,850 points. Some say healthy; others say a turnaround. The fact is that the 2024 investment year was only positive for a fraction of the listed stocks despite the recessionary environment. They come from the high-tech, artificial intelligence, banking and defense sectors. With the renewed escalation of Russian attacks at the turn of the year, hopes for peace have been postponed for the time being, leaving defense stocks with their dearly paid-for charm. Producers of strategic metals are again coming into focus because, for Western industrial nations, the task is to secure supply chains as best as possible. Where are the opportunities for investors at the turn of the year?
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