Technology
Commented by Stefan Feulner on July 22nd, 2024 | 06:45 CEST
Palantir, VCI Global, C3.ai - Beneficiaries of the megatrend
The emergence of ChatGPT brought artificial intelligence into the mainstream. Since then, companies developing various AI services have been springing up like mushrooms. This trend will undoubtedly continue to gain momentum in the future, as various technologies are already too firmly anchored in the economy and society. Despite the current sideways movement on the stock markets, we should continue to keep an eye on the developments of listed players who are likely to benefit from this super cycle in the future.
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Commented by Fabian Lorenz on July 16th, 2024 | 07:15 CEST
Next share price jump? TUI, Aixtron, and Desert Gold
Is the Aixtron share about to make its next leap? The shock of the profit warning was digested with a rise of over 10%. Three analysts recommend the share as a "Buy". Desert Gold is also ripe for a new rally. After more than doubling in a short space of time at the beginning of the year, it consolidated textbook style. Will it soon jump to a new yearly high? The Company is certainly not expensive, and experts consider a gold price of USD 3,000 possible. Important drilling results are also on the horizon. TUI is currently performing well operationally. The summer season business is booming, and the bankruptcy of a competitor is providing additional momentum. Nevertheless, the share is trending sideways. Could the purchase of an island be the trigger?
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Commented by Stefan Feulner on July 9th, 2024 | 07:30 CEST
ITM Power, Saturn Oil + Gas, Aixtron - Setting the course for the long term
After the parliamentary elections in France at the weekend, it is not only in politics that the course for the future needs to be set anew. Recent news from oil producer Saturn Oil & Gas revealed that it has taken a major step toward becoming a "midsize producer. Following this significant transaction, several analysts have given the share a thumbs up and see an opportunity for multiplication. The hydrogen sector is also seeing new movement, suggesting that a long-term rebound could be on the horizon.
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Commented by Armin Schulz on July 4th, 2024 | 07:15 CEST
Super Micro Computer, Verve Group, Rheinmetall - Investing in market megatrends
The recent rise in equity markets has boosted several key sectors, with technological innovations and the defense industry taking center stage. Analysts continue to predict positive developments, driven by strong quarterly results and strategic expansions. Investors are showing growing confidence, which is reflected in rising share prices. These trends suggest that companies involved in these sectors could continue to gain momentum in the coming months, which promises to be an exciting time for market watchers and investors alike.
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Commented by Stefan Feulner on July 1st, 2024 | 07:15 CEST
Palantir, Power Nickel, Meyer Burger - Top News Triggers Share Price Explosion
Investors are becoming more cautious about the major indices, and the danger of a correction on the DAX, Dow Jones, and Nasdaq has not yet been averted. While trading on the main stock exchanges was quiet, some promising second-tier stocks were in the spotlight. Due to outstanding news, Power Nickel, in particular, recorded a three-month performance of around 300%. It is unlikely that this is the end of the story, especially following the entry of some major players from the commodities sector.
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Commented by André Will-Laudien on June 24th, 2024 | 07:15 CEST
IPOs, Takeovers and Mergers - Here we go again! Varta, Altech Advanced Materials, Nel ASA, and Cavendish
Every day, new records on the NASDAQ make investors' dreams come true, but at the end of last week, there were the first signs of a correction, with top stock Nvidia losing 10% from its peak. This is a minor setback after a rise of almost 100% since mid-April. The IPO market is also picking up again as newcomers want to seize the opportunity. The Norwegian hydrogen pioneer Nel ASA successfully floated its filling station subsidiary on the stock exchange. This creates more transparency within the Company and fills the coffers. While Varta has issued another revenue warning, Altech Advanced Materials is launching its new battery technologies. In terms of achievements, "Made in Germany" is still "top", but the right stock selection remains the trump card.
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Commented by Juliane Zielonka on June 20th, 2024 | 06:30 CEST
Apple, Kraken Energy, Palantir - Network effect for market expansion, who is ahead?
Network effects play a decisive role for companies in securing and expanding market share. Apple is strengthening its consumer credit business through its partnership with Affirm. This will allow the Company to further expand its mobile payment solution in the US while it struggles with regulatory challenges in the EU. Kraken Energy is a US-based uranium exploration company strategically positioned in the global energy industry. With a focus on high-value projects such as the Apex Uranium Mine in Nevada, Kraken Energy is capitalizing on the increasing global demand for nuclear energy resources. Palantir, on the other hand, is actively expanding its business towards B2B customers, particularly through AI-driven data analysis. Which of the three companies is ahead in terms of network effects?
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Commented by André Will-Laudien on April 30th, 2024 | 07:30 CEST
The 100% opportunity with Big Data and Artificial Intelligence: Nvidia, Softing, Microsoft and Super Micro Computer!
Big Data, Web 3.0, IOTA and Artificial Intelligence are terms of the modern age. When the internet and high-tech stocks saw the light of day on the stock exchange during the dot-com bubble at the end of the 1990s, there were hundreds of companies with an idea but only a few customers, rarely any turnover, and certainly no profit. Now, 25 years later, computing power has increased a hundredfold, and the possibilities seem endless. Data for industry is finally usable, and consumers' usage behavior shows where manufacturers need to focus their products. We are in the age of complete transparency about movements, purchasing behavior and opinions. Large Internet companies such as Microsoft, Google and Apple have trillions of pieces of data at their disposal and the fastest mainframe computers to analyze them accordingly. With the deployment of machine learning, artificial intelligence knows no bounds. The stock market thrives on these advancements, with high-tech and AI stocks continuing to promise significant potential. However, it is worth taking a look at undiscovered followers.
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Commented by Juliane Zielonka on April 26th, 2024 | 07:00 CEST
HelloFresh, First Hydrogen, Amazon: Growth in the Courier, Express, and Parcel industry
The courier, express, and parcel industry (CEP) is a true growth engine. CEP companies currently employ almost 260,000 people, more than 50% more than ten years ago. Consumers worldwide are increasingly opting for direct deliveries to their homes, whether for food or retail orders. The food company HelloFresh is benefiting from this. The figures from the first quarter of 2024 impress analysts and investors alike. Increasing delivery traffic in cities needs new solutions. This is where First Hydrogen comes into play. The Company focuses on hydrogen-powered commercial vehicles for urban deliveries. The advantage of First Hydrogen's vans is their unbeatable range of over 600 km with just a single refueling. Amazon is also scaling up its food delivery services. In the US, they are enticing Prime subscribers to take advantage of delivery benefits for groceries. This is not at all popular in Europe and violates many consumer laws. We provide the details.
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Commented by André Will-Laudien on April 23rd, 2024 | 07:45 CEST
Attention: DAX dividends! Car stocks pay out: Mercedes-Benz, MS Industrie, VW and BMW
The DAX 40 index has gone into reverse gear in recent weeks. In addition to the high-tech and artificial intelligence sectors, the multi-month bull market also included defense stocks in the interim phase. There is no real reason to celebrate among automotive stocks, as an expected decline in GDP also means reduced household budgets. This translates to fewer new vehicle sales, with many electric vehicles produced in bulk occupying important showroom space from dealers for months. The pain is increasing, and those looking to sell vehicles find themselves in ruinous discount battles with cheap Chinese imports. However, there appears to be a glimmer of hope on the horizon: interest rate cuts! They are expected in the second half of the year. We analyze the current situation.
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