Technology
Commented by Stefan Feulner on March 17th, 2025 | 07:00 CET
Palantir, NetraMark, Alibaba – AI stocks set for an upward trend
For the first time in history, the German leading index, DAX, broke through the historic 23,000-point mark in the past trading week. There were also records to report for the precious metal gold, which jumped over the USD 3,000 per ounce mark. In comparison, US indices, like the Dow Jones or Nasdaq, are still in a correction cycle. However, signs of stabilization are emerging, particularly with the Nasdaq, which may present interesting entry opportunities after the massive losses in tech stocks.
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Commented by Juliane Zielonka on March 12th, 2025 | 06:55 CET
Eutelsat, MiMedia, Xiaomi – The infrastructure for the networking markets of the future, worth billions
Millions of people in emerging markets are gaining access to digital markets – a potential of great importance to investors. The French satellite communications company Eutelsat is realizing this with its satellites such as EUTELSAT KONNECT, which bring broadband internet to remote regions of Africa and the Middle East, opening up billion-dollar markets. Eutelsat is particularly active in Europe, Africa, the Middle East, and Asia. The software company MiMedia is profiting from this connectivity by providing its cloud platform on Android smartphones. The software is the small tile for your users' pictures on the smartphone, preinstalled upon activation. MiMedia achieves this implementation through partnerships such as with América Móvil, one of the largest telecommunications providers in LATAM. MiMedia, with roots in New York City, is already expanding in Africa, reaching millions of users. The Chinese tech company Xiaomi complements this with affordable hardware: With 43.1 million smartphones shipped in Q3 2024 and the new Xiaomi 15 series, it is tapping into global markets, seamlessly integrated into cloud and satellite networks. Together, they are creating an infrastructure that generates billions of dollars in revenue in high-growth regions.
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Commented by André Will-Laudien on March 11th, 2025 | 07:45 CET
Artificial Intelligence – Fabulous profits with Xiaomi, Credissential, D-Wave, and Palantir
It is incredible how politics can sometimes drive markets. US President Donald Trump had broken away from Ukraine aid due to a dispute with Volodymyr Zelenskyy, and the alarm bells were immediately ringing in Europe. Defense stocks went through the roof, and EU governments scrambled to come up with new special packages to rearm NATO countries, totaling up to EUR 800 billion. The flustered chaos must have amused Vladimir Putin. However, a correction is also currently taking place in the long-hyped AI stocks. Some of the losses here are quite painful. The stock market seems to have discarded its "one-way street decree". Accumulated profits should be secured as quickly as possible. We delve deeper into the context.
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Commented by André Will-Laudien on March 11th, 2025 | 07:10 CET
Olalla! And here comes the consolidation! Are these already buying opportunities for SMCI, Benton Resources, Palantir, and Meta?
Whenever investors use the term "one-way street", the market tends to correct. This time, several factors were at play, such as failed peace efforts, rising debt, increasing interest rates, and the threat of tariffs from the Trump administration. All four points have a long-term recessive effect, as they weaken consumer sentiment and purchasing power due to higher interest rates and product payments. In the short term, they also weigh on overheated growth portfolios. It is, therefore, worthwhile to take a closer look at the well-known protagonists. After all, buying opportunities arise time and again – timing is key!
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Commented by Armin Schulz on March 11th, 2025 | 07:00 CET
Renk Group, Almonty Industries, Hensoldt – NATO calls for an arms race!
In a world where geopolitical fires are shaking the global security architecture, an industrial arms race is forming behind the scenes. While NATO Secretary General Mark Rutte this week once again emphasized the "urgent need" for accelerated arms production – from drones to satellites – European states are setting record sums in motion: Germany is loosening its debt brake for a EUR 500-billion special fund, and the EU is planning military loans of 150 billion. But who will benefit if Europe wants to reduce not only its defense budgets but also its dependence on US arms deliveries? Three companies are in the spotlight whose stocks have long been surfing in the wake of the arms race. Where is it worth getting in?
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Commented by Juliane Zielonka on March 10th, 2025 | 08:15 CET
Alibaba, naoo, Amazon: Where innovation leads and profits rise
In early March 2025, Alibaba made a move with its AI model QwQ-32B, which is set to challenge DeepSeek. The stock immediately rose by 8.4%, and even institutional investors like Berkshire are getting involved. Markets are buzzing and are fueled by user interactions on social networks. A hidden gem in the USD 234 billion social media market is naoo AG. The Swiss company focuses on local networking and rewards users with an AI-based point system that they can use at local businesses. With 75,000 users and 6.5 million impressions, interactions are increasing rapidly. Amazon is focusing on real-time streaming of computer games in its AWS division. With GameLift Streams, they have been conquering the gaming market since March 2025, bringing games directly to billions of devices – a cost-efficient game changer for developers and investors.
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Commented by Fabian Lorenz on March 7th, 2025 | 06:55 CET
100% RALLY! And now? Renk, Salzgitter, and AppLovin partner MiMedia
Can it continue to go up after a 100% rally? There is a lot to suggest that the still largely unknown MiMedia stock could keep going. The cloud pearl is on the verge of a revenue leap and is relying on AppLovin to monetize its cloud services – itself an AI highflyer but now overvalued. MiMedia, on the other hand, wants to start scaling in the current year. Salzgitter caused a stir on Wednesday with a share price jump of over 15%. Even though profits were taken yesterday, analysts see further upside potential for the stock. Could a revaluation be possible? There are good reasons for profit-taking after Renk's 10% rally this year, but the stock wants to keep rising. Deutsche Bank recommends buying, but there is a big catch.
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Commented by Juliane Zielonka on March 7th, 2025 | 06:45 CET
Bayer, Vidac Pharma, Xiaomi: What matters now for your health
Innovative solutions to improve the quality of life for millions of patients are the focus of a new generation of companies that are breaking new ground in research and technology. The German company Bayer is reporting impressive results for 2024 in its pharmaceutical division with Nubeqa™ for prostate cancer and plans to increase its sales to over EUR 2.5 billion in 2025. The biopharmaceutical company Vidac Pharma, currently in the clinical phase, specializes in the fight against tumors and is making progress in a Phase 2b study against actinic keratosis with the active ingredient VDA-1102. The Chinese tech company Xiaomi scores with smart health monitoring with products like the Watch S4. It also connects households and has expanded its Internet of Things ecosystem to millions of connected devices. These approaches – whether in medicine, cancer therapy, or health technology – offer progress for patients, users, and potential for investors who are focusing on sustainable growth. How are these companies shaping the future?
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Commented by Fabian Lorenz on March 6th, 2025 | 08:10 CET
After thyssenkrupp, Ballard Power's share price is now exploding! Is First Phosphate next?
The Ballard Power share has made a strong comeback. On the back of a major order, it rose by 13%. Is there more to come? It seems that way for the First Phosphate share. The price decline of the past few weeks offers an attractive entry opportunity. The Canadians have reported on the current development of their phosphate activities. High revenues are expected from the investments, and the impact of US tariffs should be manageable. In any case, management is buying the stock. Investors have been snapping up thyssenkrupp shares in a big way this year. The price has doubled in a few weeks. Will it continue?
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Commented by Juliane Zielonka on March 6th, 2025 | 07:50 CET
Nova Pacific Metals, Super Micro Computer and Palantir: The invisible power of the AI future
Artificial intelligence is revolutionizing how companies produce, but who is driving this revolution? Companies like Nova Pacific Metals, Super Micro Computer, and Palantir provide the raw materials, hardware, and software that are the cornerstones of this turning point. Nova Pacific mines critical metals such as copper and gold in Canada. These are essential raw materials for the smooth operation of data centers. With its LARA project, Nova Pacific is planning its next big move – a versatile, mineral-rich area valued at around CAD 30 million. Super Micro supplies the servers for the AI boom in California, but legal troubles cloud growth, despite partnerships with industry giants like Nvidia. Palantir, on the other hand, is working with Société Générale, France's most important commercial bank, to protect the financial world against money laundering with AI-supported analysis – a testament to the power of its Foundry platform. These "hidden champions" are inextricably linked: from the valuable raw materials to the machines, they shape the AI future from the ground up. Which company will best master the balance between innovation and challenge?
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