Technology
Commented by Stefan Feulner on February 19th, 2025 | 07:50 CET
BYD, First Phosphate, AppLovin – Unstoppable
After the numbers season reached its peak last week, the US stock markets remained closed due to Presidents' Day, which is celebrated every year on the third Monday in February and honors the Presidents of the United States, particularly George Washington and Abraham Lincoln. Nevertheless, the markets were in turmoil, partly due to US Vice President J.D. Vance's speech at the Munich Security Conference. The Ukrainian index continued to rise on the back of expected peace talks between the US and Russia, while the DAX continued its record streak, surpassing 22,700 points.
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Commented by Armin Schulz on February 19th, 2025 | 07:35 CET
thyssenkrupp, Golden Cariboo Resources, Intel – Which comeback strategy will pay off?
In a world where raw materials are becoming scarcer, markets more volatile, and technologies more disruptive, companies face a threefold challenge: they must transform, innovate, and, at the same time, preserve their roots. This balance between tradition and the future currently shapes three publicly traded companies that could not be more different – yet all three have long histories to look back on. thyssenkrupp, a former industrial giant, is in the midst of a transformation. Golden Cariboo Resources, with its "Quesnelle Gold Quartz Mine," can trace its history back to 1865 and has recently presented exciting drilling results. Meanwhile, Intel, a semiconductor giant, is grappling with the aftermath of a technological sprint that has catapulted the industry into a new era.
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Commented by Juliane Zielonka on February 11th, 2025 | 08:40 CET
Palantir, Credissential, Deutsche Bank – AI separates winners from losers
AI is revolutionizing the business world and, for good reason, transforming entire industries. Palantir is setting new standards in data analysis by integrating Grok, the AI chatbot developed by Elon Musk for his X platform. The Canadian tech company Credissential is also pursuing a platform approach. Here, the AI-supported solution is developing a comprehensive package for buying used cars online in the US market. In addition to the vehicle, the software is being developed and marketed to a predominantly young audience and Credissential is building its software to offer appropriate insurance, transfer costs, and other relevant add-ons. Once implemented, the company expects an improved conversion rate by connecting to the digital marketplace. Deutsche Bank is currently facing a fine of EUR 10 million. Employees sold financial derivatives to small and medium-sized companies in Spain, whose risks was largely not communicated.
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Commented by Armin Schulz on February 7th, 2025 | 06:30 CET
Alibaba, Credissential, MicroStrategy – Innovative business models: where is the hidden potential?
This week, the latest announcement by the US Federal Reserve that key interest rates would remain unchanged for the time being only briefly provided some reassurance. Instead, concerns about the ongoing risk of stagflation and the disruptive power of artificial intelligence are dominating the debate. Three companies, seemingly separated by industries and national borders, have more in common than first glance suggests: they have all deeply embedded digitalization in their DNA and are pursuing growth strategies. Today, we look at which business models could face challenges due to US tariffs and which ones appear safe.
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Commented by Stefan Feulner on February 4th, 2025 | 07:20 CET
Baidu, dynaCERT, BYD – Using the Trump hammer
After the Trump trades and the subsequent rally, is the Trump hammer coming next? After the stock markets reached historic highs in recent weeks, a sharp correction followed on Monday. The reason for this was the tariffs imposed by the US on Canada, Mexico, and China. The consolidation could continue to expand, given that the Buffett Indicator, which looks at the market capitalization of all US companies in relation to economic output, is at an all-time high. Nevertheless, there are undervalued value stocks that could escape the downtrend.
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Commented by Stefan Feulner on February 3rd, 2025 | 07:10 CET
Alibaba, Credissential, ASML – Profiteers and losers of the AI quake
Last week, the new Chinese chatbot DeepSeek caused the stock markets, particularly semiconductor stocks, to falter. Chip giant Nvidia lost 17% of its market value in one day and almost USD 600 billion in market capitalization. Whether DeepSeek can truly follow in the footsteps of ChatGPT after the initial euphoria is questionable. However, new models are coming to market that could steal market share from the established players in the future.
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Commented by Juliane Zielonka on February 3rd, 2025 | 07:00 CET
Apple, First Nordic Metals, Barrick Gold - Technology sector meets commodity markets in transition
The global economy is showing its dynamic side at the beginning of 2025. Apple presents strong quarterly figures with record revenue of USD 124.3 billion. The Services division, in particular, stands out with a growth of 14% to USD 26.34 billion. First Nordic Metals Corporation offers high gold exploration potential thanks to its properties in the Scandinavian countries of Sweden and Finland. In Mali, West Africa, on the other hand, the leading gold producer, Barrick Gold, is facing further difficulties with the Malian government. This geopolitical development highlights the shift towards raw material projects in politically stable regions, which also offer a significant tax advantage.
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Commented by Juliane Zielonka on January 30th, 2025 | 07:10 CET
D-Wave, Power Nickel, Amazon - Copper as a key raw material for the technological revolution
The increasing demand for copper for new technologies such as quantum computers, power grids, and solar system expansion is putting pressure on the global raw materials market. D-Wave, a pioneer in quantum computing, requires copper for its highly complex systems. With fresh capital of USD 150 million, the Palo Alto-based company is continuing its growth strategy. In the immediate vicinity, the Canadian raw materials company Power Nickel is tapping into promising copper and precious metal deposits with its NISK project. The ongoing boom in raw materials is ideal for Power Nickel. The current drilling is delivering promising results from a nickel-copper-cobalt-PGE deposit and a high-grade copper-precious metal zone. Amazon, in turn, is pushing ahead with its zero-emissions strategy with its 58-MW solar projects in Japan. Here, too, copper plays a key role in the construction of the solar plants. The economic sustainability of individual countries depends heavily on their available raw material resources and suppliers. Three companies exemplify how copper is becoming the strategic metal of the digital transformation.
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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 Armin Schulz on January 27th, 2025 | 07:10 CET
Volkswagen, Nova Pacific Metals, D-Wave Quantum – Is a trade war about to break out?
Donald Trump is the new president of the United States of America, and he is moving at a rapid pace. On his first day, he issued several decrees, and his inaugural address was also impactful. He announced tariffs on imports. Goods from Mexico and Canada will be subject to 25% customs duties. And tariffs of up to 60% are being considered for products from China. If the US isolates itself like this, China, in particular, could significantly restrict its raw material exports, and the trade war would be officially underway. The race for critical raw materials has already begun. Trump has already put out feelers to Greenland and Canada. Where will high-tech industries source their raw materials from in the future?
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