Technology
Commented by Stefan Feulner on September 10th, 2024 | 07:30 CEST
Broadcom, BlockchainK2, C3.ai - AI hype in full swing
The rise in the use of artificial intelligence continues unabated. Therefore, the current correction in AI-related stocks should be seen as a long-term entry opportunity. The fact that the US data specialist Palantir is the first player to make it into the elite S&P 500 shows just how important the super cycle, which is still at the beginning, already is. In addition, new companies are constantly entering the market, which could significantly increase their stock market value in the future with innovative technologies.
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Commented by Stefan Feulner on September 3rd, 2024 | 07:00 CEST
AMD, VCI Global, Dell - The AI favorites after Nvidia
The event of the past trading week was chip giant Nvidia's quarterly figures. Once again, the US giant exceeded expectations. Nevertheless, investors were disappointed, as expectations were too high. Following the exaggerated share price rally of recent months, quite a few experts are advising investors to focus on AI companies with more favorable valuations. In addition to established corporations, smaller companies stand out, particularly those with innovative business areas that could experience a similar upward trend.
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Commented by Stefan Feulner on September 2nd, 2024 | 07:15 CEST
PayPal, Desert Gold Ventures, and Nel ASA facing decisive milestones
Despite fears of recession and increasing geopolitical tensions, Germany's leading index, the DAX, and the Dow Jones reached historic highs and generated fresh buy signals. The precious metal gold is also unstoppable and, after a brief breather, is once again targeting the USD 2,531 per ounce mark. The smaller gold producers and exploration companies, which have so far hardly been able to capitalize on the strong rise, should also benefit disproportionately from a longer bull run.
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Commented by Armin Schulz on September 2nd, 2024 | 07:00 CEST
Almonty Industries, Rheinmetall, Intel - The invisible engine of high-tech applications is called tungsten!
Tungsten, often operating behind the scenes, plays a central role in some of the most innovative and technologically sophisticated industries in the world. As a high-tech raw material, tungsten is essential for the production of modern microchips and electronic devices that shape our everyday lives. At the same time, it is an indispensable component in the defense industry, where its exceptional hardness and resilience contribute significantly to the development of advanced weapons systems. Due to its properties, tungsten is also being used increasingly in batteries. Nevertheless, the importance of this critical raw material is often underestimated.
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Commented by Fabian Lorenz on August 28th, 2024 | 07:30 CEST
Share buyback and buy recommendation! Rheinmetall, Aixtron, Saturn Oil + Gas share
Rheinmetall shares well above EUR 600? At least, that is what analysts believe. However, the share of the armaments group is currently struggling somewhat after reaching an all-time high of over EUR 560. But if Rheinmetall now also conquers space, new record highs should only be a matter of time. Analysts believe Saturn Oil & Gas shares have almost 200% upside potential. The oil company, with a market capitalization of over CAD 500 million, is increasingly becoming a free cash flow monster and now plans to use this for share buybacks. Analysts are also taking a positive view of Aixtron again. The technology company confirmed its forecast at an investor conference. How far can the share rise?
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Commented by Armin Schulz on August 26th, 2024 | 07:00 CEST
Plug Power, First Hydrogen, thyssenkrupp nucera - Could multiples like in the dot-com era be possible?
The current hydrogen industry is strongly reminiscent of the dot-com era: back then, many internet stocks were considered temporary flops, but some survived and prospered, with Amazon being a prime example. When the dot-com bubble burst, Amazon emerged stronger and became a global economic giant. Similarly, just as there were skeptics about the long-term success of early internet companies, today there are doubts about the long-term viability of hydrogen technology. However, history teaches us that in the midst of many failures, some standout players can emerge that revolutionize the industry and create long-term value. We look at three possible candidates.
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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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