Technology
Commented by Stefan Feulner on May 6th, 2025 | 07:00 CEST
Strategy, 123fahrschule, BASF – Massive increases
Amid high volatility, Germany's leading index, the DAX, regained the psychologically important 23,000-point mark after its setback in April. Investors are betting on an imminent resolution to US President Donald Trump's erratic tariff policies. Small caps also posted significant gains after the drastic losses in the previous month. Many companies remain undervalued, offering further upside potential.
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Commented by Armin Schulz on May 1st, 2025 | 07:05 CEST
AI race in a billion-dollar market: How are Evotec, NetraMark Holdings, and Novo Nordisk doing in the race?
The pharmaceutical industry is undergoing a seismic change! Algorithms are replacing microscopes, and data pools are becoming the new pipeline for therapeutic breakthroughs. As billions are poured into artificial intelligence (AI), the battle is raging to crack the code for the next drug revolution – and to avoid drowning in a sea of data. Innovators like NetraMark are using machine learning to demystify clinical trials, while giants like Novo Nordisk are reinventing diabetes treatments with digital twins. Evotec is using AI-driven approaches to drug discovery. Who will succeed in bridging the gap between hype and healing?
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Commented by Nico Popp on April 30th, 2025 | 07:00 CEST
The future of digital content: MiMedia, Dropbox, and Amazon in the race for data sovereignty
Cloud services are simple and incredibly useful. Whether it is photos from past vacations, data from a long-term project from 2020, or the baking recipe Grandma sent us years ago via WhatsApp - all this information is now just a few swipes away. However, the more personal data we store online, the greater the risk. More and more customers are focusing on security. We look at the business models of cloud service providers MiMedia, Dropbox, and Amazon.
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Commented by Nico Popp on April 29th, 2025 | 07:00 CEST
The future of mobility: From driver's licenses to platform economies – 123fahrschule, BYD, Uber
The vehicle is still sacred to many people – anyone who has seen how intensely family fathers with 40-hour workweeks care for their vehicles during Saturday car washes knows this. But mobility is also changing: today, we like to use bicycles or e-scooters for short distances. In many cities around the world, mobility providers such as Uber have also made taxi rides affordable. We shed light on the future of mobility and show what BYD, Uber, and the young German company 123fahrschule have to do with it.
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Commented by Stefan Feulner on April 28th, 2025 | 11:20 CEST
BioNTech, BioNxt, Merck KGaA – Opportunities after the correction
The reporting season for the first quarter of 2025 is underway, and due to US President Donald Trump's tariff hammer, it is more exciting than ever. Investors are likely to focus primarily on forecasts for the rest of the fiscal year. Internet giant Google posted impressive figures last week and is standing firm against looming trade conflicts and antitrust proceedings. Several companies in the biotech sector also had news to report and offer attractive entry opportunities at reduced prices.
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Commented by André Will-Laudien on April 25th, 2025 | 07:10 CEST
Crash or rebound? Tracking the data with Palantir, SAP, MiMedia, and Deutsche Telekom
Is the big correction already over? Given historically high liquidity, investors are wondering whether last week's slump marked the end of the road. Stocks such as Nvidia, Apple and SAP have now corrected more than 25% from their highs, something that has rarely been seen in the last 24 months. The NASDAQ is tentatively working its way back up, but the DAX 40 index is gaining momentum. It is now only 1,500 points away from its previous high of 23,476 points. A good strategy could, therefore, be to selectively re-enter the market. However, set clear loss limits for each investment. Here are a few promising suggestions.
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Commented by Stefan Feulner on April 15th, 2025 | 07:10 CEST
Volkswagen, European Lithium, Xiaomi – Who benefits from the tariff hammer
With the surprising tariff exemptions for certain product groups like smartphones and computers, the US government provided some relief for the global financial markets over the weekend, which even pushed the German leading index DAX back towards the 21,000-point mark. However, the next shock could be on its way. As early as this week, Trump is expected to address the tariffs on semiconductors.
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Commented by André Will-Laudien on April 14th, 2025 | 08:00 CEST
Growth despite tariffs: It is all about using artificial intelligence! Novo Nordisk, NetraMark Holdings, Infineon, and Intel
The tariff policy of the Trump administration is casting a long shadow over the global economy, with ifo Institute President Clemens Fuest warning it could even trigger a new global recession. Only a handful of companies can currently afford to relax - those that manufacture entirely within the US and serve mainly domestic markets. However, the economy is highly interconnected, the recently favored globalization has ensured that. The wheel is currently turning backwards, and "local sourcing" is the new buzzword. History has shown that protectionism rarely leads to positive outcomes. It is important for investors to look closely at which policymakers truly have an understanding of economic issues without ideological distortions. Identifying these trends can lead to discovering high-potential stocks. The search is not easy, but we are here to provide support wherever possible.
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Commented by Armin Schulz on April 14th, 2025 | 07:20 CEST
123fahrschule is booming, while Volkswagen and Mercedes-Benz are struggling with tariffs and e-mobility
The German automotive industry is struggling with punitive tariffs and declining competitiveness, while the driving school sector is booming – a paradox of future markets. As Volkswagen and Mercedes-Benz face export declines and try to integrate the electric revolution into their existing structures, 123fahrschule is focusing on digital learning concepts and sustainability. But what connects luxury automakers with driving schools? Both face the question of how to master technology, global crises, and younger target groups. Innovation requires more than horsepower and premium labels. We look at how 123fahrschule, Volkswagen, and Mercedes-Benz meet these challenges and aim to shape the future.
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Commented by Fabian Lorenz on April 11th, 2025 | 07:00 CEST
USE BUY-LEVEL PRICES! Deutz, Infineon, and Walmart partner, MiMedia: Analyst favorite, AI hidden gem, and profiteer!
MiMedia is likely to face a revaluation. The AI cloud player has held up surprisingly well during the recent sell-off, even completing a capital increase beforehand, and is now starting operations with the giant Walmart in Latin America. Revenues are expected to increase massively this year – will the stock follow suit? Deutz has also held up well in these turbulent times. Following the takeover in the electric sector, the Company confidently announced price increases despite the tariff chaos. In Germany, the engine manufacturer could benefit from the new federal government's plans. Infineon's stock has taken a beating. Will a takeover in the US turn things around? Analysts believe that the semiconductor group is one of the structural winners in Europe. Should you buy the stock?
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