computing
Commented by André Will-Laudien on September 16th, 2026 | 07:10 CEST
Big Data, More Cloud, Less Energy – Who Has the Best Memory Chips? AMD, Infineon, Aspermont and SK Hynix in Focus
The hunt for the decade's hottest AI returns is officially on. The appetite for data is growing relentlessly, sending server rooms worldwide into overdrive. Four enticing stock market contenders are vying for investors' capital and laying their cards on the table. Memory specialist AMD is proudly flexing its muscles and aims to dominate the field with brute computing power. The chipmaker is pushing deep into cloud infrastructure, leaving the competition green with envy. Infineon, meanwhile, entices with pure efficiency and knows exactly how to achieve maximum endurance with less energy. The Munich-based company is making servers sexy by drastically curbing the giants' power appetite. The Korean firm SK Hynix dominates the high-bandwidth memory segment and feeds AI applications with fresh data at record speed. As a wild underdog, Aspermont brings a breath of fresh air to the game and provides the necessary insight into the commodities universe. What starts as a fling creates a real buzz in the portfolio. This quartet keeps share prices dancing daily and makes analysts break out in a sweat. Investors should decide now which of these tech darlings they want to firmly include in their portfolio. After all, there is not much time left until Christmas to let those little lights shine brightly.
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Commented by Armin Schulz on September 15th, 2026 | 10:35 CEST
No Power, No AI: How Siemens Energy, NU E Power and Micron Aim to Benefit from Infrastructure, Projects and Efficiency
Created and Published on Behalf of NU E Power Corp.
The AI boom is overshadowing the biggest bottleneck: electricity. Data centres are consuming enormous amounts of energy, while limited capacity in power grids, turbines and transformers is holding back growth. This creates three key areas of opportunity: infrastructure supply, local project development, and demand for energy-efficient chips. As an investor, it is important to understand who supplies the energy infrastructure, who develops the projects, and who produces the most energy-efficient chips. Siemens Energy, NU E Power, and Micron operate across these areas. That makes them worth examining more closely.
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Commented by Lars Winter on September 15th, 2026 | 07:35 CEST
Power Metallic Mines, Oracle, and Adobe: Three Interesting Stocks Poised for a Revaluation?
Copper and precious metals lie dormant beneath Québec's soil, billion-dollar contracts are piling up in Oracle's order books, and Adobe is earning handsomely despite AI concerns. Yet doubts prevail on the stock market. That is exactly what makes these three stocks so interesting. Canadian explorer Power Metallic Mines has significant upside potential: the first resource estimate for the Lion Zone adds substance to hopes of a new mine. Analysts believe this hot stock could more than double in value. With Oracle and Adobe as well, investors are wondering whether the market is correctly identifying the risks or underestimating the opportunities. Fresh figures and news may provide new reasons to buy. We are taking a closer look at this trio in our stock review.
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Commented by André Will-Laudien on August 28th, 2026 | 11:00 CEST
Mega-Chips Without Power? AI Comes to a Standstill Without AMD, Nvidia, Infineon and NU E Power
Created and Published on Behalf of NU E Power
What if the screen stays black after you switch it on? No joke—because the insatiable power appetite of artificial intelligence is driving demand for electricity and cloud capacity to astronomical levels. But Bloomberg is now sounding the alarm: at the current pace of data-center expansion, a major reality check could be looming, potentially putting the ambitious AI dreams of Silicon Valley's giants under serious pressure. A study by BloombergNEF reinforces this concern, predicting that by 2035, data centers could consume up to 20% of total US electricity demand. The most critical bottleneck is the extreme shortage of electricity, as aging power grids and the sluggish expansion of renewable energy simply cannot keep pace with rapid growth. At the same time, the rollout of new megaprojects is increasingly slowing down. Lengthy permitting procedures, strained supply chains for specialized transformers, and an acute shortage of skilled workers are significantly extending construction timelines. How can investors capitalize on this power-supply bottleneck?
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Commented by Fabian Lorenz on August 25th, 2026 | 06:55 CEST
Bombshell, Crash Risk and Buy Recommendation! Hensoldt, D-Wave and HPQ Silicon in Focus!
Major announcement from HPQ Silicon. Together with a partner, the company has secured its first military contract. The partner's batteries performed convincingly in tests and will be integrated into FPV drones for a regiment of the French Army. This should make it easier to secure contracts from NATO countries. Other potential customers are already conducting tests. As a result, HPQ is evolving from a hidden gem into a drone play. By contrast, analysts see more than 30% downside potential for Hensoldt. Compared with Renk and Rheinmetall, the reported order backlog is considered to be of higher quality, but the question is how quickly it can be converted into revenue and profit. In addition, analysts see risks stemming from Hensoldt's dependence on armoured-vehicle programs. D-Wave Quantum, on the other hand, is recommended as a "Buy". Analysts praise its unique strategy, first-mover advantage, and the fact that revenue generation is now beginning to take hold.
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Commented by André Will-Laudien on August 19th, 2026 | 09:00 CEST
Energy and Computing Power - Four Hot Stocks to Watch: Nel ASA, Nordex, NU E Power and JinkoSolar
Created and Published on Behalf of NU E Power
Tomorrow's smart energy grid is rapidly emerging as the ultimate megatrend for forward-thinking investors. When artificial intelligence and gigantic data centers collide with an electrified industry, global electricity demand literally explodes, bringing outdated infrastructure to its knees. Whoever pulls the strings here, whether through the multi-billion-dollar expansion of state-of-the-art distribution grids or as a global systems integrator ensuring maximum grid stability, is sitting on a veritable gold mine. This digital electricity revolution is accompanied by an unbroken boom in highly efficient solar capacity as well as groundbreaking, software-controlled next-generation hydrogen technologies. For the capital market, this creates a high-calibre ecosystem that covers the entire value chain, from smart generation to distribution accurate to the millisecond. Our analysis separates the wheat from the chaff and lays bare which technological approaches could dominate the playing field in the future and where the incalculable risks may lurk.
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Commented by Stefan Feulner on August 19th, 2026 | 06:50 CEST
Cisco, Miivo AI and Lenovo: The AI Revolution Reaches the Next Level of Profitability
Created and Published on Behalf of Miivo AI.
The AI boom is reaching the next level. Following billions in investments in chips and data centers, the focus is now shifting to how companies can actually use artificial intelligence productively. At the same time, orders for AI infrastructure are skyrocketing, while new applications are automating financial analysis, sales, and customer management. This is creating a huge market, especially for small and medium-sized businesses. Three companies are positioning themselves at different points along this new AI value chain.
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Commented by Nico Popp on August 18th, 2026 | 08:35 CEST
The Easy Path to Carbon-Free Computing Power: How NU E Power Aims to Make Things Easier for Companies Like Amazon and SAP
Created and Published on Behalf of NU E Power Corp.
Computing power for artificial intelligence requires enormous amounts of energy. But that is not the only challenge: power grids are already overloaded in many areas, and the combination of data centers, air conditioning systems and EV charging stations is putting additional strain on infrastructure. As a result, technology companies are increasingly factoring energy supply directly into their plans for new data centers. Ideally, that power should be sustainable while also providing reliable baseload capacity. Since energy infrastructure requires regulatory approval and suitable locations are scarce, an interesting market has emerged around powering data centers. We take a look at the situation and examine not only tech giants Amazon and SAP but also newcomer NU E Power.
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Commented by Fabian Lorenz on August 17th, 2026 | 07:10 CEST
Renk with AI Potential? D-Wave Shares Rebound! Is Zefiro Methane Seriously Undervalued?
Could Renk become an AI beneficiary? Its collaboration with Siemens Energy certainly appears to be gaining momentum. In 2026, the business is expected to account for around one-third of the order intake of Renk's Industrial Business Unit. At another company, analysts expect massive growth over the coming years, with earnings potentially multiplying. A recent report highlights the company's potential, while the stock appears far too cheap. And what about D-Wave? The quantum computing hopeful still looks far too expensive, as its latest quarterly figures have shown. Nevertheless, investors have also spotted some positive developments, sending the stock up 25% recently. Was that justified?
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Commented by André Will-Laudien on August 4th, 2026 | 08:30 CEST
400% Upside with AI and Big Data? TeamViewer, SAP, and Aspermont Gain Momentum While Oracle Stumbles
Digital transformation is reaching a new stage of development through artificial intelligence and massive data streams, opening up historic return opportunities for visionary investors. While established tech giants like Oracle are currently faltering dangerously and risk missing the next wave of innovation, a new group of high-flyers is emerging at the forefront. The European software giant SAP is impressively demonstrating how the seamless integration of AI into global business processes leads to healthy margins and a return to share price growth. Also worth mentioning is the remote maintenance and software specialist TeamViewer, which is using sophisticated big data analytics to try to raise industrial efficiency to a new record level. Another absolute hidden gem is the commodities platform Aspermont, which is monetizing its historically accumulated data treasures using AI and is thus poised for a significant revaluation. Those who set the right course now and bet on data-driven pioneers will secure a low entry point into interesting turnaround candidates. The key lies in the right timing.
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