hightech
Commented by André Will-Laudien on July 12th, 2023 | 07:50 CEST
Prime Day at Amazon! Nvidia, Defense Metals, Infineon - No Artificial Intelligence without metals!
US Treasury Secretary Janet Yellen has concluded her four-day trip to China. The conclusion of the visit is quite positive on both sides, even if Yellen openly admits differences between the two world powers. Relations between Washington and Beijing have deteriorated significantly in recent years over trade and human rights issues, dealings with Taiwan, and a host of other issues. However, the supply situation of strategic raw materials remains an important issue. We examine buying opportunities in the high-tech sector.
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Commented by André Will-Laudien on June 7th, 2023 | 08:30 CEST
Billions with Artificial Intelligence? Nvidia, Grid Metals, Deutsche Telekom, Apple - Short sellers spotted!
The stock market is not a one-way street. Some investors have recently experienced this firsthand. Because in the "ups and downs" of sentiment, new trends are constantly emerging. The biotech sector, for example, has been falling for more than a year, and the charts keep reaching new lows. In 2020, cannabis stocks made a splash, with the related index, POT, increasing tenfold since 2018 to about 1100 points. However, yesterday it reached a new all-time low with 45.5 points or a 95% loss. Currently, investors are trying to ride the wave of "Artificial Intelligence" (AI), with stocks like C3.ai, Nvidia, Microsoft, and Palantir all performing well in 2023. A new megatrend is underway here that, according to experts, will continue for several years. How long this boom will yield returns is unknown, but these stocks are currently performing strongly.
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Commented by Juliane Zielonka on May 5th, 2023 | 08:05 CEST
Star Navigation Systems, AMD, Freyr Battery: Where high-tech stocks are shaping the future
This week, there was unrest over the Russian presidential palace in Moscow as two drones reportedly violated the airspace. This makes the monitoring and optimization of airspace even more critical. High-tech companies such as Star Navigation Systems are taking action precisely where Moscow seems to be cutting corners a little too much. Thanks to modern technology, real-time data can be analyzed, and responses can be made accordingly. High-tech also requires the necessary chip and cloud technologies. Investors were thus able to follow AMD's first results this year with excitement. Are they really ahead of their competitor NVIDIA? The latter company finds its use in the new partnership between FREYR Battery and Siemens.
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Commented by André Will-Laudien on March 7th, 2023 | 15:09 CET
Is e-mobility a done deal? Watch out for these hydrogen stocks: Plug Power, dynaCERT, Nel ASA and ThyssenKrupp
High prices, falling subsidies and a still inadequate charging network - Germans are losing their appetite for e-cars again. Sales since the beginning of the year have fallen short of expectations. In Berlin, the first liberal resistance to the EU's intentions to remove the internal combustion car from the roads is becoming apparent. For the final vote in the EU parliament, the FDP calls for the approval of synthetic fuels, which are produced under strict CO2 neutrality. Worldwide, the EU seems to be alone with its ban on internal combustion engines. Only California is planning similar legislation. What about the green alternative, hydrogen?
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Commented by Fabian Lorenz on January 31st, 2023 | 14:48 CET
Energy transition price rockets: American Lithium, Plug Power, Auxico Resources
Are shares related to electromobility among the price rockets of 2023? In any case, the start of the year was promising. After a partially disastrous second half of 2022, many stocks are showing strength in the new year. Lithium shares, in particular, are in demand again. Among the high flyers of recent months is American Lithium. After the Nasdaq listing and the planned spin-off of the uranium division, investors are eagerly awaiting the feasibility study. Will the share price fireworks continue? Analysts also expect such fireworks at Auxico Resources. They believe that the share price of the trader of rare earths and critical raw materials could almost triple. Hydrogen pioneer Plug Power has also bounced back in the new year. But once again, the US company has disappointed operationally. How do investors react?
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Commented by Armin Schulz on January 23rd, 2023 | 10:15 CET
Almonty Industries, ThyssenKrupp, Volkswagen - Tungsten: The raw material for high-tech applications!
Tungsten is a rare and valuable metal with a high melting point, hardness, corrosion resistance and good electrical and thermal conductivity. It is widely used in industry, national defence and high-tech applications. An important use of tungsten is in alloys, especially steel, where it increases the melting point, hardness and wear resistance. Now applications could be expanded even further. Researchers have developed a cathode material made from a molybdenum tungsten niobate alloy that can be used to charge electric cars in minutes.
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Commented by Armin Schulz on December 14th, 2022 | 11:54 CET
Nvidia, Meta Materials, BASF - High-tech stocks in focus
Interest rate hikes this year put pressure on the share price of many high-tech stocks. The NASDAQ has lost over 27% in the last year. It has hit second-tier stocks in particular, but big players such as Amazon, Facebook and Google have also lost ground. On December 13, the US inflation figures were lower than expected at 7.1%. Today, Wednesday, the next interest rate decision by the FED is due. Both news could lead the way for the coming weeks, as the NASDAQ has been bottoming out since October.
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Commented by Fabian Lorenz on October 6th, 2022 | 13:45 CEST
Buy or sell? Deutsche Bank, BASF, Kleos Space in analyst check
Bear market rally, or is the worst over? Either way, equities are trending in a friendly direction this week. This applies to value as well as technology, corporations and small caps. And analysts see further upside potential. Goldmann Sachs, for example, recommends Deutsche Bank shares as one of the sector favorites. But analysts at RBS have a much lower price target. In contrast, analysts see a price potential of over 400% for the space company Kleos Space. The Company is well financed, and in the coming year, sales could increase fivefold. Like investors, BASF's share price opportunities are also hotly debated among experts. The assessments range from sell to buy. The decisive factor for the operating development and the share will be how the gas supply situation will be in winter.
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Commented by André Will-Laudien on September 22nd, 2022 | 14:01 CEST
Uniper and Kion in shock, partial mobilization at BASF and Meta Materials
For the first time in recent history, an announced appearance by Putin did not take place. In the morning yesterday, the news finally rang out that Russia had been so afraid of for the past few weeks: Putin announced partial mobilization. It likely involves an additional 300,000 troops who will now go into mobilization. News about the war apparently only impacts the stock market if it also conceals economic news, because the market rose despite expected escalations. However, the consensus now seems to be that a sharp slowdown in economic growth is expected worldwide. Currently, many stocks are adjusting to a new view: interest rates are back, so capitalization models are recalculating, especially for growth stocks. Where should attention be paid now?
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