hightech
Commented by André Will-Laudien on June 13th, 2025 | 07:00 CEST
The three IT musketeers – AI, high tech, quantum computing! NetraMark Holdings, Bayer, Novo Nordisk, and D-Wave
A new edition of GTC 2025 is currently underway in the French capital, Paris, where NVIDIA CEO Jensen Huang spoke at length about the future of artificial intelligence. As usual, he also made some interesting comments about quantum computers. In the eyes of the NVIDIA CEO, quantum computer technology has reached a decisive turning point and will soon be able to solve some interesting problems that would take even NVIDIA's most advanced AI systems years of computing time to solve. The requirements go beyond pattern recognition, automation, and real-time decisions. Recently, AI has also been playing a significant role in medicine and pharmaceutical development. For some stocks, there is, therefore, a daily reason to reach new highs. Now is the time for investors to focus!
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Commented by André Will-Laudien on June 11th, 2025 | 07:10 CEST
Artificial intelligence predicts a perfect summer – 150% chance with Lufthansa, Credissential, TUI, and D-Wave
It is worth taking a closer look - even if many might blink in disbelief. Despite ongoing geopolitical tensions and a sluggish economy, the DAX 40 index has already surged by 20% in 2025. Investors are clearly no longer allowing themselves to be rattled by tariff threats and bleak headlines because no one wants to be without stocks anymore. Artificial intelligence is now even available as investment advice, which also recommends a healthy diversification across all asset classes, sectors, and countries around the world in order to generate at least 5% per annum. Yes, 5% - that is the ideal scenario for people who already have substantial capital. Risk-aware and even speculative investors would like to see a little more. Summer is approaching – typically a slow season – but AI is predicting temperatures in Germany at times exceeding 40 degrees Celsius. We take a look at stocks that are already in a hot phase.
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Commented by Stefan Feulner on June 2nd, 2025 | 07:00 CEST
Rheinmetall, Volatus Aerospace, C3.ai – Upgrades and explosive results
The quarterly reporting season is drawing to a close, with chip giant Nvidia being the last of the Magnificent 7 stocks to present its figures. Analysts' ambitious targets were once again smashed, but uncertainties surrounding the trade war between China and the US are dampening the outlook for the industry leader. In contrast, uncertainty about the geopolitical situation continues to boost business for defense companies, which are receiving ever-higher price targets from analysts.
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Commented by André Will-Laudien on May 28th, 2025 | 07:10 CEST
Can you believe it? Stock market darling BYD plunges, while D-Wave, 123fahrschule and Metaplanet go into express mode!
Bull mode every day? While 30-year government bonds in the US have climbed to the magical 5% yield mark, stock markets are rising to new highs almost daily. However, the focus is no longer on the NASDAQ but on the DAX 40 index - the reason: US President Donald Trump's policies are causing international caution toward the formerly close ally. Tariffs are limiting growth, and tourism is collapsing, weakening the US dollar and prompting fund managers worldwide to look for other investment opportunities. Rising interest rates and a growing budget deficit could thus become economic dynamite for the promised land. In contrast, an increase in investment rates has been observed in Europe since the beginning of the year, with investors investing in digitalization and infrastructure following generous public investment decisions. Where do the opportunities and risks lie?
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Commented by André Will-Laudien on May 27th, 2025 | 07:15 CEST
Up to 1500% with high tech and artificial intelligence – Incredible price movements at Evotec, NetraMark Holdings, and D-Wave
Artificial intelligence can now be found in all sectors of the economy. Search processes, validations, and historical comparisons now take place in a matter of seconds, and a dramatic leap in productivity is on the horizon. The capital markets have set themselves the task of evaluating these future processes. This is no easy task, as most topics cannot be viewed in isolation. Last week, renewed tariff threats led to a short-term price correction. These losses had to be offset yesterday, with political denials from the US sending share prices skyrocketing again. Under intense pressure, investors now have to decide whether investments promise short- or medium-term success. We use three examples to show how challenging this has become. Where are the opportunities and risks?
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Commented by André Will-Laudien on April 23rd, 2025 | 07:10 CEST
No Trump frustration with 123fahrschule and Mutares, but caution is advised with defense stocks such as RENK, Hensoldt, and Steyr!
The daily news is driving stock market activity. After a rollercoaster ride caused by Trump, popular tech stocks such as the Magnificent 7 are now down a good 20%. In the case of Nvidia, the stock is now USD 50 below its peak. For many, this is an opportunity to finally take a breather and think about the rest of the stock market year. Small caps such as the successful 123fahrschule continue to work on their growth programs, and Mutares is making good progress with its investments. The hot defense stocks RENK and Hensoldt appear somewhat overpriced. Those who want to generate returns now must be very selective and invest in specialties. After gains of just under 10% per annum, global ETF savers will likely take a break from returns in 2025. In the meantime, flexible investors will come out on top. Here are a few ideas.
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Commented by Juliane Zielonka on April 4th, 2025 | 07:00 CEST
MiMedia, Porsche, and Xiaomi: A focus on innovation, dividends, and growth
The companies MiMedia, Porsche SE, and Xiaomi impressively demonstrate how innovation and strategic expansion can drive growth in different industries. The New York-based technology company MiMedia is revolutionizing the market for cloud storage solutions by integrating its platform directly into smartphones. With over 35 million preinstalled devices in the next two years, MiMedia expects high revenue potential and is targeting a rapidly growing target group in Latin America. Porsche SE reported a bumpy fiscal year and plans to pay a dividend of EUR 1.91 per preference share. Xiaomi is expanding its expertise in the field of electric vehicles. The technology group is financing the expansion of its EV division, which already generated billions in revenue last year, with a share placement of USD 5.5 billion. We provide an overview of investment opportunities.
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Commented by André Will-Laudien on March 28th, 2025 | 07:20 CET
Doubling possible: Using artificial intelligence! Deutsche Telekom, NetraMark Holdings, Kontron, and 1&1
Combining artificial intelligence (AI) and 5G opens up new possibilities in various areas. The strengths of 5G, such as high speed, low latency, and large network capacity, perfectly complement the capabilities of AI. The goal is to recognize complex patterns, automate processes, and make decisions in real time. AI has long since found its place in medicine and pharmaceutical development. High-tech and telecom companies are working on many promising topics here. For some stocks, this is the starting signal for a higher valuation. We highlight some of the opportunities.
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Commented by Fabian Lorenz on March 25th, 2025 | 07:30 CET
Stocks in RALLY MODE: Deutz, Nel ASA with momentum! MiMedia taps into huge revenue potential with Walmart!
MiMedia has huge revenue potential and a favorable valuation. The cloud insider tip offers an exciting entry opportunity in Latin America after its partnership with Walmart. After a strong price increase at the turn of the year, the share is currently moving sideways – for now. Deutz's stock has shown how quickly a share price can rise in recent weeks. However, after the approximately 40% rally, the air is getting thinner, at least when looking at the figures for 2024. However, analysts think further price gains are possible. Nel has shown signs of life. The beleaguered hydrogen pioneer has landed a new major shareholder in Samsung and recently secured a major contract. Who will continue the rally?
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Commented by Stefan Feulner on March 24th, 2025 | 07:00 CET
Nel ASA, Almonty Industries, Tencent – Merz and Trump as trend accelerators
The past stock market week was quite a rollercoaster. In addition to the approval of the billion-euro package by the Bundesrat and Bundestag, which helped the DAX to reach new highs at times, the activities of the old and new US President Donald Trump also caused high volatility on the global stock markets. In particular, defense stocks such as Rheinmetall, Steyr, and Deutz, as well as companies that produce the raw materials needed for rearmament, benefited and could continue their rally.
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