hightech
Commented by André Will-Laudien on August 21st, 2025 | 07:15 CEST
High-tech correction! A brief pause, then the party continues at Palantir, Deutsche Telekom, MiMedia, and SAP
Oops – there it is. The first correction at Palantir was somewhat severe. But after a 1000% increase in 24 months – who cares? The blockbuster themes of artificial intelligence, cloud computing, and big data continue to dominate the stock market, leading to significant daily price gains. Investors seem to view the capital markets as an almost one-way success story in which valuations play hardly any role. Europe is increasingly taking the lead, with the EURO STOXX 50 rising by around 20% since the tariff dip in April. Despite apparent risks, many investors are sticking to the bull market, although the S&P 500's high Shiller P/E ratio of over 38 is sending out a clear warning signal. Deutsche Telekom is generating excitement with the announcement of another innovation push in the form of its first AI-based smartphone. The coming weeks therefore offer exciting opportunities for investors who, despite the warning signs, are betting on the continued momentum of the market. Where to invest?
Read
Commented by Nico Popp on August 6th, 2025 | 07:00 CEST
Penny stocks with multiplier potential: Volkswagen, CATL, Pasinex Resources
The whole world is talking about critical metals. Base metals are falling through the cracks a little in the short term. But it is definitely worth considering base metals like zinc from an investor's perspective. After all, they are called "base" metals because they are urgently needed across many sectors and consumed on a large scale. According to the Center for Strategic & International Studies (CSIS), zinc is the fourth most mined metal in the world. What sounds like abundance is not the case. The International Zinc Association reports that annual zinc consumption will increase by around 700,000 tons by 2030. It is questionable whether supply can keep pace. Stocks like Pasinex Resources could benefit from this imbalance thanks to a unique business model.
Read
Commented by Nico Popp on July 24th, 2025 | 07:10 CEST
No high-tech without tungsten – This bottleneck brings returns: Almonty, Siemens Healthineers, Intel
Tungsten is known as a defense metal due to its hardness and heat resistance. But it is also one of the invisible drivers of the high-tech industry. Using examples from medical technology and chip manufacturing, we explain why tungsten is rightly considered a key element in the future of raw material supply. We also venture a long-term outlook on the potential of tungsten producer Almonty Industries' stock.
Read
Commented by Fabian Lorenz on July 22nd, 2025 | 07:20 CEST
Defense hype, high-tech hope, valuation question: RENK, Salzgitter, and Argo Graphene Solutions
Three shares, three stories – ranging from high-tech hopes to defense-driven fantasy to valuation concerns. Argo Graphene Solutions is bringing the "miracle material" graphene to the construction industry. The stock is on an upward trend. If the rollout is successful, a multi-fold increase is possible. At Salzgitter, hopes for a revaluation based on defense fantasies evaporated after a sharp forecast cut; however, the price loss may have been excessive. And RENK? The defense supplier remains in demand, but valuation concerns are growing. Where is it still worth getting in?
Read
Commented by Nico Popp on July 7th, 2025 | 07:15 CEST
Is this trend the next big thing? Hensoldt, BASF, Antimony Resources
Antimony is used in many high-tech applications, including the F-35 fighter jet. But as with tungsten, China also dominates the market for antimony. This unique semi-metal is found in the products of many German industrial companies. A young raw materials company from Canada is now preparing to produce antimony outside China and ensure security of supply. Following the recent release of outstanding drilling results, potential industrial partners are likely to be taking notice. How dependent are Hensoldt and BASF on antimony, and could Antimony Resources become the next Almonty?
Read
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!
Read
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.
Read
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.
Read
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?
Read
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?
Read