hightech
Commented by André Will-Laudien on February 17th, 2025 | 06:25 CET
Things are heating up with Alibaba and Credissential, while Palantir and SAP ride the AI boom
The stock market is picking up speed. In addition to the high-tech and AI fantasy, there are rumors of peace in Ukraine. European equities that are likely to play a role in any reconstruction are attracting a lot of attention. Cement maker Heidelberg Materials has been performing well for weeks, and Siemens is also gaining daily. Outside of geopolitical considerations, SAP remains the only German cloud of hope to be a long-running success. Is a correction possible here? It is difficult to imagine at the moment, so attention is turning to lagging stocks or stocks that have already fully exploited their momentum. For those paying close attention, divergences are visible!
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Commented by Juliane Zielonka on February 14th, 2025 | 06:45 CET
Globex Mining, Intel, D-Wave: AI Revolution Drives Resources and Semiconductor Market
The course for the future of AI was set this week in France, where 1,500 representatives from politics and business gathered for the international AI summit. The AI revolution is driven by immense energy and semiconductor demand that Europe, with its current energy policy, cannot fulfil. The commodities rally for energy generation is gaining momentum to power the immense data centers. Ideal timing for the explorer Globex Mining, which, with its portfolio of strategic commodities, is a mineral bank for investors. With a strong diversification of commodities and precious metals, there is something for practically every energy requirement. Intel, on the other hand, could experience a recovery through cooperation with TSMC. The stock suffered a 60% decline last year. Quantum computing pioneer D-Wave demonstrates that practical applications of the technology are already in use today. In an open letter, CEO Baratz addresses investors.
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Commented by André Will-Laudien on February 13th, 2025 | 07:05 CET
DAX 22,000 – New highs for Oklo, Nova Pacific Metals, D-Wave, and SMCI under the microscope!
After a rapid upward movement, the DAX 40 index has reached the magical 22,100-point mark after just 6 weeks of trading. This means that the index has already gained more than 10% since the beginning of the year. Investments in the high-tech and defense sectors continue to drive this. Investors are following the trends that started in 2024. However, this is bringing critical metals to the fore because they are currently subject to sanctions by China under Donald Trump's tariff plans. We are therefore focusing our analysis on companies that are particularly noteworthy under the current circumstances. It is not always a good time to buy, but as the saying goes, you will never go broke taking profits.
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Commented by Armin Schulz on January 27th, 2025 | 07:10 CET
Volkswagen, Nova Pacific Metals, D-Wave Quantum – Is a trade war about to break out?
Donald Trump is the new president of the United States of America, and he is moving at a rapid pace. On his first day, he issued several decrees, and his inaugural address was also impactful. He announced tariffs on imports. Goods from Mexico and Canada will be subject to 25% customs duties. And tariffs of up to 60% are being considered for products from China. If the US isolates itself like this, China, in particular, could significantly restrict its raw material exports, and the trade war would be officially underway. The race for critical raw materials has already begun. Trump has already put out feelers to Greenland and Canada. Where will high-tech industries source their raw materials from in the future?
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Commented by Juliane Zielonka on January 24th, 2025 | 07:25 CET
Almonty, Rheinmetall, Palantir - Strategic decisions in global competition
Geopolitical tensions and technological innovations are the driving forces behind the current market movements in the defense and AI sectors. The leading tungsten producer, Almonty Industries, plans to move its headquarters to the US to strengthen domestic raw material independence for the defense industry. The timing is ideal as China tightens trade restrictions on both raw materials and US defense companies. Meanwhile, in Germany, the Federal Cartel Office has approved a far-reaching German-Italian defense project between Rheinmetall AG and Leonardo S.p.A. - the aim is to strengthen European security, particularly with regard to ground troops. The US tech company Palantir Technologies is further expanding its position in the AI market and is increasingly using AI platform technology for commercial customers. We look at what investors need to know now.
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Commented by Juliane Zielonka on January 23rd, 2025 | 08:00 CET
XXIX Metal, Apple, D-Wave - Three beneficiaries of the 500-billion-dollar AI revolution
At high speed, the US government announces the "Stargate" project - a historic USD 500 billion investment in the country's AI infrastructure. The strategic partnership between tech giants such as OpenAI, SoftBank, and Oracle will include the construction of 20 state-of-the-art data centres. Initial construction work in Texas has already begun. Tons of copper will be needed to build the infrastructure and data centres, which means golden times are dawning for copper exploration companies. On the one hand, demand for copper is increasing due to rapid technological advances, and on the other hand, analysts say that the price of copper could double this year. Microsoft and Nvidia emphasize the strategic importance of healthcare in the AI deal. This is precisely where Apple has an opportunity for the future. If they manage to make a breakthrough with the Apple Watch in the diabetes market, there is the potential for billions of dollars in profits. D-Wave, a quantum computer manufacturer, also seems to be on the fast track. The Silicon Valley company produces, among other things, energy-efficient AI computing solutions. Music to the ears of investors...
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Commented by André Will-Laudien on January 23rd, 2025 | 07:45 CET
Trump is back! NATO rearmament with Rheinmetall, Renk, Hensoldt and Nova Pacific Metals
After a grand inauguration night, the 47th US President Donald Trump is diving straight into government business. The first decrees include an exit from the WHO and the Paris Climate Agreement. At the same time, he repeated his demand that NATO countries drastically increase their investment budgets if they expect to continue to be protected by the US. What this could mean for the planet is alarming. For the stock market, this means getting out of Greentech stocks and into high-tech and defense for the time being. Strategic metals are also coming back into focus because nothing will move forward without them. Where can investors still make a return now?
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Commented by Fabian Lorenz on January 20th, 2025 | 07:20 CET
D-Wave, Rheinmetall, First Phosphate: Stocks with 100% or more potential!
First Phosphate shares jumped 10% on Friday, ending the week on a high note. The economic valuation had caused a sensation. With high-purity phosphate – a critical mineral – the Company could generate USD 700 million in cash flow in 3 years according to the PEA. Its market capitalization is USD 33 million, and analysts also see significant upside potential. Rheinmetall started the new year with a 15% price increase. Rising NATO defense spending and numerous orders have driven buying activity. In the field of air defense, Germany's largest defense contractor aims to set a new standard. One of the hot stocks of 2024 is facing more headwinds in the new year: D-Wave Quantum. Two leading tech CEOs have expressed skepticism. Does this mean the hype is over? Who will win the race?
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Commented by Armin Schulz on January 2nd, 2025 | 07:10 CET
Palantir – Data as gold, or should one add Desert Gold and MicroStrategy to the portfolio for 2025?
In today's world, digital technologies are integral to our lives, and as we navigate the internet, we disclose data that is now considered the gold of the 21st century. Tech giants leverage this data for personalised offerings, thereby securing competitive advantages. Palantir has made a name for itself as a big data analyst and has grown considerably as a result. The other option is to invest in gold or crypto companies. The price of gold and Bitcoin has risen significantly in the past year. We look at a company from each sector and see which stock deserves a place in your portfolio.
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Commented by Armin Schulz on November 4th, 2024 | 07:15 CET
Commerzbank, Desert Gold, Covestro – Potential check for takeover candidates
In a dynamic economy where opportunities and risks are closely intertwined, stocks affected by takeover offers or corresponding rumors offer a unique potential for investors. These situations not only present the chance for sharp price increases but also provide fascinating insights into the strategic considerations of companies and markets. When major players seek to gain new perspectives or create synergies, investors have ample opportunities to benefit from a potential uptrend. In this article, we highlight three companies that are either on the verge of an offer, have the potential to be a takeover target, or are already the subject of a takeover bid.
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