SAP WKN: 716460 ISIN: DE0007164600 Kürzel: SAP Forum: Aktien Thema: Hauptdiskussion

FOMO ist nicht auszuschließen. Ich spüre einen Wendepunkt in der US-amerikanischen Berichterstattung.

Salesforce geht auch gut.

Es wurde auch Zeit, denn worum ging es hier eigentlich?

Heute gehen vor allem die Cryptos 🚀

Mega - also die Minikrise zur Chance gemacht und gut gekauft, ohne Kurs zu gefährden.

Also ich glaube, die tut sich sogar mit den 170 € schwer?

Das ist zu viel... Wenn wir in den mit 170ern landen ist das schon super und deutet auf gewisse Bodenbildung hin.

Evtl 185 heute oder Montag ?

SAP SE (SAP Quick QuoteSAP - Free Report) : This software company has seen the Zacks Consensus Estimate for its current year earnings increasing 3.5% over the last 60 days.

SAP auf diese Liste: https://www.zacks.com/commentary/2828522/new-strong-buy-stocks-for-february-5th?cid=CS-MKTWTCH-HL-zacks_1_rank_additions-2828522&mod=mw_quote_news

Ich habe mich für SAP ( Europa Fokus, Burggraben) und Nemetschek (aktuell zu komplex für KI, KI nicht zertifizierbar) entschieden und baue da Positionen auf. Eure Ideen?

4 Investing Lessons as a Tech Columnist Bids Farewell By Tae Kim Feb 04, 2026, 3:40 pm EST 'Now it’s happening again. Investors are panicking that advances in AI will disrupt nearly all software and information services businesses. On Tuesday, dozens of stocks in those sectors plunged, including legal software owner Thomson Reuters and RELX, owner of the LexisNexis legal database. The selling came after Anthropic introduced a legal plugin tool for its AI platform that enables automation for some legal tasks such as reviewing contracts. Days like these are why long-term lessons matter. Over time, investors are best served holding steady through volatility and thinking longer term amid the market’s tendency to overreact.' 'Take the Long View. It’s easy to panic and get caught up in fear and uncertainty during selloffs like last year’s DeepSeek scare and the current software rout. But it’s important to filter out macro events, short-term headlines, and stock price volatility. The reality is that stocks don’t go up 1% or 2% every day; volatility is part of markets. Investing in stocks requires getting comfortable with big moves, up or down. It’s best to take a step back and calmly assess the underlying fundamentals of a business. Peter Lynch once said that in the long run there is a 100% correlation between the success of a business—his definition was durable earnings growth— and the success of its stock. If the fundamentals are still sound, things will work themselves out.' www.barrons.com/articles/software-sto...

The Software Apocalypse Will Be a Buying Opportunity—Eventually By Adam Levine Feb 06, 2026, 2:00 am EST'In its documentation Anthropic adds, “Users should not rely on Claude as a singular source of truth and should carefully scrutinize any high-stakes advice given by Claude.” Does that sound like a reliable assistant to which you would hand over your computer? This isn’t just theoretical; we already see the dangers of hallucinations in the real world. Shares of Thomson Reuters, which provides news and information services to the legal profession, got clobbered because of the Cowork legal plugin, which promises to “review contracts, triage NDAs, navigate compliance, assess risk, prep for meetings, and draft templated responses.” But lawyers using AI language models to speed up their work have already run into a lot of trouble. HEC business school researcher Damien Charlotin maintains a list of incidents in which lawyers filed AI-written briefs that contained completely fabricated precedents and quotes. He’s up to 355 such incidents, with 34 in 2026. Many of these attorneys are liable for fines, professional discipline, and may be subject to malpractice suits from their clients. “The main thing to know is that Claude can take potentially destructive actions,” Anthropic said in the safety section of its Cowork launch announcement. Anthropic also recommends against using Cowork for any regulated workload, such as medical records. Agents are also vulnerable to an unsolved class of cyberattacks known as prompt injections, a threat organizations aren’t prepared for.' www.barrons.com/articles/tech-stocks-...

https://www.tipranks.com/news/this-tech-selloff-is-a-table-pounder-moment-to-buy-says-dan-ives?mod=mw_quote_news

February 5, 2026 11:42 Dan Ives Says Software Selloff Is Worst He's Seen In 25 Years As Microsoft, Salesforce Face Brutal AI Reckoning by Ananya Gairola Benzinga Staff Writer 'He continues saying that investors are treating software companies as if "software doesn't have space" in today's AI age. "You have to assume that they’re not just taking the street numbers. You have to assume that they’re actually declining the next few years," he said. Ives added that the valuations indicate that some companies could lose about 5% of their customers. AI Is A Headwind—But Not A Death Sentence During the conversation, Ives admitted that AI is disrupting the software industry, but said that thinking they have become obsolete is going too far. He cited Palantir Technologies (NASDAQ:PLTR) as a prime example of how software can still make it in today's age. Earlier, at Cisco AI Summit, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang also rejected concerns about software obsolescence. He called the idea "illogical," stating that AI relies on software and isn't their replacement.' https://archive.is/Q3Fal#selection-2589.0-2605.147