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

Das ist gut. Denn der Fonds läuft unglaublich schlecht. Mit dem Verkauf bleibt Dirk dann auch künftig seiner Linie treu, weiter schlechte Entscheidungen zu treffen.

Jetzt sollte sie endlich mal nen Tages gain halten...

Survey Signals Growth in Software and Cyber Budgets for 2026 GuruFocus News 06/26/2026 18:58 On June 26, 2026, a recent survey conducted by Jefferies among 40 IT executives indicates a promising outlook for software, cloud, and AI budgets in 2026. The survey revealed that expected software budget growth is projected at 6.2%, up from 4.8% in 2025, with 83% of respondents anticipating increases. Cybersecurity budgets are also set to rise by 6.2%, while cloud spending is expected to grow by 10.1%. Notably, 68% of CIOs have earmarked specific budgets for AI, reflecting a sustained focus on technology investment despite overall cautious sentiment in the sector. The stock in focus is Microsoft Corp https://www.gurufocus.com/news/8934541/survey-signals-growth-in-software-and-cyber-budgets-for-2026?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news

Jap, KI und Microsoft .....and the Winner is.....KI

Das war der Boden Freunde. Ab jetzt geht's steil nach Norden 😎

Die wurde an Rheinmetall und SpaceX weitergegeben

Was ist mit der vernichtungs- und Zerstörungskraft dieser Aktie? 🤔Wo ist die?👹

Salesforce zieht weiter an. Auf gehts du dickes Schiff SAP Richtung 140 📈📈📈

Da sind die 135€ um 17:30 👌👌

Government Pressure Hits OpenAI Model Launch GPT-5.6 Release Could Come In Controlled Stages Faizan Farooque 06/26/2026 16:33 Microsoft-backed OpenAI is reportedly facing new government pressure over the rollout of GPT-5.6, a powerful upcoming AI model that U.S. officials want released more cautiously, as reported by Seeking Alpha. CEO Sam Altman told employees on Wednesday that the Trump administration asked OpenAI to first make GPT-5.6 available only to a short list of trusted partners before a wider launch, according to media reports. The request reportedly followed talks with the Office of the National Cyber Director and the Office of Science and Technology Policy. The move comes nearly 2 weeks after rival Anthropic suspended its most capable AI offerings from the market under regulatory pressure. That timing makes the OpenAI request important because it shows Washington is moving more directly into how frontier AI models are released, not just how they are monitored after launch. The big takeaway is that AI regulation is becoming a risk for product launches. A staggered release could reduce safety concerns, but it may also slow commercialization and give trusted partners earlier access to the most advanced tools.

17:30 oder 22:00 ? In 40 minuten Mittagspause in US.

Dow, S&P 500 turn positive as Microsoft and other hard-hit software names rebound By Joseph Adinolfi Major U.S. equity indexes hit their session highs in recent trading as dip buyers swooped in to rescue shares of hard-hit megacap names like Microsoft, Apple, Meta Platforms and Amazon. Software stocks were also seeing some relief, with Palantir, Salesforce and ServiceNow sitting on solid gains. The iShares Expanded Tech-Software Sector ETF was up 2.5%, FactSet data showed. https://www.marketwatch.com/livecoverage/stock-market-today-s-p-500-nasdaq-dow-tech-sell-off-oil-prices/card/dow-s-p-500-turn-positive-as-microsoft-and-other-hard-hit-software-names-rebound-bE11usVtaGj1jJrIXKXF?mod=mw_quote_news

Übrigens gibt es auch eine detaillierte Studie von Morgan Stanley zum GPU- und CPU-Markt. Die Ergebnisse sind sehr positiv für NVIDIA, AMD und TSMC. Für NVIDIA wird bis 2027 ein weiteres Wachstum von 52 % prognostiziert. (sehe NVIDIA-forum)

Microsoft + 4.60 % Salesforce: + 3.55 %

Es wird zunehmend deutlich, dass das ganze Gerede vom Ersetzen von Software durch KI völliger Unsinn ist. Zahlreiche Unternehmensverträge belegen dies.