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

„Der Krug geht so lange zum Brunnen, bis er bricht.“

Ich spür den Sauger schon 🥹

Der Sauger ist da!

Ja klar eine algemeine kleine 'crash'. Nichts mit SAP zu tun.

Ja, wie gesagt ich persönlich bin auch von SAP überzeugt, aber wenn - egal was passiert - SAP am Ende doch wieder mit den höchsten Abstrafungen dasteht, hat es sehr wohl was mit SAP zu tun. Ich glaube halt auch, dass gestern noch viele ja dem Markt rausgegangen sind aus Angst das Mr. 🍊 wieder Blödsinn macht. Brücken wurden ja schon attackiert und wenn der Iran jetzt auch wieder Infrastruktur den Nachbarn ins Visier nimmt, stehen wir ganz schnell wieder 1-2 Etagen tiefer im Gesamtmarkt

Du unterschätzt völlig, dass ein DAX-Schwergewicht wie SAP von institutionellen Investoren bewegt wird, die wegen drei Prozent Gewinn nicht panisch verkaufen. Nach monatelangen Verlusten und dem Rutsch nahe das Jahrestief ist das heutige Plus kein Hype, sondern eine überfällige Gegenbewegung, bei der Großanleger das günstige Niveau zum Wiedereinstieg nutzen. Zudem stützt das laufende, milliardenschwere SAP-Aktienrückkaufprogramm den Kurs massiv. Der Effekt der Neun-Uhr-Eröffnung verpufft daher komplett, weil Großbanken und das Rückkaufprogramm solche privaten Verkaufsorders ab acht Uhr geräuschlos aufsaugen.

Morgen früh verkaufen doch eh erstmal wieder Punkt 9:00 die ganzen Zitterhände, die 3% Gewinn gemacht haben erstmal wieder auf 137 runter 🫥

Microsoft Stock Rises 2.9% as AI Sales Push Targets OpenAI and Anthropic Microsoft highlights lower-cost AI, stronger security, and integrated tools as it sharpens enterprise competition. Khac Phu Nguyen 07/16/2026 20:01 Stock valuation tools Microsoft, the world's largest software company, is preparing its sales team to compete more aggressively with Anthropic, the artificial intelligence company behind Claude, and OpenAI, another major AI developer. During internal meetings held Tuesday and Wednesday, Microsoft executives said the company should emphasize its lower costs, stronger security controls, and broader product offering. Executive Vice President Jay Parikh said Microsoft's fiscal 2027 sales message should focus on the company providing a complete end-to-end system while competitors offer individual parts. This strategy supports Microsoft's effort to position itself as a platform where businesses can fine-tune, deploy, and monitor artificial intelligence across their operations. The competitive push comes as Microsoft faces pressure from large AI startups and rival cloud platforms, including Alphabet, the technology company that owns Google. Investors have raised concerns that newer AI tools could replace established software products, while Microsoft's rising data-center spending has added further pressure on sentiment. The stock has fallen 20% this year, although shares gained 2.9% to $396.08 by 1:50 p.m. in New York, representing the largest intraday increase in two weeks. Executive Vice President Jacob Andreou also compared Microsoft's Copilot assistant with Anthropic's Claude for use in Microsoft's office products, saying Claude was slower, less accurate, and lacked suitable security integrations. Anthropic declined to comment.Investor education resources Chief Executive Officer Satya Nadella said customers are expected to focus more heavily over the next year on monitoring AI costs and using cheaper models. Nadella pointed to Unilever, a consumer goods company, which built an automated claims-processing system on Microsoft's platform that is projected to generate about $300 million in savings. The system had previously used one of the most advanced AI models available before switching to a less expensive Microsoft model. Microsoft has also replaced advanced models from OpenAI and Anthropic with its own cheaper alternative in some products, according to Bloomberg. Investors may view the strategy as an attempt to improve AI economics while strengthening Microsoft's position against fast-growing competitors.

Oracle’s (ORCL) AI Spending Spree Pushes Its Credit Rating Near Junk Vince Condarcuri Jul 16, 2026, 06:46 PM Oracle’s AI Spending Spree Pushes Its Credit Rating Near Junk Oracle is spending so heavily on AI data centers that its credit rating is now just one step above junk. S&P Global Ratings ecently cut Oracle to BBB-, while Moody’s still has a negative outlook. The worry is that Oracle is trying to fund a massive $250 billion expansion while burning cash faster than the revenue it can generate. In fact, over the last four quarters, Oracle burned through more than $20 billion after capital spending. S&P also expects the pressure to get worse, and estimates that Oracle’s free cash flow deficit could reach $42 billion in the coming fiscal year. The real problem is timing. Oracle has a huge $638 billion backlog, but much of that revenue will take years to be recognized. As a result, the company still has to spend the cash upfront to build the data centers. That puts Oracle in a weaker position than some of its biggest AI rivals. For example, Alphabet and Meta Platforms generate enough cash to fund much of their own expansions. However, Oracle has less room for error, which could make it harder to keep spending at the same pace during an economic slowdown. The Bond Market Is Worried Therefore, the bond market is getting worried. Indeed, Oracle’s 10-year bonds recently yielded about 6.4%, which is much closer to lower-rated BB debt than normal BBB bonds. Higher yields mean that Oracle must pay more to borrow, thereby making its AI buildout even more expensive. Nevertheless, management says that protecting the firm’s investment-grade rating remains its top capital priority. Oracle is looking at different ways to reduce pressure, which include asking some customers to pay early for expensive data center parts. The company also plans to raise about $40 billion through debt and stock sales this fiscal year.

Jeder wählt seine eigene Piste aus und sollte halbwegs wissen wie man sie fährt

https://www.tipranks.com/news/oracles-orcl-ai-spending-spree-pushes-its-credit-rating-near-junk?mod=mw_quote_news

140 €. Hoffentlich geht’s den beiden Skifahrern ⛷️ gut. So viel Optimismus heute im Chart muss schwer zu verkraften sein.

Europäische!

Die computer