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

Ich sehe eher schlafende Investoren.

Sap ist ein schlafender riese der muss nur aufgeweckt werden

Hoppe hoppe Reiter, ........

Dell + 40 % SnowFlake +40% ServiceNow + 10 % Alle drei im Bezug Agentic-AI. Alle drei mit Zahlen über die letzte 3 Monate. "And we are just beginning"

Der durst ist da

Man kann ein Pferd zwar zu einem Brunnen führen, aber man kann es nicht zum Trinken zwingen.

Ich habe meine Position aufgefüllt koennte los gehen

Hier steht nicht das ob sondern das wann im Fokus

Klar der markt muss das halt mal erkennen

Die starken Umsätze müssten sich doch bei SAP auch widerspiegeln. Letztendlich bieten sie gemeinsame Lösungen an

https://www.fool.com/earnings/call-transcripts/2026/05/28/dell-dell-q1-2027-earnings-call-transcript/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&referring_guid=92b436be-2736-4f1a-b2c4-53b6fa49ede2&mod=mw_quote_news

Earnings Call Dell: 'Jeffrey W. Clarke: Eric, I might add. The following perspective. I do not think applying historical models or historical views about the market and how it is going to act are appropriate today. We are finding new uses. I mean, way that I get asked this or I would ask you this is what is the value of adding intelligence into every workflow every decision, every product, every customer interaction. I would assert the value is pretty darn high. And that is what is been really, I think, the game changer since that October time is what is really in agentic AI. And what you are seeing are new categories of TAM expanding. You had the 3 microprocessor leaders talk about an expansion of CPU TAMs. Why? it is driven by AgenTic. what is happening in agentic AI? Agentic AI is really the movement of AI from an adviser to an operator. it is actually going to do something now. it is gonna do something meaningful. For it to do something, that agent needs support just like a human needs support. That agent needs support, in this case, of a CPU. You have all of the wonderfulness that a GPU drives, but you have this work that has to be done around IO, around branch, retries, managing state. They are very sequential. They are very serial in nature as a result of that. that is a workload that is for the CPU. So if you think about this notion is that is generally called a harness. So if you think about that harness, the CPU runs it. it is gonna make those calls. it is gonna manage memory. And it is in the loop in every decision that an agent makes. I We did not know this in October. This is a completely new marketplace. that is being driven by putting intelligence in every workflow and every part of knowledge work on the planet today. And we are just beginning.'

Geben uns noch etwas Zeit um zu kaufen

Oracle +9%, warum geht bei SAP nichts?

Snowflake, Unusual Machines, Nvidia, and More Stocks That Explain the Market Today By George Glover , Kit Norton and Connor Smith Updated May 28, 2026, 4:39 pm EDT / Original May 28, 2026, 6:08 am 'EDTSnowflake stock surged 36% after fiscal first-quarter profit smashed Wall Street’s target, potentially dispelling fears artificial intelligence would destroy its business. Snowflake also announced an expanded collaboration with Amazon.com’s AWS. Software stocks have been struggling for months, but Snowflake’s results boosted the industry on Thursday. Oracle added 6.7% and ServiceNow jumped 6.5%. Datadog rose 1.6% while Salesforce fell 0.8% after issuing mixed second-quarter guidance.'

Ignoriert diesen hs einfach