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

Kyndryl Working With Microsoft to Expand Cloud Sovereignty Platform July 1, 2026, 9:17 a.m. ET By Katherine Hamilton Technology infrastructure company Kyndryl is working with Microsoft to expand its sovereignty solution platform. Microsoft will contribute its sovereign cloud capabilities to Kyndryl's platform to help customers design, build and operate cloud architectures, the companies said Wednesday. Cloud sovereignty, which is when digital assets are subject only to the laws of a specific jurisdiction, is increasingly in demand as governments and highly regulated industries are expanding and in need of increasingly complex technology. Customers can use Kyndryl's sovereignty assessment to evaluate their position across data domains and identify gaps. Kyndryl's operations will incorporate Microsoft's capabilities, including its public cloud solutions through Azure and Microsoft 365.

Ich stell jetzt mal wieder meine Körbchen auf

Puh ....ich habs vermutet die Amis prügeln sie wieder runter ....mit etwas Glück bleibt heute ein +/- null

So ich denke das wars wieder für heute. Hoffen wir das uns das Murmeltier morgen früh wenigstens wieder bei unseren täglichen 135 begrüßt.

Entweder Eintagsfliege oder Anzeichen für eine größere Rallye im zweite Halbjahr zu Software

👏👏👏

Habt ihr schon Kasse gemacht?

Warum jetzt auf einmal?

Die Amis sind geil auf SAP

Nike, Alcoa, AMD, Micron, and More Stocks That Explain Today’s Market By Callum Keown July 01, 2026, 7:39 am EDT 'As has often been the case this year, software stocks were rising on a rare day that chip stocks were falling. The beaten-down sector was set for a good day. ServiceNow was up around 5%, Salesforce rose 3.4%, and Oracle edged 1.7% higher.' https://www.barrons.com/articles/stock-movers-9acee5d7?mod=mw_quote_news&adobe_mc=MCMID%3D13570744937846106151975168516726083726%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1782907247&_gl=1*1xe8ues*_gcl_au*MTEyNzQ5NTIyOS4xNzgyNzEzODk2*_ga*MTExMzgyMzAyOC4xNzgyNDE4OTQw

Ich habe die letzten Tage "billig" eingesammelt. Wenn es kräftig nach oben dreht wird es nicht am 23.7. sein.

https://www.tipranks.com/news/the-fly/guggenheim-upgrades-salesforce-says-ai-armageddon-scenario-unrealistic-thefly-news?mod=mw_quote_news

"Der kommt heute dann wahrscheinlich um 15:30 Uhr"... Dieser Satz hat ja Topniveau ! „Wahrscheinlich“ ist das Kondom der Sprache: Es schützt dich vor den Konsequenzen, falls deine Vorhersage komplett in die Hose geht.

Ich habe wenigstens Argumente und schreibe hier nicht nur sinnfreies Zeug wie zb needful_81

Deine Argumente sind so wasserdicht wie ein ECC 6.0 ganz ohne Wartungsvertrag.

Ford’s AI Reality Check Raises Questions About ORCL, META, CRM, and MSFT Cost Cuts Ran Melamed Jul 01, 2026, 08:40 AM Ford has reportedly rehired hundreds of veteran engineers to address quality issues that automated systems could not fully solve, raising questions about how far companies can push AI-driven cost cuts. The broader investor concern is that AI may improve margins, but companies that cut too deeply in roles tied to quality, compliance, customer trust, or human judgment may face added costs later. Ford’s AI Reality Check Raises Questions About ORCL, META, CRM, and MSFT Cost Cuts Plenty of global companies have been cheering AI as a way for them to cut costs, boost productivity, and protect margins. However, some cracks are beginning to emerge, and the question is whether those savings hold up when the work still needs experienced people. Ford Motor Company a U.S. automaker, has become a clear case in point. The company has reportedly rehired hundreds of veteran engineers to help fix quality issues that automated systems could not fully address. “Artificial intelligence is a fantastic tool, but it’s only as good as the information you use to train it,” Ford executive Charles Poon told the media. For investors betting on AI, that quote cuts through much of the AI-layoff debate. AI can improve efficiency, but it may not replace the people who understand where systems break down.