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

Danke für die ironische Frage!👍🏼😅⛷️

Wer sind die künftigen KI Profiteure? Gehören SAP dazu? Was mein ihr?

https://de.marketscreener.com/boerse-nachrichten/sap-schliesst-uebernahme-von-prior-labs-ab-ce7f5ed3d089fe2c

Gut möglich.

Gute Frage. Ich glaube eher nicht.

Testen wir diese nochmal vor den Zahlen?

Bei 133 kann man etwas ins Körbchen legen

SAP to invest more than EUR 1 billion over four years to build Prior Labs into structured-data frontier AI lab 11:05 17/07/2026 * SAP set a four-year plan to invest more than EUR 1 billion to build Prior Labs into a global frontier AI lab for structured data. * Prior Labs will operate as an independent unit, expanding SAP’s tabular foundation model research and product pipeline. * Strategy targets faster rollout of business AI capabilities tied to structured enterprise data, building on SAP-RPT-1 development.

😂😂😂

Analysts Offer Insights on Technology Companies: SAP SE (SAP) and TSMC (TSM) Brian Anderson Jul 17, 2026, 03:30 AM SAP SE (SAP) In a report released yesterday, Andrew Sherman from TD Cowen maintained a Buy rating on SAP SE, with a price target of $210.00. The company’s shares closed last Thursday at $161.64. According to TipRanks.com, Sherman is a 4-star analyst with an average return of 15.3% and a 54.2% success rate. Sherman covers the Technology sector, focusing on stocks such as Klaviyo, Inc. Class A, Procore Technologies, and Tyler Technologies. Currently, the analyst consensus on SAP SE is a Strong Buy with an average price target of $222.33, which is a 40.8% upside from current levels. In a report issued on July 15, Bank of America Securities also maintained a Buy rating on the stock.

Deswegen hab ich ins Depot geguckt und -3k gesehen 🤣

Der Fehler liegt im Satz selbst: "Man öffnet die Tradingapp" Trading ist etwas für Loser. Wirklich. Loser mit Hang zur Seöbstüberschätzung und Selbstkasteiung. Ganz üble Sorte.

Man öffnet die tradingapp und ist gleich tausend Euro im minus.... herrlich

Oracle (ORCL) Faces Financial Pressure Amid AI Investment Push GuruFocus News 07/16/2026 20:51 On July 16, 2026, Oracle is making headlines as it aggressively invests in artificial intelligence (AI) infrastructure to secure its position as a global leader. However, this significant capital expenditure is raising financial concerns among analysts. They worry that if Oracle doesn't accelerate the monetization of its AI investments, it could face a dilemma between expansion and maintaining financial health, potentially impacting its competitive edge.Investing What's Behind the News? Oracle's recent investments in AI infrastructure are part of a broader strategy to enhance its offerings in a highly competitive technology landscape. The company is currently undertaking a massive $250 billion project to expand its data centers, which has resulted in a free cash flow loss of over $20 billion in the past four quarters. This aggressive spending has raised eyebrows, especially after S&P Global Ratings downgraded Oracle's credit rating to BBB-, just one notch above junk status. Analysts have expressed concerns that Oracle may be underestimating the initial investments required for its AI initiatives, which could lead to significant financial strain if not managed properly.

Und Kunden mögen keine Unsicherheit. Das ist also eine Chance für SAP.

Das Problem liegt in der Überbewertung der Chiphersteller. Und ausgerechnet SAP hat damit nichts zu tun. Ganz im Gegensatz zum Hauptkonkurrenten Oracle, der langfristig sogar Konkurs anmelden könnte.