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

SAP unter Druck: Bedroht KI das Geschäftsmodell? Interessantes Video ☝🏼

https://www.capital.de/wirtschaft-politik/sap-unter-druck--bedroht-kuenstliche-intelligenz-das-geschaeftsmodell--35981390.html

SAP max. bei 96€, KI wird SAP stark austrocknen!!!

Dassault Systèmes (F) scheint auch hoch zu gehen.

ANALYSIS-Powerful new AI models knock the wind out of European adopter stocks 06:30 15/08/2025 By Lucy Raitano 'LONDON, Aug 15 (Reuters) - A rout in shares of European companies embracing artificial intelligence deepened this week, as powerful new AI models raise questions about whether sectors from software to data analytics could find themselves overtaken by the technology.' 'Although many AI adopter stocks are struggling, some investors say markets will eventually take a more systematic approach, picking out potential winners and losers. "At the moment, it feels like the market's just shooting first and putting them all in a 'challenged basket'," said Aviva's Kothari, referring to the decline in UK AI adopters.' 'He said those with software deeply embedded into client company workflows, or with hard-to-replicate proprietary data, still had strong competitive advantages. Paddy Flood, portfolio manager and global sector specialist, technology, at Schroders, said it was important to distinguish between different types of software. "Enterprise-grade applications are less exposed, given their mission-critical nature, the complexity involved in replacing them, and the value of a trusted vendor ensuring ongoing service," he said. Aviva's Kothari also flagged the benefits of having software deeply embedded with customers, citing UK credit data firm Experian as an example. "It has lots of data unique to it, but it's also hugely embedded in the workflows of financial institutions. They want to make a loan, they need Experian," he said, also highlighting Britain's Sage.'

Celonis legt im Zoff mit SAP nach „Es gibt bei Gericht keine Fleißnoten“ Nach einem umfassenden Misserfolg im ersten Versuch legt Celonis mit einer erneuerten Klage gegen SAP nach. Doch der Softwaregigant geht auch gegen diese rigoros vor.⬆️

https://www.wiwo.de/unternehmen/it/sap-celonis-geht-im-patenstreit-mit-dem-softwarekonzern-bislang-leer-aus/100148210.html

Beides :-)

SAP oder Alphabet

ANALYSIS-Just in time? Manufacturers turn to AI to weather tariff storm 12:00 13/08/2025 By Mark Bendeich 'LONDON, Aug 13 (Reuters) - Manufacturers like U.S. lawnmower maker The Toro Company are not panicking at the prospect of U.S. President Donald Trump's global trade tariffs. Despite five years of dramatic supply disruptions, from the COVID pandemic to today's trade wars, Toro is resisting any temptation to stack its warehouses to the rafters.' 'Carpenter says he uses AI to digest the daily stream of news that could impact Toro's business, from Trump's latest social media posts to steel prices, into a custom-made podcast that he listens to each morning. His team also uses generative AI to sieve an ocean of data and to suggest when and how many components to buy from whom.' 'The biggest providers of overall supply chain software by revenue are Germany's SAP , U.S. firms Oracle , Coupa and Microsoft and Blue Yonder, a unit of Panasonic <6752.T>, according to Gartner.'

Kursbewegung im Fokus: SAP-Aktie erholt sich nach Kursrutsch: Sicherheitsupdates und Forum in Chicago https://finanzen.net/nachricht/aktien-kursbewegung-im-fokus-sap-aktie-erholt-sich-nach-kursrutsch-sicherheitsupdates-und-forum-in-chicago-00-14723652

Die Aktie von SAP verliert im aktuellen Marktumfeld immer weiter am Boden und brach am Dienstag so heftig ein wie lange nicht mehr. Bietet sich jetzt bei dem DAX-Konzern eine massive Kaufchance? https://www.finanznachrichten.de/nachrichten-2025-08/66164466-sap-aktie-nach-absturz-massive-kaufchance-486.htm

Omg sie haben Kenny getötet

Ich warte ob die 225 hält.

Ich habe nachgekauft

Sind das bereits Kurse, bei denen man nachkaufen sollte?