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SAP WKN: 716460 ISIN: DE0007164600 Forum: Aktien Thema: Hauptdiskussion
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14:59:00 Uhr,
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Knock-Outs auf SAP
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Kommentare 22.648
B
BetterCallBk,
9. Feb 9:43 Uhr
1
Was hast du denn für ein Anspruchsdenken? Sei mal froh, dass hier überhaupt Infos reingestellt werden. Und wenn du Englisch nicht verstehst.... Sorry. Lern es. Oder benutz SELBST einen Übersetzer. Sind nicht deine Angestellten/Sklaven hier unterwegs.
Kullerkasten,
9. Feb 9:41 Uhr
1
Was ist daran so schwer die Texte gleich in deutscher Sprache reinzustellen. Über 80% der Nutzer muss sich die Texte sowieso übersetzen lassen?
H
Hopper58,
9. Feb 9:26 Uhr
0
LIVE MARKETS-AI fears shake up European Tech, but opportunities are emerging
15:41 06/02/2026
European stock markets are undergoing sharp rotations beneath the surface, with software, data-services and other digital-economy stocks selling off as investors reassess the risks of AI-driven disruption.
Despite the turbulence, Europe is “quietly outperforming” as global investors rotate away from crowded U.S. mega-caps into Europe’s more attractive valuations, said Goldman Sachs.
The brokerage remains constructive on resilient names including ASML , SAP and London Stock Exchange Group .
While Goldman notes software stocks are down 16% YTD, the concern is less about current earnings and more about future margin pressure from AI.
Software and IT services companies still enjoy profit margins roughly twice the European average, making them more exposed to competitive threats, says Goldman.
Morgan Stanley echoes Goldman's view, saying, valuations across TMT and business-services names have fallen about 40% from 2025 highs, driven by fears that AI could erode pricing power or displace business models.
But the brokerage argues these worries are overdone in areas like credit bureaus, classifieds, music labels and parts of software.
Its preferred overweights include Experian , Scout24 , Universal Music Group and SAP .
It is more cautious on staffing companies and IT services—areas it believes have weaker defences against AI competition. The brokerage flags Randstad , Hays , Page Group and Capgemini as underweights.
Both brokerages note that AI-exposed stocks are now deeply oversold. Morgan Stanley says many “debated disrupted” names trade at valuations implying worst-case scenarios despite stabilising credit indicators and strong corporate bond market signals supporting broader European equities.
With Europe outperforming and global investors looking for diversification, Goldman Sachs and Morgan Stanley see opportunity — particularly in tech companies able to adapt to AI rather than be displaced by it.
(Kanishka Ajmera)
H
Hopper58,
9. Feb 8:48 Uhr
0
' 'Ill provide one concrete example with CoCounsel tabular analysis, a recently launched feature that automates the review of up to 10,000
documents at a time. Following the close of an acquisition last year, the team used this capability to review thousands of customer contents,
completing this complex task in hours rather than weeks and saving significant time and resources. It also allowed for a much quicker
assessment of the ongoing obligations and risk profile of the acquired business. Mike will share some incremental commentary, but let me
conclude by stating we have growing confidence that this reimagination of how we work will bring significant benefits to TR over the next
few years, increasing our productivity, accelerating our decision-making and improving our customer experiences. '
H
joe46,
9. Feb 8:35 Uhr
0
Earnings Call Thomson-Reuters: 'Steve Hasker - Thomson Reuters Corp - President, Chief Executive Officer, Director Thank you, Gary, and thanks to all of you for joining us today. Let me begin by commenting on the AI competition concerns that have led to recent share price volatility. We have growing confidence in the value of our content and our expertise for delivering professional-grade AI solutions. Our second quarter call in August, we discussed why Thomson Reuters is well positioned to win with Agentic AI. We bring comprehensive proprietary content, deep domain expertise and leading workflow software, which we combined with advanced reasoning models to complete complex multistep tasks. Our unique and high-quality content grounds the AI outputs and our deep subject matter expertise trains and fine tunes the AI. Professional-grade results cannot be delivered without this content and expertise. On our third quarter call in November, we discussed the durable differentiation we believe exists with Westlaw. Its unmatched breadth of proprietary, editorially enhanced legal content, together with sophisticated tools to verify the AI deliver the comprehensive, accurate and up-to-date output needed for high stakes litigation. General purpose models cannot meet this standard.'
Das liest sich doch sehr gut 👍
Hopper58,
9. Feb 8:30 Uhr
0
Earnings Call Thomson-Reuters: 'Steve Hasker - Thomson Reuters Corp - President, Chief Executive Officer, Director
Thank you, Gary, and thanks to all of you for joining us today. Let me begin by commenting on the AI competition concerns that have led
to recent share price volatility. We have growing confidence in the value of our content and our expertise for delivering professional-grade
AI solutions. Our second quarter call in August, we discussed why Thomson Reuters is well positioned to win with Agentic AI. We bring
comprehensive proprietary content, deep domain expertise and leading workflow software, which we combined with advanced reasoning
models to complete complex multistep tasks.
Our unique and high-quality content grounds the AI outputs and our deep subject matter expertise trains and fine tunes the AI.
Professional-grade results cannot be delivered without this content and expertise. On our third quarter call in November, we discussed the
durable differentiation we believe exists with Westlaw. Its unmatched breadth of proprietary, editorially enhanced legal content, together
with sophisticated tools to verify the AI deliver the comprehensive, accurate and up-to-date output needed for high stakes litigation. General
purpose models cannot meet this standard.'
H
Hopper58,
9. Feb 8:21 Uhr
0
Google translate: ich hatte geschrieben eine Zägetand-Trend
H
Hopper58,
9. Feb 8:20 Uhr
1
Viele haben zu niedrigen Preisen gekauft und besitzen nun einen Überschuss an SAP-Aktien. Der Abwärtstrend dürfte sich noch einige Zeit fortsetzen.
N
Nightlawyer,
9. Feb 8:06 Uhr
0
Es war auf 175 heute Morgen … wieso jetzt nicht mehr??
M
Maxi2323,
9. Feb 8:03 Uhr
0
Wie sich hier gegenseitig Mut gemacht wird 😂😂😂
Es wird wohl weiter bergab gehen.
H
S
F
Freakshow,
8. Feb 17:43 Uhr
0
Auch wenn ich grad long zerti laufen hab oder grad deswegen find ich das einen tollen denkanstoss! Notiz an mich selbst
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