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

Sehr schlechte Neuigkeiten für euch. Wie es scheint, ist seit Neuestem SAP nicht mehr im Dirk Müller Fonds vertreten.

Die wurde an Rheinmetall und SpaceX weitergegeben

Was ist mit der vernichtungs- und Zerstörungskraft dieser Aktie? 🤔Wo ist die?👹

Salesforce zieht weiter an. Auf gehts du dickes Schiff SAP Richtung 140 📈📈📈

Da sind die 135€ um 17:30 👌👌

Government Pressure Hits OpenAI Model Launch GPT-5.6 Release Could Come In Controlled Stages Faizan Farooque 06/26/2026 16:33 Microsoft-backed OpenAI is reportedly facing new government pressure over the rollout of GPT-5.6, a powerful upcoming AI model that U.S. officials want released more cautiously, as reported by Seeking Alpha. CEO Sam Altman told employees on Wednesday that the Trump administration asked OpenAI to first make GPT-5.6 available only to a short list of trusted partners before a wider launch, according to media reports. The request reportedly followed talks with the Office of the National Cyber Director and the Office of Science and Technology Policy. The move comes nearly 2 weeks after rival Anthropic suspended its most capable AI offerings from the market under regulatory pressure. That timing makes the OpenAI request important because it shows Washington is moving more directly into how frontier AI models are released, not just how they are monitored after launch. The big takeaway is that AI regulation is becoming a risk for product launches. A staggered release could reduce safety concerns, but it may also slow commercialization and give trusted partners earlier access to the most advanced tools.

17:30 oder 22:00 ? In 40 minuten Mittagspause in US.

Dow, S&P 500 turn positive as Microsoft and other hard-hit software names rebound By Joseph Adinolfi Major U.S. equity indexes hit their session highs in recent trading as dip buyers swooped in to rescue shares of hard-hit megacap names like Microsoft, Apple, Meta Platforms and Amazon. Software stocks were also seeing some relief, with Palantir, Salesforce and ServiceNow sitting on solid gains. The iShares Expanded Tech-Software Sector ETF was up 2.5%, FactSet data showed. https://www.marketwatch.com/livecoverage/stock-market-today-s-p-500-nasdaq-dow-tech-sell-off-oil-prices/card/dow-s-p-500-turn-positive-as-microsoft-and-other-hard-hit-software-names-rebound-bE11usVtaGj1jJrIXKXF?mod=mw_quote_news

Übrigens gibt es auch eine detaillierte Studie von Morgan Stanley zum GPU- und CPU-Markt. Die Ergebnisse sind sehr positiv für NVIDIA, AMD und TSMC. Für NVIDIA wird bis 2027 ein weiteres Wachstum von 52 % prognostiziert. (sehe NVIDIA-forum)

Microsoft + 4.60 % Salesforce: + 3.55 %

Es wird zunehmend deutlich, dass das ganze Gerede vom Ersetzen von Software durch KI völliger Unsinn ist. Zahlreiche Unternehmensverträge belegen dies.

Das ist der breakevenpoint

Na klar. Wie alle anderen auch.

Wochenschlusskurs über 135€ wäre optimal. Mal schauen, ob es klappt 🫰

Salesforce vor 1 Stunde: Cantor Fitzgerald reiterated its Overweight (Buy) rating on Salesforce (NYSE: CRM) with a $250.00 price target. Led by senior research analyst Matthew VanVliet, the firm maintains a positive long-term outlook on the software giant despite near-term macro headwinds and conservative forward revenue guidance. Strategic Growth DriversEnterprise AI Dominance: A cornerstone of Cantor Fitzgerald's long-term thesis is Salesforce's deep entrenchment in corporate IT infrastructures. They view the pre-built, autonomous capabilities of the Agentforce platform as a major catalyst for enterprise AI adoption.

Mit Zuckungen wird hobelix66 bald dieses Forum verlassen… beim Anstieg wird er neutralisiert