After Accenture $ACN (+1.92%) fell by 18% (the stock dropped yesterday to its lowest level since 2017), the entire (consulting) industry was dragged down with it. Capgemini
$CAP (-0.47%) lost 11 percent. Cognizant, Infosys, Wipro, EPAM and Globant were trading lower. Why? Accenture’s business model is based on billable hours. It deploys talented professionals who implement software, restructure processes, and maintain systems at client sites. It is precisely these hours that AI is taking over.

The AI revolution already has its winners and losers. Goldman Sachs has created two thematic portfolios. In the GS US Broad AI includes 94 companies benefiting from AI. The GS AI at Risk contains companies vulnerable to AI, comprising a total of 45 stocks.

Both portfolios start from the same starting point—late November 2022 —after ChatGPT had taken the world by storm—to the present.

The result is clear: The winning portfolio is up 410 percent. That translates to an annualized return of 59 percent per year. The Loser basket stands at minus 26 percent over the same period. That’s a loss of 7 percent per year. The gap between the two stands at around 440 percentage points.

The big winners are the fiber-optic specialist Applied Optoelectronics , up 7,200 percent, SanDisk , up 6,000 percent, and the hard drive manufacturer Western Digital up 2,600 percent, Seagate up 1,900 percent, and Micron up 1,900 percent.

Next up is data center hardware. Celestica rose 3,200 percent, and the cooling and power specialist Vertiv up 2,300 percent, and the equipment manufacturer Argan rose 1,800 percent. Even the laggards in this group of winners are barely in the red. They are the energy providers NextEra, Dominion , and Xcel.

On the other hand, the losers are Globant , down 84 percent, Concentrix down 80 percent, and the payment service provider Bill Holdings down 73 percent, DXC Technology down 71 percent, and the data giant Gartner down 64 percent, the recruitment firm Robert Half and ManpowerGroup each down about 60 percent, and the learning platform Coursera down 62 percent, and Accenture down 57 percent since the end of 2022.

Among the losers, however, there are a few standouts—and they offer valuable lessons. One language AI specialist, SoundHound AI
$SOUN gained 456 percent. Duolingo
$DUOL rose 80 percent, and Verisign
$VRSN (-0.22%) rose by 32 percent. These companies didn’t just put up with AI—they turned it into their own driving force. Duolingo uses AI to make language learning cheaper and more effective. SoundHound has become AI itself. The lesson is: You have to reinvent yourself—and do so faster than AI can eat away at your old revenue.

Source: "Welt" (excerpt), June 19, 2026

$ACN (+1.92%)

1. Market Leader with a Massive Moat

Accenture isn’t just any consulting firm.

They’re often deeply embedded in:

IT systems,

transformations,

cloud projects,

ERP,

and operations.

Large corporations don’t switch such partners easily.

2. AI Could Help Rather Than Harm

The market is afraid:

“AI is replacing consulting.”

The counterargument:

Many companies don’t even know:

what AI to use,

how to restructure processes,

how to integrate data.

That’s exactly where Accenture makes its money.

3. Less risk than many software companies

Compared to:

Rocket Lab,

Quantum,

Nebius,

MSTR,

Accenture has:

profits,

cash flows,

dividends,

a stable balance sheet.

4. Historically strong compounder

Accenture hasn’t been a hype stock for many years.

But:

High revenue,

high profits,

high dividends,

share buybacks.

Many fortunes are built precisely with companies like this.

5. A Weak Phase Could Be an Opportunity

If the market fear is:

“IT spending is weak.”

and this normalizes in 2–3 years,

then market leaders often benefit disproportionately.

6. AI Valuation Without an AI Multiple

Many AI winners are trading at extremely high valuations.

The bull case is:

Accenture benefits from AI without being valued at 50–100x revenue.

7. Virtually No Survival Risk

A very important point, in my view

With Accenture, the question is rarely:

“Will the company survive?”

But rather:

“Will it grow 5% or 10%?”

That’s a different risk category.

Hey community,

I am 24 years old, a student and have been actively investing for almost two years. Like many people, my goal is simply financial freedom and not to depend on the pension system later on

I follow a hybrid strategy: a stable ETF core combined with concentrated individual stocks where I have real conviction. No active trading, but buy and hold, unless I notice that a share is getting hot, then I sell and buy again at a lower price when it has corrected.

My underlying strategy:

in the first few years, I blindly followed many trends and other "finfluencers" and didn't always make good and wise decisions as a result. When I invest in individual stocks now, I do so with conviction and that they are future-oriented and will bring me long-term returns.

I would like to reduce the USA share to ~55% in the medium term

I have around €2,500 in cash that I would like to invest now. On my watchlist: $ISRG (-0.07%) Intuitive Surgical , $ACN (+1.92%) Accenture, Space X and $POET (+0.66%) Poet Technologies $AXTI (-0.45%)

I know it's not an exciting portfolio rather basic but maybe I would like to change that :)

I am grateful for any honest feedback, even if it is uncomfortable.

I have now looked for $ACN (+1.92%) still $EPAM (-0.28%) into the portfolio. Now see a very good entry here and management expects approx. $1.8 bn FCF from 26-28 :) Would then be just under 45% of EV.

vg Micha

complete text of course gone ;) it was worth the time again...

Short version: Buy! Dividend yield 4%! Compounder!

vg Micha

Hello my dears,

after studying the report, I wonder:

• Is this now good news for cybersecurity companies
• And are software providers such as GFT Technologie $GFT (-2.73%) A10 Networks $ATEN (+0.7%) etc.
• What role will consultants such as $ACN (+1.92%) Accenture, $GLOB (-0.04%) Globant etc. will play here.

I'd love to hear your thoughts in the comments.

Elevators are increasingly being controlled digitally, making them a potential target for cybercriminal attacks. According to a Tüv report, many systems are not sufficiently protected against this.

Washington wanted to use the Anthropic AI "Mythos" for autonomous weapons and surveillance, but the company refused and was classified as a security risk. A meeting has now taken place.

The US government and the head of the AI company Anthropic, Dario Amodei, have met for talks for the first time since a dispute at the beginning of the year. According to the White House, the meeting on Friday focused on possible cooperation and joint approaches to overcoming the challenges posed by Anthropic's AI models.

Anthropic described the meeting as "productive". They discussed how to work together on key issues such as cyber security, the leadership role of the USA in the race for Künstliche Intelligenz (AI) and AI security. The background to this are growing fears that Anthropic's latest AI model, "Mythos", could significantly increase cyber attacks.

"Mythos" detects software vulnerabilities

Anthropic's new AI has alarmed cyber security experts worldwide. It enables non-experts to launch complex hacker attacks. In initial tests, "Mythos" discovered security vulnerabilities that had remained undetected for years despite numerous tests by humans.

The banking sector is considered particularly vulnerable to attacks by AI due to its outdated technology systems. Government representatives from the USA, Kanada and Großbritannien have met with leading bank representatives to discuss the threats posed by "Mythos". The Europäische Zentralbank (ECB) wants to discuss possible consequences of this development with leading bank managers, according to insiders.

The Anthropic "Mythos" model announced on April 7 will initially be made available to a few selected companies. As part of the "Project Glasswing" initiative, companies will be allowed to use the model to search for weaknesses in cyber security.

Anthropics neues Modell: US-Regierung trifft CEO wegen Hacker-KI

You go on vacation and "miss" the biggest gold/silver run in recent history and yesterday's probably biggest silver crash in decades!

Until the day before yesterday, I had the best start to a new year on the stock market since I started trading. Up 120,000 euros or almost +10% within a few weeks. And on Thursday + Friday, the market went down again with the biggest daily losses ... -90,000 euros in two days. Both extremes right at the beginning of the year! But in the end there is still a small plus 😉

👉🏻 January:

Start: 1,336,908 euros + 400 cash

End: 1,368,240 euros + 100 cash

Deposit: 2,000 euros

Profit: +29,032 euros (+2.17%)

It will certainly come as no surprise to you, but the high volatility in the portfolio is due to the high weighting of my gold mining shares. When precious metal prices rise, you benefit particularly strongly, but you are also at the forefront on the downside. K92 Mining ($KNT (-7,83 %)), Equinox Gold ($EQX (-10,37 %) ) and Euro Sun Mining ($ESM (-0.6%) ) have all lost double digits in two days. But the bottom line is that we are still higher than at the beginning of the year! 👍🏼

Apart from that, there have only been minor changes in my portfolio. Among other things, I bought $SAP (-1.69%) Ubisoft $UBI (+4.9%) (see post) and PayPal $PYPL (-0.63%) . I sold my position in $DTG (-1.06%) (Daimler Truck) and partially sold $PUMA (-0%) and Accenture ($ACN (+1.92%)).

Despite the turbulent end to the week, I am satisfied with the start to the year. I have already realized around 5,000 euros in capital gains (including dividends). I hope that the pace will pick up a little more, but let's see. You shouldn't get too greedy! 😊

➡️🆓: On my way towards 4 million total assets, the target achievement rate is now 44.5%.

I hope you've also had a good start on the stock market and have weathered the upheavals on the gold/silver market well!

See you in a few days! 😊

$ACN (+1.92%)

Hello my dears,

Should this make the stock, which was very battered last year, interesting again?

The share is currently scratching the 200-day line.

Could therefore also become interesting for our traders. @Multibagger
@TomTurboInvest
@Dividendenopi

But also fundamentally in good shape.

With a historically low P/E ratio of 17, which continues to fall.

Aktienfinder says favorably valued

The dividend yield rises to 3%.

15 analysts say BUY

11 analysts say Hold

This could even change positively today.

Accenture is buying the British start-up Faculty and stepping up its focus on artificial intelligence. The deal shows how profoundly the consulting industry is changing.

Accenture acquires the British company Faculty. The deal is part of the strategy to reposition itself as a leading provider of artificial intelligence. The company announced the agreement on Tuesday. The parties involved did not disclose the purchase price. Bloomberg first reported the news.

New head of technology from London

Faculty CEO Marc Warner is moving to Accenture, where he will become Chief Technology Officer. Around 400 Faculty employees are joining the consultancy group. Accenture also plans to offer the Frontier product, which bundles software and analyzes company data for management decisions.

Consulting industry under AI pressure

Like many of its competitors, Accenture is consistently focusing its business on generative artificial intelligence. The technology is intended to increase productivity, but threatens traditional consulting services. CEO Julie Sweet has already stated that 500,000 employees are being trained to use this technology, almost 800,000 in total. The company is also parting ways with employees who cannot be reassigned to AI-related tasks.

Competitors are also reacting. McKinsey and Company is planning to cut 200 technical positions worldwide. According to informed sources, around 10 percent of the global workforce will leave in the long term in order to cushion weaker sales growth.

Faculty as Palantir rival

Faculty was founded in 2014 and competes with providers such as Palantir. The company combines data analysis software with consulting services for companies and government agencies. During the pandemic, Faculty supported the British National Health Service with the coronavirus response.

The start-up works closely with the United Kingdom. It is involved in the Artificial Intelligence Security Institute, which researches secure applications of advanced artificial intelligence. Faculty also helps companies to train employees in the use of AI tools and to develop their own systems.

https://www.wallstreet-online.de/nachricht/20339124-tech-offensive-grosse-ki-deal-accenture-holt-palantir-rivalen

Dear Community,

At the end of the year, I would like to share my portfolio and my strategy with you.

I am 38 years old, have been in the stock market since 2024 and am aiming for financial freedom at the age of 58. Time will tell whether that will work out... 😉 I'm not investing to maximize my profits, but to be able to live a relaxed life in the long term. To this end, I have deliberately separated my investments into two portfolios with a clear purpose.

Portfolio 1 - Growth (ING)

$VWCE (-0.5%) , $XNAS (-0.43%) , $WGLD (-1.21%) and as an admixture some Bitcoin via ETP $IB1T (+0.5%) .

This portfolio is saved monthly until 58 and then remains more or less untouched.

My savings rates would be:

800€ $VWCE (-0.5%)

375€ $XNAS (-0.43%)

150€ $WGLD (-1.21%)

0€ $IB1T (+0.5%) - Position is currently at 10% and should rest for the time being

Portfolio 2 - Cash flow (SC)

Here I am investing via 2 dividend ETFs ($VHYL (-0.67%) , $TDIV (+0.1%) ) and selected quality stocks to build up a steadily growing cash flow. All distributions are reinvested equally in the ETFs. Furthermore, a small cushion is built up here via $XEOD (-0%) is built up here.

My savings rates would be

250€ $XEOD (-0%)

200€ $VHYL (-0.67%) - Start January 26

200€ $TDIV (+0.1%) - Start January 26

425€ Individual assets (as required, no savings plan, no obligation)

My individual stocks:

Allianz $ALV (+0.15%)

Munich Re $MUV2 (+1.27%)

Procter & Gamble $PG (+0.34%)

PepsiCo $PEP (-0.33%)

Johnson & Johnson $JNJ (-0.58%)

Novo Nordisk $NOVO B (+3.28%)

Lime $LIN (-0.81%)

ADP $ADP (+0.33%)

Waste Management $WM (-0.53%)

Siemens $SIE (-0.91%)

Accenture $ACN (+1.92%)

Alphabet $GOOGL (-0.17%)

Itochu $8001 (+0.23%)

visas $V (-0.14%)

No speculation, no trading. For most people here, extremely boring... 😴 But hopefully the selection will bring some stability to the portfolio in turbulent times. 😉

For the time being, we will stick with these stocks and gradually buy more when good opportunities arise. Each individual position will of course be capped later and should make up between 2-3% of the portfolio (including the proportion within the ETFs). Alphabet would be an exception.

The reallocation idea

Nothing is invested from 58. The plan is to reallocate around 5 % annually from custody account 1 to custody account 2. In this way, growth is gradually converted into cash flow - without significant erosion of assets. And in the best-case scenario, my growth portfolio can continue to grow. I consciously accept taxes 😉

Thank you for reading and have a successful 2026.

P.S. My allocation doesn't fit yet because I've been focusing more on my individual stocks in recent weeks. Chart is also not meaningful because of ING Autosync and Itochu split 🥲