In the still young year, the DAX has already recorded 16 record highs, the last one only yesterday. Most other stock market indices are also close to their all-time highs.

Where can you still invest now?

Handelsblatt experts have analyzed 1,000 stocks worldwide and identified 15 recommendations in three categories:

• Five shares of companies that are growing strongly over the long term but are still reasonably valued

$FTNT (-3,08%) Fortinet | $NOVO B (+5,32%) Novo Nordisk | $GDDY (-1,48%) GoDaddy | $PLD (+1,06%) ProLogis | $NOW (-2,3%) Service Now

• Five shares of companies that have been paying rising dividends for at least 20 years thanks to their earnings power

$PEP (+3,26%) PepsiCo | $CVX (-0,58%) Chevron | $FPE Fuchs Petrolab | $NWN (+1,51%) Northwest Natural Holding | $SAN (+0,91%) Sanofi

• Five shares of companies that have plummeted on the stock market but have an intact business model and turnaround potential

$SLB (-1,54%) Schlumberger | $BIIB (+2,62%) Biogen | $GPN (-1,89%) Global Payments | $MAKSY Marks & Spencer | $VOW (-0,15%) Volkswagen

Detailed analysis can be found at "Handelsblatt"

Source: Handelsblatt | Image: ChatGPT

Satisfied with the use of AI?

Have a wonderful Monday morning!

I just read an exciting survey from Bain & Company that shows that companies around the world are investing heavily in artificial intelligence (AI). Bain has identified four main themes that emerge from their survey:

Widespread adoption of Generative AI87% of the companies surveyed are developing, testing or already using generative AI. These technologies are mainly used in areas such as software development, customer service, marketing and sales.

High investmentsSmaller companies invest around USD 5 million per year in generative AI, while larger companies spend up to USD 50 million per year. These investments show the high confidence in the potential benefits of AI.

Expectations are being exceededMore than 80% of companies report that generative AI has met or exceeded their expectations. This underlines the immediate added value that AI can create in various business areas. - But not everyone is happy! (see picture)

Future priority60% of the companies surveyed see generative AI as a top 3 priority for the next two years. This indicates that the trend towards AI integration in companies will continue.

What do you think of these developments in the AI sector? Do you think that investments in AI will pay off in the long term?

I am convinced that investments in AI will pay off in the long term. The widespread use and significant investments show that the benefits are real. Of course there are risks, but the opportunities seem to outweigh the risks. I find the developments in software development and customer service particularly exciting, as immediate added value is created here. UGs (regardless of size) need to adapt to avoid being left behind.

I look forward to your opinions and an exciting discussion!

Source:

AI Survey: Four Themes Emerging | Bain & Company

Interesting stocks on the topic (don't hold any of the stocks mentioned):

$WIX (-2,38%)
$GTLB (-5,02%)
$GDDY (-1,48%)
$APP (-6,81%)
$ZENV

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The S&P 500 is rebalanced:

CrowdStrike ($CRWD (-6,19%)) replaces Robert Half ($RHI (-0,44%) ), GoDaddy ($GDDY (-1,48%) ) replaces Comerica ($CMA (-2,35%) ) and KKR ($KKR (-1,3%) ) replaced Illumina ($ILMN (-3,65%) ) from 21.06.2024.