Popular Stocks in Investors’ Portfolios
- NVIDIA Corp.
Reason: NVIDIA has established itself as a leading provider of graphics processors and AI technologies in recent years. The stock has gained significant value, especially due to the AI boom.
Potential Challenges: Competition from other technology companies also investing in AI. - Alphabet A (formerly Google)
Reason: Alphabet is a leading company in the search engine and online advertising sector. It invests heavily in AI and other future technologies.
Potential Opportunities: Further expansion in AI and cloud computing. - Amazon
Reason: Amazon is a giant in e-commerce and is expanding into areas such as cloud computing (AWS) and AI.
Potential Challenges: Competition in e-commerce and regulatory risks. - Apple Inc.
Reason: Apple is known for its innovative products and has a loyal customer base. It invests in AI and is expanding its services.
Potential Opportunities: Further innovations in hardware and software. - Microsoft Corp.
Reason: Microsoft is a leading provider of software and cloud services. It has established a strong presence in AI and gaming.
Potential Opportunities: Further expansion in cloud and AI. - Tesla
Reason: Tesla is a pioneer in electric mobility and is expanding its activities in renewable energy and AI.
Potential Challenges: Competition in the electric vehicle market and regulatory risks. - Nike
Reason: Nike is a leading company in the sports goods market and is known for its strong brand identity.
Potential Opportunities: Further expansion in Asia and digital transformation. - Pfizer
Reason: Pfizer is a leading pharmaceutical company with a wide range of medications and vaccines.
Potential Opportunities: Further innovations in the pharmaceutical industry. - SAP
Reason: SAP is a leading provider of enterprise software and has established a strong position in the DAX.
Potential Opportunities: Further expansion in cloud and AI. - Rheinmetall
Reason: Rheinmetall is a leading company in the defense sector and has developed strongly in recent years.
Potential Opportunities: Further contracts in the defense sector.
Potential Entry Opportunities
- Banks and Insurance: These sectors have recorded strong gains in 2025 and could remain attractive.
- Utilities: These companies often offer stable returns and could be interesting in times of uncertainty.
Alternative Recommendations
- Undervalued stocks from quality companies: Companies like Campbell and Yum Brands could be interesting due to their stable business models.
- Top German stocks: Companies like Siemens Energy and Heidelberg Materials have risen sharply in recent months and could continue to be potential candidates.