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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Author: rnam ✭☼  😊 😞
Number: of 86277 
Subject: Re: SAP SE
Date: 03/24/26 3:44 PM
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Lots of software companies down today on news that Amazon Web Services is developing an AI agent to automate some functions for sales, business development and other groups.

Microsoft is now trading at 20 times FWD PE, a bit less than SAP’s 21. And the champion of AI stocks, NVDA is at 21 FWD PE with 3-5 year FWD EPS growth of over 30%. In comparison much slower growing “AI proof” companies like JNJ and MCD are trading in the same 21-23 FWD PE range.

And SAP has received poor reviews from clients and partners over the quality and price of its AI tools.

bloomberg.com - Software stocks drop on report amazon is developing new AI tools

seekingalpha.com - Sap investors partners raise doubt on firms AI tools report
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