German companies on the upswing: SAP shines as Europe's stock exchange star!

German companies on the upswing: SAP shines as Europe's stock exchange star!

Walldorf, Deutschland - The current developments on the international stock exchanges show a dynamic picture. In the first half of 2025, the world's most valuable companies were able to increase their stock market value by impressive 6.1 percent to around $ 47.4 trillion, which is a new record, such as OTS . Despite this success, the US companies are not the only ones that benefit from this development. Asian and European companies even recorded larger growth, with 6.5 percent and 8.8 percent. The 60 largest US corporations, on the other hand, grew by 5.8 percent.

technology groups in focus

The analysis shows that technology companies continue to dominate the market. Apple, Nvidia and Microsoft are among the highest rated companies in the world. Germany in particular has a decrease in the number of corporate ranks. No European company can be found in the top 10, and the number of German companies in the TOP 100 has dropped to only five, such as EY

The boom in the technology sector, especially through artificial intelligence (AI), plays a crucial role in the positive development, why many companies, especially in the USA, benefit from an upswing. 24 technology companies are among the top 100, the market capitalization of which has increased by 40 percent. Of these, 17 are based in the USA.

The situation of German companies

The three German companies in the TOP 100 ranking are SAP, Siemens and Deutsche Telekom. SAP is 32. In total, the four large German automobile manufacturers have a combined stock market value of $ 206 billion, which shows that SAP is worth more than 38 percent more than this group, as Shares financial reports.

The analyzes indicate that Germany and also Europe lag behind in the technology area. Henrik Ahlers from Ey warns that Europe is hazardous to lose connection in the up-and-coming AI market. Digitization offers opportunities, but European companies do not seem to be sufficiently positioned in the AI ​​area in order to keep up with the US technology groups.

Overall, the snapshot of the stock market markets raises questions about competitiveness and future prospects of German and European companies. The geopolitical tensions and the economic policy of the new US government have already caused uncertainty in the markets, which also complicated the current market landscape. Gunther Reinoser from EY Austria sees great challenges for European companies in the weak economy and the existing uncertainties.