Commented by Stefan Bode on September 4th, 2026 | 10:40 CEST

Billion-Dollar Contracts, Takeover Battle and 600% Upside Potential: Where the Action Is Now - Frasers Group, Hugo Boss, MustGrow Biologics, OHB

• biologicals
• agritech
• mustard

Created and Published on Behalf of MustGrow Biologics Corp.

Pure excitement and volatility on the international financial markets. While an established, long-standing group faces a change in control following a takeover bid and a battle for majority voting rights, an emerging niche player is celebrating its first-ever quarterly profit following a groundbreaking deal with a major player in the agricultural sector. At the same time, a high-profile technology leader is showing that even significant billion-dollar contracts offer no guarantee of a rising share price. Three highly exciting companies from different sectors offer unique opportunities for your investment portfolio.

Commented by Fabian Lorenz on September 4th, 2026 | 09:35 CEST

Elon Musk Sounds the Energy Alarm! Musk Goes After GE Vernova and Siemens Energy – Thiel Bets on Vistra, RE Royalties a Takeover Target

• royalties
• dividends
• renewableenergy
• Energy

Musk sounds the energy alarm. He warns of a full-blown energy crisis driven by the expansion of data centres. As early as next year, there could be a power shortfall equivalent to the amount needed to supply the Netherlands. Typical of Musk, he is actively tackling the challenges and encroaching on the territory of Siemens Energy and GE Vernova. He plans to take over the mobile power plant operator APR Energy and manufacture critical gas turbine components himself. RE Royalties is also a potential takeover target. The Canadian company finances developers of solar, wind, battery storage and other renewable energy projects, securing long-term royalties in return. Its planned partnership with Solaris Energy is set to expand its US business significantly. Prominent investors are also increasingly betting on the AI industry's growing appetite for electricity. Peter Thiel and Ray Dalio have invested in Vistra.

Commented by Matthias Schomber on September 4th, 2026 | 09:30 CEST

Danger at Rheinmetall and OHB! Is HPQ Silicon a Buying Opportunity?

• Silicon
• Batteries
• Technology
• Hydrogen
• cleantech
• Defense
• aerospace

The defence sector has experienced an unprecedented rally in recent years, but a harsher wind is suddenly blowing on the trading floor. While major players such as Rheinmetall and the aerospace specialist OHB are suffering from profit-taking and rising oil prices despite their exceptionally strong order books, a potentially entirely new opportunity is emerging away from the headlines. Canadian technology company HPQ Silicon is developing market-changing innovations in battery and hydrogen technologies that are approaching commercial breakthrough. Bold investors who think innovatively may recognize that opportunities on the stock market could be emerging right now.

Commented by Lars Winter on September 4th, 2026 | 07:40 CEST

Data, Chips and the Big AI Business: Aspermont, Broadcom and Hewlett Packard in our Stock Check

• Digitization
• bigdata
• AI
• Software
• chips

Artificial intelligence is about more than the race to develop the fastest processor. High-quality data, networks and servers are equally important. Broadcom and Hewlett Packard Enterprise are already generating billions from the expansion of AI infrastructure. Australian micro-cap Aspermont, by contrast, is only at the beginning of its transformation—with correspondingly significant opportunities and risks. We take a closer look at these three interesting stocks in our stock check.

Commented by Armin Schulz on September 4th, 2026 | 07:35 CEST

From the Pill to the Dissolving Film and the Monthly Injection for Obesity: Novo Nordisk, BioNxt Solutions and Pfizer

• Biotech
• Obesity
• weightloss
• Pharma

Obesity treatment is undergoing a transformation. Following the initial success of GLP-1 medications, the next round is now underway. It is no longer just about efficacy, but also about the method of administration. Novo Nordisk was the first to launch the oral pill on the European market and is already testing lower maintenance doses. BioNxt Solutions is countering with oral dissolvable thin films (ODFs) that require neither a needle nor water. Pfizer, meanwhile, is focusing on a monthly ultra-long-acting GLP-1 derived through its acquisition of Metsera. Today we take a closer look at the strategies of Novo Nordisk, BioNxt Solutions and Pfizer.

Commented by Stefan Feulner on September 4th, 2026 | 07:30 CEST

Bloom Energy, A.H.T. Syngas, Veolia: Waste is Giving Rise to a Multi-Billion-Dollar Market

• syngas
• waste
• Hydrogen
• circulareconomy
• Energy
• decarbonization

Waste and industrial residues are evolving from a cost factor into a valuable raw material. Rising energy prices, decarbonization and the enormous power demands of new data centres are driving up the economic value of technologies that convert previously unused materials into energy. At the same time, pressure is mounting on industry and local authorities not only to dispose of waste but also to recycle and repurpose it. This is giving rise to a multi-billion-dollar market at the intersection of the circular economy and energy supply.

Commented by Stefan Bode on September 4th, 2026 | 07:25 CEST

Technological Change, Abundant Resources and Financial Strength: Dell, Deutsche Bank and Lahontan Gold

• Gold
• Silver
• Commodities
• Technology
• Investments
• Banking

Global financial markets have recently been showing great dynamism once again. While the booming market for artificial intelligence is driving unprecedented growth among traditional hardware suppliers, significant increases in commodity reserves are bolstering the share-price potential of future producers. At the same time, the banking sector is signaling a new era of profitability through operational economies of scale and record profits. Technical chart breakouts and significant upward revisions to forecasts underpin the strength of these diverse industry players, which are currently attracting investor interest.

Commented by Stefan Feulner on September 4th, 2026 | 07:20 CEST

Cerebras, Volatus Aerospace, Standard Lithium: 3 Markets Poised for a Breakthrough

• Drones
• Defense
• hightech
• Lithium
• AI
• Batteries

The next wave of investment is well underway. Billions are flowing into new AI data centres, Western nations are securing critical raw materials, and companies are increasingly automating tasks that previously had to be carried out by people, aeroplanes or helicopters. For investors, this creates opportunities that extend far beyond the well-known technology giants. Of particular interest are companies that provide the infrastructure for this development.

Commented by Fabian Lorenz on September 4th, 2026 | 07:15 CEST

DroneShield on Alert! Delivery Hero Held Back! Gold Rally Cancelled? Desert Gold Ready for a Breakout?

• Gold
• Commodities
• Africa
• geopolitics
• rally
• Defense
• Drones

Alarm bells ringing at DroneShield! While drones and drone defence dominate the headlines, the share is one of the disappointments of 2026. So far this year, the share has lost nearly 50% of its value, and the downward trend shows no sign of ending. The company recently released its half-year results. Unfortunately, not only is revenue rising, but so are losses. Buy anyway? Experts are advising investors to get in on gold and gold mining shares. They say the rally is not over, but is simply taking a healthy breather. Desert Gold's share price has been trading sideways for some time now. But this should soon be over. Investors are waiting for the delivery of the gravity separation plant so that gold production can begin. Analysts expect the stock to multiply in value. Delivery Hero's share price has recently more than doubled. This was due less to strong operational performance than to the takeover bid from Uber. Could the purchase price now have to be increased following the company's strong results?

Commented by Armin Schulz on September 4th, 2026 | 07:10 CEST

Newmont, Kobo Resources and B2Gold: The Roadmap to Record Profits in the West African Gold Sector

• Gold
• Africa
• Commodities
• Investments

The gold market surged by a whopping 15% in August, reaching as high as USD 4,700 per ounce. The last time such an explosive single-month rise was seen in the gold sector was 27 years ago. The triggers are the fragile US fiscal policy, conflicts in the Middle East and the Fed's expected interest rate cut. Gold companies are benefiting from the high gold price. Leading the way are those operating in West Africa's most promising gold-producing regions. In Mali, calm is returning following the political turmoil. The country increased production by 30% in the first half of the year, while Côte d'Ivoire attracts investors with its stability and rich deposits. Reason enough for us to take a closer look at Newmont, Kobo Resources and B2Gold.

Commented by Matthias Schomber on September 4th, 2026 | 07:05 CEST

Shake-Up Brewing at Almonty Industries! Adidas World Cup Party is Over! BYD Export Explosion!

• Tungsten
• Defense
• armaments
• Sportswear
• Automotive
• Electromobility

BYD is shaking up the international automotive market with a massive wave of exports, turning up the heat on rival automakers and nearly the entire Western competition. Thanks to the football World Cup, Adidas enjoyed a breathtaking surge in sales, leaving its competitors far behind. But now the World Cup party appears to be over—the stock catalyst has vanished, replaced instead by market frustration. Elsewhere, however, a rare raw material, without which modern defence and technology simply cannot function, is triggering a profound geopolitical upheaval. Almonty Industries is positioning itself perfectly to capitalize on this exact scenario. Find out in this report why the second quarter was so critical for all three stocks, and where the biggest opportunities are lurking right now. Keep reading, as the figures and news tell a powerful and, in some cases, highly surprising story.

Commented by André Will-Laudien on September 4th, 2026 | 07:00 CEST

USD 100 Oil Price Shock – Boost Returns with Smart Alternatives like ITM Power, Zefiro Methane, Plug Power and Nel ASA

• methane
• OrphanWells
• Energy
• renewableenergy
• cleantech
• Hydrogen

Created and Published on Behalf of Zefiro Methane Corp.

Volatility is going through the roof! The conflict in the Middle East is driving oil prices relentlessly toward the critical USD 100 mark, putting the energy market on high alert. Exploding commodity costs are further fuelling already stubborn inflation, increasing pressure on central banks to keep interest rates at restrictive levels. In this toxic environment for traditional assets, however, the irreversible trend towards the energy transition is proving to be a powerful catalyst for future-proof investment alternatives. Investors wishing to make their portfolios crisis-proof are now looking for profitable niche players and, for example, reducing their exposure to the high-tech sector, which has risen sharply. Alongside the hydrogen leaders ITM Power, Nel ASA and Plug Power, the US company Zefiro Methane is shining. And the formula is simple: by decommissioning orphaned oil and gas wells, this environmental tech specialist stands to profit directly from reduced climate-damaging emissions. Investors should therefore make clever use of the current market volatility to secure tomorrow's winners away from the expensive oil sector.

Commented by Fabian Lorenz on September 3rd, 2026 | 08:55 CEST

40% Gains Still Not Enough? Almonty Industries, RENK and Verbio

• Tungsten
• Defense
• hightech
• geopolitics

Following a rally of more than 40% in a single month, Almonty Industries' share price is currently taking a brief breather. This pause is unlikely to last long. Analysts see significant upside potential for the leading Western tungsten producer. Furthermore, an export ban on tungsten scrap has recently come into force in the US. The country has no producing tungsten mine of its own—but Almonty intends to change that soon—and the critical raw material is needed for applications including ammunition, missiles, and semiconductors. Verbio shares have also been in demand in recent weeks. Analysts believe the 33% rise in the share price so far this year is not yet sufficient, with further upside potential expected. Among other things, the company's expansion into the US is driving the share price. And what about Renk? Analysts are recommending a "Buy", while production is being significantly expanded. Yet the share price has so far failed to benefit from these developments.

Commented by André Will-Laudien on September 3rd, 2026 | 08:50 CEST

AI Energy Crisis Boosts Niche Players: Deutz, Siemens, dynaCERT and Siemens Energy in Focus

• Hydrogen
• cleantech
• Energy
• AI

All the warning lights are flashing red at the Brussels Energy Office! The ever-growing daily use of AI is driving electricity demand to unprecedented levels, putting enormous strain on global infrastructure. A recent industry study by Allianz on data sufficiency underscores the fundamental problem: the enormous computational load of modern AI applications devours vast amounts of electricity and drastically exacerbates the global energy shortage. But all is not lost yet! For where traditional grids reach their limits, the time has come for specialized niche players to turn the rapidly escalating energy crisis into viable business models. Energy technology giant Siemens Energy is laying the foundations by stabilizing the urgently needed grid infrastructure and supplying highly efficient gas turbines for large data centres. However, as the expansion of centralized electricity grids can barely keep pace with the growth of AI, decentralized solutions are also gaining significant prominence. This is where Deutz AG is positioning itself as a leading systems provider for self-sufficient energy supply and state-of-the-art emergency power generators. Looking at the heavy goods vehicle sector, one comes across dynaCERT. This cleantech company supplies the market with its patented hydrogen technology, which has been proven to reduce fuel consumption and emissions from logistics and energy-generation facilities. For forward-thinking investors, this acute bottleneck presents an attractive entry opportunity.

Commented by Armin Schulz on September 3rd, 2026 | 08:45 CEST

AI Needs Chips, Power and Server Racks: AMD, NU E Power and Super Micro Computer in Focus

• Energy
• AI
• datacentres
• chips
• semiconductor
• infrastructure

Created and Published on Behalf of NU E Power Corp.

Artificial intelligence is not being held back by complex algorithms, but by a lack of high-performance chips, sufficient power and efficient server racks. As demand explodes, manufacturers are sometimes struggling with long lead times, while liquid-cooled rack systems and GPUs are also becoming increasingly scarce. Big Tech companies are investing trillions, but the physical energy infrastructure is lagging. This is precisely where exceptional profit opportunities are emerging for investors who keep the entire value chain in view. We take a look at three companies, AMD, NU E Power and Super Micro Computer, that are looking to capitalize on these bottlenecks.