Commented by Tarik Dede on August 10th, 2026 | 08:10 CEST

AI in Focus: A Look at SanDisk, Miivo AI, and Samsung Electronics

• AI
• Software
• semiconductor
• Digitization

Created and Published on Behalf of Miivo AI Inc.

The market is no longer driven by pure euphoria when it comes to AI stocks. Market expectations for many companies have risen, and some stocks were heavily sold off following the release of quarterly earnings reports. Volatility is particularly high in South Korea, where a handful of stocks often drive the KOSPI benchmark index up or down by more than 5% in a single trading session. Nevertheless, artificial intelligence is here to stay. The massive expansion of AI data centers is laying the infrastructure that will enable companies to monetize these technologies in the years ahead. Many analysts expect this boom alone to continue driving the market and the businesses of key suppliers for several more years. Against this backdrop, we take a closer look today at SanDisk, Miivo AI, and Samsung Electronics.

Commented by Stefan Bode on August 10th, 2026 | 07:35 CEST

Beneficiaries of the New Security Landscape: Can Three Technology and Defense Stocks Continue to Soar? BAE Systems, RTX, and Volatus Aerospace

• Drones
• Defense
• hightech
• geopolitics

Rising global defence budgets and growing civil aviation are fueling international stock markets. Billion-dollar defence contracts and investments in security infrastructure are driving record profits across the sector. From autonomous drone systems to state-of-the-art military technology, three companies are currently demonstrating their enormous earning power with strong order books, robust margins, and new all-time highs. Read on to discover which developments are supporting this upward trend.

Commented by Stefan Feulner on August 10th, 2026 | 07:30 CEST

Curtiss-Wright, Kobo Resources, Galaxy Digital: Despite Billions in AI, Gold Is Back in the Spotlight

• Gold
• Commodities
• rally
• AI
• Digitization
• crypto
• nuclear

Capital is currently flowing at a staggering pace into AI data centers, new power plants, and strategic infrastructure, yet gold remains in demand. Geopolitical risks, high government debt, and the search for real value keep the precious metal in the spotlight. This is creating opportunities in completely different sectors—from a profitable nuclear supplier to a gold explorer on the verge of its first resource estimate, to a former crypto specialist investing billions in AI data centers.

Commented by Nico Popp on August 10th, 2026 | 07:25 CEST

German AI Winners technotrans and Deutz—Why the Hype Is at Risk, and the Role Power Metallic Mines Could Play

• PGMs
• Copper
• AI

Data centers are experiencing a massive global boom, both in the United States and elsewhere around the world. However, the resulting waste heat and unexpected power-grid failures need to be managed. This is where specialized German equipment manufacturers are increasingly stepping in, supplying sophisticated cooling systems and backup power generators to customers even in the US. For Germany, this is very good news. But there is a major caveat: suppliers to the AI industry depend on critical raw materials. Without large quantities of copper, nickel, and platinum group metals, the expansion of AI and power grids will stall. In this article, we take a closer look at German companies positioned to benefit from the AI boom, as well as a potential Canadian raw-material supplier that could also score points through its focus on sustainability.

Commented by Fabian Lorenz on August 10th, 2026 | 07:20 CEST

GOLD RALLY BEGINS! Gold Surpasses USD 4,300! Barrick Mining +16%! Time to Buy First Majestic Silver, Agnico Eagle, and Lahontan Gold?

• Gold
• Silver
• Nevada
• Commodities
• Investments

What a week for gold. Following modest jobs data, fears over interest rates in the US eased noticeably on Friday. This, in turn, fueled the gold price. It rose by USD 100 and ended the week above the USD 4,300 mark. Experts are also bullish. Markus Bußler believes the time has come to take positions in gold and silver producers. For him, it doesn't always have to be Barrick Mining. The investor favourite's shares surged by around 16% last week, while Agnico Eagle gained as much as 22%. Capital markets expert Markus Koch also established a gold position last week and intends to hold it for the longer term. Lahontan Gold delivered positive drilling results. The company's timing could hardly be better, as the new gold rally arrives at exactly the right moment. The company plans to begin gold production next year in the US state of Nevada.

Commented by Armin Schulz on August 10th, 2026 | 07:15 CEST

New Wave of Liquidity from the Bessent Plan: Should Investors Turn to Vonovia, DRC Gold, and Strategy to Escape Currency Depreciation?

• Gold
• RealEstate
• Commodities
• crypto

Japan is the largest holder of US Treasury bonds. The yen is currently extremely weak, driving up import prices and putting increasing pressure on Japanese households. Against this backdrop, signs are mounting of a coordinated currency intervention between Washington and Tokyo. Recently, US Treasury Secretary Scott Bessent was reportedly seen with a notepad indicating that the United States could be planning to purchase billions of dollars' worth of yen. Such a move could fuel a new wave of global liquidity, erode the purchasing power of cash, and push investors toward hard assets. The question is whether investors should turn to "concrete gold" (real estate), the yellow metal, or cryptocurrency. We therefore take a closer look at Vonovia, DRC Gold, and Strategy.

Commented by Stefan Feulner on August 10th, 2026 | 07:10 CEST

Albemarle, HPQ Silicon, Fluence Energy: Battery Boom Poised for the Next Price Surge

• Silicon
• Batteries
• Hydrogen
• Energy
• decarbonization

The battery market is entering an exciting phase. While the lithium sector is making a surprisingly strong comeback after a long slump, new battery technologies are reaching key milestones on the path to commercialization. At the same time, it is becoming increasingly clear that even booming future markets are not immune to short-term setbacks. Amid record demand, billions in investments, and operational challenges, opportunities are now emerging that many investors may still be underestimating.

Commented by Fabian Lorenz on August 10th, 2026 | 07:05 CEST

Tungsten Shortage Makes Headlines and Offers 100% Upside Potential: Almonty Industries, Indus Holding, and Lockheed Martin in Focus

• Tungsten
• CriticalMetals
• Commodities
• geopolitics
• Defense

China dominates the global tungsten market, and the West is increasingly feeling the consequences. The NZZ warns of a dangerous dependence on critical raw materials, while export controls and a lack of alternative sources are further exacerbating supply issues. This is precisely where Almonty Industries comes in. The company operates tungsten mines in Portugal and South Korea, with another operation in the US expected to come online soon. At the same time, tungsten prices are surging. According to Indus CEO Johannes Schmidt, tungsten carbide prices have roughly tripled since the beginning of the year. Almonty is not the only company benefiting from this development. Indus Holding, an investment company with exposure to the sector, has already raised its full-year guidance twice. The US military buildup is driving additional demand. With ammunition stockpiles running low, the Trump administration is putting pressure on Lockheed Martin and other defence contractors. For investors, the tungsten boom may have only just begun.

Commented by Matthias Schomber on August 10th, 2026 | 07:00 CEST

Turnaround, Billion-Dollar Deals, AI and Drone Potential: What Is Driving Siemens Energy, TKMS, and First Hydrogen?

• Hydrogen
• cleantech
• AI
• Drones
• Defense

Global markets are constantly evolving, and recently the major stock indices, including the Dow, Nasdaq, and DAX, have generally been trending higher. Today, we take a closer look at three companies that share an interesting characteristic: all three may be approaching a key milestone or threshold that could prove decisive for their performance over the coming weeks and months. We begin with Europe's energy giants and defence contractors. We examine the return to profitability, as well as failed takeover attempts and new strategic alliances. Finally, we turn our attention to a North American player that aims to combine green energy with artificial intelligence and robotics in an entirely new way. Join us as we explore Siemens Energy, TKMS, and First Hydrogen. These three stocks could provide plenty of talking points in the weeks and months ahead. Read on to discover the key developments and opportunities.

Commented by Lars Winter on August 7th, 2026 | 09:40 CEST

Is HPQ Silicon on the Verge of a Breakthrough? Evonik and Rheinmetall Are Already Delivering: Three Exciting Stocks Under the Microscope

• Silicon
• Batteries
• Defense
• hightech
• Drones

New batteries are expected to keep drones in the air longer, innovative production processes are set to revolutionize the specialty chemicals industry, and defence contracts worth billions are expected to fully utilize the industry's capacity. The companies HPQ Silicon, Evonik, and Rheinmetall are developing innovative technologies and high-tech products, targeting different segments of these growth markets. The opportunities for investors are significant, though the risks are distributed very unevenly. We take a closer look at this trio in our stock review.

Commented by Nico Popp on August 7th, 2026 | 08:40 CEST

A New Gold Story in the West: How Endeavour Mining and Perseus Mining Are Expanding in West Africa – Could Kobo Resources Be the Next Gold Discovery?

• Mining
• Gold
• Commodities
• Africa
• geopolitics

Anyone traveling through West Africa sees a region in the midst of transformation. For years, traditional mining jurisdictions such as Guinea, Ghana, and Burkina Faso dominated gold production, while Côte d'Ivoire remained largely overlooked despite its substantial mineral endowment. That picture is now changing. Reliable infrastructure, an increasingly attractive regulatory framework, and growing investor confidence are drawing fresh capital into the country. As established mining operations seek to replenish their reserves, agile exploration companies are positioning themselves to discover and develop the next generation of gold mines in Côte d'Ivoire. For investors, this evolving landscape is creating compelling new opportunities.

Commented by Stefan Bode on August 7th, 2026 | 08:35 CEST

Record Profits and Plunging Share Prices: Opportunities in Tech, Energy, and Gold Stocks – Infineon, Siemens Energy and Lahontan Gold

• Gold
• Silver
• Commodities
• Energy
• Technology
• AI

The stock market currently presents a paradoxical picture: while megatrends such as artificial intelligence and growing energy demand are driving record fundamentals, investors often react with unexpected sell-offs. At the same time, the precious metals sector stands out as a lucrative investment alternative thanks to geopolitical factors and new resource discoveries. This report analyzes three exciting stocks that, despite short-term market corrections, hold enormous potential for investors due to strong data and strategic growth.

Commented by Matthias Schomber on August 7th, 2026 | 08:30 CEST

Deutsche Telekom, Deutsche Bank & Power Metallic Mines: Solid Cash Flows, a Stock Rally, and a 200% Opportunity

• PGMs
• Commodities
• Telecommunications
• Banking
• Investments

The DAX heavyweights are currently shining with strong quarterly results. In Canada, a highly exciting commodities story is taking shape. Deutsche Telekom is impressing with accelerated growth and elevated cash flow targets. Thanks to stellar investment banking results, Deutsche Bank is poised for a significant revaluation. The exploration company Power Metallic Mines is making waves in Quebec with exceptional polymetallic discoveries. Can this small-cap commodities stock outshine the German corporate giants in terms of returns? We take a closer look at the key metrics, the latest corporate news, and the current chart patterns.

Commented by Nico Popp on August 7th, 2026 | 08:25 CEST

Hedge Funds Bet on Hydrogen: Nel ASA Under Pressure, Amazon Gains Momentum, and First Hydrogen Targets a Promising Niche

• Hydrogen
• cleantech
• Robotics
• Retail
• renewableenergy

Industry is under increasing pressure to address climate change. The regulatory framework is already in place, and emissions targets have been clearly defined. Yet even large industrial groups are reaching the limits of what they can achieve during the energy transition. Siemens Energy, for example, is reportedly considering spinning off a majority stake in its Transformation of Industry division under the project name "Voyager". The business includes, among other things, compressors, steam turbines, energy storage systems, and electrolysers. The move highlights the growing pressure on industrial companies to sharpen their strategic focus. In the global race to capture market share in energy transition technologies, success increasingly depends on lean organizational structures, specialization, and the willingness to rethink traditional business models. The restructuring of the hydrogen and energy sectors has long since begun; we examine the market and highlight potential beneficiaries.

Commented by Armin Schulz on August 7th, 2026 | 07:25 CEST

Bayer, MustGrow Biologics, and Nutrien: Feeding the World Means Leading the Future of Agriculture

• agritech
• biologicals
• Agriculture
• Food
• Sustainability
• agrochemical

Created and Published on Behalf of MustGrow Biologics Corp.

Global food security remains under pressure from geopolitical conflicts, extreme weather events, and resource scarcity. These challenges are placing agricultural production under growing strain. With the world's population continuing to expand, transforming agriculture has become a critical priority. As a result, the agricultural technology sector is emerging as a key driver of innovation. Established industry leaders are adapting their product portfolios to meet the demands of a changing climate, while agile biotech companies are accelerating the development of sustainable alternatives to conventional chemical crop protection products. Today, we take a closer look at Bayer, MustGrow Biologics, and Nutrien—three companies that are well positioned to shape the future agricultural value chain.