news.financial
Commented by André Will-Laudien on November 2nd, 2026 | 05:43 CET
The Biotech breakout: Bayer and Eli Lilly flex their muscles - are Novo Nordisk, Evotec and BioNxt the next winners?
That was a week of selling on the NASDAQ! The technology index lost a full 5% in its renewed attempt to exceed the 30,000-point mark. Chip stocks, which had previously performed excellently, came under considerable pressure, followed by subdued figures from Alphabet, Microsoft and, most recently, Intel. The result was hefty double-digit losses; this sector has not seen this much uncertainty in a long time. Things are very different in the biotech sector. At 7,319 points, the underlying NASDAQ Biotech Index only narrowly missed its all-time high of 7,458 points. Leading players such as Bayer and Eli Lilly brought a breath of fresh air to the sector, which could now significantly outperform other industries towards the end of the year. We take a closer look at some of the protagonists.
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Commented by Jens Castner on November 2nd, 2026 | 05:41 CET
Apple and Ferrari face their moment of truth – Almonty is already delivering
For two of the world's most valuable brands, the moment of truth comes this week. On Monday evening, Apple will report its results, for the first time under its new CEO John Ternus. Ferrari follows a day later. After the sharp falls in Alphabet and Amazon shares, nervousness on Wall Street is high. P/E ratios above 30 leave no room for disappointment. The situation at Almonty Industries is quite different. The tungsten producer's shares have more than halved since September, even though the news could hardly be better. The first commercial shipment from the Sangdong mine in South Korea has been dispatched, and exports are also underway in Rwanda. With a P/E ratio of 6.5, the shares cost only a fraction of those of Apple and Ferrari.
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Commented by Matthias Schomber on November 2nd, 2026 | 05:37 CET
A Small Stock Rally at Adidas, a Deep Plunge + SaaS Apocalypse at ServiceNow, and the Hidden Opportunity with Royalty Gem Globex Mining!
The risks in international financial markets lie close to the opportunities they create. Investors just need to recognise them. While sporting goods giant Adidas proves the sceptics wrong with stellar results and raised guidance, technology investors in ServiceNow are facing a historic crash. Fears of AI disruption are sending the cloud specialist into a tailspin and causing share prices to plummet dramatically. But beyond sportswear and the hype around AI and software, an exciting discovery awaits in the commodities sector. Globex Mining is in robust shape, benefits from lucrative royalties and is forming a promising wedge breakout opportunity on the chart. In this analysis, we explore the opportunities and risks these three stocks present.
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Commented by Carsten Mainitz on November 2nd, 2026 | 05:36 CET
Multimillion-dollar contracts and fresh capital: Zefiro Methane profits handsomely from America's legacy liabilities! Bullish analyst price target!
Created and published on behalf of Zefiro Methane Corp.
America's oil and gas industry is leaving behind a costly legacy. Several million orphaned wells require professional plugging and site remediation. Methane leaks from these wells pose a major problem that remains insufficiently recognised by the general public. Methane is one of the most damaging greenhouse gases, with around 80 times the global warming potential of CO₂ over the first 20 years. The professional decommissioning of these legacy sites is therefore becoming increasingly important and is receiving growing political attention through funding programmes worth billions. Zefiro has established itself as a hidden champion in this field in the US. A government order backlog of around USD 40 million provides planning certainty, while the recently completed capital increase lays the foundation for accelerated growth and acquisitions. Analysts believe the share price could triple.
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Commented by Armin Schulz on November 2nd, 2026 | 05:26 CET
Intel, HPQ Silicon, Volkswagen: A Look at Stocks Across the Silicon Value Chain, from Chips to Batteries, Following Recent Declines
Created and published on behalf of HPQ Silicon Inc.
Silicon is the unassuming raw material behind almost every future technology. For one thing, it is found in processors that power data centres for artificial intelligence. In this area, Intel's management acknowledged in its quarterly results report on October 29 that demand exceeds supply. Next is the battery, where silicon is intended to improve the anode. At the end of the chain is the car, and at Volkswagen, orders for electric vehicles in Europe rose 39% after nine months. This could boost companies that process or refine silicon. Following the recent pullbacks in the three stocks of Intel, HPQ Silicon and Volkswagen, opportunities could open up, provided demand for silicon continues.
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Commented by Stefan Bode on November 2nd, 2026 | 05:24 CET
Restructuring, energy transition, record profits: What is driving the markets? Deutsche Bank, RE Royalties, thyssenkrupp, tk accelis
A share price slump, long-term revenue participation and a record profit: Three different stock market stories show how challenging it remains to assess opportunities and risks. While a spin-off changes the view of an industrial restructuring, financing renewable energy generates high returns. In the banking sector, by contrast, rising revenues meet higher credit risks. Which developments drive a revaluation, and where do financing risks, operating figures and key share price levels warrant caution?
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Commented by Fabian Lorenz on November 2nd, 2026 | 05:22 CET
Siemens Energy's Costly Mistake? Standard Lithium Nearing Penny-Stock Territory? Power Metallic Mines Receives Buy Rating!
Created and Published on Behalf of Power Metallic Mines
Disappointment at Siemens Energy. Competitor GE Vernova plans to acquire the Trench Group for around USD 9 billion. What does this have to do with the DAX-listed group? Siemens Energy sold Trench only a few years ago – for a fraction of the price now being discussed. Sentiment is more positive at Power Metallic Mines. Copper prices remain elevated, giving the company room to advance its world-class multi-metal project toward production. Analysts see significant share price upside and recommend buying the stock. Standard Lithium, by contrast, continues to come under pressure, with its shares potentially approaching penny-stock territory in US dollar terms. Weak lithium prices in October weighed on sentiment, while a positive Preliminary Economic Assessment (PEA) failed to generate much investor interest. What comes next?
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Commented by Carsten Mainitz on November 2nd, 2026 | 05:21 CET
NSJ Antimony, Rheinmetall, Infineon: Whoever controls the bottlenecks will be among the winners!
Created and published on behalf of NSJ Antimony Corp.
Modern armed forces need ammunition; data centres need a high-performance power supply. Across industries, reliable industrial supply chains are becoming increasingly important. This puts companies that develop critical raw materials or build important production capacity in the spotlight. Equipped with fresh capital, NSJ Antimony is advancing its antimony project in Canada. The critical metal is indispensable for flame retardants, the defence industry, ammunition, electronics and certain energy storage systems, among other things. Defence giant Rheinmetall is due to release important news this month, including quarterly figures and an updated medium-term forecast. The semiconductor manufacturer is investing heavily in capacity to power the AI era. Which share is ahead?
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Commented by Fabian Lorenz on October 31st, 2026 | 05:38 CET
Bayer and MustGrow Are Making Concrete Progress, While CTS Eventim Is Entering an Interesting Phase
Created and published on behalf of MustGrow Biologics Corp.
Is CTS Eventim facing turbulent times? An activist US investor is applying pressure, which is unlikely to please founder and major shareholder, Klaus-Peter Schulenberg. The entrepreneur is known for his independent-minded approach and reluctance to compromise. The situation could have implications for the company's share price. MustGrow could also be approaching a significant turning point. Analysts see considerable upside potential, and the company is benefiting from its partnership with Bayer. The two companies recently even held a joint webcast. Bayer itself has also reported positive news, including an important regulatory approval in China.
Commented by Tarik Dede on October 30th, 2026 | 13:54 CET
Pharma as a defensive alternative: Eli Lilly, Formycon and GSK in focus
This year we have repeatedly seen major rotations, particularly in the US equity markets. When AI stocks weakened, other sectors, such as utilities and pharma, performed well. No real money was withdrawn from the markets in the process. Pharma stocks could be among the big winners if the major indices suffer a serious crash. An end to the AI boom, for example, would be a disaster for investors and market participants. Investors looking to gradually adopt a more defensive position should consider adding healthcare stocks to their portfolio. In the past, this strategy has certainly often proved its worth. Today we therefore look at the shares of Formycon, Eli Lilly and GSK.
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Commented by Stefan Bode on October 30th, 2026 | 08:49 CET
Stock Market Tensions: Margin Pressure, a Commodity Boom and Shifting Guidance – Cancom, Deutsche Rohstoff and Power Metallic Mines
Created and published on behalf of Power Metallic Mines.
International capital markets are currently caught between macroeconomic headwinds from sharply rising interest rates and lucrative, targeted opportunities. While restraint in corporate investment is forcing established providers to exercise strategic cost discipline, the global race for critical raw materials and key metals is driving exploration projects forward at a rapid pace. At the same time, a higher energy price environment and strategic gains from equity holdings at commodity producers are leading to surprisingly dynamic upward earnings revisions. Investors once again face the challenge of separating merely temporary one-off effects from sustainable operating earnings power.
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Commented by Jens Castner on October 30th, 2026 | 05:45 CET
When the stock market gets it wrong: Schott Pharma clears its name; Lahontan Gold and Instone are the next candidates
Markets are quick to judge, and often paint companies with a broad brush. When one company runs into difficulties, its competitors immediately come under suspicion too. Schott Pharma has already been through this and dispelled the doubts with strong figures. Its share price is recovering. For Lahontan Gold and Instone Real Estate, the recovery has yet to come. The Canadian gold explorer is being punished alongside the major producers, while the property developer is being grouped with Berlin's residential landlords. In both cases, the facts tell a different story. The share price upside is considerable.
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Commented by Nico Popp on October 30th, 2026 | 05:43 CET
Antimony Countdown: BASF Needs New Supplies as Perpetua Resources and NSJ Antimony Develop North American Sources
Created and published on behalf of NSJ Antimony
On November 27, 2026, China's suspension of its antimony export ban to the United States is due to expire. Without an extension by Beijing, US buyers risk losing access to this metalloid, which is essential for flame retardants and armaments. This was reported by industry publication Mining Weekly. According to market information provider Fastmarkets, antimony was trading at USD 18,300 to USD 19,000 per tonne in Rotterdam in mid-October. This is well below the all-time high of approximately USD 59,750 reached in summer 2025. However, the West's dependence on Chinese refineries remains unchanged.
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Commented by Armin Schulz on October 30th, 2026 | 05:42 CET
BYD, Globex Mining, Rio Tinto – Humanoid Robots Set to Fuel Demand for Raw Materials
A humanoid robot consists of more than just software. This is illustrated by a design patent the Chinese patent office published on October 9 for a BYD robot. Two arms, two legs and movable fingers need motors, batteries and cables, which means plenty of metal. If the automaker moves into series production, it could further boost demand for metals such as copper and lithium. The Chinese group is not alone in this, as Tesla, Hyundai, Xiaomi and others are also working on it. This development also benefits raw materials companies, from mining groups to royalty companies with broad portfolios. Today we take a closer look at BYD, Globex Mining and Rio Tinto.
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Commented by Matthias Schomber on October 30th, 2026 | 05:40 CET
AI Boom and Energy Transition: How Infineon, SK hynix and RE Royalties Could Transform Almost Every Retail Investor's Portfolio!
Artificial intelligence is a major driver of the semiconductor industry, fuelled by the growing demand for data centres. This has recently propelled the share prices of companies such as Infineon and SK hynix to extraordinary levels, before a correction set in as some stocks multiplied in value within just a few months. At current levels, and with fresh figures available, this could be an attractive entry opportunity if a few things are considered. In this article, we examine not only these two semiconductor stocks but also RE Royalties, a niche specialist in clean energy financing. We explore how German semiconductor specialist Infineon is driving efficiency through its chip technologies, why South Korean memory giant SK hynix is reshaping the sector with exceptionally strong margins, and why royalty pioneer RE Royalties could be on the verge of a technical breakout following a possible bottoming-out. We examine the financial data, strategic opportunities and risks associated with each company.
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