Commented by André Will-Laudien on August 17th, 2026 | 08:00 CEST

Energy Transition 2.0: This is where sustainable growth is happening - Alibaba, RE Royalties, Alphabet and Amazon

• royalties
• dividends
• Energy
• renewableenergy
• AI
• Electrification

The energy transition is moving into its next phase. The evolutionary step toward global decarbonization is being completely redefined by the convergence of clean energy and artificial intelligence. In this dynamic market environment, investors are increasingly seeking future-proof business models that combine environmental sustainability with solid financial returns. Alongside the specialized cleantech financier RE Royalties, three tech giants are drawing particular attention due to their historical investments. Alphabet, Google's parent company, is setting new standards by aiming to power its massive data streams entirely with CO₂-free energy available around the clock. Online marketplace leader Amazon is also reinforcing its claim as the world's largest private purchaser of renewable energy through massive wind and solar projects. E-commerce giant Alibaba is also investing heavily in green supply chains and AI-powered energy efficiency for its data centers. Four companies, four approaches impressively demonstrating that technological dominance and environmental responsibility go hand in hand today.

Commented by Tarik Dede on August 17th, 2026 | 07:55 CEST

Cancer in Focus: Merck & Co., Vidac Pharma and AstraZeneca

• Biotechnology
• Biotech
• Cancer
• Innovations
• Pharma
• patents

According to the International Agency for Research on Cancer (IARC), part of the WHO, there are currently around 20.6 million new cancer cases worldwide. The annual death toll is estimated at approximately 10 million people. In recent years, more than 53 million people globally have received a cancer diagnosis. According to the WHO, the number of new cases per year is expected to rise to about 35 million by 2050. Two factors are generally cited as the main drivers: demographic change, with the global population getting older, as well as rising rates of obesity, physical inactivity, smoking and air pollution in many countries. Unsurprisingly, the oncology market is correspondingly lucrative. Oncology is the world's largest pharmaceutical market. There is, however, also some good news: the age-adjusted risk of dying from cancer is declining thanks to earlier detection, targeted therapies and advances in immuno-oncology. Today, we take a closer look at this market through the stocks of Merck & Co., Vidac Pharma and AstraZeneca.

Commented by André Will-Laudien on August 17th, 2026 | 07:50 CEST

New Drones and Space Acrobatics? SpaceX, Power Metallic, Thales and Heidelberger Druck in Flight Mode

• PGMs
• Copper
• Space
• aerospace
• hightech
• CriticalMetals

The global aerospace and defence industry is currently experiencing an unprecedented technological boom that is completely upending traditional market dynamics. From autonomous systems in the stratosphere to revolutionary launch vehicles in orbit, more and more industries are reaching for the stars. To survive in this fiercely competitive environment, established industry giants and visionary tech pioneers alike must forge new alliances and radically expand their core competencies. A look at current market trends impressively demonstrates that innovation today arises primarily from the synergy between radical high-tech development and high-precision industrial scaling. While NASDAQ newcomer SpaceX is pushing the boundaries of what is possible in space with spectacular feats, specialized players like the European Thales Group are driving the modernization of defence systems with advanced sensor and drone technologies. Heidelberger Druck is also showing surprisingly strong momentum as it successfully adapts its time-honoured precision engineering for the future drone production market. And then there are the indispensable critical metals: Power Metallic aims to join the North American supply chain soon. Exciting!

Commented by Nico Popp on August 17th, 2026 | 07:45 CEST

Steel Transformation in Jeopardy: How Strategic Resources Plans to Support thyssenkrupp and Salzgitter

• ironore
• VTM
• GreenSteel

Smoking chimneys and hot blast furnaces have defined industrial regions in Germany and elsewhere for decades. But the era of the traditional steel industry is coming to an end. Anyone driving through European industrial centers today sees mostly construction sites—the climate-neutral future is already casting its shadow. The industry is also moving away from traditional steelmaking processes due to emissions regulations and high prices for emissions allowances. But the shift away from coke brings new problems: without pure intermediate products for the steel industry, the transformation risks failing. We shed light on the situation and highlight potential beneficiaries.

Commented by Fabian Lorenz on August 17th, 2026 | 07:40 CEST

TKMS Keeps Soaring! When Will DroneShield and Volatus Aerospace Take Off Again?

• Drones
• Defense
• hightech
• aerospace
• geopolitics

Nearly 50% gains in just a few weeks. TKMS is currently riding a wave of success, and analysts believe the stock has further upside potential. The company is a prime example of the comeback staged by traditional defence stocks in recent weeks. By contrast, many drone stocks continue to struggle. It seems like a strange disconnect, since few would dispute that drones and counter-drone systems are playing an increasingly important role, not only in current conflict zones. Accordingly, the investment needs of armed forces and security agencies are likely to remain substantial in the coming years. So when will companies such as Volatus Aerospace and DroneShield take off again?

Commented by Stefan Feulner on August 17th, 2026 | 07:25 CEST

BYD, dynaCERT, Lucid: New Models and New Markets Fuel Share Price Potential

• Hydrogen
• cleantech
• decarbonization
• Electromobility

The mobility transition is in full swing, but the internal combustion engine will not disappear overnight. While electric vehicle manufacturers are making inroads with new models, longer ranges, and ever-shorter charging times, millions of trucks, construction machines, and industrial power units worldwide will remain in use for years to come. This creates a massive transition market. New propulsion systems must grow, while existing engines must become more efficient and produce fewer emissions. Three companies are tackling different aspects of this transformation.

Commented by Stefan Bode on August 17th, 2026 | 07:20 CEST

Gold Rush 2.0: Between Record Cash Flows, Permitting Boosts, and Massive Leverage Opportunities – Agnico Eagle, B2Gold and Desert Gold

• Mining
• Gold
• Africa
• Investments
• geopolitics
• Commodities

The gold price has stabilized above USD 4,000, driving strong movements in the mining sector. While established industry giants are posting historic cash flow records thanks to high prices or triggering significant share price jumps through new mining permits, smaller explorers are also repeatedly coming to the forefront. In particular, companies on the verge of making the leap from pure explorers to high-margin producers are currently still trading at striking valuation discounts. A look at three current industry examples reveals where the major opportunities and risks currently lie.

Commented by Armin Schulz on August 17th, 2026 | 07:15 CEST

How to Profit from the Raw Materials Shortage: A Look at the Top Picks—Rio Tinto, Globex Mining and Glencore

• Commodities
• Copper
• AI
• Robotics

A fierce battle is raging over raw materials. The green transition is not the only reason demand has skyrocketed. AI, specifically its data centers, and robotics are also driving demand even higher. Added to this are geopolitical dependencies and national supply concerns. The US is pushing for domestic production. China is buying up raw materials worldwide, and resource-rich countries like the Congo are imposing new export conditions. Those who run out of raw materials will lose their supply chains. We therefore take a closer look at Rio Tinto, Globex Mining, and Glencore today.

Commented by Stefan Feulner on August 17th, 2026 | 07:12 CEST

Almonty Industries, Energy Fuels and Antofagasta: China Still Dominates, but These Stocks Are on the Rise

• Tungsten
• CriticalMetals
• Defense
• hightech

The battle for critical raw materials is becoming a geopolitical power struggle. Defense, AI, power grids, and high-tech industries require enormous quantities of strategic metals, while China controls key parts of the supply chains. The US is now responding with billions in investment and aims to drastically reduce its dependence. This benefits producers who are establishing new Western supply chains for rare earths, tungsten, or copper. Three stocks are particularly in the spotlight.

Commented by Fabian Lorenz on August 17th, 2026 | 07:10 CEST

Renk with AI Potential? D-Wave Shares Rebound! Is Zefiro Methane Seriously Undervalued?

• methane
• OrphanWells
• AI
• computing
• Defense

Could Renk become an AI beneficiary? Its collaboration with Siemens Energy certainly appears to be gaining momentum. In 2026, the business is expected to account for around one-third of the order intake of Renk's Industrial Business Unit. At another company, analysts expect massive growth over the coming years, with earnings potentially multiplying. A recent report highlights the company's potential, while the stock appears far too cheap. And what about D-Wave? The quantum computing hopeful still looks far too expensive, as its latest quarterly figures have shown. Nevertheless, investors have also spotted some positive developments, sending the stock up 25% recently. Was that justified?

Commented by Jens Castner on August 17th, 2026 | 07:05 CEST

The Secret of Hidden Treasures: Why Allianz, BP and Lahontan Gold Could Be Re-Rated

• Gold
• Silver
• Nevada
• Commodities
• Investments
• Banking
• Oil

Some treasures lie deep beneath the ground. Others are well hidden in balance sheets. And some are simply waiting for the right catalyst to emerge. Canadian explorer Lahontan Gold is on track to potentially multiply its underlying asset value with spectacular drill results. Allianz shares have been climbing relentlessly following a strategic multibillion-euro deal in Asia. And geopolitical price shocks are generating unexpected additional profits for energy giant BP. Where are these hidden treasures, and how could the combination of drill results, balance-sheet strength and oil barrels trigger a powerful re-rating?

Commented by Stefan Feulner on August 17th, 2026 | 07:00 CEST

Constellation Energy, NU E Power, Siemens: These stocks are at the heart of the energy boom

• Energy
• AI
• renewableenergy
• EnergyParks
• Solar
• nuclear

Created and Published on Behalf of NU E Power Corp.

The AI boom faces an energy problem that cannot be solved simply by developing better chips. New data centers consume enormous amounts of energy, while grid connections and additional generation capacity are becoming increasingly scarce in many regions. As a result, Hyperscalers are securing long-term nuclear power, investing in their own energy solutions, and accelerating the development of new energy infrastructure. This is creating a massive multi-billion-dollar market beyond the familiar AI stocks. Particularly interesting are companies that generate and supply electricity, provide the necessary infrastructure, or develop new energy parks specifically to meet the growing power demands of data centers.

Commented by Jens Castner on August 14th, 2026 | 09:30 CEST

Apple, Volatus Aerospace and innoscripta: One Giant and Two Rising Stars with Multiplier Potential

• Drones
• Defense
• hightech
• consumergoods
• Technology

Is a company valued on the stock market for what it produces—or for what investors want to see in it? At Apple, the high-margin services business is fueling heated debates over whether the core of its success story actually lies more in software or hardware. Volatus Aerospace, originally a Canadian drone service provider, is on the verge of exactly this leap: moving away from low-margin flight operations toward a software and AI platform for drone countermeasures and defence technology. And innoscripta demonstrates the growth rates possible in the software industry. A look at three very different companies and the question of where the biggest valuation gap between business model and share price lies.

Commented by André Will-Laudien on August 14th, 2026 | 08:20 CEST

Drones, Energy Crisis and NASDAQ! DroneShield, HPQ Silicon, Siemens Energy and Nordex in Focus

• Silicon
• Batteries
• Drones
• Hydrogen
• Defense
• geopolitics
• cleantech
• decarbonization

All quiet on the western front! Whether it is war, bankruptcies, or new tariffs, the party goes on! The drone sector, booming thanks to increased defence spending, stands in stark contrast to the simmering EU energy crisis, which continues to pose major challenges for Brussels. Counter-drone specialist DroneShield is experiencing a massive surge in demand and orders in the field of electronic warfare, yet its share price is falling significantly. Canadian company HPQ Silicon is also benefiting from the West's need to independently establish critical supply chains for high-purity silicon and innovative battery materials. Siemens Energy also sits at the epicentre of the infrastructure transition, with its historically full order books serving as an unshakable engine of growth amid the energy crunch. This sustained rebound is flanked by Hamburg-based wind power pioneer Nordex, which is reporting double-digit margin improvements. This compelling combination of high-tech defence, clean energy generation, and raw material sovereignty is attracting substantial capital directly into investors' coffers. We take a closer look at four future-oriented sector favourites.

Commented by Stefan Feulner on August 14th, 2026 | 07:50 CEST

At the Heart of the Electricity Boom: ERock, Zefiro Methane and Uniper

• methane
• OrphanWells
• Oil
• Gas
• renewableenergy
• AI

The explosive growth in electricity demand from AI data centers is transforming the energy market. Because grid connections often take years to establish and renewable energy sources alone cannot guarantee a continuous supply, natural gas—as a flexible energy source—is experiencing a new surge in demand. Billions are flowing into decentralized power plants and new infrastructure. At the same time, pressure is mounting to clean up the legacy issues of the oil and gas industry and reduce methane emissions. Three companies could benefit from different aspects of this massive investment cycle.