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Multi-Billion Dollar Saudi Nuclear Deal: Cameco, American Atomics and Constellation Energy in Focus
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Cloud Rally, Drone Boom and a Historic Crash: Evotec, SAP and Volatus Aerospace in Focus
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Forget the Risk: Secure Solid Cash Flows with Allianz, RE Royalties, and Deutsche Telekom
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Adidas, Tonies, and Lahontan Gold: Three Promising Stocks with Strong Momentum
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Almonty Industries, Boliden, Teck Resources: The Pullback Presents a Major Opportunity
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Energy Power Shift: US on the Rise, EU Under Pressure – A Look at Standard Uranium, E.ON, ITM, and Plug Power
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Hydrogen Setback: BASF and Linde Focus on Large-Scale Projects—Could Decentralized Solutions Put A.H.T. Syngas in the Spotlight?
Commented by Armin Schulz on July 28th, 2026 | 10:05 CEST
Multi-Billion Dollar Saudi Nuclear Deal: Cameco, American Atomics and Constellation Energy in Focus
Driven by AI data centres and industrial transformation, soaring global energy demand is thrusting nuclear power back to the forefront of energy policy. The multi-billion-dollar US-Saudi agreement is not a superficial diplomatic gesture, but a 30-year economic stimulus program for the entire nuclear value chain. The true return on the nuclear energy renaissance lies not in the reactor coolers themselves, but in the companies that secure the supply, scale the technology, and capture the returns from capacity markets. This is precisely where a closer look at Cameco, American Atomics, and Constellation Energy is particularly worthwhile.
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Commented by Stefan Bode on July 28th, 2026 | 10:00 CEST
Cloud Rally, Drone Boom and a Historic Crash: Evotec, SAP and Volatus Aerospace in Focus
The temporary suspension of US airstrikes against Iran has eased market tensions, presenting investors with stark contrasts once again. In this report, we analyze three technology companies at pivotal moments in their development. An established software giant is impressing investors with strong cloud performance, helping to dispel AI concerns of recent months. An innovative drone company is benefiting from the high-margin growth market for autonomous aerial systems. Meanwhile, a research services provider is struggling to regain the confidence of its remaining investors after issuing a severe profit warning that sent its shares to a 10-year low. Discover in our market analysis where attractive entry opportunities may be emerging and where the risk of catching a falling knife looms.
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Commented by Armin Schulz on July 28th, 2026 | 09:55 CEST
Forget the Risk: Secure Solid Cash Flows with Allianz, RE Royalties, and Deutsche Telekom
The search for attractive returns is becoming increasingly challenging for investors. While interest rate decisions and economic data are causing turmoil in the markets, one timeless principle remains: companies with reliable dividend income can provide greater stability for investors. Three sectors stand out in the current environment. Insurance companies continue to benefit from the interest rate environment, renewable energy projects are delivering stable, government-backed returns, and telecommunications companies are converting their infrastructure investments into robust, recurring cash flows. Today, we take a closer look at Allianz, Canadian royalty specialist RE Royalties, and Deutsche Telekom. Despite operating in very different industries, all three companies share a strong commitment to creating long-term value for shareholders.
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Commented by Lars Winter on July 28th, 2026 | 07:55 CEST
Adidas, Tonies, and Lahontan Gold: Three Promising Stocks with Strong Momentum
Stocks with momentum that have already risen sharply often continue to rise. One possible explanation lies in investor behaviour. New developments are rarely recognized immediately in their full scope. When a company's financial results, growth prospects, or strategic position improve, the market often adjusts its expectations only gradually. Rising share prices also attract attention. New investors jump in, analysts raise their forecasts, and institutional investors build positions. The stocks of Lahontan Gold, Adidas, and Tonies are in uptrends, have a track record of solid operations, and are poised for important news that could trigger the next price surge.
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Commented by Stefan Feulner on July 28th, 2026 | 07:50 CEST
Almonty Industries, Boliden, Teck Resources: The Pullback Presents a Major Opportunity
Commodity stocks have lost significant ground following the recent market correction—even though the fundamental outlook for many companies has continued to improve. Rising demand for tungsten, copper, and other strategic metals, driven by AI, defense, the energy transition, and digitalization, is meeting with tight supply. For long-term investors, this pullback could therefore present an attractive entry opportunity. Companies with advanced projects, strong balance sheets, and rising production are now back in the spotlight.
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Commented by André Will-Laudien on July 28th, 2026 | 07:40 CEST
Energy Power Shift: US on the Rise, EU Under Pressure – A Look at Standard Uranium, E.ON, ITM, and Plug Power
The next wave of the AI revolution will be decided not by algorithms, but by megawatts. The US energy agency, the IEA, projects that data center electricity consumption will rise to just under 1,000 TWh by 2030. An analysis by Goldman Sachs goes even further, forecasting that electricity demand driven by AI workloads could rise by up to 160% over the same period. This brings an often-underestimated question to the forefront of the capital markets: Who will supply the energy for the digital age? Utilities like E.ON and hydrogen specialists such as ITM Power and Plug Power are small cogs in a large machine room. Countries like China, the US, and the dynamic EU member Poland have recognized the challenges and are mobilizing for their next phase of nuclear expansion. The race for electricity is on, and it will determine who will be among the big winners in the AI era. Globally, uranium production remains concentrated in just a few regions. This makes the market vulnerable to supply disruptions, permitting risks, and geopolitical disruptions. Standard Uranium demonstrates what consistent exploration can look like at a time when demand for uranium to fuel new power plant capacity is rising. It is worth taking a closer look.
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Commented by Nico Popp on July 28th, 2026 | 07:35 CEST
Hydrogen Setback: BASF and Linde Focus on Large-Scale Projects—Could Decentralized Solutions Put A.H.T. Syngas in the Spotlight?
The energy transition is unstoppable. Even industrial companies can no longer avoid finding innovative solutions involving synthesis gas or hydrogen. To meet the rapidly rising demand for green hydrogen in particular, policymakers and corporations are relying on pipelines and large-scale projects. The European RED III directive requires the chemical industry to achieve a 42% share of green hydrogen by 2030—which, according to market researchers, will require investments in the double-digit billions. However, since the expansion of Germany's pipeline network is proceeding slowly, many companies are facing a supply gap. The industry is addressing this gap in two ways: large corporations are focusing on large-scale solutions, while specialized providers such as A.H.T. Syngas are advancing decentralized solutions. We examine the situation and highlight opportunities.
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Commented by Stefan Feulner on July 28th, 2026 | 07:30 CEST
SAP, Miivo AI and Oracle: SAP Delivers—Could This AI Hidden Gem Be Next?
Created and Published on Behalf of Miivo AI Inc.
Artificial intelligence is fundamentally transforming enterprise software. While large corporations are investing billions to automate business processes and make data-driven decisions, small and medium-sized enterprises are now benefiting from this trend as well. Modern AI platforms analyze customer behaviour, optimize sales and finance, and deliver well-founded recommendations for action in seconds. It is precisely this trend that opens up attractive growth opportunities for both established software giants and innovative specialists.
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Commented by Carsten Mainitz on July 28th, 2026 | 07:25 CEST
The Automotive Industry Is Under Pressure: Why dynaCERT Could Be the Missing Piece of the Puzzle for Volkswagen and Daimler Truck
The discussion about the future of mobility is currently dominated by electric vehicles and hydrogen, both of which meet the vision of zero-emission transportation. But the road ahead is long; further technological advances and, in particular, the expansion of infrastructure pose challenges. Another crucial factor is often overlooked. In heavy-duty transport in particular, diesel forms the backbone of global logistics and will continue to do so for decades to come. This is precisely where dynaCERT comes in with an innovative bridging technology. The Canadian company's retrofit solution generates hydrogen and oxygen on board as needed. These are fed into the intake system of diesel engines, thereby reducing fuel consumption and emissions. Is a billion-dollar market on the horizon?
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Commented by André Will-Laudien on July 28th, 2026 | 07:20 CEST
The Energy Sector Boom Is Boosting Critical Metals: Siemens Energy, Nel ASA, Globex Mining, and Nordex in the Spotlight
The world is changing rapidly! The escalating crisis in the Middle East highlights the acute vulnerability of global commodity supply chains and is forcing Western industrialized nations to undergo a radical geopolitical realignment. To free themselves from dependence on unstable regions and autocratic monopolies, the US and Canada are investing heavily in the accelerated development of self-sufficient North American supply chains for critical minerals and precious metals. This development is receiving an additional regulatory boost from the protectionist economic policies of a second Trump administration—under the slogan "Drill, Baby, Drill"—and is creating a boom for resource-rich areas of North America, such as the Abitibi Belt in Québec. In this highly volatile market environment, Globex Mining, a licensing specialist that consistently operates behind the scenes, is emerging as one of the biggest beneficiaries of recent times. While partner companies finance the capital-intensive drilling operations, the company risk-free acquires valuable smelting licenses and positions itself perfectly for the energy transition that will shape the future. For investors, the North American renaissance in resource extraction offers multiple opportunities. In contrast, after an extended rally, established energy companies appear to be taking a breather. A critical look is warranted.
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Commented by Tarik Dede on July 28th, 2026 | 07:15 CEST
Three Stocks with Climate and AI Momentum: Daikin Industries, Zefiro Methane, and Anglo American
Climate change is currently hitting Europe hard, and investors should take note of the consequences. Demand for air conditioning is likely to continue rising, especially since large countries like Germany and France, with their millions of households and businesses, remain underserved. But in addition to air conditioning, the AI boom and the growth of renewable energy are also driving the markets. This presents opportunities for investors, as power grids need to be modernized and expanded. Last but not least, the commodities sector is also a key factor in these developments, since power lines would be unthinkable without copper. That is why we are taking a look today at the stocks of Daikin Industries, Zefiro Methane, and Anglo American.
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Commented by Matthias Schomber on July 28th, 2026 | 07:10 CEST
TUI, Xiaomi and Desert Gold: Goodbye Summer Slump, Chip Headwinds and a Golden Opportunity—Where Investors Could Find Value
Below, we look at three companies across different industries: the travel operator TUI, the Chinese technology provider Xiaomi, and the mining company Desert Gold Ventures. While TUI is expected to benefit from the continued recovery in global travel demand, Xiaomi is facing margin pressure in its core business due to rising component costs. At the same time, the company is seeking to unlock new sources of earnings growth through its electric vehicle division. Desert Gold Ventures, meanwhile, is on the verge of transitioning from exploration to active gold production. We examine the current key metrics, analyst price targets and fundamental developments for all three companies to assess their investment potential.
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Commented by Fabian Lorenz on July 28th, 2026 | 07:05 CEST
Turnaround Stocks with Up to 200% Upside? Renk, Eckert & Ziegler and Power Metallic Mines in Focus
Renk's shares have fallen by around 50% since October 2025. Has this created an attractive entry opportunity? Jefferies certainly believes so, assigning the stock a fair value of EUR 60. The company's upcoming half-year results are expected to be strong, with analysts anticipating an improvement in second-quarter margins. The company has reported operational success in the US. Power Metallic Mines could be on the verge of a strong rally. Copper, one of the world's most sought-after metals, is a key component of the company's world-class polymetallic deposit in Canada. Analysts see nearly 200% upside potential, while several important catalysts are expected in the near future. Meanwhile, Eckert & Ziegler has been in a downtrend for the past year. The market entry of a new competitor has weighed on the shares, but analysts believe investors' concerns are overdone.
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Commented by Carsten Mainitz on July 27th, 2026 | 07:55 CEST
Gold and Silver Poised for a Comeback? Lahontan Gold, Newmont and First Majestic Emerge as Top Picks
Gold has served as one of humanity's oldest stores of value for centuries. Today, rising government debt, geopolitical tensions and sustained central bank buying continue to shape the precious metals market. Thanks to high precious metal prices, profits are soaring for producers like Newmont and First Majestic. Investors looking to identify the winners of the coming years should keep an eye not only on the major players but also on companies that are on the verge of production. After all, it is precisely during this transition phase that significant opportunities often arise. Lahontan Gold currently finds itself precisely at this juncture. The Canadian company is on the verge of reaching several key milestones on its path to first gold production next year. The key question is whether the gap between the value of its flagship project and the company's market valuation will begin to close as early as this summer.
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Commented by André Will-Laudien on July 27th, 2026 | 07:45 CEST
Artificial Intelligence: Full Speed Ahead for Software, Cloud, and Tech! SAP, ServiceNow, Miivo AI, and Oracle in Focus
Created and Published on Behalf of Miivo AI Inc.
In recent months, there has been a great deal of skepticism surrounding the business models of major software companies and cloud giants, and as a result, their stock prices took a significant hit. However, sentiment has been shifting since the latest earnings reports from SAP and ServiceNow. There were already initial signs of a turnaround at the end of last week. SAP was up 10%, ServiceNow up 6%; only Oracle has yet to complete its turnaround. The sector is once again attractive to long-term investors, as the massive bull run in growth markets completely bypassed these stocks. However, the exuberant rally in chip stocks is currently stalling, which could breathe new life into other sectors as part of a sector rotation. Despite the sector-wide slump, Canadian software provider Miivo AI is showing noticeable upward momentum. The company focuses holistically on small and medium-sized enterprises. With a compelling business model, significant growth can still be expected here. We take a closer look at the sector.
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