Commented by Lars Winter on September 29th, 2026 | 08:00 CEST

Drone Contract for Volatus, AI Power Drives Infineon and a Beauty Boom at M1 Kliniken: Three Exciting Stocks Under the Microscope

• Drones
• Defense
• hightech
• cosmetics
• AI
• chips

Drones for the Canadian military, chips for the AI boom, and beauty treatments with hefty margins: Stock market excitement comes in many forms. Volatus Aerospace could be on the verge of a growth spurt thanks to a Canadian military contract. Infineon is benefiting from data centres' insatiable appetite for power, while M1 Kliniken is ramping up its beauty business. Three different stories with one thing in common: operational progress could translate into further share price gains. We take a closer look at these three exciting stocks in our stock analysis.

Commented by Stefan Bode on September 29th, 2026 | 07:55 CEST

Stock Markets Between Speculation, Progress and Falling Prices: HelloFresh, Net Digital and HPQ Silicon

• Silicon
• Hydrogen
• Batteries
• Drones
• Food

Three completely different stories are currently drawing attention to these companies. While a technology conglomerate is taking off with surprisingly strong growth and defence-related speculation, a Canadian materials specialist is banking on a breakthrough in batteries. Meanwhile, an established online retailer is struggling with declining customer acquisition, a reduced marketing budget, and a new record low on the stock market. This report examines the opportunities, risks, and unanswered questions behind the price movements.

Commented by Matthias Schomber on September 29th, 2026 | 07:50 CEST

AI Boom at SAP, EU Tailwind for thyssenkrupp and Interesting Chart Patterns at NU E Power

• AI
• datacentres
• Steel
• Energy

Created and Published on Behalf of NU E Power Corp.

Artificial intelligence, EU protective measures and interesting chart patterns are shaping the latest developments. SAP stands on the threshold of a potentially historic new era, driven by revolutionary AI integration and a thriving cloud business, while the stock has also formed a "Golden Cross" on the charts. Meanwhile, the steel industry in Germany's Ruhr region is breathing a sigh of relief, as new, strict EU import quotas are providing a boost to thyssenkrupp's high-margin specialty steel division. The stock has responded by continuing its upward trend. But it is not just the DAX heavyweights attracting attention. Developments in North America are also noteworthy, as NU E Power Corp., an energy infrastructure developer, is reporting project updates following its non-binding letter of intent to acquire a 100% interest in the Hays project. The company's technical chart patterns are also noteworthy. We take a closer look at the latest developments at these three companies, including their operational progress, market environment and technical chart patterns.

Commented by Armin Schulz on September 29th, 2026 | 07:45 CEST

A Multi-Billion-Dollar Market Underground: How Investors in BP, Zefiro Methane and Occidental Petroleum Could Benefit

• methane
• OrphanWells
• Oil
• decarbonization

Created and Published on Behalf of Zefiro Methane Corp.

For decades, the oil industry's motto was "drill, produce, sell." Now, a second business is emerging from beneath the surface. Old wells must be safely plugged, emissions reduced, and CO₂ stored and sequestered in depleted reservoirs. What previously only cost money at the end of a project could become a source of revenue for engineers, drilling crews, and infrastructure providers. For investors, the climate promise matters less. The questions are: who is already booking contracts, who is building the facilities, and who is still waiting to start operations? This is where the wheat is separated from the chaff. We take a look at how BP, Zefiro Methane and Occidental Petroleum are tackling this issue.

Commented by André Will-Laudien on September 29th, 2026 | 07:40 CEST

AI and Crypto Stock Movers with Rare Value: Strategy, Metaplanet, Circle Internet and Strategic Resources in Focus

• VTM
• ironore
• AI
• crypto
• CriticalMetals
• GreenSteel

Power shortages, critical metals and the next technological hurdles - we are currently heading toward a fragile environment marked by high inflation, geopolitical pressure, and rising interest rates. Central banks can hardly stray from their primary mandate of monetary stability, while alternative currencies and payment systems are casting doubt on the fiat world. The sectors mentioned are closely intertwined, as complex AI systems require vast amounts of tamper-proof, transparent data for training and reliable operation. Blockchain technology provides the ideal infrastructure by storing data in a decentralized way, cryptographically securing the origin of information, and effectively preventing manipulation. In addition, the decentralized network enables the sharing of enormous computing capacity, breaking the monopoly of large data centres and democratizing AI development. A solid infrastructure is essential for all the necessary components to work together seamlessly. At the starting point of the production chain, this primarily includes critical metals. Investors must therefore think multidimensionally to give their portfolios both growth potential and security.

Commented by Nico Popp on September 29th, 2026 | 07:35 CEST

Daimler Truck, Deutz and dynaCERT: Retrofit Technology as a Bridge Solution

• Hydrogen
• cleantech
• Diesel
• Retrofitting
• Trucks
• decarbonization

Anyone who travels on German highways every morning can immediately see how important trucks are to our daily lives. Truck drivers keep the economy moving. Yet at first glance, it is not obvious that the logistics industry is caught in a conflict of priorities: calls for greater climate protection are running up against the high costs of the transport business. Zero-emission trucks are expensive, while the necessary infrastructure is still largely lacking, forcing transport companies to find pragmatic interim solutions. This opens up opportunities for agile companies and forward-thinking investors.

Commented by Nico Popp on September 29th, 2026 | 07:25 CEST

Nevada Reshuffles: Barrick, Newmont and SSR Mining Pursue New Projects – Phenom Resources in the Middle of It

• Mining
• Gold
• Commodities
• Investments
• BatteryMetals

Gold is more relevant than ever. Persistent geopolitical risks and inflation concerns are driving investors increasingly toward the traditional safe haven. After a record high above USD 5,500 in January, the price of an ounce of gold traded around USD 4,150 at the end of September despite the recent correction, still firmly at historically elevated levels. For established producers in the US state of Nevada, this price environment is generating substantial cash flows, while operating costs for ongoing mining operations are also rising. This is forcing major mining companies to rethink their strategies and is creating new opportunities for agile exploration companies operating in the same region.

Commented by Fabian Lorenz on September 29th, 2026 | 07:20 CEST

Problems at HelloFresh? Opportunities at D-Wave Quantum and Standard Uranium?

• Uranium
• Energy
• nuclear
• computing
• Quantum
• Food

Could HelloFresh shares fall below EUR 2? Analysts are cutting their price targets following the profit warning. mwb considers EUR 1.80 fair value for the meal-kit delivery company's shares and points to a problem with its business model. At the beginning of the year, the stock was still trading at EUR 6. Uranium stocks have disappointed investors so far in 2026. Despite a continued positive long-term supply-and-demand situation, the sector has been in the red since the start of the year. However, that is precisely where John Bey sees opportunities. In an interview, the Standard Uranium CEO offers an optimistic outlook. D-Wave shares have yet to set the world alight. Now, the details of the partnership with the US government have been released.

Commented by Jens Castner on September 29th, 2026 | 07:15 CEST

Raw Materials, Defense and Aerospace: Spectacular Price Targets for Almonty, Renk and OHB

• Tungsten
• CriticalMetals
• aerospace
• Defense
• hightech
• geopolitics

September is traditionally not the best month for the stock market, which is why the DAX, Dow Jones, and others have struggled recently. During these periods, it is worth looking at second- and third-tier stocks. After all, individual stocks in this segment offer tremendous potential—if analysts are to be believed. Sensational studies were released last week on Almonty Industries, Renk and OHB. At first glance, a mining company, a transmission manufacturer, and a satellite builder have little in common. But on closer inspection, all three raise the question of how independent the West wants to be in the future when it comes to raw materials, defense, and space infrastructure. All three stocks are trading well below their all-time highs and offer upside potential ranging from 60% to over 100%.

Commented by André Will-Laudien on September 29th, 2026 | 07:10 CEST

Takeovers and Blockbusters on the Horizon! Novo Nordisk, BioNxt and Bayer Keep Taking Center Stage

• Biotechnology
• Biotech
• Pharma

The storm continues! The biotech sector is facing a massive wave of acquisitions and the approval of new blockbuster drugs. Currently in the spotlight are, above all, the weight-loss sector, innovative drug-delivery platforms, and groundbreaking gene therapies. Major pharmaceutical companies are sitting on bulging cash reserves and are desperately seeking innovative pipelines to offset impending patent expirations. In addition, approval decisions for novel obesity treatments and cancer therapies are driving up valuations across the entire industry. Smaller research firms are making a name for themselves with revolutionary active-ingredient delivery technologies, making them coveted acquisition targets for industry giants. Artificial intelligence in clinical development is also driving major efficiency gains and attracting massive amounts of venture capital. Current market momentum shows industry consolidation is in full swing, and strategic partnerships are setting the pace. Those who stay ahead of the curve in this environment will secure strong revenues for decades to come. For investors and market observers, this realignment offers an exciting starting point with enormous growth opportunities. We dive a little deeper!

Commented by Armin Schulz on September 29th, 2026 | 07:05 CEST

Vonovia Under Pressure from Expropriation? Lahontan Gold and Coinbase as Inflation Opportunities for Investors

• Mining
• Gold
• Silver
• Inflation
• RealEstate
• expropriation
• Bitcoin
• crypto

Rising inflation typically drives up demand for real estate, but this sector is currently facing political pressure. In Berlin, the Left Party wants to expropriate large private housing portfolios. Approximately 240,000 apartments would be affected. Nothing has been decided yet, but the debate is weighing on the market. For Vonovia, it is becoming clear what makes "concrete gold" vulnerable: regulation, compensation disputes, interest burdens and rent debates. Those who want to protect their wealth are looking for alternatives. Gold is often seen as a hedge against crisis. As an up-and-coming gold producer, Lahontan Gold could benefit from the high price of gold. Coinbase, meanwhile, offers access to the growing crypto trading market without actually owning Bitcoin. Three bets, three opportunities—we take a closer look.

Commented by Nico Popp on September 29th, 2026 | 07:00 CEST

Operation Vivaldi Is Changing the Nature of Warfare: First Hydrogen Follows Ukraine's Lead and Joins the Arms Race

• Hydrogen
• Defense
• cleantech
• Drones
• Robotics

Modern warfare is changing every week. This is exemplified on the battlefields of Ukraine, where, in recent weeks as part of Operation Vivaldi, heavy drones have deployed remote-controlled kamikaze ground robots more than 10 km behind enemy lines. The processes behind this latest Ukrainian offensive are compressing conventional innovation cycles from years to weeks and days, rewriting the rules of the game for the defence industry. Amid this arms race, significant opportunities are opening up for technology companies that approach innovation with the same drive as Ukraine's startups and its units on the front lines. Those that deliver highly flexible, comprehensive solutions from a single source are likely to lead the drone market of the future. We take a closer look at the latest developments at First Hydrogen.

Commented by Tarik Dede on September 28th, 2026 | 07:30 CEST

World Leaders in Their Fields: ASML, Albemarle and Almonty Industries in Focus

• Tungsten
• CriticalMetals
• geopolitics
• Technology
• chips
• Lithium

True global market leaders dominate and control their businesses while keeping competitors at bay. Sometimes, high market shares result from unique technology, as is the case with ASML. Other times, they stem from years of building a business to become a key industry player, as seen with Almonty Industries and Albemarle. However, even these companies and their stocks have come under pressure over the summer amid heightened uncertainty in the equity markets. Their shares are now well below their previous record highs. This could present opportunities for strategically minded investors. That is why we are looking at ASML, Albemarle and Almonty Industries today.

Commented by Stefan Bode on September 28th, 2026 | 07:25 CEST

Strategic Acquisitions, Niche Markets and Supply Chains: Logitech, Shelly, Schneider Electric and Zefiro Methane

• methane
• OrphanWells
• Technology
• Software
• Energy

Created and Published on Behalf of Zefiro Methane Corp.

Multi-billion-dollar acquisition offers, government-subsidised niche markets, and unexpected operational headwinds are shaping current market activity. While strategic bidders pursue high-margin software growth with substantial valuation premiums, specialized infrastructure service providers benefit from regulatory tailwinds, insulated from cyclical commodity prices. At the same time, the recent share price pressure at an established technology provider highlights how sensitively the stock market reacts to supply chain risks, despite solid balance sheets. We take a look at the opportunities and risks facing the three companies.

Commented by Matthias Schomber on September 28th, 2026 | 07:20 CEST

The Hunt for Returns Begins: Volkswagen and BYD Set for a Rebound? Globex Mining Breaks Out!

• Commodities
• PreciousMetals
• Electromobility

Everyone is looking for returns in the stock market. The autumn hunt for high-return stocks has begun, and we have found some interesting candidates. While Germany's homegrown automaker Volkswagen is in the middle of a difficult and costly transformation, its Chinese rival BYD is pushing aggressively into the European market with smart pricing strategies. Both stocks could now offer rebound potential. But it is not just the automakers that are seeing interesting developments. Smaller companies that are not necessarily on investors' radar also deserve a closer look. The commodities company Globex Mining is not only positioning itself operationally but has also managed a technical breakout above a key resistance level. We take a closer look at these three stocks, assess their return potential and evaluate their current situation.