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Bulls Regain Control? Globex Mining, SAP, and Oracle Gain Ground
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AMAZON, ALMONTY, AND VEOLIA ON A ROLLERCOASTER RIDE: BACK ON TRACK TO RECORD HIGHS AFTER THE CORRECTION
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Copper Rally: How BYD Is Suffering as a Consumer – and Why Power Metallic Mines & Freeport McMoRan Are Cashing In Now
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Costs, Costs, Costs: Can High Oil Prices Benefit dynaCERT?
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Drones and Defense: How Volatus Aerospace Is Positioning with AI and NATO contracts - Is CAD 1.00 Within Reach?
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Energy Infrastructure as a Profit Driver: Market Leaders RWE, E.ON, and the Yield Booster RE Royalties
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Rheinmetall, First Hydrogen, and Volkswagen: Betting on Unmanned Systems to Boost Returns
Commented by André Will-Laudien on April 20th, 2026 | 08:50 CEST
Bulls Regain Control? Globex Mining, SAP, and Oracle Gain Ground
The 2026 investment year has so far turned out much better than expected. Despite all the international turmoil and several current hotspots, the S&P 500 index reached a new all-time high of 7,147 points last week. Tech stocks were back in the spotlight, while the recently sought-after commodity stocks took a hit. Critical metals, however, remain the top issue due to disruptions in the Strait of Hormuz. China is now only exporting them in limited quantities, so many analysts already view them as a "showstopper" for economic development through 2030. What can the West do? Little in the short term, but in the long term, import dependencies must be replaced with genuine domestic deposits, many of which must also be brought into production quickly. Regulators are therefore called upon to act, even if the word "quickly" has not yet become part of the official vocabulary in Brussels. At Canada's Globex Mining, a lot is already getting underway. Tech stocks SAP and Oracle have likely finally put their lows behind them.
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Commented by Jens Castner on April 20th, 2026 | 08:45 CEST
AMAZON, ALMONTY, AND VEOLIA ON A ROLLERCOASTER RIDE: BACK ON TRACK TO RECORD HIGHS AFTER THE CORRECTION
Fear and panic spread across the stock market in March. Even giants began to waver. But after a brief, albeit sharp, correction, the shares of the world's leading online retailer, Amazon, the commodities rebel Almonty, and the environmental pioneer Veolia are once again on the rise. A rollercoaster ride that may test your nerves, but teaches us once again: those declared dead live longer—and quality stocks often fall only to gather momentum for the next push toward their former highs.
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Commented by Armin Schulz on April 20th, 2026 | 08:35 CEST
Copper Rally: How BYD Is Suffering as a Consumer – and Why Power Metallic Mines & Freeport McMoRan Are Cashing In Now
The global energy transition, e-mobility, and the AI boom are causing copper demand to skyrocket. At the same time, supply is shrinking: aging mines, declining ore grades, and years-long exploration times for new deposits. This gap between structurally rising demand and production that can barely be expanded is fueling the debate about a commodities supercycle. Those who build the right positions now could benefit disproportionately. It is precisely in this context that a closer look at three companies is warranted: BYD, Power Metallic Mines, and Freeport McMoRan.
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Commented by Tarik Dede on April 20th, 2026 | 08:30 CEST
Costs, Costs, Costs: Can High Oil Prices Benefit dynaCERT?
Elevated energy prices resulting from the US war of aggression in the Persian Gulf are driving up transportation costs across many industries. Logistics providers in particular are exposed to rising diesel prices. If the conflict drags on much longer, shortages could soon arise in Europe as well. In this environment, dynaCERT's technology can quickly provide relief for logistics providers by reducing fuel consumption and operating costs—an angle that is still under the radar of many investors. But persistently high energy prices are likely to soon shift the focus to this innovative tech company.
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Commented by Mario Hose on April 20th, 2026 | 08:25 CEST
Drones and Defense: How Volatus Aerospace Is Positioning with AI and NATO contracts - Is CAD 1.00 Within Reach?
The global security environment is prompting governments to reassess their defense strategies, with increasing emphasis on scalable and technology-driven solutions. In this context, Volatus Aerospace is positioning itself as a provider of integrated drone and aviation services that go beyond pure hardware. The company is passionate about modern technology and knows exactly what contemporary defense must look like. And for this, the right platform is more important today than ever. The significance of Volatus's work is underscored by a recently announced NATO-related contract with a total value of approximately CAD 2.1 million. At the same time, the stock is beginning to attract renewed attention. Momentum is building, which could drive the price to CAD 0.90 or even higher toward CAD 1. In a market where drones are playing an increasingly important role in both defense and civilian applications, Volatus is positioning itself across multiple use cases.
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Commented by Nico Popp on April 20th, 2026 | 08:20 CEST
Energy Infrastructure as a Profit Driver: Market Leaders RWE, E.ON, and the Yield Booster RE Royalties
Driven by decarbonization, digitalization, and the extremely high energy demands of data centers for AI applications, electricity is becoming more than ever the most important pillar of the modern world. Current studies underscore the need for the energy industry to rethink its approach. According to the Boston Consulting Group, investments totaling around EUR 860 billion will be required in Germany alone by 2030 to meet climate targets. This amounts to approximately EUR 100 billion per year, nearly half of which is attributable to the energy sector. This massive investment volume clearly shows that the government cannot shoulder these tasks alone and that private capital is essential to achieve these ambitious goals. At the same time, the International Energy Agency (IEA) forecasts that global electricity demand will rise by more than 3.5% annually through 2030. The AI boom is primarily responsible for this. Utility companies and renewable energy projects are likely to benefit. Investors in this sector can choose between major utilities like RWE, grid operators like E.ON, or specialized financiers like RE Royalties. Here is an overview.
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Commented by Armin Schulz on April 20th, 2026 | 08:15 CEST
Rheinmetall, First Hydrogen, and Volkswagen: Betting on Unmanned Systems to Boost Returns
Autonomous systems are no longer just conquering the military—they are becoming the driving force behind an entire economic transformation. From self-flying drones to intelligent ground robots: artificial intelligence, falling sensor costs, and new propulsion systems are catapulting unmanned technologies out of the niche and into the mass market. Investors are facing a structural growth trend comparable to that of electric mobility or the internet. Those who identify the right players now could benefit disproportionately from the next wave of innovation. Three companies from different sectors are already addressing this field with concrete products: Rheinmetall, First Hydrogen, and Volkswagen.
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Commented by Fabian Lorenz on April 20th, 2026 | 08:10 CEST
Insider Sales, Buy Ratings, and AI Momentum: BioNTech, Evotec, and Vidac Pharma in Focus
Insider sales at Vidac Pharma. However, this is not necessarily a cause for concern and may rather present a potential entry opportunity. The company is working on a revolutionary cancer therapy, with key milestones expected in 2026. Analysts see significant upside potential, and there is also speculation about a possible takeover. AI-driven expectations are giving Evotec shares new momentum. Analysts recommend buying the stock, although there are also reasons for caution. At BioNTech, the market appears to have absorbed the impact of the founders' departure. Following positive study data, analysts see further upside potential.
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Commented by Stefan Feulner on April 20th, 2026 | 08:05 CEST
Netflix, Oracle, Avrupa Minerals – Crash, Comeback, Hidden Gem: These 3 Stocks Are Making Waves Right Now
Deceptive record figures, a risky strategic shift, and a historic leadership change are casting doubt on Netflix, causing the stock to take a significant hit. At the same time, a tech conglomerate is celebrating a spectacular comeback with double-digit growth rates and strong buy signals, thanks to the AI boom and a cloud offensive. Even more exciting, however, is a commodities player that has gone largely unnoticed so far but could emerge as a true high-flyer in the shadow of the energy transition and exploding AI demand. With a focus on Europe, a low market capitalization, and massive leverage on new discoveries, a potential revaluation beckons here.
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Commented by Nico Popp on April 20th, 2026 | 08:00 CEST
The Uranium Renaissance: Cameco, Rio Tinto, and the Hidden Gem Stallion Uranium
For several years now, the energy market has been undergoing a transformation known as the second nuclear renaissance. Driven by the rapidly rising demand for electricity for artificial intelligence (AI) and the associated data center infrastructure, as well as climate goals, nuclear power has become an indispensable pillar of the global baseload supply. According to reports from the International Energy Agency (IEA), nuclear power already reached record levels last year. But nuclear energy requires uranium as fuel. In a market environment characterized by a long-term supply gap, investors are increasingly seeing opportunities at the beginning of the value chain. While established industry giants like Cameco are operating at full capacity in the Canadian Athabasca Basin, more diversified mining groups such as Rio Tinto are once again placing greater emphasis on the strategic importance of uranium. At the same time, the exploration company Stallion Uranium is positioning itself in a promising mining region, offering investors the chance to participate in the new uranium cycle from the very beginning.
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Commented by André Will-Laudien on April 20th, 2026 | 07:55 CEST
Weathering the Geopolitical Storm: Silver Viper, Deutsche Telekom, and TeamViewer in Focus
Close – Open – Close – Open! Most investors know this pattern all too well by now. Last week, US President Donald Trump loudly claimed control over the Strait of Hormuz. However, Iran does not appear to be going along with this. As of yesterday, Sunday, the strait was closed again, with threats even made to sink passing ships. The situation between Tehran and Washington remains highly volatile. Despite negotiated ceasefires, the mood remains extremely tense. The capital markets have to make sense of it all, but that is no easy task. Nevertheless, there are notable price movements that are worth a closer look.
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Commented by Stefan Feulner on April 17th, 2026 | 07:35 CEST
ASML, Group Eleven Resources, Aixtron – Europe with Game-Changing Potential
Europe is emerging as the epicenter of a new commodities and technology boom. While a near-monopolist with record margins is driving the global chip industry and reaping the benefits of exploding AI demand, a potential game-changer in the commodities sector is taking shape on the continent. High-grade polymetallic deposits, combined with a strategic location and low costs, could significantly reduce dependence on imports. Massive investments and expanded drilling programs are accelerating the development toward a potential key role in European supply. At the same time, optimistic forecasts in the semiconductor sector are providing additional momentum. Europe could thus benefit twice over, both technologically and in terms of raw materials.
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Commented by Armin Schulz on April 17th, 2026 | 07:30 CEST
Bayer, MustGrow Biologics, and Yara International: How to Capitalize on the 40% Fertilizer Price Surge in Your Portfolio
Since late February 2026, the war in Iran has blocked the Strait of Hormuz, sending nitrogen fertilizer prices soaring by 40%. While geopolitical shocks are disrupting supply chains, unusual opportunities are emerging for savvy investors. Analysts warn that the shortage of urea and other fertilizers will persist through the end of the year. But it is not just traditional manufacturers benefiting; smart alternative concepts are also stepping into the spotlight. Three completely different players in the agricultural sector could benefit disproportionately from the supply chaos: Bayer, MustGrow Biologics, and Yara International.
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Commented by André Will-Laudien on April 17th, 2026 | 07:25 CEST
Gold at USD 4,800 – Largely Overlooked and Gaining Momentum: Desert Gold Set for First Production in 2026
After a dream rally over the past 12 months, the gold price paused just below the USD 5,000 mark. The reason: between 2025 and January of this year, the precious metal surged by 130% to USD 5,400. Supply constraints and imbalances in derivatives markets, particularly in silver, pushed prices for physical metal sharply higher. Most gold producers and advanced explorers saw revaluations of up to 500%. Desert Gold also doubled in value during this period; however, the market has so far largely overlooked the company's strong positioning to begin production in 2026. The German research firm GBC has set a price target of CAD 0.93, which implies substantial upside from the current level of around CAD 0.14. Investors should keep in mind that gold investments have historically served as a hedge against geopolitical uncertainty. They can help stabilize portfolio returns and preserve purchasing power over the long term. A closer look is warranted.
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Commented by Fabian Lorenz on April 17th, 2026 | 07:20 CEST
Sell Nordex? Verbio Faces Analyst Skepticism - Dividend Gem RE Royalties at a Strategic Turning Point
A major development at RE Royalties. Management is responding to the clear undervaluation and is reviewing all strategic options, including a potential sale. The move appears justified, as the dividend yield of around 10% seems unusually high. The stock could arguably be trading at significantly higher levels. Is a revaluation now on the horizon? What kind of momentum can be unleashed has already been demonstrated by Nordex and Verbio. Both stocks have performed extremely well in recent months. However, analysts are now turning more cautious. At Nordex, order intake is declining, while something unusual stands out in analyst commentary on Verbio.
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