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New Chips, New Batteries, New Chances: HPQ Silicon Breakthrough? Micron Keeps Surging – Can Aixtron Catch Up?
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Energy Market in Transition: A Look at Enel, A.H.T. Syngas Technology and 2G Energy
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Cash Is King: How Barrick and PDI Gold Are Turning Mali into a Cash Cow – Desert Gold Set to Become a Gold Producer
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GE Vernova, Zefiro Methane, Sempra: Natural Gas on the Verge of a Mega-Comeback
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Panic or Buying Opportunity? SFC Energy, TeamViewer, Almonty Industries
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Glencore, Kobo Resources, Elmet Group: Gold Discovery and Billion-Dollar Deal
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What If Diesel Stays Longer Than Expected? dynaCERT's Bridge Technology, Deutz and Renk in Focus
Commented by Carsten Mainitz on September 18th, 2026 | 09:35 CEST
New Chips, New Batteries, New Chances: HPQ Silicon Breakthrough? Micron Keeps Surging – Can Aixtron Catch Up?
Nvidia, AMD and Broadcom are among the companies most closely associated with the AI boom. But the next major wave of growth could emerge among suppliers and technology partners. After all, the more AI applications find their way into data centres, the greater the demand for fast memory, efficient power electronics, and new materials. HPQ Silicon is focusing on silicon as a key material for the next generation of lithium-ion batteries and recently achieved an important milestone. Aixtron and Micron are riding the AI wave in different ways. Which horse should investors bet on?
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Commented by Tarik Dede on September 18th, 2026 | 09:30 CEST
Energy Market in Transition: A Look at Enel, A.H.T. Syngas Technology and 2G Energy
The energy sector is in turmoil. And that is not just on the stock markets. Fuel prices for both road and air travel have surged sharply as a result of the US attacks on Iran. In Berlin, one gas station has already reported diesel prices of EUR 3 per litre. For trucking companies, commuters, and even central bankers, this is a nightmare scenario, as it fuels inflation. The ECB has already responded by raising interest rates last week. The Federal Reserve has now unanimously followed suit and also raised its key interest rate—despite calls from the White House to lower it to 1%. The stock markets have handled this development reasonably well so far. Nevertheless, investors should consider alternatives, particularly when it comes to energy. Today, we are putting three very different stocks in the spotlight: Enel, A.H.T. Syngas Technology and 2G Energy — from large to small!
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Commented by Nico Popp on September 18th, 2026 | 08:20 CEST
Cash Is King: How Barrick and PDI Gold Are Turning Mali into a Cash Cow – Desert Gold Set to Become a Gold Producer
In the past, West Africa was often seen as a region of missed opportunities and geopolitical uncertainties. But a closer look at Mali today shows a different picture. The Republic is focusing on legal certainty and cooperation, presenting itself as a robust and open destination for international investors. Evidence of this can be seen in the investments made by major mining conglomerates. While industry giants such as Barrick are investing in Mali, dynamic challenger Desert Gold is also coming into focus. Desert Gold is poised to become a gold producer. Here is why the company is entering a pivotal phase.
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Commented by Stefan Feulner on September 18th, 2026 | 08:15 CEST
GE Vernova, Zefiro Methane, Sempra: Natural Gas on the Verge of a Mega-Comeback
Created and Published on Behalf of Zefiro Methane Corp.
The energy demands of AI and data centres are transforming the energy market. Round-the-clock power availability is becoming a strategic resource, while grids and new power plants are struggling to keep pace with growth. As a result, natural gas is experiencing an unexpected renaissance. New gas-fired power plants are being built, billions are flowing into LNG infrastructure, and customers are securing supplies for decades to come. At the same time, pressure is mounting to clean up the legacy pollution left by the oil and gas industry.
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Commented by Fabian Lorenz on September 18th, 2026 | 08:10 CEST
Panic or Buying Opportunity? SFC Energy, TeamViewer, Almonty Industries
Panic at Almonty? The stock has plummeted from EUR 16 to EUR 12 in just a few days. But investors should remain calm. As in the past, this could even present a buying opportunity. Analysts' price targets reach as high as USD 33. Plus, the company's fundamentals remain solid. Tungsten is in short supply worldwide, and more and more countries are restricting exports. At the same time, Almonty is expanding its tungsten production and is earning handsomely at current price levels. SFC Energy's half-year results were also impressive. Nevertheless, the stock has been trading sideways. Analysts remain optimistic. Optimism has also returned to TeamViewer. More and more investors now see the German software company as an AI winner rather than an AI loser. The stock is making a comeback.
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Commented by Stefan Feulner on September 18th, 2026 | 08:05 CEST
Glencore, Kobo Resources, Elmet Group: Gold Discovery and Billion-Dollar Deal
The race for raw materials is intensifying. The US is investing directly in strategic metals, Western companies are seeking new sources of supply, and resource-rich countries increasingly want to process their own mineral wealth rather than simply export ore. As a result, Africa is moving further into the spotlight. The continent holds vast mineral resources, but has so far participated only to a limited extent in downstream value creation. That is now beginning to change.
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Commented by Carsten Mainitz on September 18th, 2026 | 08:00 CEST
What If Diesel Stays Longer Than Expected? dynaCERT's Bridge Technology, Deutz and Renk in Focus
The stock market loves clear visions of the future: batteries instead of internal combustion engines, green hydrogen instead of fossil fuels, electric motors instead of diesel engines. Turning these visions into reality takes time and is more challenging than many assume. Investments, service life, cost-effectiveness, and infrastructure all add complexity to the decision-making process. This makes bridge technologies even more important, since millions of trucks and construction machines will not disappear overnight. This is where dynaCERT comes in. The Canadian company does not aim to replace diesel, but rather to make its operation more efficient. Its proprietary HydraGEN™ solution generates hydrogen and oxygen on demand and feeds the gases into the diesel engine's air intake system, reducing fuel consumption and emissions. How are the automotive and defence industries positioning themselves in light of these developments? What conclusions can investors draw regarding Deutz, Renk, and dynaCERT, and where do the best opportunities lie?
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Commented by Stefan Bode on September 18th, 2026 | 07:55 CEST
Rising Pressure, Avoiding Bankruptcy and a Turning Point—BayWa, Goldman Sachs, JPMorgan Chase, Lahontan Gold, Realty Income
Rising global central bank interest rates, operational progress, and tough restructuring efforts are currently reshaping the outlook for companies and entire industries. It is precisely during such phases that the stock market distinguishes between genuine value with opportunity and mere hope accompanied by excessive risk. The following commentary shows how monetary policy pressures, strategic shifts, and the need for balance-sheet restructuring are reshaping the valuations of individual stocks. Investors who want to understand where further strain is looming and where revaluations are becoming possible should read on.
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Commented by Lars Winter on September 18th, 2026 | 07:50 CEST
The New Power in the Skies: Volatus Aerospace, Airbus and OHB in a Stock Analysis
The war in Ukraine has shown just how fundamentally drones, satellites and autonomous systems are transforming modern warfare. At the same time, Europe and Canada are seeking to reduce their dependence on the US and China for security-critical technologies. It is not just established aerospace companies that stand to benefit from this trend. Volatus Aerospace, a small Canadian provider, is also positioning itself in this future-oriented market. Add to that Airbus, the European heavyweight, and OHB, a speculative bet on Europe's sovereignty in space. We take a closer look at these three aerospace specialists in our stock analysis.
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Commented by Carsten Mainitz on September 18th, 2026 | 07:45 CEST
AI Boom Meets Grid Bottleneck: NU E Power, Nordex and Super Micro in Focus
Created and Published on Behalf of NU E Power Corp.
The International Energy Agency warns that global electricity consumption by data centres will rise to approximately 945 terawatt-hours by 2030, with insufficient grid capacity potentially holding back one in five projects. Reliable energy supply is therefore becoming a critical bottleneck. Anyone looking to drive the expansion of data centres must first secure the necessary power supply. This is precisely where Canadian company NU E Power comes in. As a project developer, the company aims to bring energy sites to market readiness and participate in the associated value creation. Wind power companies such as Nordex are adding further green power capacity, while data centre technology providers such as Super Micro are benefiting directly from rising AI demand. We take a closer look at how these three companies are positioned within the rapidly evolving energy and data-centre landscape.
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Commented by André Will-Laudien on September 17th, 2026 | 09:10 CEST
Energy Madness - Gas Prices at EUR 2.50! Shell, BP, Standard Uranium, and Siemens Energy in Focus
It has finally happened: the historic 5-DM petrol price target set by the Alliance 90/The Greens party at its federal party conference in Magdeburg in March 1998 has become a reality. A price of EUR 2.50 per litre, mathematically almost exactly equivalent to the 5 Deutsche Mark at the time, is exerting significant pressure on policymakers and capital markets. It is fuelling inflation, forcing central banks to adopt restrictive monetary policies and triggering major shifts in capital allocation. While fossil fuel giants Shell and BP are raking in dazzling record profits in the short term thanks to exorbitant crude oil prices, forward-looking value investors are already securing strategic positions in alternative sectors. Amid the ongoing price crisis, nuclear energy is once again taking centre stage as a reliable, low-carbon baseload option, benefiting exploration companies like Standard Uranium. At the same time, massive cost pressures are driving a global overhaul of grid infrastructure, filling the order books of energy technology group Siemens Energy to the brim. It is worth taking a closer look at the numbers.
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Commented by Jens Castner on September 17th, 2026 | 08:50 CEST
From Farm to Supermarket Shelf: MustGrow Biologics, Sprouts and Hain Celestial Fuel the Appetite for Organic
Created and Published on Behalf of MustGrow Biologics Corp.
Healthy, sustainable, organic: the trend toward conscious eating shows no signs of slowing down. Yet the sector has recently disappointed on the stock market. Soaring costs for raw materials and logistics are eating into producers' margins, while inflation is forcing consumers to be more cautious at the checkout. But these lean years can also create opportunities. A closer look at the entire value chain, from the field to the supermarket shelf, reveals three very different cases: MustGrow Biologics, Hain Celestial and Sprouts Farmers Market. A comparison of the trio reveals where analysts see the greatest upside potential.
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Commented by Stefan Bode on September 17th, 2026 | 07:35 CEST
A Nervous Market + Six Stock Market Stories—Apple, Circle, Coinbase, Qorvo, Skyworks Solutions and Volatus Aerospace
Amid political headwinds, future markets worth billions, and fresh takeover speculation, it is clear just how quickly investment themes can shift on the stock market in a matter of days. Sometimes regulation triggers price declines; sometimes a government contract opens up new avenues for growth; and sometimes a merger drives valuations higher. Anyone looking to understand the signals behind the latest moves in these six stocks will find the opportunities and risks currently shaping each of them.
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Commented by Nico Popp on September 17th, 2026 | 07:30 CEST
AI Bubble Ahead? SAP Is Worried, SpaceX Is Betting on the Future, and Lahontan Gold Is Banking on Hard Assets in the Ground
In the herd mentality of financial markets, what really matters often gets overlooked. For months, headlines about artificial intelligence, data centres in space and other visions of the future have been driving share prices. Yet while investors are pouring billions into these trending sectors, the upside potential is shrinking with every positive trading day—the premature hype is already too great. Those looking for substance are turning to hard assets: undeveloped precious-metal deposits in stable legal jurisdictions can offer leverage that the broader market has largely overlooked. We take a closer look.
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Commented by Armin Schulz on September 17th, 2026 | 07:25 CEST
Barrick Mining, DRC Gold and B2Gold: Three Gold Plays That Could Benefit Investors from the Next Price Surge
Gold has long been more than just a hedge against crisis. Central banks keep buying, while new mines take years to start producing. This imbalance plays into the hands of the gold price. But what is the best way to profit from it? Those who hold physical gold participate directly in price movements. Mining stocks can see significantly greater price swings depending on their stage of development. Whether large-scale ongoing production, new resources, or expandable output is the better path depends on the individual company. We therefore examine how this leverage differs among Barrick Mining, DRC Gold and B2Gold.
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