Commented by Jens Castner on August 26th, 2026 | 10:10 CEST

Amazon, Volatus Aerospace and SUSS Microtec: Three Stocks, One Pattern - And Up To 100% Upside Potential

• Defense
• AI
• Drones
• semiconductor
• cloud

First came the euphoria, then the disappointment. A pattern has recently emerged in the stock market: even strong quarterly results rarely sustain the initial share price surge. That is because, upon closer inspection, question marks often arise—for example, regarding Amazon's investments, SUSS MicroTec's conservative full-year outlook, or the restructuring of Volatus Aerospace's business model. The three companies represent very different applications of artificial intelligence: cloud infrastructure, manufacturing equipment for the semiconductor industry, and AI-powered autonomous drones. The good news: following these setbacks, analysts once again see significant upside potential—25%, 50%, or even 100%.

Commented by André Will-Laudien on August 26th, 2026 | 10:00 CEST

The Focus Is on Nutrition, Not Microchips: What Is on the Menu at McDonald's, Bayer, MustGrow and Kraft Heinz?

• biologicals
• agritech
• Food
• chemicals
• ESG
• Sustainability

Created and Published on Behalf of MustGrow Biologics Corp.

The stock market is many things, but it is hardly sustainable. Trends change as quickly as the weather—chips are all the rage today, but tomorrow they are out of favor. Funnily enough, the lines of reasoning are similar whether the market is rising or falling. However, sustainability is of paramount importance in the food production sector and among publicly traded companies in it. This is because a consistent ESG focus in global food production has evolved from a mere image factor to an established guarantee of success. A recent study by the McKinsey Global Institute impressively demonstrates that companies with strong ESG structures have more resilient supply chains in the long term and enjoy significantly higher consumer loyalty. Giants like McDonald's and Kraft Heinz are driving this transformation by increasingly focusing on recyclable packaging, nature-based farming, and ethical sourcing of raw materials. However, this green transition would be virtually inconceivable without innovative suppliers and trailblazers at the base of the value chain. This is where the agricultural giant Bayer comes into play, laying the foundation for lower-emission crops through targeted investments in biological crop protection and regenerative agriculture. As an agile driver of innovation, the Canadian company MustGrow Biologics is tapping into this trend and revolutionizing the market with all-natural active ingredients derived from the mustard plant. It is worth taking a closer look at what really matters!

Commented by Stefan Bode on August 26th, 2026 | 07:30 CEST

AI, Copper and Software Comebacks: Stocks Poised for a Re-Rating - Nemetschek, Power Metallic Mines and Salesforce

• PGMs
• Copper
• PreciousMetals
• Software
• AI

Global stock markets are currently offering lucrative opportunities for active investors. Whether it is groundbreaking AI integrations, strong quarterly results following a significant price correction, or the strategic securing of critical raw materials for the energy transition. The selected sectors and their respective stocks are currently poised for a fundamental revaluation. We analyze three highly interesting companies from the cloud software, construction software, and mining sectors. With strong margins, compelling analyst potential, and operational milestones, the indicators point to an impending, or already underway, trend reversal. Time for a closer look!

Commented by Tarik Dede on August 26th, 2026 | 07:25 CEST

Fuel for the Portfolio: Chevron, Zefiro Methane and Shell in Focus

• methane
• OrphanWells
• Oil
• Gas
• Energy
• Sustainability

Created and Published on Behalf of Zefiro Methane

The oil market no longer dominates the headlines on the business pages every day, and the war in the Persian Gulf has recently faded into the background. Interest rates and debt have now moved to the forefront. However, consumers in Europe and North America are clearly still feeling the effects of the conflict. Diesel prices are at record levels, even though the price of oil itself is not. All available refineries in Europe are operating at full capacity. The loss of refining capacity in the Middle East and Russia is likely to continue to affect markets for some time. Oil stocks, meanwhile, are in party mode. The S&P 500 Energy Index and the Energy Select Sector SPDR Fund are currently trading close to record levels. Today, we take a closer look at Chevron, Zefiro Methane and Shell.

Commented by Lars Winter on August 26th, 2026 | 07:20 CEST

Money, Money, Money: RE Royalties, Aumann and Pfizer Put Dividend Investors in the Money

• royalties
• dividends
• Investments
• renewableenergy
• Biotechnology

Dividends are far more than just a consolation prize during weak market phases. Profit distributions typically account for a large portion of a stock's total return. In addition, dividends generally fluctuate much less than earnings and share prices. A high yield alone, however, is not a seal of quality. It can also result from a sharp drop in the share price, an overextended payout ratio, or an impending cut. Many dividend enthusiasts therefore also seek reliability. The three selected dividend stocks cover different strategies: RE Royalties entices with a double-digit yield and the greatest upside potential, but also carries the highest risk. Aumann, on the other hand, is a short-term speculative play offering a generous special dividend, largely financed by its well-stocked cash reserves. Pfizer, in contrast, offers the lowest yield of the trio but boasts the longest and most reliable dividend history. We take a closer look at these stocks.

Commented by Carsten Mainitz on August 26th, 2026 | 07:15 CEST

Perspective Shift: Long-Term Growth at a Discount? Almonty Industries, Renk and Rheinmetall After the Correction

• Tungsten
• Defense
• hightech
• geopolitics

The Western defense boom is running into an often-overlooked bottleneck: tungsten. While China dominates the global market and has restricted exports, Almonty is ramping up operations at the strategically important Sangdong mine in South Korea. At full capacity, the mine is designed to supply around 40% of global tungsten demand outside China. This strategic position, record-high tungsten prices, and a substantial cash reserve, which the company is currently using for share buybacks, underpin Almonty's significant strategic flexibility. Renk and Rheinmetall, as defense contractors, provide the industrial counterpart. Packed order books, rising margins, and a defense cycle that could extend well beyond the current decade support the sector. But can these companies actually handle such enormous growth? Does the recent share price correction now offer an opportunity, or have future expectations simply become too ambitious?

Commented by Fabian Lorenz on August 26th, 2026 | 07:10 CEST

Steyr Motors After the Sell-Off: Buy the Dip? TKMS Rides the Defense Boom — Strategic Resources Set to Benefit From Soaring Steel Demand

• CriticalMetals
• GreenSteel
• Defense
• geopolitics
• Automotive

The global defense boom is not just filling the order books of manufacturers of tanks, missiles, and drones. Demand is also growing in the naval sector, and with it the demand for raw materials. TKMS urgently needs high-quality steel for its submarines and frigates and is working to establish resilient supply chains. This is where Strategic Resources comes into play. The raw materials company operates in Canada and Northern Europe—the very regions that are playing a central role in TKMS's latest megaproject. The stock appears undervalued. But is Steyr Motors also a bargain after its recent sell-off? Analysts certainly think so. They recommend buying the stock. The weak first half and lowered guidance should primarily be viewed as the result of defense-related orders being pushed back in timing, rather than a fundamental deterioration in demand.

Commented by Matthias Schomber on August 26th, 2026 | 07:05 CEST

Thrills and Opportunities in the Markets: Why Infineon, XPeng and Desert Gold Could Make Waves Now

• Mining
• Gold
• Africa
• Software
• Electromobility
• semiconductor
• Robotics

Futuristic visions and fundamental security converge in one place: the stock market. The global AI boom demands ever more powerful computing capabilities, and semiconductor companies like Infineon are essentially providing the silicon brain behind this technological revolution. Electric vehicle manufacturers like XPeng are already ushering in and igniting the next stage. The company is defying the fierce price war and aims to usher in the era of humanoid robots with spectacular billion-dollar moves in robotics. But the faster this high-tech spiral spins, the more pressing the question becomes of finding the right shield for one's investment portfolio should something go wrong in this world. We have known just how fragile this system is — not just since the mortgage crisis; history repeats itself every few years or decades. This is precisely where gold comes into play as the ultimate crisis currency and timeless hedge. In the desert sands of West Africa, Desert Gold may be on the verge of causing a minor sensation. The exploration company is on the cusp of becoming an active gold producer. In this exclusive report, discover how the highly explosive mix of artificial intelligence, humanoid robot hype, and tangible asset protection not only makes your portfolio "storm-proof" but also equips it with enormous upside potential.

Commented by André Will-Laudien on August 26th, 2026 | 07:00 CEST

Warning: Central Banks, Debt and Gold to the Rescue! Why Smart Investors Are Buying Barrick, Newmont and Lahontan Gold

• Gold
• Silver
• Nevada
• geopolitics
• Investments
• crisis

Inflation above 3% and the world is coming apart at the seams! Central banks, in particular, find themselves in a bind, as they cannot lower interest rates indefinitely to combat inflation without jeopardizing the global financial system. At the same time, government debt in many industrialized nations is reaching historic highs, which massively undermines confidence in unbacked fiat currencies in the long term. Against this fragile economic backdrop, gold is once again taking center stage as the ultimate safe haven and proven hedge against the loss of purchasing power. Savvy investors are recognizing the signs of the times and strategically shifting capital into the precious metals sector to protect their wealth. Major producers such as Barrick Mining and Newmont, with their efficient cost structures and strong operational foundations, provide a solid basis for an investment portfolio and pay generous dividends. For risk-conscious investors seeking above-average growth potential, smaller exploration companies such as Lahontan Gold offer an intriguing complement. Let's run the numbers.

Commented by André Will-Laudien on August 25th, 2026 | 09:15 CEST

Biotech M&A Boom: Novo Nordisk & Eli Lilly Battle for Market Share — BioNxt and Evotec on the Radar

• Biotechnology
• Biotech
• Pharma
• M&A
• Obesity

As the recent spectacular USD 43 billion acquisition of cancer specialist Seagen by Pfizer and the mega-deals surrounding the GLP-1 infrastructure impressively demonstrate, the pharmaceutical industry is in the midst of a historic wave of consolidation. Driven by the massive, billion-dollar profits from the weight-loss injection market, an unprecedented wave of acquisitions has now begun. Market leaders such as Novo Nordisk and Eli Lilly are using their well-stocked war chests to pursue strategic mega-acquisitions to secure their dominant positions and systematically eliminate production bottlenecks. At the same time, highly innovative platform companies like BioNxt are coming into focus with their novel delivery systems. Strategically valuable targets currently trading at attractive valuations, such as Evotec, have long been in the crosshairs of investors and competitors. Those who do not want to be left behind in the battle for market share, new delivery technologies, and the next generation of blockbuster drugs must make acquisitions now, because the M&A carousel is spinning faster than it has in a long time. We dig a little deeper!

Commented by Stefan Feulner on August 25th, 2026 | 09:10 CEST

BHP Group, Power Metallic Mines and KGHM Polska Miedź: A Revaluation Within Reach

• PGMs
• Copper
• Electrification
• geopolitics

Copper is becoming a strategic bottleneck. Power grids, data centers, electric mobility, and defense are driving demand, while new mines take years to reach production. Major producers are therefore searching for additional deposits and new extraction methods. Projects that contain several scarce metals in addition to copper are becoming particularly attractive. Three companies demonstrate the various ways investors can capitalize on this trend.

Commented by André Will-Laudien on August 25th, 2026 | 07:20 CEST

AI & Defense Boom: Time to Pick the Winners — SpaceX, Rheinmetall, Thales and Globex Mining

• Commodities
• CriticalMetals
• Defense
• AI
• geopolitics

Higher, Faster, Further! The hype surrounding artificial intelligence and modern defense technologies shows no signs of abating. As global tensions rise, investors are searching for the most profitable gems in this expanding sector. Yet experts have long been saying "the market has gotten overheated"—but, on the whole, they are usually wrong. That is why a targeted selection of individual stocks is now more important than ever. The trend in global interest rates remains a decisive factor for the coming months. In addition, the high valuations on the Nasdaq are prompting many investors to exercise caution. In this dynamic environment, the private spaceflight company SpaceX offers fascinating growth opportunities, but its valuation seems more appropriate for the year 2035. At the same time, the defense contractors Thales and Rheinmetall are benefiting from massive government contracts and full order books. Investors looking to diversify their portfolios wisely should also consider Globex Mining. After all, critical raw materials are the foundation of any modern high-tech infrastructure. Through a strategic combination of tech, defense, and resources, investors can effectively minimize risks and maximize opportunities. Savvy investors are therefore keeping a close eye on both macroeconomic data and the geopolitical situation — and remain ready to act!

Commented by Stefan Feulner on August 25th, 2026 | 07:15 CEST

Alkane Resources, Desert Gold Ventures, Westgold Resources: Is the Gold Correction Over?

• Gold
• Africa
• Commodities
• geopolitics

Gold is making a strong comeback. The price of the precious metal jumped above USD 4,600 per ounce at the end of the week and posted a 5.6% gain, marking its third consecutive weekly increase. For producers, this means rising margins and cash flows, while deposits that were previously uneconomical could become significantly more attractive for explorers. At the same time, new corporate announcements demonstrate just how valuable additional reserves have become. Investors should therefore not focus solely on the major mining operators.

Commented by Stefan Bode on August 25th, 2026 | 07:10 CEST

Between Billion-Dollar Deals and Geopolitics: Almonty Industries, Deutz, CATL and Schaeffler

• Tungsten
• Defense
• hightech
• geopolitics

Global financial markets are undergoing massive structural change. Whether it is the volatile transition to e-mobility, securing systemically critical raw materials amid geopolitical tensions, or a long-established company's historic entry into the booming defense sector—adaptability is key. We take a closer look at three exciting stock picks that are currently making headlines with billion-dollar acquisitions, strategic alliances, and massive share buybacks in the triple-digit million USD range. Which of these stocks currently offers an attractive risk-reward ratio?

Commented by Lars Winter on August 25th, 2026 | 07:05 CEST

Lahontan Gold, Agnico Eagle, Wheaton Precious Metals: Three Exciting Hot Stocks for the Ongoing Gold Price Rally

• Gold
• Silver
• Commodities
• Nevada
• rally

Gold is making a strong comeback. The price per troy ounce jumped by more than 5% last week and is now trading at nearly USD 4,700. A weaker US dollar and falling yields on long-term US Treasury bonds provided the impetus. However, doubts about the sustainability of high government debt, geopolitical risks, and purchases by many central banks provide the rally with a structural foundation. According to the World Gold Council, 89% of the central banks surveyed expect global gold reserves to rise; 45% plan to expand their own holdings. Supply, on the other hand, is slow to respond. It can take 10 to 15 years from the discovery of a deposit to the start of production. For mining stocks, a higher gold price acts as a profit accelerator: costs change more slowly than the selling price in the short term, causing margins to grow disproportionately. Three stocks offer different investment approaches—Lahontan Gold as a speculative project developer, Agnico Eagle as a producer, and Wheaton Precious Metals as a streaming specialist. We take a closer look at these gold "hot stocks".