Commented by André Will-Laudien on June 29th, 2026 | 07:30 CEST

AI and M&A Frenzy in the Life Sciences Sector: Bayer, Vidac Pharma, Novo Nordisk, Evotec, and Eli Lilly

• Biotechnology
• Pharma
• Biotech
• AI
• Investments

Yes, you read that correctly. Pharmaceutical companies are actively embracing artificial intelligence (AI) and, thanks to lower costs, better validation, and faster study setups, could emerge as winners of the new AI wave in the medium term. Many stocks in the life sciences sector had been overlooked by the market, but investors are now taking notice again. Eli Lilly is betting on AI and expanding its portfolio through targeted acquisitions, including the takeovers of sleep-wake specialist Centessa Pharmaceuticals and blood cancer specialist Ajax. At Evotec and Vidac Pharma, much of the focus is on cancer, while Novo Nordisk faces stiff competition from Eli Lilly's weight-loss drugs. Then came the welcome news regarding Bayer. The Supreme Court ruled that approximately 181,000 individual lawsuits alleging a lack of warning labels on packaging are no longer legally viable, as the US Environmental Protection Agency (EPA) has classified the herbicide glyphosate as safe. Lots of good news, and plenty of opportunities for active investors - we provide a few insights.

Commented by Stefan Feulner on June 29th, 2026 | 07:25 CEST

Atlas Lithium, Rock Tech Lithium, Ganfeng Lithium: A Market in Flux

• Lithium
• Batteries
• BatteryMetals

Lithium is emerging as a key strategic raw material for the next phase of electrification. The global expansion of electric vehicles, energy storage systems, data centers, and modern defense technology is expected to further drive demand in the coming years. At the same time, secure supply chains outside of China are increasingly coming into focus. Producers, project developers, and companies with innovative battery and storage technologies could all benefit disproportionately from this trend.

Commented by Tarik Dede on June 29th, 2026 | 07:20 CEST

Boom, Thanks to the AI Loop: Broadcom, HPQ Silicon, and GitLab

• Silicon
• Hydrogen
• Batteries
• AI
• Defense

Whether it is the AI revolution, quantum computing, or electric vehicles, the tech sector is booming worldwide—from the Nasdaq to the KOSPI. Keeping pace with this growth requires a massive expansion of infrastructure. Data centers and semiconductor manufacturing capacity are being built out at an unprecedented rate, while memory and chip equipment suppliers are ramping up production. Artificial intelligence is driving this process itself. This phenomenon is known as "recursive self-improvement." AI is currently becoming faster and more capable through three reinforcing mechanisms: it writes better code by building on previous generations of AI, it optimizes hardware—such as the design of next-generation AI chips from Nvidia or Broadcom—and it discovers more efficient circuit designs than human engineers could achieve on their own. The result is a powerful feedback loop that is also delivering major benefits to other industries. Today, we take a closer look at three technology companies that stand to benefit from this trend: Broadcom, HPQ Silicon, and GitLab. Without Broadcom, none of this would be possible.

Commented by Fabian Lorenz on June 29th, 2026 | 07:15 CEST

Gold at USD 6,000! Analysts Turn Bullish! Lahontan Gold Stock Belongs in the Portfolio

• Mining
• Gold
• Silver
• Commodities
• Nevada
• geopolitics

Will the falling oil price fuel a new rally in gold? In recent weeks, inflation fears and the associated concerns about rising interest rates have been among the key headwinds for precious metals. With the expected easing of geopolitical tensions in the Iran conflict, this pressure is now diminishing. Lower energy prices could ease inflation expectations, thereby reducing the likelihood of further rate hikes. Gold has recently defended the USD 4,000 per ounce level and even briefly traded above USD 4,300 on Wednesday. Gold expert Markus Bußler remains bullish, a view that should also support renewed strength in gold equities. Lahontan Gold is in an exciting phase. The company is currently transitioning from explorer to producer—not just anywhere, but in one of the world's most attractive gold mining regions. While preparations for mine construction are underway, the company continues to report positive drill results.

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

Gold, Defense, Aerospace: Sector Rotation in Full Swing – SpaceX, OHB, Desert Gold, Rheinmetall, and TKMS

• Mining
• Gold
• Silver
• Commodities
• Africa
• Defense
• Steel
• Space

Stock markets remain surprisingly resilient as the end of June approaches, but the glossy surface is starting to fade in certain segments. The bull market in aerospace is losing steam, and in the defense sector, after many months of gains, profit-taking is now becoming noticeable. As a result, valuations are gradually re-aligning with fundamentals. For rational investors, market hype is difficult to reconcile with, but one thing remains clear: stocks that become excessively overvalued tend to correct sharply when expectations are pushed to extreme levels without sufficient justification. Just as with Elon Musk's inflated initial valuation, the exit bell has likely rung quite loudly for Rheinmetall as well. In the fall, analysts had been outbidding each other with price targets around EUR 2,200; now they are painfully backtracking. Price declines of 20% in just a few trading hours for the defence sector star, and a 30% drop from its peak for SpaceX. But there are other hot candidates worth a closer look. OHB is drawing attention following a significant capital increase, while TKMS has secured a major naval contract. These developments are actively reshaping market dynamics—we break down what it means in detail.

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

How to Benefit from the Grid Crisis: Nordex, RE Royalties, and Bloom Energy Are Capitalizing on Market Bottlenecks

• royalties
• dividends
• renewableenergy
• Energy

The energy transition is no longer just about expanding megawatt capacity, but about managing the entire system architecture. While digitalization and industry will cause electricity demand to rise exponentially, grids are becoming the limiting factor and service contracts are driving returns. The markets are recognizing that the real value creation lies not in mere generation, but in resolving bottlenecks, financing existing plants, and ensuring a decentralized supply. We take a look at three companies active in these areas. Nordex secures long-term wind power revenues, RE Royalties finances green infrastructure through recurring revenue, and Bloom Energy supplies the decentralized power plants for the next stage of supply.

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

Hydrogen Is Gaining Ground in Emerging Markets - How the Transition Can Succeed: Trimble, Nel, dynaCERT

• Hydrogen
• cleantech
• greenhydrogen
• transition
• Fuelcells

While the long-term goal of completely emission-free mobility remains, opinions on the path to achieving it vary widely. Especially in light of the sluggish economy and major challenges, more and more economies are turning to pragmatic solutions. Many technological and infrastructural hurdles can be circumvented in this way. Since the conversion of large commercial vehicle fleets to battery or fuel cell systems is likely to take decades for well-known reasons, transition technologies are gaining importance. We shed light on the market and introduce three promising players.

Commented by Tarik Dede on June 29th, 2026 | 06:55 CEST

No copper, no AI! Freeport McMoran, Power Metallic Mines, and Lundin Mining in Focus

• Mining
• PGMs
• Copper
• AI

The whole world is focused on AI stocks like Nvidia, Broadcom, and Micron Technologies. Behind the scenes, however, demand for raw materials like copper is also growing massively. An AI data center requires enormous amounts of the red metal per megawatt of installed capacity—primarily for power distribution, grounding, and transformers. The demand for copper in AI-optimized data centers is estimated at 30 to 40 metric tonnes per megawatt. Added to this is network infrastructure, where, for example, Nvidia relies on a custom-designed copper cabling system for the internal cabling of its latest NVL72 server architecture. A single AI server rack contains kilometres of copper cabling, as copper offers lower latency and lower power consumption over very short distances compared to alternative materials. And behind the scenes, power grids must be upgraded and expanded. The CRU Group therefore forecasts that global copper demand from data centers and AI alone will rise from around 500,000 metric tonnes today to as much as 2 million metric tonnes annually by 2030. BHP expects global copper demand to increase by an additional 3.4 million metric tonnes by 2030. And this is where the problem comes in. Copper supply cannot grow that quickly, which is why copper prices are also rising steadily. Today, we are looking at the stocks of Freeport-McMoRan, Power Metallic Mines, and Lundin Mining.

Commented by Fabian Lorenz on June 29th, 2026 | 06:50 CEST

OHB Caught in the SpaceX Trap! Buy Rheinmetall Now? Almonty Shares Added to the Russell Index Today - Tungsten Outperforms Gold!

• Mining
• Tungsten
• CriticalMetals
• Defense
• hightech
• Space
• aerospace

Rheinmetall has had a disastrous week. The stock of Germany's largest defense contractor has lost more than 20% over the past five trading days. Is this a buying opportunity? What do analysts say? OHB's stock plummeted by over 30% last week. The German aerospace company shocked shareholders with a major capital increase and the partial exit of a major shareholder. Furthermore, the space hype surrounding the SpaceX IPO appears to be over. Still, the stock is up over 100% so far in 2026. Almonty shares have posted similarly strong gains in 2026. The price of this tungsten high-flyer also consolidated last week. However, the price of tungsten remains at an all-time high. More and more media outlets are reporting on shortages of this critical raw material—even in China. Almonty should continue to benefit from this trend. Incidentally, as of today, the stock is part of the Russell 1000 and 3000 indices.

Commented by Matthias Schomber on June 29th, 2026 | 06:45 CEST

Soaring Stock Prices, a Billion-Dollar Ruling, and the Green Transition: The Big Return Showdown Between Lufthansa, Bayer, and A.H.T. Syngas

• syngas
• biochar
• chemicals
• travel
• Aviation

Sometimes, a single court ruling is enough to fundamentally alter the outlook for a listed company. Bayer demonstrated this vividly this week. Meanwhile, Lufthansa is climbing to new annual highs, supported by falling oil prices and a surprisingly stable credit rating. Then there is A.H.T. Syngas, a small but ambitious provider of biomass power plants that has either just emerged from a consolidation phase, or may be approaching the end of one. Three very different companies, three distinct stages of development—yet all three are worth a closer look at this moment. If you want to understand where opportunities may lie and where caution is warranted, read on.

Commented by Stefan Feulner on June 29th, 2026 | 06:40 CEST

Strategy, DRC Gold, Rheinmetall: Opportunities After the Price Drop

• Mining
• Gold
• Africa
• Defense
• CriticalMetals
• Bitcoin

The air is getting thinner for Bitcoin, gold, and many high-fliers on the stock markets. Should valuations come under further pressure, entirely new opportunities could open up for investors. As overheated markets correct, undervalued companies with real assets, promising commodity projects, and solid fundamentals are increasingly coming into focus. It is precisely during volatile market phases that the most attractive entry opportunities often arise.

Commented by Jens Castner on June 29th, 2026 | 06:35 CEST

The Cleanup Artists: Zefiro Methane, 374Water, Befesa, and the Multi-Billion-Dollar Market for Contaminated Sites

• methane
• OrphanWells
• cleantech
• recycling

Burning faucets, contaminated groundwater, toxic dust from steel furnaces - industry leaves behind contaminated sites that conventional disposal solutions are powerless to address. Three companies have identified a market niche precisely in this area. Zefiro Methane plugs millions of abandoned wells in the US, 374Water eliminates "forever chemicals," and Befesa turns the toxic filter dust from the steel industry into usable zinc. The logic behind all three business models is the same: the more severe the environmental damage, the larger the market and strict regulation becomes a revenue driver here, rather than a risk factor as in other industries.

Commented by Carsten Mainitz on June 29th, 2026 | 06:30 CEST

Physical AI Outshines Everything Else: First Hydrogen, XPeng, and Schaeffler Are Benefiting from the "Next Big Thing"

• Hydrogen
• cleantech
• Robotics
• AI
• semiconductor
• Software

Experts agree that humanoid robots are among the largest future technology markets of the coming decades. Physical AI refers to AI systems that not only process information but also enable machines to perceive their environment, make decisions, and act autonomously in the real world. This forms the technological foundation for applications such as humanoid robots, autonomous vehicles, drones, and a new generation of intelligent production systems. Physical AI is thus an ecosystem that connects semiconductors, software, sensor technology, robotics, and automation. But it is not just manufacturers of humanoid robots that stand to benefit—numerous suppliers along the value chain will as well. We look at what this means specifically for First Hydrogen, XPeng and Schaeffler.

Commented by Tarik Dede on June 26th, 2026 | 08:00 CEST

A lull in the commodities hype opens up opportunities in the stocks of K92 Mining, Antimony Resources, and First Majestic Silver

• antimony
• CriticalMetals
• Commodities
• Silver
• Gold

Created and Published on Behalf of Antimony Resources Corp.

The US dollar is currently sweeping through the commodities markets. The market is pricing in interest rate hikes by the Federal Reserve, and commodity prices are plummeting. Bank of America now expects three interest rate hikes this year. That would be truly devastating for tech and commodity stocks. As a result, gold, silver, and other metal prices have plummeted in recent days. Silver alone has halved in value since its peak. Yet the fundamental and structural trends remain intact. Half the world is turning to gold rather than US bonds to reduce dependence on the United States. There continues to be a supply deficit for silver. And for many specialty metals such as antimony, rare earths, and tungsten, the US is building its own supply chains. The market is currently ignoring this. Conversely, the correction also presents an opportunity for bold investors. That is why today we are taking a look at the stocks of K92 Mining, Antimony Resources, and First Majestic Silver.

Commented by André Will-Laudien on June 26th, 2026 | 07:55 CEST

Battery Boom 3.0: The Future Is 100% Electric! VW, BYD, Stellantis, and HPQ Silicon at the Eye of the Storm

• Silicon
• Batteries
• Hydrogen
• cleantech
• Electromobility

Things are a bit bumpy on the stock market right now. While the high-tech sector is now showing clear signs of slowing down, chip stocks—led by Micron and AMD—are really stepping on the gas again. At the heart of this are massive investments in data centers and new AI infrastructure. This is putting the spotlight on companies whose innovative ideas have the potential to disrupt an entire sector. One example is HPQ Silicon, which addresses several critical areas for future energy and industrial value creation. For VW, BYD, and Stellantis, too, the focus has long since shifted from mere market share to dominance in the global battery race. For the automotive industry, the challenges of the moment could not be greater. After all, they need reliable access to raw materials and strong end markets. Ultimately, however, success is determined by the often fickle consumer. Investors, too, have always been highly selective in their choices. We reveal a few criteria for separating the winners from the rest.