Commented by André Will-Laudien on July 30th, 2026 | 10:10 CEST

A Chip Crash Was Inevitable, a Gold Revival Is on the Horizon! AMD, Infineon, and SanDisk Are in a Sell-Off; Lahontan Gold Is on the Rise

• Mining
• Gold
• Silver
• Commodities
• chips
• semiconductor

What a bombshell in the tech sector! The abrupt plunge in semiconductor stocks has unexpectedly shaken up the industry and forced the NASDAQ into a correction. After a rally lasting several months, valuations were starting to look ambitious, while signs of an economic slowdown were emerging. A reassessment of fundamentals appears to be underway, as in an environment of persistent inflation and high volatility, investors' desire for stability and preservation of value is once again coming to the forefront. Gold has historically served this role many times as a classic "safe haven", safeguarding real purchasing power through crises. The tactical strategy is to realize some or all of the gains from overheated, cyclical technology and semiconductor stocks and reallocate them to precious metals and related instruments. While chip and memory stocks react strongly to market sentiment, an exposure to the gold sector provides a stable anchor with long-term opportunities. Now is a good time to act!

Commented by Jens Castner on July 30th, 2026 | 10:05 CEST

DRONESHIELD IN TURBULENCE – CLEAR RUNWAY FOR VOLATUS AEROSPACE AND RED CAT HOLDINGS

• Drones
• Defense
• hightech
• aerospace
• geopolitics

A crash landing is dragging down the entire drone industry. When DroneShield's stock slipped on Tuesday despite what were actually strong numbers, other stocks in this young, forward-looking sector also came under pressure—even though their businesses have little to do with the Australian company's problems. This is precisely where a massive opportunity could lie for investors—at least if analysts are to be believed. The experts' price targets signal more than 100% upside potential for Volatus Aerospace and Red Cat Holdings.

Commented by Fabian Lorenz on July 30th, 2026 | 10:00 CEST

Analysts Turn Bullish: Multi-Bagger Potential? TeamViewer, Atoss Software and MustGrow Biologics

• biologicals
• agritech
• mustard
• Technology
• Software

Created and Published on Behalf of MustGrow Biologics Corp.

GBC Research sees significant re-rating potential for MustGrow and its mustard-based biologicals platform. The analysts have set a price target of EUR 1.66, while the shares are currently trading at approximately EUR 0.19. By 2028, GBC forecasts earnings per share of CAD 0.11, excluding any potential profits from the company's collaboration with Bayer. For TeamViewer, analysts expect the second quarter of 2026 to mark the beginning of operational improvements, particularly in the enterprise customer segment, which they believe offers substantial growth potential. However, not all analysts share this optimistic view, with some remaining cautious on the German software company. Analysts are also bullish on Atoss Software. The key question now is whether the shares can climb to EUR 135.

Commented by Lars Winter on July 30th, 2026 | 09:55 CEST

Almonty Industries, PVA TePla, and GEA Group: Three Growth Stocks with Powerful Catalysts

• Tungsten
• Defense
• hightech
• engineering
• geopolitics

With the start of production at the Sangdong mine, Almonty Industries is entering a new era. Meanwhile, PVA TePla and GEA Group also have compelling investment cases, supported by strong order intake and upgraded guidance. We take a closer look at all three stocks.

Commented by Armin Schulz on July 30th, 2026 | 09:50 CEST

Do Not Miss Gold's Next Rally: Why Newmont, Desert Gold and Agnico Eagle Deserve a Closer Look

• Mining
• Gold
• Africa
• Commodities
• rally
• Investments

Investors are watching the yellow precious metal closely; its price has recently come under pressure but has stabilized above USD 4,000. The fundamental conditions for further price increases remain intact. Central banks continue to prefer buying gold over the US dollar; geopolitical turmoil is driving demand for safe-haven assets; and the prospect of falling key interest rates is traditionally good for gold prices. At the same time, robust physical demand coupled with stagnant production is leading to a supply shortage. This environment is fostering positive sentiment, particularly among producers. A look at the current situation at Newmont, Desert Gold, and Agnico Eagle reveals which companies could benefit most from this tailwind.

Commented by Matthias Schomber on July 30th, 2026 | 09:45 CEST

Infineon, LPKF Laser, and Strategic Resources: Three Stocks on the Verge of Decisive, Trend-Setting Moves

• VTM
• ironore
• GreenSteel
• semiconductor
• hightech

While the German chip, semiconductor, and technology sector is struggling to weather severe setbacks following a rapid roller-coaster ride, investors are also turning their attention to other sectors. Semiconductor giant Infineon is currently grappling with massive price declines following its spectacular rise, even though billion-dollar deals in Asia should be providing a tailwind. At the same time, the specialist LPKF Laser & Electronics is also seeking to find a stable footing in a highly volatile market environment. While these and other established high-tech stocks are giving back their gains and stumbling, a new growth story may be taking shape among smaller small-cap stocks. The Canadian company Strategic Resources is positioning itself as a key player in green steel and battery metals through groundbreaking regulatory approvals in Quebec and partnerships in Finland. Are we on the verge of a major turning point in the tech markets, and does Strategic Resources' stock even offer the potential to double in price?

Commented by Nico Popp on July 30th, 2026 | 09:40 CEST

Hydrogen Shake-Up: How NEL and Plug Power Are Streamlining Their Operations as dynaCERT Enters a Pivotal Phase

• Hydrogen
• cleantech
• greenhydrogen
• renewableenergy

When heavy-duty trucks and massive mining equipment operate at full capacity for hours on end, they burn vast amounts of fossil fuels. While the energy and industrial sectors continue to push the transition towards cleaner alternatives, at least judging by media coverage, challenging conditions in the mining industry, high interest rates and economic uncertainty continue to delay many ambitious climate projects. Companies that are unable or unwilling to make large-scale investments are therefore looking for transitional solutions that can reduce operating costs while at least partially lowering emissions. We take a closer look at three companies that are well positioned to benefit from this trend.

Commented by Stefan Bode on July 30th, 2026 | 09:35 CEST

Sector Rotation from AI to Fallen Angels? HPQ Silicon, Mercedes-Benz and PayPal

• Silicon
• Hydrogen
• Batteries
• Automotive
• Payment

While the technology and semiconductor sectors are largely driven by innovations in high-density energy storage and the expansion of AI infrastructure, valuation multiples have recently appeared to be vastly overinflated. Consequently, selling pressure has recently increased on Amazon, Nvidia, Tesla, and others, while profit-taking from those stocks is now flowing back into other sectors and "fallen angels." Today, we'll take a closer look at three of these fascinating companies—ranging from an international payment provider to a German automaker to an innovator in battery technology. Read more here.

Commented by Nico Popp on July 30th, 2026 | 09:30 CEST

SpaceX's Environmental Mess, Occidental Petroleum's Battle Against Windmills, and Zefiro Methane's Billion-Dollar Opportunity

• methane
• OrphanWells
• Oil
• Gas
• Space
• Sustainability

When SpaceX's rockets soar toward orbit, the public gazes spellbound at the evening sky. The fact that rocket launches release enormous amounts of greenhouse gases is only noted critically in passing. Yet even SpaceX is doing everything it can to reduce its environmental footprint. There is still plenty of potential for savings right here on Earth. Plugging abandoned and orphaned wells from the oil and gas industry is one such opportunity. If these avoided emissions are systematically tracked and converted into carbon credits, this would build a bridge between the traditional oil and gas industry and the space sector. We shed light on this development and show where investors can look for opportunities.

Commented by André Will-Laudien on July 29th, 2026 | 07:50 CEST

Active Ingredients, Acquisitions and Spin-offs: Will Bayer, Novo Nordisk, BioNxt, or Evotec Become Top M&A Targets?

• Biotechnology
• Biotech
• Pharma
• Spin-Off
• Takeover

After years of consolidation, investors are asking: Will things start looking up again? The global life sciences sector is facing another massive wave of consolidation in 2026 as established pharmaceutical giants and agile biotech pioneers realign their businesses. Market dynamics remain high, but unfortunately, both sides are being exploited. So far, it has been predominantly speculative investors who are capitalizing on the current volatility. Following drastic share price losses and ongoing restructuring, the struggling Hamburg-based biotech company Evotec is increasingly in the crosshairs of financially strong acquirers seeking to acquire high-calibre drug discovery platforms at a bargain price. At the same time, BioNxt is attracting investor interest with its groundbreaking drug delivery systems and advanced clinical pipelines. Meanwhile, the market continues to speculate feverishly about a possible breakup or spin-off of individual divisions at the DAX-listed Bayer Group, which would massively increase its appeal to strategic buyers. On the other hand, Danish industry leader Novo Nordisk, driven by the sustained billion-dollar profits from its weight-loss portfolio, is acting as a financially powerful hunter in search of strategic acquisitions in the obesity and cardiovascular segments. For investors, this highly dynamic environment offers a rare opportunity to bet early on the year's hottest takeover candidates. What is the current status?

Commented by Nico Popp on July 29th, 2026 | 07:45 CEST

Battery Metals Bottleneck: Volkswagen and BHP Under Pressure as Power Metallic Mines Faces Weeks of Truth

• PGMs
• Copper
• Electromobility
• CriticalMetals

Electric vehicles are becoming an increasingly common sight on German roads, driven in part by the arrival of aggressively priced models from China. However, the rapid growth of electric mobility is placing mounting pressure on automotive supply chains. Automakers are grappling with volatile markets while becoming increasingly concerned about securing reliable access to critical raw materials. Commodities are no longer viewed as readily available inputs but as strategic assets essential to industrial competitiveness. This complex situation calls for new alliances: mining companies, major automakers, and dynamic project developers are pulling out all the stops to secure raw materials for the future.

Commented by Armin Schulz on July 29th, 2026 | 07:40 CEST

Billion-Dollar Markets of Obesity, Oncology, and Neurology in Focus: Novo Nordisk, Vidac Pharma, and AbbVie

• Pharma
• Biotechnology
• Neurology
• Obesity

The healthcare industry of the future is driven by three major megatrends: obesity, oncology, and neurology. While the market for cancer drugs is heading toward nearly USD 700 billion and Alzheimer's therapies are booming, the GLP-1 boom has only just begun and has replaced oncology as the largest driver of pipeline value. But not every company will benefit equally from this momentum. The key difference lies in strategic focus and the ability to translate scientific milestones into market success. We take a look at three companies today—Novo Nordisk, Vidac Pharma, and AbbVie—each of which embodies one of these areas.

Commented by Matthias Schomber on July 29th, 2026 | 07:35 CEST

Deutz, Jungheinrich, and Almonty: Where Investors Can Find Real Opportunities in the Market Right Now

• Tungsten
• Defense
• CriticalMetals
• geopolitics

The European industrial landscape is currently noticeably fragmented, which presents investors with difficult decisions about which stocks will perform well and which will perform poorly. While it has never been easy to make the right choice, as established, long-standing German corporations grapple with rising material costs, intense price pressure, and, in some cases, the aftermath of internal conflicts, interest is increasingly shifting toward companies in strategic niche markets, including the commodities and defense sectors. The stocks of Deutz and Jungheinrich reflect the current challenges facing the broader mechanical engineering sector, which is suffering from noticeable margin pressure despite solid order intake. Defense, however, is a buzzword that could boost the performance of one or two stocks in that sector—if handled skillfully. At the same time, the spotlight is on commodity stocks that are benefiting from global geopolitical upheavals. Almonty Industries, in particular, is drawing attention due to an exciting consolidation pattern on the charts. Can this tungsten heavyweight soon regain its former strength? This report examines the current situation of the three stocks and highlights where real opportunities might now be emerging!

Commented by Fabian Lorenz on July 29th, 2026 | 07:30 CEST

Helsing IPO in 2027? Hensoldt Expands Drone Partnership as First Hydrogen Eyes Robotics Re-Rating

• Hydrogen
• cleantech
• Drones
• Defense
• Robotics

Could Helsing go public as early as next year? The defence technology company is currently valued at a whopping USD 18 billion. To justify that valuation, Helsing is developing, among other things, the CA-1 Europa autonomous combat aircraft. Hensoldt is supporting this effort, and the partnership was recently expanded. Meanwhile, First Hydrogen is broadening its business model. CEO Balraj Mann increasingly views autonomous systems as a key technology in light of changes in the defence, security, and disaster response sectors. By building in-house AI expertise, the company aims to further develop its UGV program for autonomous navigation, situational awareness, and counter-drone capabilities, while simultaneously expanding its strategy at the intersection of clean energy, mobility, and robotics. If successful, these initiatives could provide the catalyst for a re-rating of the company's shares.

Commented by Lars Winter on July 29th, 2026 | 07:20 CEST

New Buy Recommendations for Evonik, Fuchs, and Zefiro Methane: Analysts See Price Potential of Over 240%

• methane
• OrphanWells
• chemicals
• Oil
• Gas

Fresh Buy recommendations are fueling new price momentum for Zefiro Methane, Evonik, and Fuchs. The outlook for Zefiro is particularly spectacular. Following the turnaround in its operating performance, GBC believes the stock could multiply in value. But analysts are also forecasting double-digit price gains for the two German chemical stocks. When analysts raise their forecasts and recommend buying a stock, it is often worth taking a closer look. It becomes particularly interesting when these optimistic assessments are backed up by surprisingly strong financial results. That is exactly the case right now with Zefiro Methane, Evonik, and Fuchs. While the two German companies are already operating profitably and impressing with strong quarterly results, Zefiro is only at the beginning of a potential revaluation. The upside potential is correspondingly greater, though the risk is higher as well.