Commented by André Will-Laudien on August 19th, 2026 | 09:00 CEST

Energy and Computing Power - Four Hot Stocks to Watch: Nel ASA, Nordex, NU E Power and JinkoSolar

• Electrification
• AI
• Energy
• datacentres
• computing
• renewableenergy

Created and Published on Behalf of NU E Power

Tomorrow's smart energy grid is rapidly emerging as the ultimate megatrend for forward-thinking investors. When artificial intelligence and gigantic data centers collide with an electrified industry, global electricity demand literally explodes, bringing outdated infrastructure to its knees. Whoever pulls the strings here, whether through the multi-billion-dollar expansion of state-of-the-art distribution grids or as a global systems integrator ensuring maximum grid stability, is sitting on a veritable gold mine. This digital electricity revolution is accompanied by an unbroken boom in highly efficient solar capacity as well as groundbreaking, software-controlled next-generation hydrogen technologies. For the capital market, this creates a high-calibre ecosystem that covers the entire value chain, from smart generation to distribution accurate to the millisecond. Our analysis separates the wheat from the chaff and lays bare which technological approaches could dominate the playing field in the future and where the incalculable risks may lurk.

Commented by Carsten Mainitz on August 19th, 2026 | 07:55 CEST

Weight-Loss Boom 2.0: BioNxt Solutions, Novo Nordisk and Nestlé Are Growing in a Billion-Dollar Market

• Biotech
• Obesity
• Pharma
• weightloss
• Food

The weight-loss injection has not only transformed the pharmaceutical market but is also gradually impacting the food industry. The prescription drug semaglutide, used to treat type 2 diabetes and obesity, is at the forefront of this trend. The active ingredient mimics the body's own gut hormone GLP-1, thereby achieving several desired effects. It increases feelings of fullness, reduces appetite, slows gastric emptying, and improves insulin secretion. Meanwhile, innovative specialists such as BioNxt Solutions are positioning themselves by advancing alternative and improved drug delivery methods. The Canadian company is developing thin films of active ingredients that dissolve under the tongue and are intended to replace medications administered via injection or traditional tablets. The news flow is promising. At the same time, Nestlé is creating a new food category for people who want to lose weight using GLP-1 preparations. Who has the edge?

Commented by Stefan Bode on August 19th, 2026 | 07:35 CEST

Three Stock Market Stories Between Hype, Turnaround and a Tough Test—Bloom Energy, HPQ Silicon and Nel ASA in Focus

• Silicon
• Batteries
• Drones
• Energy
• renewableenergy

Amid AI's rising electricity demand, a backlog of hydrogen investments, and new battery technology, the market is currently providing a textbook lesson in how quickly expectations can drive share prices—and how harshly financial results can bring those expectations back down to earth. This report brings together a growth stock following an extreme rally, a turnaround candidate showing signs of order momentum, and an early-stage tech player making significant progress toward regulatory approval. Those who carefully separate the opportunities from the risks can see what matters now: less about visions and more about margins, cash burn, order quality, and key technical price levels.

Commented by Jens Castner on August 19th, 2026 | 07:30 CEST

BASF, dynaCERT, Andritz: Three Strategies, One Goal—and Up to 600% Upside Potential!

• Hydrogen
• cleantech
• chemicals
• manufacturing

High energy costs in Germany, weak growth in Europe, and US tariffs that are making life difficult for exporters: for many companies, their traditional markets are becoming a trap. Three examples show how they can break free. The German chemical giant BASF is betting billions on China; the Canadian cleantech specialist dynaCERT is on the verge of a breakthrough in Vietnam; and the Austrian plant manufacturer Andritz is proving that the strategy pays off. Investors who take this bold path have the chance to earn attractive dividends and price gains of up to 600%.

Commented by Armin Schulz on August 19th, 2026 | 07:20 CEST

Billion-Dollar Opportunity in the Steel Transition: thyssenkrupp, Strategic Resources and Siemens Energy in Focus

• VTM
• ironore
• GreenSteel
• GreenEnergy

The European steel industry is facing major changes. EU climate policy is forcing these long-established companies to undergo a radical shift toward low-carbon production, while global competitors have long produced at lower cost. The transition requires the right raw materials and a significant amount of green energy. In the long term, this transformation could become a competitive advantage. The industry must make the right decisions; after all, many jobs—and Europe's independence in steel production—depend on it. We are therefore taking a closer look today at thyssenkrupp, Germany's largest steel producer; Strategic Resources, a potential supplier of raw materials; and Siemens Energy, a potential technology partner.

Commented by André Will-Laudien on August 19th, 2026 | 07:15 CEST

Excitement is Building: SpaceX, Volatus, Airbus and DroneShield are supplying NATO and seeing their profits soar

• Drones
• Defense
• hightech
• aerospace
• geopolitics

As of July 31, 2026, the Bundeswehr will grow to approximately 186,700 service members. This means that, as of mid-year, the number of military personnel will fall within the target range for 2026 growth—between 186,000 and 190,000 "troops". At the same time, this marks a new high in approximately 13 years. Furthermore, the transatlantic military alliance is responding to the changed geopolitical security situation by making historic investments in defense and rapidly advancing the modernization of its armed forces. At the heart of this strategic realignment is a profound technological transformation that merges traditional defense equipment with state-of-the-art aerospace technology. In addition to SpaceX, Airbus and DroneShield, the Canadian technology company Volatus Aerospace is also experiencing rapidly rising demand for its sophisticated drone systems for tactical reconnaissance along external borders. The synergy between agile tech pioneers and established defense giants is creating a highly efficient ecosystem for defending the Western Hemisphere. For investors, this booming sector offers a rare combination of defensive stability and exponential growth potential. We take a closer look.

Commented by Carsten Mainitz on August 19th, 2026 | 07:10 CEST

China is going for gold! Is the next rally about to begin for Lahontan Gold, Barrick and Pan American Silver?

• Gold
• Silver
• Nevada
• Production
• MRE
• Commodities

Geopolitical tensions, doubts about traditional reserve currencies, and central bank purchases are keeping the price of gold above USD 4,000 per ounce. China, in particular, is sending signals. The People's Republic's central bank increased its gold reserves to 2,346 metric tons by mid-year. At the same time, several of the country's major banks are closing off certain channels for private trading in "paper gold" and leveraged precious metals contracts. High precious metals prices translate into high profits and cash flows for producers such as Barrick Mining and Pan American Silver, and are also leading to rising dividends for shareholders. At Barrick, the path is also clear for an IPO of its North American gold assets by the end of the year, which should unlock hidden value. Developers like Lahontan Gold offer significantly more leverage. Lahontan is in the process of reactivating the formerly producing Santa Fe Mine in Nevada, which, according to the latest news, holds approximately 2.4 million ounces of gold equivalent. The preliminary economic assessment, expected by the end of September, could be the breakthrough the stock needs.

Commented by Lars Winter on August 19th, 2026 | 07:05 CEST

Zefiro Methane, RENK and Talanx on the Move: Three Interesting Stocks Under Review

• methane
• OrphanWells
• Defense
• insurance
• Investments

New orders, operational progress, and an upgraded outlook: Zefiro Methane, RENK, and Talanx have all seen significant developments recently. While Talanx has long been among the top tier of European insurers and RENK is benefiting from the defense boom, Zefiro Methane is turning a largely overlooked environmental problem into a growing business opportunity. We take a closer look at these three promising stocks in our stock review.

Commented by Nico Popp on August 19th, 2026 | 07:00 CEST

Gold Revolution: Newmont and Equinox Reshape Their Strategies, DRC Gold with the Next Mega-Mine?

• Gold
• Commodities
• Investments

When the gold price goes on a roller-coaster ride, the mining industry picks up steam as well. While industry giants such as Newmont are sharpening their focus and mid-sized producers like Equinox are exploring their options, plenty is happening behind the scenes at smaller exploration companies such as DRC Gold. Those with promising projects located near major mines may be looking to capitalize on an exit, particularly at a time when gold prices are rising again. We introduce the three companies mentioned above and take a closer look at DRC Gold, which is pursuing opportunities in the Congo and is regarded by some market insiders as a hidden gem.

Commented by Tarik Dede on August 19th, 2026 | 06:55 CEST

Commodity Companies with Golden Numbers: Almonty Industries, K92 Mining and Aya Gold & Silver in Focus

• Tungsten
• CriticalMetals
• Commodities
• Gold

Things are really picking up again in the commodities sector. Many companies are reporting strong quarterly results, even though costs have recently increased due to rising inflation. Nevertheless, the industry is brimming with energy, especially since many companies have cleaned up their balance sheets in recent years and are now debt-free. This aligns with the gold market, where, according to the World Gold Council, central banks purchased more gold in the second quarter than ever before. It appears they took advantage of the price correction. In any case, the outlook for commodities is favourable. That is why today we are taking a closer look at the stocks of Almonty Industries, K92 Mining and Aya Gold & Silver.

Commented by Stefan Feulner on August 19th, 2026 | 06:50 CEST

Cisco, Miivo AI and Lenovo: The AI Revolution Reaches the Next Level of Profitability

• AI
• Technology
• SMB
• computing

Created and Published on Behalf of Miivo AI.

The AI boom is reaching the next level. Following billions in investments in chips and data centers, the focus is now shifting to how companies can actually use artificial intelligence productively. At the same time, orders for AI infrastructure are skyrocketing, while new applications are automating financial analysis, sales, and customer management. This is creating a huge market, especially for small and medium-sized businesses. Three companies are positioning themselves at different points along this new AI value chain.

Commented by Nico Popp on August 18th, 2026 | 08:35 CEST

The Easy Path to Carbon-Free Computing Power: How NU E Power Aims to Make Things Easier for Companies Like Amazon and SAP

• Energy
• renewableenergy
• AI
• datacentres
• computing

Created and Published on Behalf of NU E Power Corp.

Computing power for artificial intelligence requires enormous amounts of energy. But that is not the only challenge: power grids are already overloaded in many areas, and the combination of data centers, air conditioning systems and EV charging stations is putting additional strain on infrastructure. As a result, technology companies are increasingly factoring energy supply directly into their plans for new data centers. Ideally, that power should be sustainable while also providing reliable baseload capacity. Since energy infrastructure requires regulatory approval and suitable locations are scarce, an interesting market has emerged around powering data centers. We take a look at the situation and examine not only tech giants Amazon and SAP but also newcomer NU E Power.

Commented by Armin Schulz on August 18th, 2026 | 08:30 CEST

Ticking Time Bomb in the Skies: Rheinmetall, Volatus Aerospace and DroneShield Stand to Benefit from Rising Security Threats

• Drones
• Defense
• hightech
• geopolitics
• aerospace

The incident at Leipzig Airport in early August, where fortunately a drone carrying Semtex explosives could not be detonated, demonstrates just how vulnerable the security infrastructure is—not only in Germany. Although intruders can often be detected, active intervention is sometimes difficult. This emerging threat is driving the multi-billion-dollar market for drone defence technologies. However, operators are facing regulatory grey areas, even as demand soars. So today we are taking a closer look at defence giant Rheinmetall, drone specialist Volatus Aerospace, and counter-drone specialist DroneShield.

Commented by Tarik Dede on August 18th, 2026 | 07:35 CEST

AI, Robotics, Hydrogen and Copper: SanDisk, First Hydrogen, and Lundin Mining in Focus

• Hydrogen
• Robotics
• cleantech
• AI
• Copper

The AI boom continues, driving major indices such as the S&P 500 toward new all-time highs. Chart analysts believe the 8,000-point mark could soon be within reach. But there is much more going on behind the scenes. Where robotics, AI, drones and energy converge, opportunities can emerge for prudent investors. However, it is important to bear in mind that volatility is currently extremely high, particularly among stocks closely tied to the AI theme. Nevertheless, today we take a closer look at the shares of SanDisk, First Hydrogen and Lundin Mining.

Commented by Armin Schulz on August 18th, 2026 | 07:30 CEST

Almonty Industries, Freeport McMoRan, and Albemarle: Commodity Fever Rises Due to Structural Shortages

• Tungsten
• CriticalMetals
• Commodities
• Lithium
• Copper

A major storm is brewing in the commodity markets. It is being driven by the transition to climate-neutral energy, extremely high demand for artificial intelligence and the computing power it requires, and global geopolitical conflicts. This wave does not appear to be a temporary flare-up, but rather the beginning of a long-term megatrend, as supply deficits continue to widen. While spikes in demand often provided the boost in previous commodity cycles, this time it is global supply chain risks and decades of underinvestment in the development of new commodity projects. Today, we take a closer look at tungsten producer Almonty Industries, copper producer Freeport McMoRan, and lithium producer Albemarle.