Energy Security in the EU: An Obstacle Course! What Are Nel ASA, ITM Power, NU E Power and Plug Power Doing?
SpaceX, First Hydrogen, Siemens: Space, Drones and Robotics Are Key Themes for Investors
Barrick Mining, Lahontan Gold and Agnico Eagle: Gold Stocks Spanning Production, Mine Restart and Strategic Investments
Nel ASA, Plug Power and dynaCERT: Who Will Achieve the Hydrogen Breakthrough? There is Interesting News!
Copper Discoveries, AI Chips and Mobile Communications: Power Metallic, Infineon and Deutsche Telekom After the Pullbacks
Tungsten, Weapons and Growth: Almonty, Rheinmetall and Deutz Under Review. Is This an Opportunity in a Megatrend?
Data and AI Giant, Server Boom and Gold Wild Card! A Look at Palantir, Super Micro and Desert Gold
Commented by André Will-Laudien on October 14th, 2026 | 09:15 CEST
Energy Security in the EU: An Obstacle Course! What Are Nel ASA, ITM Power, NU E Power and Plug Power Doing?
Created and Published on Behalf of NU E Power Corp.
As electrification and AI data centre expansion drive up electricity demand, Europe's energy security is facing a major test. To strengthen the power system and accelerate the transition to clean energy, Brussels is taking action through reforms to the EU electricity market and the revised Renewable Energy Directive (RED III). These strict rules not only require significantly faster approval procedures for infrastructure projects, but also set binding quotas for green hydrogen and flexible energy storage in industry. But the path to a crisis-resilient energy system remains a bureaucratic and financial race for project developers and technology providers. Regulatory hurdles, volatile energy prices and the urgent need for investment capital continue to weigh on the sector. In this complex environment, strategic alliances and innovative financing models are gaining importance. Our latest analysis examines the different approaches of leading players and explores how business models can help overcome regulatory hurdles and make Europe's green industrial transformation economically viable. The exciting part? Investors can follow these developments, too.
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Commented by Armin Schulz on October 14th, 2026 | 05:44 CEST
SpaceX, First Hydrogen, Siemens: Space, Drones and Robotics Are Key Themes for Investors
Space, drones and robotics are likely to become increasingly important in the coming years. On September 24, the International Federation of Robotics (IFR) reported a record stock of 5 million industrial robots, while on September 28, Starship reached Earth orbit for the first time. The two developments are more closely connected than they might initially appear. Deploying drones or robots in factories requires connectivity, propulsion systems and software to control the entire operation. From space to the factory floor, the foundations for the next phase of technological development are being laid. We therefore take a closer look at SpaceX, First Hydrogen and Siemens.
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Commented by Armin Schulz on October 14th, 2026 | 05:41 CEST
Barrick Mining, Lahontan Gold and Agnico Eagle: Gold Stocks Spanning Production, Mine Restart and Strategic Investments
Since 2019, Barrick Mining has invested about USD 5.3 billion in Tanzania's economy, according to its own figures, and it extended the licences for the North Mara gold mine by 15 years in early October. This provides planning certainty. Smaller companies also have big plans. Lahontan Gold agreed to acquire Emergent Metals in mid-September and is targeting a 2027 restart of the Santa Fe mine in Nevada. If it succeeds, the high gold price works in the company's favour. Agnico Eagle shows that major producers are also interested in emerging companies. We therefore take a closer look at Barrick Mining, Lahontan Gold and Agnico Eagle.
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Commented by Matthias Schomber on October 14th, 2026 | 05:38 CEST
Nel ASA, Plug Power and dynaCERT: Who Will Achieve the Hydrogen Breakthrough? There is Interesting News!
Is the hydrogen sector finally poised for a turnaround, or will investors continue to burn through their savings? While industry heavyweights Nel ASA and Plug Power grapple with pending major orders and lingering questions about profitability, an often-overlooked stock is attracting attention with tangible progress. We take a closer look at three companies to assess which could outperform.
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Commented by Carsten Mainitz on October 14th, 2026 | 05:33 CEST
Copper Discoveries, AI Chips and Mobile Communications: Power Metallic, Infineon and Deutsche Telekom After the Pullbacks
Power Metallic Mines, Infineon and Deutsche Telekom come from very different sectors. On the stock market, however, they currently share the same question: do the pullbacks offer buying opportunities? Following its recent resource estimate, Power Metallic is working on an initial economic assessment. Analysts see significant upside potential in the stock. At chipmaker Infineon, expectations for its AI business are rising, and investors are watching for the next results. At the telecommunications group, concerns about new competition from SpaceX are growing. Where are the greatest opportunities?
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Commented by Carsten Mainitz on October 14th, 2026 | 05:30 CEST
Tungsten, Weapons and Growth: Almonty, Rheinmetall and Deutz Under Review. Is This an Opportunity in a Megatrend?
The stock market is not linear. Greed and fear, excessive optimism or excessive scepticism—all of these drive markets. Only the future will tell what is cheap or expensive today. The stocks mentioned above are at precisely this point. Secure supply chains, access to raw materials and defence readiness are high on the agenda of Western governments. These long-term trends play strongly into the hands of defence companies and raw material producers. Almonty, in particular, as a producer of the critical raw material tungsten, holds a leading position in the sector. Where do the greatest opportunities lie for investors now?
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Commented by Matthias Schomber on October 14th, 2026 | 05:28 CEST
Data and AI Giant, Server Boom and Gold Wild Card! A Look at Palantir, Super Micro and Desert Gold
Investors looking for the forces driving prices in today's stock market cannot ignore the megatrends of AI and securing strategic raw materials. That is why we are taking a closer look at Palantir, an AI powerhouse, and Super Micro Computer, whose servers and cooling solutions help meet the demands of the AI boom. On the commodities side, we turn to Desert Gold. Each of these three stocks offers investors distinct risk-reward profiles. A close look at the balance sheets, price targets and operational milestones of Palantir, Super Micro Computer and Desert Gold reveals where genuine or still-hidden potential may lie and which risks investors should be aware of now. Things are getting exciting! Read on!
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Commented by Tarik Dede on October 14th, 2026 | 05:27 CEST
Gold at a Higher Low? Aya Gold & Silver, Phenom Resources and Perseus Mining in Focus
Gold has become particularly interesting from a technical analysis perspective in recent days. The precious metal has stabilised above USD 4,125 per ounce, despite briefly dipping below that level. The July low was approximately USD 150 lower. If the bottoming process that has been underway for several days succeeds, gold will have established a higher low. This is seen as extremely positive from a technical analysis perspective. That would take the July low out of focus for now, and markets could look north again. The next resistance level in that direction is still a long way off. Of course, the broader environment also needs to be supportive. Interest rate concerns remain acute. Professionals expect three interest rate increases by the Federal Reserve after the midterm elections in early November. In addition, earnings season begins this week – traditionally with the financial statements of the major investment banks. For gold investors, the intriguing question remains whether gold can function as a safe haven again. The Poles, the Chinese and others are certainly using current prices to replenish their central banks' holdings. We, in turn, look at the shares of Aya Gold & Silver, Phenom Resources and Perseus Mining.
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Commented by Carsten Mainitz on October 14th, 2026 | 05:25 CEST
Who Profits When Patents Expire? The Billion-Euro Race Between Formycon, Fresenius and Pfizer
When patent protection for high-revenue biopharmaceuticals expires, a billion-euro market for follow-on products emerges. Michael Sen, head of the German healthcare group Fresenius SE, cites an impressive figure. By 2035, this could generate around EUR 180 billion in revenue. In particular, biosimilars, biotechnologically produced follow-on medicines that are highly similar in composition to the original medicine and equivalent in quality, efficacy and safety, are forecast to grow significantly. Moreover, biosimilars can strengthen competition and reduce treatment costs. Formycon stands out as a pure play. The company recently reached a crucial milestone. The US Food and Drug Administration (FDA) accepted the marketing authorisation application, the first publicly known application of its kind, for FYB206, a biosimilar candidate to the cancer medicine Keytruda, for review. Keytruda generates around USD 32 billion in annual revenue, making it the world's highest-revenue medicine. Fresenius is strengthening its positioning in the biosimilar sector through an acquisition. Pfizer needs new growth drivers. Who is best positioned for the year-end rally?
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Commented by Nico Popp on October 14th, 2026 | 05:22 CEST
High-Purity Pellets: How Strategic Resources Could Solve Steel’s Challenges – and How thyssenkrupp and Rio Tinto Respond
Europe's steel industry faces a dilemma: the costs of the sustainable transformation are rising, while regulatory requirements are becoming increasingly stringent. Some flagship hydrogen-based steel projects have already significantly exceeded their budgets. At the same time, the European Union (EU) is tightening its import rules. The industry's technological future depends heavily on high-purity iron ore pellets, a key raw material for modern direct reduction plants. We examine the challenges facing the sector and highlight potential opportunities.
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Commented by Stefan Bode on October 14th, 2026 | 05:20 CEST
Opportunities from change and key turning points – Salzgitter, Westwing, Zefiro Methane
Prepared and published on behalf of Zefiro Methane Corp.
Remarkable investment opportunities are currently opening up in global capital markets for return-oriented investors. Amid market-wide consolidations and sector-driven shifts, individual stocks stand out, developing fresh share price momentum through targeted operational decisions, regulatory tailwinds or fresh institutional impetus. This includes compelling fundamental turnarounds through strategic capital measures or cyclical recovery prospects. Investors who look closely now can identify potential return catalysts beyond the market noise.
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Commented by Fabian Lorenz on October 13th, 2026 | 05:38 CEST
Which Share to Buy Now? Nordex with Strong Order Intake, Verbio Impresses at the CMD and Zefiro Methane Could Multiply in Value!
Created and published on behalf of Zefiro Methane Corp.
Should investors buy Nordex shares now? The wind turbine manufacturer surprised the market yesterday with strong order intake, potentially setting the stage for a new rally. There are also compelling reasons for a potential rally at Zefiro Methane. The company has just reported record figures and offers significant growth potential. Analysts see more than 200% upside, yet the share price has not yet reacted. Verbio shares, meanwhile, remain in a downtrend, despite the company being considered a beneficiary of high petrol prices. Attention is now focused on its US operations. Analysts were impressed by the company's recent Capital Markets Day and recommend buying Verbio shares.
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Commented by Fabian Lorenz on October 13th, 2026 | 05:36 CEST
Plug Power Losing Hope? Renk Stuck in a Downtrend? RE Royalties Riding the AI Boom!
A look at Renk's share chart brings no joy. Whether over four weeks, six months or 12 months, the share's performance is deep in the red. Analysts recommend buying, but momentum is lacking across the entire defence sector. The latest order does nothing to change that, even if it shows future potential. For AI to realise its full potential, it needs vast amounts of energy. Accordingly, hundreds of billions of US dollars are being invested in energy infrastructure, particularly in North America. This is precisely the market in which RE Royalties operates with an interesting business model. In its latest interview, the company looks to the future with optimism. By contrast, even Plug Power's most optimistic supporters are probably despairing by now.
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Commented by Nico Popp on October 13th, 2026 | 05:34 CEST
Nevada’s M&A Carousel Is Spinning: Newmont, Barrick Mining and Lahontan Gold Reposition Themselves
Within a month, the gold price fell about 7% to USD 4,136 per ounce. Despite this correction, transaction pace in Nevada's Walker Lane trend remains high. Major mining groups are using the still-attractive price level to clean up their balance sheets. At the same time, agile development companies are securing strategically important properties through targeted acquisitions. The rationale is clear: Acquiring existing ounces in the ground is often cheaper than making new discoveries. Astute investors can benefit from developments in Nevada.
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Commented by Tarik Dede on October 13th, 2026 | 05:31 CEST
Speculative Stocks in Focus: Opportunities in Super Micro Computer, Strategic Resources and Infineon
In recent days and weeks, rising global bond yields have not been the only source of considerable uncertainty in equity markets. Instead, the massive financing needs of tech companies are becoming increasingly apparent. SpaceX plans to raise USD 40 billion through borrowing, while Oracle and OpenAI also appear to need more money. Not least, media reports say Japan's SoftBank is trying to raise up to USD 100 billion from investors in the Middle East for its AI plans. Added to this is a very high level of concentration in the major US indices. The three largest stocks, Nvidia, Apple and Microsoft, now account for 21% of the S&P 500. Based on Q3 estimates, more than two-thirds of earnings growth in this index now comes from the AI sector. The rest of the US economy is not really performing. In such volatile periods, it is worth looking at speculative stocks. These often move disproportionately following sharp market movements and offer leverage on the respective sector. Today, we take a look at the shares of Super Micro Computer, Strategic Resources and Infineon.
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