Commented by Tarik Dede on July 15th, 2026 | 11:10 CEST

The Perfect Storm: Wars Are Driving Energy Stocks Like Occidental Petroleum, American Atomics, and First Solar

• nuclear
• Uranium
• Energy
• renewableenergy
• Oil

The war in the Persian Gulf is escalating again. There appears to be no chance of a peaceful resolution between the warring parties at this time. Meanwhile, refineries in Russia are burning, which is also jeopardizing diesel supply in Germany. Prices for oil, gas, and other energy commodities are rising again. The markets have reacted swiftly, driving up shares in the energy sector. One thing is clear: a precarious situation is unfolding, especially as oil reserves are dwindling even in the US, despite record-high production there. However, the high prices also encourage us to look beyond the oil market. The comeback of nuclear energy and the continued rise of solar power offer opportunities. That is why we are taking a look today at the stocks of Occidental Petroleum, American Atomics, and First Solar.

Commented by Armin Schulz on July 15th, 2026 | 11:05 CEST

Act Now: Siemens Energy, RE Royalties, and Nordex—Before the Power Shortage Sends Share Prices Soaring

• royalties
• dividends
• Energy
• renewableenergy

Electricity is evolving from a mere factor of production into a strategic currency. While Germany's energy-intensive industry has seen a 15.2% decline in production since 2022, and the AI boom is already partially overloading the grids, a systemic shortage is becoming apparent. However, this creates significant business potential for companies that integrate infrastructure, scale up physical generation, and finance projects with strong capital. Three players demonstrate how this structural shortage is being transformed into sustainable cash flows: Siemens Energy, the backbone of grid stability; RE Royalties, a partner in green financing; and Nordex, the driving force behind wind power.

Commented by André Will-Laudien on July 15th, 2026 | 11:00 CEST

Sharp Swings in the Life Sciences Sector: Bayer, Vidac Pharma, BioNTech, Moderna, and Evotec in the Spotlight

• Biotechnology
• Biotech
• Pharma
• LifeSciences

Things are really heating up here! Cancer research is currently undergoing a historic turning point thanks to the convergence of cell analysis and digital precision. With a new management team, BioNTech is attempting to transition its revolutionary mRNA platform from COVID-19 to personalized cancer vaccines, while Bayer is strategically focusing on next-generation targeted radionuclide therapies. In the agricultural sector, the first signs of relief are finally emerging, as glyphosate is now being negotiated at the supranational level and has been classified as non-harmful by US authorities. At the same time, drug discovery company Evotec is grappling with a new revenue warning—and this one is particularly severe. Vidac Pharma is also coming into focus as a highly specialized innovator by blocking cancer metabolism to decisively manipulate the tumour microenvironment. These four distinct approaches impressively demonstrate that the victory over cancer no longer lies solely in traditional chemotherapies, but rather in highly specialized biotech companies and data-driven alliances. With so much news on the table, volatility is sure to follow.

Commented by Armin Schulz on July 15th, 2026 | 10:55 CEST

Portfolio Booster 2026: Staying Ahead of NATO's Military Build-Up with Rheinmetall, Volatus Aerospace, and TKMS

• Drones
• Defense
• hightech
• aerospace
• NATO

The era of tank divisions is largely over. Today, air and sea domains are merging into a networked battlefield where autonomous drones, AI-powered sensors, and maritime surveillance systems are the decisive forces. The NATO summit in Ankara and Germany's record budget of EUR 108 billion are massively accelerating this technological transformation. For investors, this means focusing on the next generation of air and maritime defence. Three companies embody the full scope of this transformation: the full-service provider Rheinmetall, the agile drone pioneer Volatus Aerospace, and the maritime systems partner TKMS.

Commented by Matthias Schomber on July 15th, 2026 | 08:45 CEST

AI, Oncology, and Defense: TeamViewer, BioNTech, and Antimony Resources—A Great Mix for Your Portfolio!

• antimony
• CriticalMetals
• Defense
• Biotechnology
• Oncology
• AI

Created and published on behalf of Antimony Resources Corp.

The stock market is a place of extremes, and today we are looking at a trio—TeamViewer, BioNTech, and Antimony Resources—that comes from three different sectors. There is a German software pioneer that, after painful setbacks, is suddenly showing clear signs of life again. There is a once-celebrated vaccine hero pumping billions into a risky but revolutionary future in cancer therapy—while still holding a substantial cash reserve. And then there is a Canadian mineral explorer digging deep into the earth for a material without which our modern world would simply grind to a halt—one that is also crucial for the defense industry. It is precisely this mix of a software-AI turnaround, a biotech-oncology transformation, and mineral potential that makes the market so incredibly exciting. Join us on a journey through three fascinating corporate stories.

Commented by Lars Winter on July 15th, 2026 | 08:40 CEST

Almonty, Sandvik, and Airbus: Three Stocks for the Battle Over Critical Raw Materials

• Tungsten
• Defense
• hightech
• CriticalMetals
• aerospace

Tungsten has long been a niche topic on the stock market. But this extremely hard metal is used, among other things, in cutting tools, semiconductors, aviation, and defense—and China dominates the supply chain. As a result, the critical raw material has become systemically important and is taking center stage in Western industrial and security policy. With Almonty Industries, Sandvik, and Airbus, we present three stocks that allow investors to profit across the value chain.

Commented by Jens Castner on July 15th, 2026 | 08:35 CEST

Between the Oil Price Rally and Climate Billions: How Shell, Eni, and Zefiro Methane Are Profiting

• methane
• OrphanWells
• Oil
• climatechange

The escalating conflict between the US and Iran is driving oil prices sharply higher—and with them, the share prices of energy companies like Shell and Eni. For their shareholders, that is the good news. The bad news: ironically, the very oil multinationals currently profiting from the crisis are viewed by the public as greedy climate offenders. To polish up their image, they are among the largest buyers of voluntary CO₂ credits. Many of these, however, are of dubious quality. Anyone looking for a solution to this problem almost inevitably ends up at Zefiro Methane, a largely undiscovered small-cap stock from Canada. The company addresses precisely the issues where Shell and Eni are struggling the most.

Commented by Nico Popp on July 15th, 2026 | 08:30 CEST

Built on Sand? Barrick Mining Under Pressure, Rio Tinto Facing Headwinds, and North Arrow Minerals in a Strong Position

• Mining
• Gold
• Africa
• Commodities
• Diamonds
• ironore
• Copper

The demand for strategic metals, the challenging geopolitical environment, and new exploration methods—these factors are prompting established corporations and smaller exploration companies to adapt their business models in the face of these multifaceted challenges. While the major producers are streamlining their portfolios, which have grown over the years and are sometimes complex, smaller companies are demonstrating agility by divesting marginal projects and focusing on promising deposits in politically stable regions. We examine these developments and highlight exciting companies.

Commented by André Will-Laudien on July 15th, 2026 | 08:25 CEST

Booming Energy Markets: News Boosts dynaCERT, While Siemens Energy, Nordex, Rheinmetall, and ITM Power Enter a Consolidation Phase

• Hydrogen
• cleantech
• greenhydrogen
• Energy
• Defense

The Iran conflict is once again dominating headlines, drawing renewed attention from capital market participants to alternatives to oil and natural gas. And the trend is moving in the wrong direction. Brent crude, the world's most widely traded oil benchmark, has surged another 20% in just three days, putting alternative energy technologies back into focus. Business momentum is becoming increasingly tangible for hydrogen specialist dynaCERT, which is now rolling out its emerging markets strategy through Vietnam. Meanwhile, Siemens Energy is fighting to hold the EUR 150 level, while Nordex has been unable to maintain support at EUR 40. At the same time, former market favourite ITM Power is experiencing a full-scale sell-off, while Rheinmetall is once again moving into the spotlight. With so much happening across the sector, investors are facing a market in motion—and a broad range of opportunities. We take a closer look.

Commented by Nico Popp on July 15th, 2026 | 08:20 CEST

Gold Giants Reposition: Newmont Raises Its Dividend, Orla Mining Merges, and Lahontan Gold Gets Ready for the Next Stage

• Mining
• Gold
• Silver
• Nevada
• Commodities

The gold market has been quite volatile in recent months. Companies in the sector are benefiting from the uncertain landscape on the one hand, but are also struggling with operational challenges on the other. After hitting an all-time high of over USD 5,600 per ounce at the start of the year, the precious metal corrected significantly and is currently trading at around USD 4,000–4,150, after oil price spikes linked to the Middle East and interest rate concerns had temporarily pushed the price below USD 4,000. Central banks around the world are taking decisive action to support gold, with projected net purchases of up to 850 metric tons for the full year. Yet while producers' profit margins in the first quarter were impressive, averaging 35%, the industry's proven reserves continue to shrink. Because new greenfield discoveries are few and far between, established mining districts in politically stable regions such as the US state of Nevada or Canada are taking center stage. We shed light on this trend and highlight exciting companies.

Commented by Carsten Mainitz on July 15th, 2026 | 08:15 CEST

The Future of Food: Major Opportunities for MustGrow and K+S! What is Next for Evotec After the Sell-Off?

• biologicals
• agritech
• mustard
• chemicals
• fertilizer
• biofertilizer

Created and published on behalf of MustGrow Biologics Corp.

The global food supply is undergoing a profound transformation. A growing world population, climate change, and increasingly stringent environmental regulations are creating both challenges and opportunities for companies with the right solutions. Through its focus on biological crop protection and regenerative agriculture, MustGrow is targeting future markets worth billions. Analysts see significant upside potential for the stock. How should investors position themselves now?

Commented by Fabian Lorenz on July 14th, 2026 | 07:45 CEST

Buy TUI? Sell Siltronic? And Is Power Metallic Mines at a Turning Point?

• PGMs
• Copper
• travel
• semiconductor

Should investors sell shares of Siltronic ahead of its upcoming quarterly results? That is what the analysts at mwb are advising. One point in particular stands out: despite the booming market, the German semiconductor company is still expected to report a loss. Meanwhile, Power Metallic Mines is targeting long-term value creation through the development of its copper and polymetallic projects. The first mineral resource estimate is scheduled for publication in July. That could finally be the turning point for the stock. Analysts continue to see significant upside potential. Despite the unresolved conflict in the Middle East, analysts recommend buying TUI shares and are even raising their price targets. The tourism group plans to open additional hotels this summer. This will extend value creation and boost margins. The focus is on Asia.

Commented by Jens Castner on July 14th, 2026 | 07:40 CEST

ESCALATION IN THE STRAIT OF HORMUZ: OCCIDENTAL, VOLATUS AEROSPACE, AND PALANTIR IN THE CROSSHAIRS OF STOCK MARKET TRADERS

• aerospace
• Defense
• hightech
• geopolitics
• Drones
• Software

Hopes for a ceasefire between the US and Iran were premature: peace talks have been put on hold. Instead, the conflict over the Strait of Hormuz is escalating once again—with attacks on tankers, US sanctions against Iranian oil, and retaliatory strikes on both sides. Investors would therefore be wise to take a look at three stocks from three completely different industries, each reflecting a different stage of the same crisis: the oil and gas company Occidental Petroleum as a direct play on energy prices; the Canadian drone specialist Volatus Aerospace, which is benefiting from growing demand for military hardware; and the software manufacturer Palantir, which illustrates where the real value growth is shifting in the age of AI-driven warfare.

Commented by Armin Schulz on July 14th, 2026 | 07:35 CEST

Green Steel, Vanadium Batteries, and Uranium: thyssenkrupp, Strategic Resources, and Energy Fuels Power Industry 4.0

• VTM
• GreenSteel
• Uranium
• Energy
• Batteries

The old saying that crises create the greatest opportunities appears to be playing out once again in the commodity markets of 2026. While the global economy continues to struggle for stability, sharp moves in the prices of gold, oil, and other raw materials are highlighting growing uncertainty for investors. In the commodities sector, China has often established a kind of monopoly. As a result, Western governments and companies are increasingly seeking alternative sources of strategically important raw materials. Green steel, vanadium batteries, electric mobility, wind power, defense systems, and next-generation energy infrastructure all depend on secure and reliable supplies. In this article, we take a closer look at thyssenkrupp as a major industrial consumer, alongside Strategic Resources and Energy Fuels, two companies positioned to benefit as suppliers of critical materials.

Commented by André Will-Laudien on July 14th, 2026 | 07:30 CEST

Target: USD 6,000 - Investment Banks Are Betting on Gold! Lahontan Gold Is on the Verge of a Decisive Turning Point in Nevada

• Mining
• Gold
• Silver
• Commodities
• Nevada

Nothing is as difficult as predicting the price of gold. There are too many factors influencing the precious metal, and a handful of reasons why it belongs in every investment portfolio. Today, gold is shifting from its traditional role as a diversification tool to becoming the central currency of a new era marked by geopolitical conflicts, tensions in the monetary system, and rampant speculation. When asked, the bullish divisions of investment banks say, "USD 6,000 per ounce is not the end—it is just the starting point." For once, Deutsche Bank, Société Générale, and JPMorgan are all on the same page, forecasting prices of USD 6,000 to USD 6,300 per ounce by the end of 2026. This is a clear signal, as the rally has once again rebounded significantly from the recent high of around USD 5,400 following the sideways consolidation since January. Furthermore, US fiscal policy continues to put pressure on the dollar, and geopolitical risks are increasingly seen as anything but "temporary." In the second tier are Goldman Sachs, Morgan Stanley, and Citi, with forecasts of USD 5,400 to USD 5,700 per ounce. From today's perspective, that is still 30-40% higher. Producers, asset managers, and retail investors are gradually adjusting to a new price level, convinced of the potential for active returns. Gold is therefore not just a commodity, but a geopolitical store of liquidity and confidence. What is next?