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Mega-Chips Without Power? AI Comes to a Standstill Without AMD, Nvidia, Infineon and NU E Power
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Wind, Hydrogen, World-Class Dividend: Nordex and Enapter Battle It Out, RE Royalties Cashes In
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Explosive News: Power Metallic Mines Nears a Decisive Milestone — How Are BASF and BYD Performing?
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Almonty Gears Up for the Next Phase, Siemens Energy Plans Spin-Off, Apple Gets a New Leader – 3 Exciting Stocks in the News Roundup
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From Chip Shortage to Oversupply? Micron, Infineon and Strategic Resources in the Cycle Check
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First Majestic Silver, Lahontan Gold, Pan American Silver: The Next Phase Has Begun
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Opportunities and Risks at Nike, dynaCERT and Hapag-Lloyd
Commented by André Will-Laudien on August 28th, 2026 | 11:00 CEST
Mega-Chips Without Power? AI Comes to a Standstill Without AMD, Nvidia, Infineon and NU E Power
Created and Published on Behalf of NU E Power
What if the screen stays black after you switch it on? No joke—because the insatiable power appetite of artificial intelligence is driving demand for electricity and cloud capacity to astronomical levels. But Bloomberg is now sounding the alarm: at the current pace of data-center expansion, a major reality check could be looming, potentially putting the ambitious AI dreams of Silicon Valley's giants under serious pressure. A study by BloombergNEF reinforces this concern, predicting that by 2035, data centers could consume up to 20% of total US electricity demand. The most critical bottleneck is the extreme shortage of electricity, as aging power grids and the sluggish expansion of renewable energy simply cannot keep pace with rapid growth. At the same time, the rollout of new megaprojects is increasingly slowing down. Lengthy permitting procedures, strained supply chains for specialized transformers, and an acute shortage of skilled workers are significantly extending construction timelines. How can investors capitalize on this power-supply bottleneck?
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Commented by Jens Castner on August 28th, 2026 | 10:00 CEST
Wind, Hydrogen, World-Class Dividend: Nordex and Enapter Battle It Out, RE Royalties Cashes In
The energy transition showcases every facet of stock-market madness. Nordex shares have multiplied in value, but suddenly politics and analysts are creating headwinds. Enapter, meanwhile, is at rock bottom and is looking to fight its way back up. At the other end of the spectrum is a Canadian small-cap that benefits from the growth of new energy without building a single wind turbine or electrolyser itself: RE Royalties. For years, the company has reliably paid high dividends, yet its share price stubbornly refuses to budge. Investors can choose between a hydrogen crash, a wind power roller coaster, and a world-class dividend.
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Commented by Carsten Mainitz on August 28th, 2026 | 07:35 CEST
Explosive News: Power Metallic Mines Nears a Decisive Milestone — How Are BASF and BYD Performing?
AI and electrification require enormous amounts of copper. According to the International Energy Agency, a supply shortfall of approximately 6.6 million metric tons is projected by 2035. New mines and functioning recycling loops will therefore be equally indispensable. Power Metallic Mines could arrive at exactly the right time with its polymetallic Nisk project in Québec. The company's initial mineral resource estimate, expected soon, will reveal the deposit's industrial significance and whether the stock is poised for a revaluation. Chemicals giant BASF is strategically positioning itself in raw materials and recycling while gaining additional appeal through the planned spin-off of its agricultural business. BYD demonstrates just how rapidly international demand is growing, with Europe playing an increasingly important role. Who holds the best cards?
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Commented by Lars Winter on August 28th, 2026 | 07:30 CEST
Almonty Gears Up for the Next Phase, Siemens Energy Plans Spin-Off, Apple Gets a New Leader – 3 Exciting Stocks in the News Roundup
The stock market trades on the future—but eventually, it demands a return on that investment. At Almonty Industries, the tungsten "fantasy" nurtured for years is now set to become a mining business worth billions. Siemens Energy is leveraging its operational momentum to unlock further value through the spin-off of Transformation of Industry. And at Apple, a new generation of leadership is taking the helm just as the company must deliver its response to the AI boom. We take a closer look at these three stocks in our latest stock roundup.
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Commented by Carsten Mainitz on August 28th, 2026 | 07:25 CEST
From Chip Shortage to Oversupply? Micron, Infineon and Strategic Resources in the Cycle Check
Concerns that the multi-billion-dollar expansion of new chip factories and AI data centers could outpace demand and trigger a classic "hog cycle" marked by oversupply, price pressure, and a freeze on investment had recently cast a shadow over the tech boom. However, Nvidia's blockbuster quarterly earnings have temporarily alleviated those concerns. Demand for computing power remains high, doubts about the profitability of massive AI investments are receding into the background, and the rally can continue. Micron benefits directly from the rapidly growing demand for high-performance memory, while Infineon enables energy-efficient power supply for data centers. Strategic Resources focuses on the raw materials and resources without which the expansion of the physical infrastructure of the AI era would not be possible, with a particular emphasis on high-quality iron ore and vanadium.
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Commented by Stefan Feulner on August 28th, 2026 | 07:20 CEST
First Majestic Silver, Lahontan Gold, Pan American Silver: The Next Phase Has Begun
Gold and silver are among the big winners in the commodities markets in 2026. While gold benefits from geopolitical tensions, high government debt, and the search for safe-haven assets, silver gets an additional boost from industrial demand. Solar energy, electrification, power grids, and high-tech industries are facing a structurally tight supply. This creates an interesting scenario for mining stocks. Rising precious metal prices boost the margins of established producers and can simultaneously significantly improve the profitability of deposits that have not yet been developed. Three companies could benefit particularly from this.
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Commented by Tarik Dede on August 28th, 2026 | 07:15 CEST
Opportunities and Risks at Nike, dynaCERT and Hapag-Lloyd
Wars, conflicts, or simply poor management: the rise and fall of global corporations depend on many factors. This year, it is once again Washington's wars that are disrupting supply chains, shipping routes, or simply dampening consumer sentiment. For investors, such market-moving times present both opportunities and risks. One company may benefit from high diesel prices, while another suffers from blocked trade routes. That is reason enough to take a closer look at the stocks of Nike, dynaCERT and Hapag-Lloyd.
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Commented by Stefan Bode on August 28th, 2026 | 07:10 CEST
Margin Miracles, Mega-Trends, and Tech Doubts - SAP, Südzucker, Volatus Aerospace
Current stock market trends highlight how differently companies respond to global trends. While an established food conglomerate is significantly increasing its profitability through strict cost control despite declining revenue, an up-and-coming systems integrator is benefiting from the booming drone market and growing security budgets. A leading software giant, on the other hand, is struggling to meet the enormous market expectations in the field of artificial intelligence. This commentary examines the opportunities and risks associated with these three stocks.
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Commented by Stefan Feulner on August 28th, 2026 | 07:05 CEST
Siemens Energy, Zefiro Methane, Centrus Energy: This Is Just the Beginning
Created and Published on Behalf of Zefiro Methane Corp.
The AI boom is increasingly turning into an energy boom. Data centers require enormous amounts of electricity, new generation capacity, and more robust grids. At the same time, nuclear energy is making a comeback, and even natural gas is regaining strategic importance as a readily available energy source. Billions are therefore being invested in infrastructure that has been neglected for decades. For investors, this creates several growth markets at once—from power grids and the retrofitting of existing energy plants to the establishment of an independent nuclear fuel supply.
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Commented by André Will-Laudien on August 28th, 2026 | 07:00 CEST
USD 10,000: Gold Is Gearing Up for a Major Breakout! AngloGold, Endeavour Mining, Sibanye-Stillwater and DRC Gold in the Spotlight
It seems almost strange when one compares gold price targets online. There are investment-bank analysts whose independence is visibly constrained and who ultimately have to deliver what their clients pay for. Then there are many independent system critics who have been accumulating the popular precious metals, gold, silver and platinum, for years, hoping to emerge in a stronger position than others after a potential currency system collapse. And then there are numerous speculators who, without much knowledge of fundamental data, short the spot price and are later surprised when covering their positions no longer works, as was the case in January. On the mining side, the problem presents itself differently. Geologists are grappling with dwindling reserves, while managers speak of the burden of constantly rising costs. To sum it up: the metal is shrouded in many myths, is extremely scarce in physical form, and is being bought up by central banks. All in all, it makes perfect sense—so why not proclaim a price target of USD 10,000? Over the next three years, this could very well become a reality. Which stocks look promising in this context?
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Commented by Fabian Lorenz on August 27th, 2026 | 07:35 CEST
Stocks in a Billion-Dollar Frenzy! Siemens Energy at EUR 245? +16% for Deutz! Is Volatus Aerospace Set to Take Off Again?
The stock market is celebrating Deutz's planned billion-euro acquisition. The engine specialist's stock has skyrocketed by 16% in just a few days. With this acquisition, the Cologne-based company aims to diversify its business and gain greater benefit from global defense investments. Volatus Aerospace serves both military and civilian applications with its drone platform. The potential is enormous. The stock market is waiting for major orders, which, according to the Volatus CEO, are on the horizon. This should allow the stock to take off again. Analysts also see significant upside potential for Siemens Energy. The planned spin-off of the industrial business is being well received. Price targets range up to EUR 245.
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Commented by Stefan Bode on August 27th, 2026 | 07:30 CEST
Profitable Transformation: Return Opportunities in Crypto and Cleantech – Coinbase, RE Royalties, Strategy and Solaris Energy
Global capital markets are currently being driven by two dominant macro trends: the regulatory-backed resurgence of the crypto sector and the massive expansion of renewable energy, fueled by the growing power demand from AI data centers. These structural shifts offer investors significant return opportunities. At the same time, rising central bank interest rates and increasing volatility require careful risk analysis. We examine three publicly traded players seeking to capitalize on current market dynamics through lucrative licensing models and highly speculative bets.
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Commented by André Will-Laudien on August 27th, 2026 | 07:25 CEST
AI, E-Mobility and Robotics: 150% Upside? Mercedes-Benz, BYD, XPeng and Strategic Resources in Focus
The profound convergence of artificial intelligence, robotics, and e-mobility is completely redefining today's industrial landscape. This technological revolution is being led by visionary companies that are deliberately upending conventional industry norms. For example, the Chinese pioneer XPeng is strategically transforming its business model toward "Physical AI" to enable vehicles to merge with humanoid robots in perfect symbiosis in the future. At the same time, global industry leader BYD is pushing into the European market with an unprecedented scaling offensive, while established luxury manufacturers like Mercedes-Benz are building an emotional bridge between high-performance software and legendary driving culture. Yet amid this rapid race for technological supremacy, one fundamental truth is often overlooked: without securing the underlying raw material supply chains, the entire high-tech machinery comes to a standstill. This is where the raw materials specialist Strategic Resources Inc. positions itself: with its Canadian BlackRock project, the company already has a key approved mine. It is worth taking a closer look at the numbers.
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Commented by Armin Schulz on August 27th, 2026 | 07:20 CEST
Do Not Miss These Three Energy Stocks: Occidental Petroleum, Zefiro Methane and NextEra Energy
Created and Published on Behalf of Zefiro Methane Corp.
The US energy transition is increasingly paradoxical. On the one hand, fossil fuels remain indispensable, while on the other, pressure to reduce emissions is growing rapidly. A new market is emerging for the remediation of contaminated sites and the capture of greenhouse gases. At the same time, renewable energy is being expanded on a massive scale. For investors, this creates a broad range of opportunities, from established energy producers to specialized environmental service providers. Today, we take a closer look at three companies pursuing very different growth strategies: Occidental Petroleum, Zefiro Methane and NextEra Energy.
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Commented by Jens Castner on August 27th, 2026 | 07:15 CEST
Like a Phoenix Rising from the Ashes: Deutsche Telekom, Almonty and Abbott Are Back on Track
For months, Deutsche Telekom, Almonty Industries, and Abbott Laboratories were headed in only one direction: down. Then the quarterly results came in—and with them, a breakthrough. For Deutsche Telekom and Almonty, a combination of growth and share buybacks sparked the initial rally; for Abbott, it was the confirmation that two negative one-time effects were only temporary. A sustained breakout from the downtrend is now a reality for all three stocks. How far is the road back to previous highs, and where do analysts even see potential for new all-time highs?
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