Commented by Matthias Schomber on September 9th, 2026 | 09:55 CEST

BMW in Crisis, Renk Corrects! Will Volatus Aerospace Become the Stock of the Hour on the Drone Hype?

• Drones
• Defense
• hightech
• Automotive
• geopolitics

Global stock markets remain challenging overall, driven by ongoing crises and wars. Today, we take a closer look at three companies and their stocks that would normally be potential holdings in growth-oriented portfolios. We start with Augsburg-based transmission specialist Renk, whose stock has recently been punished by the market despite strong fundamentals. We then examine the already well-advanced but painful transformation at Bavarian flagship automaker BMW, which has recently shocked investors with weak margins. Finally, we present a company that is still something of a "hidden gem" for many investors: Volatus Aerospace. The Canadian drone specialist has just reached an important milestone and, from a technical analysis perspective, could be on the verge of a breakout. Buckle up - things could get exciting!

Commented by Tarik Dede on September 9th, 2026 | 07:35 CEST

Commodity Shortages Everywhere: Opportunities at B2Gold, Strategic Resources, and Lynas Rare Earths

• VTM
• ironore
• GreenSteel
• RareEarths
• Gold
• Commodities

Just recently, S&P Global caused a stir with a study on the copper market. The study found that no major copper deposits have been discovered in years. But it is not just the shortage of the reddish-brown metal that is driving prices up. Copper reached a new all-time high this week on the London Metal Exchange (LME). Similarly, little has been invested, and continues to be invested, in the exploration of new gold deposits, compared to the days of significantly lower gold prices a few years ago. Here, too, limited supply is meeting strong demand from investors and central banks (flight from the dollar). In the case of specialty metals such as rare earths or the important coal market, the situation is shaped by geopolitics. China dominates most markets, while the US is trying to build its own supply chains. This is creating excitement in the stock market and opening up opportunities for investors. That is why today we are taking a closer look at B2Gold, Strategic Resources, and Lynas Rare Earths.

Commented by Nico Popp on September 9th, 2026 | 07:30 CEST

Biotech Boom Thanks to Synergies: AstraZeneca Bets on Platforms, Almirall Forges Alliances, and Vidac Pharma Has the Multi-Tool

• Biotechnology
• Biotech
• Pharma

Everyone in Germany knows the situation: doctors' offices are crowded, and the healthcare system is stretched to its limits. But even when waiting rooms are full, there are still rays of hope. In Europe, research is being conducted successfully in many areas. As standard drugs gradually lose their patent protection, a new era is dawning. While cutting-edge research in Germany is still considered brilliant, it has all too often failed to translate findings into products. But that is changing. A new generation of European pharmaceutical players is closing the gap with the competition and showing that groundbreaking therapeutic advances no longer have to come exclusively from overseas. We take a look at some exciting companies.

Commented by Matthias Schomber on September 9th, 2026 | 07:25 CEST

A Shift in the Portfolio: Why Lahontan Gold Could Outperform Heavyweights Xiaomi and TKMS

• Mining
• Gold
• Silver
• Commodities
• geopolitics
• hightech
• Electromobility
• Defense

The Chinese conglomerate Xiaomi is launching a major offensive with new foldable smartphones and electric vehicles, yet its share price remains under pressure. Meanwhile, the Kiel-based defence specialist TKMS is seeing a noticeable pullback after reaching an all-time high last August. Is the sell-off in the defence stock merely a healthy breather, or is a deeper correction on the horizon? Beyond these two companies, a smaller stock in the commodities sector could attract even more attention, as Lahontan Gold appears poised for a technical breakout after a prolonged consolidation phase. Backed by solid metrics from its initial PEA, the stock is now experiencing a dynamic upward trend. We take a closer look at all three stocks and highlight which one could potentially have the edge as a portfolio holding.

Commented by Tarik Dede on September 9th, 2026 | 07:20 CEST

Comeback, Orders, Monopolies: Rheinmetall, Almonty Industries and Micron Technology in Focus

• Tungsten
• CriticalMetals
• Defense
• semiconductor
• hightech
• AI

The summer was highly volatile and eventful for the stock markets. War, oil prices, the dollar, interest rates, and extreme moves in chip stocks drove share prices and generated plenty of headlines despite the summer lull. The fact is, however, that the real trading season is only getting underway now. With Labor Day on Monday in North America, the unofficial summer break is effectively over. Many investors have returned to their screens and are likely looking for attractive stocks. Trading volumes should therefore pick up significantly across the markets. The extreme price swings have created opportunities. Some of the most promising opportunities are likely to be found primarily in AI, defence, and commodities. That is why today we are taking a look at the stocks of Rheinmetall, Almonty Industries, and Micron Technology.

Commented by Lars Winter on September 9th, 2026 | 07:15 CEST

Desert Gold, Barrick Mining and Newmont – Three Gold Stocks Poised for the Next Rally

• Mining
• Gold
• Africa
• Commodities
• geopolitics
• rally

Gold is back above the USD 4,400 mark. After the precious metal briefly traded below USD 4,000 per ounce at the end of June, it has staged a strong recovery. Although US interest-rate expectations continue to create headwinds, the current price level is enough for many gold companies to generate substantial profits. Things get particularly exciting when a company's growth driver complements the gold market tailwind. Desert Gold is working toward the start of production, Barrick is preparing for an IPO, and Newmont is turning high selling prices into billions in profits. Three stocks for the next gold boom—each with very different starting points.

Commented by Fabian Lorenz on September 9th, 2026 | 07:10 CEST

Insider Alert at Deutz! Buy Recommendation for Renk! Drone Potential at HPQ Silicon!

• Silicon
• Batteries
• Drones
• Defense
• hightech

At the start of the year, HPQ Silicon's stock would likely have skyrocketed. Back then, the stock market loved drone stocks. Little remains of that euphoria today. But that is precisely where the opportunity lies for HPQ. The news flow is strong, with several European drone manufacturers currently testing its latest-generation batteries, while the French Army has already placed an order. Deutz is arguably the star among defence stocks right now. An insider continues to buy, and the news flow is also positive. At Renk, analysts believe the recent share price decline has been overdone. They have upgraded the stock. The upside potential is limited, however, and there are risks in the order backlog.

Commented by Carsten Mainitz on September 9th, 2026 | 07:05 CEST

Hidden Opportunities? Why Zefiro Methane, Verbio and E.ON Could Be Worth a Closer Look Now

• methane
• OrphanWells
• Energy
• Sustainability
• chemicals

Created and Published on Behalf of Zefiro Methane Corp.

The energy transition is changing the way energy is generated, transported, and used. Policymakers and legislators are establishing frameworks to reduce greenhouse gas emissions. This is creating a structural megatrend – decarbonization – with far-reaching implications for markets and investments. In addition to CO₂, methane is increasingly coming into focus. Methane is released, among other things, during the extraction, processing, and transportation of natural gas and crude oil. When it escapes into the atmosphere through leaks, it is around 80 times more harmful than CO₂ over the medium term. Zefiro Methane is positioning itself at this critical juncture. As a market leader in many US states, the company is eliminating legacy pollution from the fossil fuel industry and is thus tapping into a market worth billions. Its order books are full, and analysts are bullish. Experts are equally positive on Verbio and E.ON. Which company will benefit most from the ongoing structural transformation?

Commented by Fabian Lorenz on September 9th, 2026 | 07:00 CEST

Evotec Under Pressure! Analysts See Upside Potential - News From MustGrow and Bayer

• biologicals
• agritech
• mustard
• biofertilizer
• Biotechnology

Created and Published on Behalf of MustGrow Biologics Corp.

Alarm bells are ringing at Evotec. The share price is at risk of slipping below the EUR 3 mark. Even at this seemingly low price level, analysts are notably reluctant to issue "Buy" recommendations. Evotec has, however, announced a research collaboration to develop new T-cell-activating therapeutic approaches for solid tumors. MustGrow's story is now gaining noticeable momentum. The Canadian AgTech company reached profitability in the first half of the year and expects revenue to increase in the second half. In addition, the first milestone payment from Bayer under their licensing agreement has been received. Further payments running into the millions could follow in the coming years and exceed MustGrow's current market capitalization. Analysts see potential for significant upside. Bayer itself has announced an intensive phase of new product launches for its Crop Science division. Analysts recommend buying the stock.

Commented by André Will-Laudien on September 9th, 2026 | 06:55 CEST

Saxony-Anhalt, Leipzig, NATO and Gold – Here We Go! Rheinmetall, Renk, DRC Gold and CSG Take Center Stage

• Gold
• Commodities
• Defense
• geopolitics

There is a great deal of activity on the international stage, with several players adding to the tension. In Saxony-Anhalt and around the Leipzig logistics hub, everything is currently revolving around strategic decisions in defence policy with far-reaching implications. NATO is pulling the strings behind the scenes, while demand for security and tangible assets such as gold is reaching new all-time highs. In this highly volatile market environment, defence giant Rheinmetall is taking centre stage with new major contracts and capacity expansions. Close behind are gearbox specialist Renk and the Czech defence group CSG, both showing strong growth. At the same time, DRC Gold is adding the necessary spice to the speculative play on scarce raw materials and crisis protection. This mix of geopolitical necessity and economic dynamism gives the current situation a particularly explosive quality. Now, more than ever, it is essential to set the right course for your investment portfolio!

Commented by Stefan Bode on September 9th, 2026 | 06:50 CEST

Three Stock Market Stories at the Intersection of AI, the Power Boom and Margin Recovery – Infineon, Nordex and RE Royalties

• royalties
• renewableenergy
• Energy
• AI

When capital flows into AI, power infrastructure, and the energy transition, the most exciting stock market opportunities often emerge at the intersection of prevailing trends and actual valuations. This is where robust order books, new revenue models, and rising margins meet already-high investor expectations. The following commentary highlights the opportunities arising from this mix, where the numbers are already convincing—and where the market still demands proof of a sustainable revaluation.

Commented by Armin Schulz on September 9th, 2026 | 06:45 CEST

Why IAA 2026 Could Be the Starting Signal for dynaCERT, DHL and Caterpillar – and How to Benefit

• Hydrogen
• cleantech
• Diesel
• Autonomous
• decarbonization
• Logistics

When the IAA Transportation opens its doors in Hanover from September 15 to 20, the global logistics and heavy industry sectors will take centre stage. Artificial intelligence and the push toward carbon neutrality are forcing logistics giants and machinery manufacturers to transform. dynaCERT is presenting its bridging technology for existing diesel fleets, Deutsche Post is relaunching as DHL AG, and Caterpillar is focusing on AI-driven autonomous systems. The question is what will happen to existing fleets and how the industry will move forward. We take a closer look at the current situation at all three companies.

Commented by André Will-Laudien on September 8th, 2026 | 09:40 CEST

Biotech: Time to Bet on the Rebound! Evotec and BioNxt in the Takeover Spotlight, Bayer and BioNTech Flush with Cash

• Biotech
• Biotechnology
• Innovations
• Takeover
• rebound

After a long dry spell, the biotech sector is on the cusp of a spectacular turnaround, offering bold investors the potential for significant returns. Many innovative biotech stocks are trading well below their all-time highs, yet almost unnoticed, the next major rally is already taking shape behind the scenes. The huge cash reserves of industry giants Bayer and BioNTech are currently fueling takeover speculation across the sector. This colossal capital, running into the billions, is desperately seeking new growth drivers, suddenly putting smaller players on the radar of potential acquirers. At the very top of the hunters' watchlist are the hard-hit Evotec and the disruptive newcomer BioNxt. Both companies boast top-class technology platforms, which, at current levels, almost seem like an exclusive clearance sale. Investors who keep their eyes open and position themselves strategically for the major rebound could get ahead of the looming wave of consolidation. The conditions for an explosive catch-up rally have rarely been this favorable.

Commented by Nico Popp on September 8th, 2026 | 08:00 CEST

Banking Shock at Bank of America and Deutsche Bank? We Know the Landmines – and Lahontan Gold Offers a Solution

• Mining
• Gold
• Silver
• Commodities
• Banking
• Investments

When interest rates rise, and the mountains of debt in Western industrialised nations grow ever higher, experience shows that investors view the financial system with increasing unease. The automatic tendency to simply park liquidity in accounts or invest it in government bonds is being called into question. On both sides of the Atlantic, the strain is becoming palpable. While US public finances are suffering from ever-higher interest rates, ailing infrastructure and high energy prices are weighing on Europe's economic potential. This also shines a spotlight on banks, which, as key players in the financial system, serve as a barometer of financial stability. Resourceful investors are already changing their behaviour and turning their attention increasingly to crisis-proof tangible assets such as gold.

Commented by Lars Winter on September 8th, 2026 | 07:55 CEST

Between the Commodity Rally and Brand Crisis: Almonty, Broadcom and Lululemon in Focus

• Tungsten
• CriticalMetals
• Commodities
• semiconductor
• Apparel

At first glance, tungsten, AI chips and yoga pants have little in common. On the stock market, however, Almonty Industries, Broadcom and Lululemon are currently facing the same question: can these companies live up to the high expectations – or is too much future growth already priced into their shares? While Almonty needs to make the leap from mine developer to major producer, Broadcom continues to deliver record numbers. Lululemon, meanwhile, is struggling to restore the brand appeal it has lost. Three shares, three completely different starting points. We take a closer look at all three stocks in our share review.