Commented by André Will-Laudien on October 9th, 2026 | 10:59 CEST

BioTech Rally 2027: Patents, Blockbusters and Biosimilars! The spotlight is on Bayer, Formycon, Evotec and Novo Nordisk

• Biotechnology
• Biotech
• Pharma
• biosimilars
• patents

The storm in the pharmaceutical sector continues to gain momentum! Expiring patents and struggling healthcare systems are shaking up old, high-margin blockbuster drugs, as societal changes and government budget constraints shake the foundations of costly pharmaceutical development. As patents expire, many generic manufacturers find themselves in a race against time. Market shares are being reshuffled, heralding a new era of growth. Amid this dynamic rally, four well-known industry players are positioning themselves on different fronts to capitalize on the market shifts. After several difficult years, the Leverkusen-based pharmaceutical giant Bayer is fighting its way back with a completely revamped pipeline. Also in the fast lane is the German biosimilar hopeful from Munich, with its first products already on the market. At Hamburg-based drug discovery company Evotec, restructuring is still underway; the key driver is its state-of-the-art, AI-powered multivalent platform. Meanwhile, the Danish giant Novo Nordisk continues to ride the global obesity and diabetes wave, driving forward the next generation of its blockbuster drugs. Analysts do not have it easy, but there are plenty of opportunities for investors.

Commented by Fabian Lorenz on October 9th, 2026 | 10:55 CEST

Steel Is Shining Again! Can thyssenkrupp Gain Another 100%? Will Salzgitter and Strategic Resources Be Next?

• VTM
• ironore
• GreenSteel

A 100% share-price gain in just four months? Few investors would have expected such a performance from thyssenkrupp—but that is exactly what has happened! One reason is the renewed outlook for green steel, a trend Salzgitter is also banking on. The company is pushing ahead with the transformation of its steel production, yet its stock has not taken off—at least not yet. And who else could benefit if steel companies like thyssenkrupp switch their production to more climate-friendly processes? One intriguing candidate is Strategic Resources. The Canadian company aims to supply a key raw material for the green steel industry. With a project in Québec, Strategic Resources could position itself as a supplier to the steel industry of the future. Could its stock be ready to take off, too?

Commented by Tarik Dede on October 9th, 2026 | 09:10 CEST

Drones, AI and Gold: Samsung, Volatus Aerospace and Equinox Gold in Focus

• Drones
• Defense
• geopolitics
• AI
• Gold
• Commodities

These are turbulent times for the stock markets. Interest rates are rising, bank stocks are weakening, and the number of mega-IPOs, including SpaceX and Anthropic, keeps growing. Parallels with previous stock-market crashes are becoming increasingly apparent. Yet many investors are still riding a wave of euphoria. The current bull market is already the longest in US stock-market history, driven largely by artificial intelligence. But the downside is becoming increasingly evident: valuations are high, and concentration in the major stock indices is enormous. Consider just one example: ten stocks, the so-called Magnificent Seven, along with Broadcom, AMD, and Micron, now account for 42% of the S&P 500. At these levels, there is little room for anything to go wrong. Even in this market environment, however, opportunities and risks coexist. Today, we take a closer look at Samsung, Volatus Aerospace and Equinox Gold.

Commented by Carsten Mainitz on October 9th, 2026 | 09:05 CEST

Weight-Loss Drugs 2.0: Can BioNxt and Merck Catch Up with Novo Nordisk and Eli Lilly? What About BioNTech?

• Biotechnology
• Biotech
• ODF
• weightloss

The boom in weight-loss drugs is creating a billion-dollar market within the pharmaceutical industry, with an annual volume of USD 100 billion. Novo Nordisk and Eli Lilly are battling for dominance, while Merck is also entering the fray, albeit still in the early stages. BioNxt Solutions aims to deliver established active ingredients via a dissolvable film, targeting enormous potential with a comparatively low-risk approach. For BioNTech, a substantial cash reserve will determine how much time the company has to deliver its next growth spurt. Where does the greatest stock-market opportunity lie?

Commented by Tarik Dede on October 9th, 2026 | 09:00 CEST

Copper in the Spotlight: BHP, Southern Copper and Power Metallic Mines

• PGEs
• Copper
• Electrification
• Electromobility
• Investments

Copper prices remain elevated despite ongoing market volatility. Recent developments in the physical market have provided plenty of reasons for concern. Production in Chile, by far the world's largest copper-producing country, remains subdued and is declining at some operations. Strikes are looming at several mines. Most recently, Antofagasta reported the start of a work stoppage at its Centinela mine in the Andean nation. Adding to these concerns, Deutsche Bank's commodities team highlighted the geopolitical aspects in a recent study. Copper is essential to virtually every sector of the economy, from construction and power grids to manufacturing and AI data centres. According to the study, the US and China now control, directly or indirectly, 70% of global copper production. This presents a challenge for Europe and many other regions, where securing reliable supplies of critical raw materials remains a key strategic priority. Against this backdrop, we take a closer look at the copper market and the geopolitical tensions shaping it through three stocks: Power Metallic Mines, BHP and Southern Copper.

Commented by Fabian Lorenz on October 9th, 2026 | 07:30 CEST

Deutz Stock Under Pressure! Buy Recommendations for Bayer and Partner MustGrow Biologics

• biologicals
• biofertilizer
• biocontrol
• agritech
• mustard
• Pharma

Created and Published on Behalf of MustGrow Biologics Corp.

What is going on with Deutz? The Cologne-based company had emerged as a favourite among investors looking to capitalize on the defence boom. But after more than doubling in just a few months, the stock has recently fallen by around 20%. There are clear reasons for the pullback—but should investors be worried? There is certainly reason for optimism at MustGrow. The US commercialization of the soil-fertility product TerraSante™ has begun, and demand is outpacing supply. Contract manufacturers now need to ramp up production quickly. Analysts expect revenues and earnings to rise sharply in the coming years. A partnership with Bayer is also expected to contribute to this growth. Bayer, meanwhile, plans to expand its US presence with a multibillion-dollar investment. The stock is not currently benefiting from this development. Nevertheless, analysts are recommending the shares as a Buy.

Commented by Stefan Bode on October 9th, 2026 | 07:25 CEST

Between New Beginnings and a Test of Resilience: Almonty Industries, Aumovio and SUSS MicroTec

• Tungsten
• Defense
• CriticalMetals
• semiconductor
• Automotive

A surprising leadership change, strategically critical raw materials, and record orders amid falling share prices: Three publicly traded companies show how closely opportunities and risks are currently intertwined. While an automotive supplier struggles to improve margins, a tungsten producer is expanding its Western supply chains, and a semiconductor equipment manufacturer is tapping into new markets. Which developments justify optimism—and where must investors remain patient? This report examines what could be decisive for the next price movement.

Commented by Stefan Feulner on October 9th, 2026 | 07:20 CEST

BWX Technologies, Zefiro Methane, TeraWulf: These 3 Megatrends Are Changing Everything

• methane
• OrphanWells
• Energy
• renewableenergy

Created and Published on Behalf of Zefiro Methane Corp.

Artificial intelligence, a new generation of nuclear reactors, and the transformation of our energy supply are among the biggest investment themes of the coming decades. Billions are flowing into data centres and new power plants, while the legacy of the old energy world must also be addressed. After all, a clean future is not created by new technologies alone. Orphaned oil and gas wells, methane emissions, and contaminated sites must also be factored in. At these intersections, new markets and companies are emerging that provide solutions for tomorrow's infrastructure.

Commented by Matthias Schomber on October 9th, 2026 | 07:15 CEST

Defense and Auto Stocks Stumble: Mercedes-Benz and Renk Seek Support as Lahontan Gold Sparks Imagination!

• Gold
• Silver
• Commodities
• Autonomous
• Defense

Should investors be seriously concerned about the performance of the flagship industries right now? The share price action of recent weeks certainly speaks volumes. As dark clouds gather over Stuttgart's automotive industry and even Hollywood stars can barely slow the decline, the once-booming defense sector is suddenly facing unexpected headwinds as well. Yet every volatile market also creates opportunities, often away from the mainstream. Today, we take a closer look at three companies that could be interesting now, or in the future, each in their own way. We start by examining the crisis-stricken automotive assembly lines at Mercedes-Benz, then turn to Renk, where defense margins could become a decisive factor. Finally, we head to usually sunny Nevada to examine a promising resource company that could make waves in the future. Read on! This stock analysis provides interesting facts and highlights potential investment opportunities that could be worth considering for your portfolio.

Commented by Carsten Mainitz on October 9th, 2026 | 07:10 CEST

dynaCERT, Volkswagen and Plug Power: Between Breakthrough and Cost Pressure! Who Will Take Off and Who Will Fall Behind?

• Hydrogen
• cleantech
• Diesel
• Fuelcells
• Electromobility

Volkswagen shows how rising costs and intensifying competition can put even an industry veteran under pressure. Have the deep cuts and strategic adjustments come too late, and can closer partnerships help turn things around? Plug Power recently landed a notable major order. Yet its gross margin in the latest quarter came close to zero. dynaCERT is taking a very different approach. The Canadian company makes diesel engines more fuel-efficient and environmentally friendly through retrofit technology. The innovative bridging technology has proven itself in numerous pilot projects, and commercialization is now gaining momentum. Analysts at the research firm GBC believe the stock is significantly undervalued.

Commented by Nico Popp on October 9th, 2026 | 07:05 CEST

HPQ Silicon, Rheinmetall and Wacker Chemie: Silicon Batteries for the French Military?

• Silicon
• Batteries
• Drones
• Defense
• geopolitics

Digitalization is also making its way into the defence sector. This is evident, not least, from developments in Ukraine. Modern communication devices, networked combat operations, and constant data streams are driving up power consumption even among infantry units. Existing graphite-based batteries are reaching their limits, and every additional gram of equipment restricts mobility in the field. Switching to silicon-based anodes promises longer operational times without adding weight. We examine this development and highlight opportunities for investors.

Commented by Stefan Feulner on October 9th, 2026 | 07:00 CEST

Torex Gold, Desert Gold, Discovery Mining: The Race for the Next Gold Millions

• Mining
• Gold
• Africa
• geopolitics
• Commodities

Despite the current correction, gold remains at historically high levels. At the same time, supply is becoming a critical issue. Producers must operate their mines at full capacity and develop new deposits, while project developers strive to bring projects into production. This is precisely where the wheat is increasingly being separated from the chaff. Those who currently own attractive deposits and can actually develop them enjoy exorbitant margin leverage in a gold market trading above USD 4,000. Silver is also fueling investor imagination.

Commented by Carsten Mainitz on October 8th, 2026 | 07:50 CEST

Are These Buying Opportunities? Desert Gold, Rheinmetall and innoscripta in Focus

• Mining
• Gold
• Africa
• Production
• Defense
• Software

A gold explorer on the verge of first production, a defense contractor with billions of euros in orders on its books but a declining share price, and a highly profitable software provider facing scrutiny from the tax authorities. These examples show just how diverse the stock market can be. Different industries, different company sizes—but all three are entering a decisive phase. Which developments and milestones should investors be watching now, and where can the best risk-reward opportunities be found?

Commented by Stefan Feulner on October 8th, 2026 | 07:45 CEST

Amprius Technologies, HPQ Silicon, Kratos Defense: This Technology Is Revolutionizing the Military

• Silicon
• Batteries
• Defense
• Drones
• Technology

Drones are transforming modern warfare, and suddenly, the battery determines range, payload, and mission duration. As a result, the US is investing millions in new high-performance cells and domestic manufacturing capacity. Silicon anodes could represent a decisive technological leap, promising significantly higher energy densities than traditional graphite anodes. The race is already on. While major defense contractors ramp up production of unmanned systems, battery developers are striving to pack the necessary energy into the lightest possible package.

Commented by Nico Popp on October 8th, 2026 | 07:40 CEST

ExxonMobil, Shell and Zefiro Methane: EU Considers Postponing Methane Regulations—US Well Remediation Market Grows Regardless

• methane
• OrphanWells
• Oil
• Gas
• decarbonization

Created and Published on Behalf of Zefiro Methane Corp.

The European Commission plans to postpone the proposed methane reporting requirements for oil and gas imports by one year. Member states and the European Parliament must still approve this. Regardless, the market for remediating orphaned wells is growing in the US. Specialized service providers are plugging dilapidated production wells, largely financed through government programs. Regulation is by no means the only driver: Methane continuously escapes from countless abandoned wells, creating local pressure to act. We explain the situation and highlight the companies profiting from it.