Commented by Fabian Lorenz on May 25th, 2026 | 09:20 CEST

D-Wave Stock Explodes! When Will American Atomics Follow? Is Siemens Energy Headed Above EUR 200?

• Uranium
• nuclear
• Energy
• computing
• AI

Things can move quickly sometimes. For a while, it seemed as though quantum-computing stocks were being overshadowed by the AI hype. Then, on Thursday, the breakout finally came. Shares of D-Wave, for example, skyrocketed by 36% within just two trading days, suggesting that the recent consolidation phase may now be over. An explosive upward trend appears long overdue in the uranium sector as well. Investments in new nuclear power plants are being made worldwide. The US Department of Energy, for instance, plans to increase domestic uranium production from currently around 2 million pounds annually to 20 million pounds by 2033. American Atomics could benefit significantly from this development. In a recent interview, the company's founder highlighted the opportunities emerging across the sector. The company also controls several promising projects within the US. The AI boom in the US is also driving Siemens Energy. Analysts have raised their price targets further and currently see no end to the ongoing boom.

Commented by Stefan Feulner on May 25th, 2026 | 08:40 CEST

Generac, HPQ Silicon, Quanta Services – Power Grid Boom Fuels New Top Performers

• Silicon
• Batteries
• Technology
• AI
• Energy

The global AI and infrastructure boom is propelling several future-oriented industries into a new phase of growth. Billions are flowing into data centers, power grids, and emergency power supplies, while demand for more powerful battery systems for drones, autonomous systems, and industrial applications is exploding. At the same time, enormous opportunities are emerging in the expansion of critical energy infrastructure. High-performance batteries, modern energy technology, and specialized infrastructure service providers, in particular, could become the big winners of a megatrend that is only just beginning.

Commented by Tarik Dede on May 25th, 2026 | 08:35 CEST

Gold: Are the doves of peace driving up the price? Agnico Eagle, Desert Gold, and B2Gold in the spotlight!

• Mining
• Gold
• Commodities
• Africa
• geopolitics

It appears that hostilities in the Gulf are indeed coming to an end. The US and Iran are reportedly negotiating a peace treaty, according to widespread US media reports. This could soon mark the end of a consolidation phase for the gold price. During the conflict, the price fluctuated within a wide range as concerns over rising interest rates weighed on it. Now, investors have the opportunity to enter the gold stock market at low levels. We are therefore taking a closer look at the shares of Agnico Eagle, Desert Gold, and B2Gold.

Commented by Stefan Feulner on May 25th, 2026 | 08:30 CEST

Lahontan Gold – Gold Rally Puts This Explorer in a Strong Position

• Mining
• Gold
• Silver
• Commodities
• Nevada
• geopolitics

The gold price is consolidating following its historic rally, but an increasing number of experts see it as merely a breather before the next rise. Central banks worldwide are buying more gold than they have in years, geopolitical tensions are rising, and confidence in the US dollar is slowly eroding. Goldman Sachs believes a gold price of USD 5,400 per ounce is possible by the end of 2026. Developers like Lahontan Gold, which have significant exposure to rising precious metal prices, could benefit particularly from this. The company is working at full speed to revive its historic Santa Fe Mine in Nevada. It has recently made a series of operational advances that could create the potential for a significant revaluation.

Commented by Nico Popp on May 25th, 2026 | 08:25 CEST

M&A Fever in West Africa: Dwindling Reserves Drive Perseus Mining and Barrick Mining – Kobo Resources Gains Momentum

• Mining
• Gold
• Commodities
• Africa
• geopolitics

Despite short-term corrections, the gold price remains elevated, leading to consolidation in the West African Gold Belt. Major mining companies are under pressure due to dwindling raw material reserves, rising operating costs, and political friction in traditional jurisdictions. The need to profitably utilize existing infrastructure, such as processing plants, and to extend the life of mines is forcing established players to make changes. In this phase, companies are increasingly seeking high-grade projects for acquisitions to secure their production and withstand growing pressure from well-capitalized Asian competitors.

Commented by André Will-Laudien on May 25th, 2026 | 08:20 CEST

NATO Drones 3.0 – The US and Europe Go Full Throttle! Volatus Aerospace Takes the Driver's Seat

• Drones
• Defense
• aerospace
• geopolitics

The ongoing geopolitical escalation continues to push the defence sector to its limits. The reason is clear: the global security architecture is changing at breakneck speed, as modern conflicts increasingly demonstrate the critical importance of autonomous systems. In the field of unmanned aerial systems, momentum has noticeably accelerated over recent months. Particularly significant is the US Department of Defence's recent invitation to the Phase II qualification round of the multi-billion-dollar "Drone Dominance Program," in which only selected vendors are permitted to compete under real-world operational conditions. The program is viewed within industry circles as a potential starting signal for the next major investment cycle in the Western drone and defence market. Volatus Aerospace is already attracting the attention of forward-looking investors. Should the company also successfully position itself in the US market, it could strategically move into an entirely new league. Further acquisitions are also a realistic possibility.

Commented by Matthias Schomber on May 25th, 2026 | 08:15 CEST

Oreshnik Shock - New Escalation Could Hit the Markets! There Could Be Winners Too: D-Wave Quantum, SAP, and Aspermont in Focus

• Digitization
• bigdata
• Software
• computing

The latest escalation in the war in Ukraine could cause turmoil on the stock markets. Following heavy Russian attacks on Kyiv and the deployment of the new, dangerous Oreschnik medium-range missile, fears of the conflict spreading are growing. German Chancellor Friedrich Merz spoke of a "reckless escalation," while neighbouring countries like Poland have already had to activate their air defences. This playing with fire could also leave its mark on the financial markets. As a result, investors may continue to—or increasingly—flee to safe havens such as gold or other assets. Commodity markets, in particular, tend to react extremely sensitively to new threats. In such uncertain times, investors seek business models that can grow regardless of crises. The sustained growth of the media company Aspermont in the commodities sector is therefore currently attracting just as much attention as the latest developments at tech giants D-Wave Quantum and SAP, which we examine in more detail for you in this article.

Commented by Armin Schulz on May 25th, 2026 | 08:10 CEST

Rheinmetall, Antimony Resources, and RENK Group: Your Gateway to the Defence Boom and Its Lucrative Supply Chain

• Mining
• antimony
• Defense
• CriticalMetals
• hightech
• geopolitics

Created and published on behalf of Antimony Resources Corp.

Billions are flowing into Europe's defence sector—but behind the impressive order books lies a risk: the shortage of critical raw materials. While tanks and transmission systems are the obvious winners of the rearmament wave, the invisible foundation of many defence technologies is coming under increasing pressure. A strategic metal whose supply chains are dominated by China could become the Achilles' heel of the entire industry. From the established defence conglomerate Rheinmetall to the raw materials explorer Antimony Resources and the specialized drivetrain manufacturer RENK Group, they all have one thing in common: they are benefiting from the defence boom.

Commented by Nico Popp on May 25th, 2026 | 08:05 CEST

Tungsten Crisis and Only One Solution: Supply Chains of SpaceX and Sandvik Under Pressure – Almonty Industries Perfectly Positioned

• Mining
• Tungsten
• Defense
• hightech
• semiconductor
• aerospace
• CriticalMetals

An unprecedented price shock, no meaningful new supply in sight, and continued Chinese export restrictions are forcing Western industry to act in the tungsten market. This year, the price of ammonium paratungstate exploded from USD 920 per metric ton unit (MTU) at the Rotterdam trading hub to well over USD 3,000. With China controlling nearly 80% of global production and the United States set to implement a strict procurement ban on Chinese tungsten for the defence sector starting in 2027, the risk of a serious supply bottleneck is growing. From traditional metal-processing industries and semiconductor manufacturing to aerospace applications, corporations depend on stable supply chains for this essential and virtually irreplaceable metal. In this unique market environment, the US-focused mining company Almonty Industries is building a new, geopolitically independent raw materials empire. The odds are in its favour: Almonty is currently the only producer meaningfully expanding tungsten production capacity.

Commented by Fabian Lorenz on May 25th, 2026 | 08:00 CEST

Up to 1,400% with Bloom Energy and Nordex! Is Zefiro Methane way too cheap?

• methane
• OrphanWells
• Oil
• Gas
• renewableenergy
• Energy

Energy stocks have recently delivered dream returns. Bloom Energy surged over 1,400% in just one year. And investors are also celebrating the latest partnership. In contrast, shares of Zefiro Methane still appear significantly undervalued. After all, billions can be earned by eliminating legacy issues in energy production. In the US alone, there are around 2.2 million abandoned and orphaned wells. The methane that often leaks from these sites harms the environment and poses risks to human life. Zefiro is helping to address this problem and is growing rapidly. The stock may therefore be approaching a major revaluation. A similar revaluation story has already played out successfully at Nordex in recent years — and the company still appears determined to continue expanding.

Commented by André Will-Laudien on May 25th, 2026 | 07:55 CEST

Defence Stocks in a Race Against Time: Are Rheinmetall, Strategic Resources, CSG, and RENK Still a Buy?

• Mining
• VTM
• iron
• GreenSteel
• Defense
• CriticalMetals
• Technology

The bull run in defence and military stocks lasted nearly four years. At their peak, some stocks were valued at 10 times revenue, with P/E ratios reaching 100. Currently, however, a shift in thinking is taking place, as the contracting nations are heavily indebted and cannot simply keep increasing their defence budgets after the generous adjustments they have already made. This partly explains the recent dip in the sector's stock prices. Yet the stock market is playing out this theme across multiple channels. Defence stocks benefit in the long term from higher government spending, while commodity markets—particularly for steel, copper, aluminum, nickel, titanium, tungsten, and specialty chemicals—must respond to the higher underlying demand. At the same time, fiscal burdens are rising, so capital markets as a whole must distinguish between security-related demand and growing budget risks. The underlying trend is that inflation is rising due to money supply expansion, with necessary interest rate hikes as a further consequence. How should investors reconcile these trends?

Commented by Matthias Schomber on May 22nd, 2026 | 10:00 CEST

Nel ASA, Plug Power, and A.H.T. Syngas: Which cleantech energy stock shines the brightest?

• syngas
• biochar
• cleantech
• Hydrogen
• greenhydrogen
• Energy

The renewable energy sector is making a strong comeback on the stock market in 2026, particularly in recent weeks. However, the former high-flyers of the hydrogen industry, Nel and Plug, are again struggling to meet market expectations and ambitious valuations. We take a look at the Scandinavian hydrogen pioneer Nel ASA, the US heavyweight Plug Power, and the European plant manufacturer A.H.T. Syngas. We examine whether mainstream stocks currently offer the best return opportunities, or whether perhaps a niche player is the true winner of the green transformation? Read on to find out which of these companies are currently setting the stage for massive growth.

Commented by André Will-Laudien on May 22nd, 2026 | 07:20 CEST

AI data centers need nuclear power — 70-100% more energy by 2050! Spotlight on American Atomics, SAP, and ServiceNow

• Energy
• renewableenergy
• nuclear
• Uranium
• Software
• AI

The global economy is in the midst of a new infrastructure supercycle, in which the new source of productivity is being sought in the widespread use of digitalization and AI. The physical foundations of extensive AI use are creating unprecedented demand for system components related to energy generation and storage. Electricity, grids, cooling, and raw materials—the demand seems endless. Yet just a few years ago, climate goals were still a major concern. With the explosive growth in demand from data centers, not only are energy sources like nuclear power coming to the fore, but also critical metals for turbines, cables, storage systems, and chips. Goldman Sachs expects data center electricity demand to more than double by the end of the decade—a scenario that makes CO₂-free baseload power a matter of strategic survival. Although nuclear power plants have been largely dismissed in the EU, they are once again moving to the center of the debate as reliable electricity suppliers and are becoming serious partners for tech companies. A deeper look is worthwhile.

Commented by Nico Popp on May 22nd, 2026 | 07:15 CEST

Are Dividend Strategies on the Brink? Restructuring Pressure at Procter & Gamble and Coca-Cola – Hidden Gem: RE Royalties

• royalties
• dividends
• renewableenergy

Inflationary pressures and geopolitical upheavals are forcing even market leaders in traditional dividend sectors to make structural adjustments. The era of purely volume-driven revenue growth is slowing, which is why companies such as Coca-Cola and Procter & Gamble are required to invest heavily to defend their operating margins. In this volatile market environment, investors are increasingly seeking reliable cash flows and stable dividend profiles. While established dividend aristocrats struggle with digital transformation and the divestment of non-core businesses, agile niche providers are moving into focus. The Canadian company RE Royalties applies a low-risk financing model inspired by the mining sector to the renewable energy industry, thereby generating scalable income streams. We explain how the model works and why investors have several good options with RE Royalties.

Commented by Fabian Lorenz on May 22nd, 2026 | 07:10 CEST

Big News at Plug Power! Steyr Motors and HPQ Silicon Poised for Strong Growth!

• Silicon
• Batteries
• Hydrogen
• Automotive
• Fuelcells

Big news at Plug Power! The hydrogen specialist is finally making progress on a major contract. Only through contracts like this can the company likely succeed in finally turning a profit and justifying its ambitious valuation. While Plug Power is focusing on electrolysis, HPQ Silicon aims to revolutionize hydrogen production through hydrolysis. And this is not the company's only growth driver. It also aims to take battery performance to a new level with new components. Drone tests are already impressive, and experts are calling it "the quiet battery revolution." Steyr Motors' stock stood out with relative strength during the sell-off in the defence sector. Yesterday, the stock jumped by around 7%. Analysts see significantly more upside potential for the specialty motor supplier.