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Mercedes-Benz Dangerously Close to the Brink! BYD Posts Strong Numbers! American Atomics Offers the Solution to the Energy Crisis!
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The New China: Power Metallic Mines, GE Aerospace, and DHL Group See Investment Opportunities in Saudi Arabia
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Things are heating up! Disappointment at Nel ASA - can A.H.T. Syngas, E.ON, and ITM Power deliver?
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A Renewed Flare-Up of the Iran Conflict Fuels the Oil Industry: BP, Zefiro Methane, and Shell
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Another Setback for Rheinmetall? DroneShield Sounds the Alarm as Volatus Aerospace Pushes Ahead
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Gold Price Above USD 4,000 and Central Bank Rally: Barrick Mining, Lahontan Gold, Newmont—Time to Buy Now?
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These Are the Leaders in a League of Their Own! Despite price surges at Almonty, Micron, and Aixtron, Is There More Upside Ahead?
Commented by Matthias Schomber on July 23rd, 2026 | 12:00 CEST
Mercedes-Benz Dangerously Close to the Brink! BYD Posts Strong Numbers! American Atomics Offers the Solution to the Energy Crisis!
Even in July 2026, parts of the world remain in flames. We have to make sure these flames do not spread further or even paralyze the global economy. While Russia intensifies its airstrikes on Ukrainian cities, including Kyiv, and continues to rely heavily on drone technology from Iran, the fronts in this "global proxy war" are hardening by the day. These ongoing tensions on Europe's eastern flank and in the Middle East are casting a shadow over global energy markets and throwing them into disarray. The relentless pursuit of energy security and technological independence is a major concern for governments and investors alike. It is precisely in this cauldron of conflict that the future of the global economy and individual companies will be decided. Today, we take a closer look at BYD, Mercedes-Benz, and American Atomics, each of which is writing its own story.
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Commented by Jens Castner on July 23rd, 2026 | 11:55 CEST
The New China: Power Metallic Mines, GE Aerospace, and DHL Group See Investment Opportunities in Saudi Arabia
The FIFA World Cup has just come to an end, and the roadmap for future tournaments is already in place. The most forward-looking executives are now turning their attention to the host nation of the 2034 FIFA World Cup: Saudi Arabia. The Kingdom is not only awash in cash—it is also opening up more and more and strategically channeling its vast oil wealth into new industries. Three companies that stand to benefit particularly from this transformation are Canadian resource explorer Power Metallic Mines, the US jet engine manufacturer GE Aerospace, and the logistics giant DHL Group, still affectionately known to many investors as the former Deutsche Post. At the same time, all three companies are positioned at the center of major long-term trends, including rising military spending, secure supply chains, electric mobility, and the continued growth of e-commerce.
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Commented by André Will-Laudien on July 23rd, 2026 | 11:50 CEST
Things are heating up! Disappointment at Nel ASA - can A.H.T. Syngas, E.ON, and ITM Power deliver?
It is earnings season again! As is the case every year starting in mid-July, publicly traded companies are reporting on the past quarter. There is a lot of movement, especially among the highly watched tech stocks, some of which have suffered sharp price declines in recent weeks. Nel ASA has already reported its Q2 results, confirming the difficult situation in the hydrogen business with another revenue decline—though at least order intake is on the rise. With the climate and energy transition back in the spotlight amid summer temperatures nearing 40 degrees, we are also taking a look at its competitors in the energy sector. A.H.T. Syngas continues to grow in Poland, ITM Power secures additional EU funding, and E.ON is making acquisitions in the UK. So the M&A merry-go-round is spinning again—investors should remain on their toes despite the heat!
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Commented by Armin Schulz on July 23rd, 2026 | 08:10 CEST
A Renewed Flare-Up of the Iran Conflict Fuels the Oil Industry: BP, Zefiro Methane, and Shell
The renewed escalation in the Middle East is having an immediate ripple effect on the oil and gas markets. Even the mere possibility of disruptions to shipping lanes or energy infrastructure is driving up prices and increasing the risk premium. For investors, this mix of sudden volatility and structural scarcity opens up a lucrative playing field. Those who correctly interpret the various business models can profit more than average from the current market movement. A look at BP, Zefiro Methane, and Shell reveals where the greatest leverage lies for investors in the oil industry.
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Commented by Fabian Lorenz on July 23rd, 2026 | 08:05 CEST
Another Setback for Rheinmetall? DroneShield Sounds the Alarm as Volatus Aerospace Pushes Ahead
Is the next German-French defence project headed for failure? In an interview with Welt am Sonntag, Rheinmetall CEO Armin Papperger warns of a possible French withdrawal from the MGCS ground combat system planned with Germany. This would mark the second major strategic setback for Rheinmetall. Drone specialist Volatus Aerospace is currently beating the drum hard to keep its order pipeline full. In the UK, the company is currently showcasing its expertise in aviation, autonomous systems, aerial reconnaissance, training, and mission support. Previously, Volatus had demonstrated its solutions in Canada, where the Arctic and maritime regions place special demands on robust, networked security solutions. The threat posed by drones is growing, yet many airports and operators of critical infrastructure appear to be inadequately prepared. A new study by DroneShield reveals significant gaps in detection, defence, and legal authority.
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Commented by Armin Schulz on July 23rd, 2026 | 08:00 CEST
Gold Price Above USD 4,000 and Central Bank Rally: Barrick Mining, Lahontan Gold, Newmont—Time to Buy Now?
The gold price is holding firmly above USD 4,000, supported in part by central bank purchases. In May, Poland, China, and Chile increased their reserves by a net total of 41 metric tons, with China marking its 20th consecutive month of increases. According to a survey, 89% of central banks expect their holdings to continue growing, and 45% plan to make additional purchases in the coming year. This fundamental tailwind is boosting the entire sector. That is reason enough to take a closer look at Barrick Mining, a gold and copper producer; Lahontan Gold, an up-and-coming Nevada gold producer; and industry leader Newmont.
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Commented by Carsten Mainitz on July 23rd, 2026 | 07:55 CEST
These Are the Leaders in a League of Their Own! Despite price surges at Almonty, Micron, and Aixtron, Is There More Upside Ahead?
Over the past 12 months, stocks in the AI, commodities, and defence sectors have, on the whole, been investor favourites. Price surges were increasingly common. In the meantime, a correction set in that affected all sectors for various reasons. Despite rising defence budgets, investor sentiment toward defence stocks has deteriorated sharply in recent weeks. Meanwhile, signs of overheating in the AI sector have eased, although the financial results of leading AI companies continue to reflect a strong long-term structural growth trend. Commodity stocks also corrected after a spectacular run. Almonty Industries has been a notable exception. The company continues its relentless rise toward becoming the largest producer of the critical metal tungsten in the Western world—a truly unique competitive position. So, where do these market leaders go from here?
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Commented by Nico Popp on July 23rd, 2026 | 07:50 CEST
Panic in the Multi-Billion-Dollar Market: Novo Nordisk and Halozyme Therapeutics Face Headwinds—BioNxt Solutions Nears a Turning Point
The global pharmaceutical market is worth hundreds of billions of dollars. Yet one of the industry's most surprising realities is that success increasingly depends not only on the active ingredient itself but also on how it is delivered. This does not refer to the cardboard box, but to the dosage form. Whenever patents expire, and blockbuster drugs face competition, innovative biotech companies seize the opportunity. New drug delivery technologies can transform well-known substances into more effective medicines, reduce side effects, and open up entirely new treatment options for patients. While established pharmaceutical giants spend vast sums defending market exclusivity, agile second-tier biotech companies are driving innovation through next-generation drug delivery platforms.
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Commented by Stefan Bode on July 23rd, 2026 | 07:45 CEST
Most Valuable Companies: Undervalued and Poised for a Turnaround? ASML, BASF, Desert Gold
Despite the wars in Ukraine and Iran, the current stock market environment remains bullish, and there are always companies emerging as promising candidates for the next investment. This report analyzes three promising stocks from three different sectors. First is a European technology giant that, thanks to its monopoly position, is aiming for a trillion-dollar valuation. Next is a heavily undervalued gold explorer that is on the verge of making the lucrative leap to becoming a producer. Finally, we examine a global leader in the chemical industry whose recent surges in operating profits could signal a genuine turnaround. Discover the potential of these stocks now.
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Commented by Nico Popp on July 23rd, 2026 | 07:40 CEST
The Patent Cliff Could Cost Billions: How Bayer and Merck & Co. Respond—and How Vidac Pharma Is Gaining Momentum
Leading oncology centers have long recognized that the fight against cancer cannot be won with just one active ingredient. It is increasingly clear that lasting treatment success depends on combining multiple therapeutic approaches. For years, oncologists relied heavily on conventional chemotherapy. Yet tumours consistently prove resilient and demand more complex therapies. Since patents on many active ingredients are expiring anyway, new, complementary forms of therapy are gaining prominence. One of these therapies targets the disrupted energy metabolism of cancer cells and shows promise. We examine the market and introduce an exciting biotech company that few experts are familiar with.
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Commented by Jens Castner on July 22nd, 2026 | 08:10 CEST
100% Upside Potential and More: What Analysts Predict for Desert Gold Ventures, Oracle, and Hypoport
Securities analysts are usually deliberately cautious so as not to raise false expectations. With Oracle and Hypoport, however, they are coming out of the woodwork with price targets that promise the potential for a doubling of the share price—and for the Canadian mining stock Desert Gold Ventures, even significantly more. What is behind these estimates, how realistic are they, and what facts should investors keep in mind?
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Commented by Stefan Bode on July 22nd, 2026 | 08:10 CEST
Gold: A Catalyst for Takeovers, with No Reversal in Sight—Commerzbank, Lahontan Gold, Renk, UniCredit
The stock market is constantly in flux, offering investors new opportunities while also requiring a solid understanding of individual sectors and companies. Our latest report highlights three highly intriguing stocks from different sectors that stand out due to takeover speculation, strategic realignments, and strong fundamentals. Whether it is geopolitical drivers affecting precious metals, political interventions in the banking sector, or the discrepancy between weak technical charts and operational strength in the defense industry—today's insights provide you with a solid foundation for your upcoming investment decisions.
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Commented by Tarik Dede on July 22nd, 2026 | 08:05 CEST
High Energy Costs: Hedge with Shares in TotalEnergies, dynaCERT, and Nordex
The war in the Gulf has driven energy prices back up. Diesel in Germany is already costing well over EUR 2 per litre again. Even some leading figures in the CDU are now calling for a greater focus on renewable energy. The situation is not easy for business owners. Whether it is an industrial plant or the local shipping company: costs are rising, and the weak economic environment is not exactly making things any easier. Yet change is palpable. Electric vehicle manufacturers are reporting rising sales figures in many parts of Europe. Roof-mounted solar panels and balcony power plants are also gaining popularity again. Investors have the opportunity to hedge against energy costs by investing in equities. That is why we are taking a closer look at the shares of TotalEnergies, dynaCERT, and Nordex.
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Commented by Nico Popp on July 22nd, 2026 | 08:00 CEST
The Race for the Arctic Region: Rheinmetall Needs Steel, Champion Iron Expands into Europe, Strategic Resources with Two Promising Projects
The green transformation of heavy industry is already challenging and is hitting industrial companies hard in times of crisis. Now geopolitics is adding to the mix—resilient supply chains are especially critical in the defence sector. Anyone who wants to reliably produce tanks, heavy military vehicles, or artillery, even in the midst of an absolute crisis, must rely on politically stable regions for the necessary raw materials and intermediate goods. The traditional distinction between civilian raw material extraction and military value creation is increasingly blurring in the current complex landscape. Civilian industry also benefits when political decision-makers expedite processes for national security reasons. We highlight three companies in the defence and steel sectors and point out opportunities for investors.
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Commented by Matthias Schomber on July 22nd, 2026 | 07:55 CEST
Millions in Losses at Eutelsat! Warning Sparks Panic at Evotec! Can Zefiro Methane Save Your Portfolio?
The geopolitical situation is currently escalating dramatically. The latest news from the Middle East is coming in fast and furious. A massive military exchange between the US and Iran threatens to profoundly shake the global economy. Burning oil refineries in Kuwait, dead soldiers, and wailing sirens in the Gulf state of Bahrain paint a grim picture of the current security situation. Such rapidly escalating crises are driving oil prices sky-high and have the potential to send shockwaves through international financial markets. In these particularly turbulent times, many investors are desperately seeking safe havens. While once-coveted AI and tech stocks, as well as biotech hopefuls, are collapsing under the weight of global uncertainty and, in some cases, their own internal issues, lucrative niche markets are increasingly coming into focus. Today, we take a look at three different stocks. First, we examine the severe setback at Evotec, the costly strategic hurdles at Eutelsat, and the astonishing resilience of Zefiro Methane.
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