Commented by Carsten Mainitz on July 27th, 2026 | 07:55 CEST

Gold and Silver Poised for a Comeback? Lahontan Gold, Newmont and First Majestic Emerge as Top Picks

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

Gold has served as one of humanity's oldest stores of value for centuries. Today, rising government debt, geopolitical tensions and sustained central bank buying continue to shape the precious metals market. Thanks to high precious metal prices, profits are soaring for producers like Newmont and First Majestic. Investors looking to identify the winners of the coming years should keep an eye not only on the major players but also on companies that are on the verge of production. After all, it is precisely during this transition phase that significant opportunities often arise. Lahontan Gold currently finds itself precisely at this juncture. The Canadian company is on the verge of reaching several key milestones on its path to first gold production next year. The key question is whether the gap between the value of its flagship project and the company's market valuation will begin to close as early as this summer.

Commented by André Will-Laudien on July 27th, 2026 | 07:45 CEST

Artificial Intelligence: Full Speed Ahead for Software, Cloud, and Tech! SAP, ServiceNow, Miivo AI, and Oracle in Focus

• AI
• Software
• cloud
• hightech
• computing

Created and Published on Behalf of Miivo AI Inc.

In recent months, there has been a great deal of skepticism surrounding the business models of major software companies and cloud giants, and as a result, their stock prices took a significant hit. However, sentiment has been shifting since the latest earnings reports from SAP and ServiceNow. There were already initial signs of a turnaround at the end of last week. SAP was up 10%, ServiceNow up 6%; only Oracle has yet to complete its turnaround. The sector is once again attractive to long-term investors, as the massive bull run in growth markets completely bypassed these stocks. However, the exuberant rally in chip stocks is currently stalling, which could breathe new life into other sectors as part of a sector rotation. Despite the sector-wide slump, Canadian software provider Miivo AI is showing noticeable upward momentum. The company focuses holistically on small and medium-sized enterprises. With a compelling business model, significant growth can still be expected here. We take a closer look at the sector.

Commented by Fabian Lorenz on July 27th, 2026 | 07:40 CEST

Buy Recommendations for Almonty, Micron, and TKMS! Defense, Commodities, and Semiconductors with Upside Potential!

• Defense
• semiconductor
• Commodities
• Tungsten
• hightech

Compelling buying opportunities are emerging across several sectors. In commodities, Almonty Industries stands out as it ramps up production at its tungsten mine in South Korea, with revenue and earnings expected to accelerate sharply in the second half of the year. Analysts forecast a net profit of CAD 854.6 million next year, implying a forward P/E ratio of just 4.34—a valuation many consider too low for the only significant Western tungsten supplier. Analysts recommend buying. TKMS appears well positioned among the struggling defense companies. Analysts highlight its substantial order backlog, which is expected to provide strong earnings visibility well into the 2040s. Micron remains a higher-risk opportunity. Following its historic share price rally, investors are concerned about potential overcapacity. Micron is also investing billions, but analysts remain reassuring.

Commented by Nico Popp on July 27th, 2026 | 07:35 CEST

China's Export Restrictions: German Industry Must Invest in Raw Materials. How VW and Rheinmetall Respond & Why Aspermont Could Benefit

• bigdata
• Commodities
• rawmaterials
• Defense
• Electromobility

For decades, raw materials were commodities in the truest sense of the word—interchangeable goods purchased at the lowest possible price. But in recent years, security of supply has evolved from a procurement issue into a decisive factor for the survival of Western industry. Depending on the sector, shortages can threaten entire business models. To reduce the risks posed by geopolitical tensions, volatile commodity prices and increasingly stringent sustainability requirements, industrial companies are taking a much closer look at their raw material supply chains. Some are investing directly in mining projects, while others are forming strategic partnerships. In either case, access to reliable information on mining projects and the conditions across the value chain is essential for assessing supply risks. Aspermont, a specialist provider of mining and commodities intelligence, could be well positioned to benefit from this shift.

Commented by Armin Schulz on July 27th, 2026 | 07:30 CEST

Gold Holds Above USD 4,000: Barrick Mining, Kobo Resources and Kinross Gold Offer Upside Potential

• Mining
• Gold
• Africa
• geopolitics
• Investments
• Commodities

Gold has held above the key USD 4,000 per ounce level following its recent pullback. The correction shook the market, but the precious metal has rebounded faster than even the most optimistic analysts had expected. While experts continue to debate the future course of the market, central banks are steadily adding to their gold reserves—a clear vote of confidence in the precious metal. For investors willing to look beyond the obvious, attractive opportunities are now emerging. Three companies deserve special attention in this environment: the established industry leader Barrick Mining, the promising explorer Kobo Resources, and the gold producer Kinross Gold.

Commented by Stefan Feulner on July 27th, 2026 | 07:25 CEST

Southern Copper, Power Metallic Mines, Vale: The Commodities Story Is Gaining Significant Momentum

• PGMs
• Copper
• Commodities
• Electrification
• Electromobility

The race for artificial intelligence, satellite networks, and global military buildup is intensifying the battle for strategic commodities. Copper, in particular, is becoming a bottleneck for global industry, as power grids, data centers, missiles, and modern weapons systems require enormous quantities of the metal. At the same time, supply remains tight, and even major producers are struggling with declining output. This is bringing exploration companies with high-grade deposits even more into the spotlight, while established mining conglomerates face rising demands and falling production figures.

Commented by Fabian Lorenz on July 27th, 2026 | 07:20 CEST

Stocks to Buy Now? TeamViewer, Infineon and HPQ Silicon: AI, Semiconductors and Battery Technology in Focus

• Silicon
• Batteries
• Hydrogen
• AI
• semiconductor

Has Infineon become a buying opportunity after it corrected over 20%? Analysts at mwb have at least withdrawn their Sell recommendation. They expect the German semiconductor company to deliver strong growth over the coming years, although they believe its valuation remains ambitious. HPQ Silicon currently appears more attractively valued. The Canadian technology company plans to begin commercializing various technologies this year, and recent news flow has been encouraging. A key question is whether it can achieve a breakthrough with its military-grade battery cell technology. As for TeamViewer, it remains to be seen whether the company will be among the winners or losers of the AI boom. Could a partnership with ServiceNow provide fresh momentum for the stock? The goal is not only to detect IT problems but also to increasingly resolve them automatically with the help of AI agents.

Commented by Nico Popp on July 27th, 2026 | 07:15 CEST

The Drone Revolution: Palantir and Lockheed Martin Forced to Innovate—Volatus Aerospace Follows Ukraine's Lead

• Drones
• Defense
• hightech
• aerospace
• geopolitics
• Software

The days when tanks weighing several metric tons or extremely expensive fighter jets determined victory or defeat on the battlefield are over. As a look at modern warfare shows, it is now primarily the seamless interaction between hardware and software that determines actual success. Those who cannot coordinate algorithms and sensor technology in real time will fall behind. Ukraine is currently demonstrating this impressively, as it now launches more drones for counterattacks against Russia than the aggressor itself. This illustrates that, for NATO, security also means building an agile defence industry that can respond flexibly to requirements. We take a look at three companies in the industry and highlight opportunities.

Commented by Stefan Bode on July 27th, 2026 | 07:10 CEST

The "Magnificent Seven" Stumble, Dragging the S&P 500 Lower; Oil Tops USD 90; VIX Surges – Barrick Mining, Deutsche Börse, DRC Gold, Alphabet, Tesla

• Gold
• Oil
• Commodities
• Magnificent7

Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla make up the "Magnificent Seven" and account for roughly one-third of the S&P 500's market capitalization. When two of these heavyweights, Alphabet and Tesla, come under pressure, the broader market feels the impact. Their declines alone shaved around 0.6% off the S&P 500, while the VIX volatility index surged by as much as 17%. Meanwhile, WTI crude oil climbed nearly 5% to above USD 90 per barrel, boosting energy stocks such as Chevron and ExxonMobil. Industrial names, including Caterpillar and Deere, also gained ground. Gold and silver prices also stabilized after recent weakness, while government bonds came under renewed selling pressure as rising inflation expectations pushed yields higher.

Commented by Jens Castner on July 27th, 2026 | 07:05 CEST

The Week of Truth: Jitters at Amazon, Cool Heads at Vertiv, Bright Prospects at American Atomics

• nuclear
• Uranium
• AI
• datacentres
• Technology

This week is crunch time. Two tech stocks, two earnings dates, one question: How much should artificial intelligence cost? Nervousness is spreading, especially at Amazon, ahead of its quarterly earnings report this coming Thursday. Following Alphabet's results from last week, one thing seems clear: those who invest heavily in AI infrastructure and data centers will be penalized. What appears as a billion-dollar line item on Amazon's expense sheet ends up as an order in the books of cooling specialist Vertiv. Consequently, Vertiv is taking a calm view of the numbers expected on Wednesday. Lurking in the background is a third stock that hardly anyone has on their radar yet: American Atomics. For now, the Canadian uranium explorer is worth little more on the stock market than a medium-sized trade business—yet it could tip the scales for the reactors that tech giants use to power their data centers.

Commented by Matthias Schomber on July 26th, 2026 | 07:00 CEST

Volkswagen Under Pressure! Is Porsche AG Ready to Accelerate? RE Royalties Near a Technical Breakout?

• royalties
• dividends
• Investments
• renewableenergy
• Electromobility

The world remains mired in a web of conflicts and wars, leaving financial markets repeatedly holding their breath. Geopolitically, we appear to be heading towards a scenario that would have seemed unthinkable only a short time ago. Will the conflict with Iran escalate further? Are we facing devastating large-scale US air strikes in the Middle East, following the deployment of B-1 bombers to the region? Could the situation even escalate to the use of a tactical nuclear weapon, or is this historic sabre-rattling ultimately a calculated bluff by global powers—designed to trigger panic before the next major "TACO trade" unfolds? While investors grapple with uncertainty, Europe's traditional industries are coming under increasing pressure. The automotive sector and its suppliers are particularly vulnerable. Even iconic German industrial giants such as Volkswagen are showing signs of strain, prompting an increasingly uncomfortable question: Will Volkswagen still exist in five years? In this historic context, the wheat is truly being separated from the chaff. While traditional industries and corporations are fighting for their very survival, smaller niche players are seeing significant opportunities emerge. We take a closer look at where investors may still be able to generate attractive returns.

Commented by Carsten Mainitz on July 24th, 2026 | 10:00 CEST

Keep Your Eyes Open! These Small Caps Are at a Critical Turning Point: North Arrow Minerals, Heidelberger Druckmaschinen, and Lang & Schwarz!

• Technology
• Financials
• Gold
• Africa
• PreciousMetals

For stock pickers, it is the opportunity that counts—regardless of whether the potential alpha lies in commodities, industrials, or financial services. On top of that, small- and micro-cap stocks fly under the radar of the masses. This comes with both advantages and disadvantages. Patient investors who put the puzzle together correctly can benefit from this. In the case of Heidelberger Druck, the transition from a traditional machinery manufacturer to a technology group is being overlooked. As for Lang & Schwarz, the market is interpreting the loss of a major client almost as a failure of the business model—even though that model is actually based on multiple pillars. At North Arrow Minerals, exploration progress underscores the potential of the flagship Kraaipan Gold project. Well-known investors have already gotten on board. Who will come out on top?

Commented by Matthias Schomber on July 24th, 2026 | 09:00 CEST

A Moment of Truth, Bankruptcy Fears, or Comeback? Plug Power & Nel ASA Fight for Survival! Will Lahontan Gold See a Technical Breakout?

• Gold
• Silver
• Nevada
• renewableenergy
• Hydrogen

Geopolitical tensions in the Middle East and an escalation in the Iran conflict are currently causing further turmoil in global financial markets. Crude oil prices are climbing noticeably, while uncertainty among market participants grows by the day. How much higher can prices go, or will peace negotiations resume? The news suggests otherwise. B-1 bombers are being sent to, or redeployed to, the Middle East. Yields on 10-year US Treasury bonds have risen to 4.7%—the highest level this year. In any case, with the resurgent oil price shock, inflation also threatens to pick up again, which could pose significant challenges for central banks worldwide. In this nervous market environment, investors are desperately searching for clear reference points and promising tangible assets. While traditional hydrogen pioneers such as Plug Power and Nel ASA continue to struggle to maintain their own stability and liquidity, select commodity stocks may offer better prospects. In these turbulent times, investors looking to build a more resilient portfolio need to take a closer look.

Commented by Stefan Feulner on July 24th, 2026 | 08:55 CEST

AeroVironment, Volatus Aerospace, Kratos Defense—Canada Takes on the US Drone Giants

• aerospace
• Drones
• Defense
• hightech
• geopolitics

Drones have evolved from a niche product into one of the defence industry's most important future markets. Billions are pouring into autonomous reconnaissance systems, combat drones, and modern defence technologies. While established US corporations are winning ever-larger government contracts, a Canadian challenger, backed by civilian cash flow, NATO business, and new production capacity, could be on the verge of its next growth spurt.

Commented by Nico Popp on July 24th, 2026 | 08:50 CEST

Cameco Had to Buy Uranium on the Open Market – NexGen Opts Out of Offtake Agreements – Standard Uranium Receives a "Gift"

• Uranium
• nuclear
• Energy
• decarbonization

Now Saudi Arabia has entered the picture as well. The recent nuclear deal with the US underscores that nuclear power is on the rise. The reason is clear: AI data centers require climate-neutral baseload power. However, nuclear reactors need uranium fuel—and uranium is anything but abundant. At the same time, Western sanctions against Russian uranium are further tightening an already constrained global supply. Amid this supply gap, a remote region in northern Canada is increasingly attracting investor attention. The Athabasca Basin is home to the world's largest uranium deposits. While established industry leaders and advanced developers already command multi-billion-dollar valuations, investors are searching for the next discovered success stories in the world's premier uranium district. We take a closer look at the investment landscape in the Athabasca Basin.