Commented by Matthias Schomber on September 16th, 2026 | 07:20 CEST

Allianz: Is Sentiment Turning? AI Shock at Aixtron! Resource Gem Power Metallic Mines Poised for an Upswing?

• PGMs
• Copper
• AI
• Investments

Allianz has been stoically following its upward trend, or so it seemed until recently, but that may now be coming to an end, as sentiment threatens to shift. Aixtron, the former high-flyer in the semiconductor sector, has already been through this—amid heated AI debates, the stock recently took another sudden, massive tumble before plummeting. Is that it, or is there more to come? Meanwhile, new hope is sprouting in the commodities sector, as Power Metallic Mines is causing a stir with its high-grade discoveries. Does the stock's recent drawdown now present an attractive buying opportunity? So many questions! We take a detailed look at the numbers, risks, and opportunities for these three stocks. Find out where an interesting investment for your portfolio might be lurking right now.

Commented by Armin Schulz on September 16th, 2026 | 07:15 CEST

Central Banks Buy Record Amounts: Newmont, Lahontan Gold and Agnico Eagle Could Be the Biggest Winners

• Mining
• Gold
• Silver
• Commodities

Gold hit an all-time high of USD 5,589 in January 2026 before taking a breather. Currently, the metal is holding steady above USD 4,000. Central banks have been a major driver of this trend recently. In the second quarter, they made net purchases of 289 metric tons of gold, up 62% from the previous year, with Poland alone buying 51 metric tons. On September 15, the Fed will decide on interest rates, while money has also been flowing back into gold ETFs since the end of July. We are therefore taking a look at three companies – Newmont, Lahontan Gold and Agnico Eagle – that cover the full spectrum of the gold industry, from a heavyweight through a developer on the path to becoming a producer to an established gold miner.

Commented by André Will-Laudien on September 16th, 2026 | 07:10 CEST

Big Data, More Cloud, Less Energy – Who Has the Best Memory Chips? AMD, Infineon, Aspermont and SK Hynix in Focus

• bigdata
• Energy
• AI
• computing
• chips
• cloud

The hunt for the decade's hottest AI returns is officially on. The appetite for data is growing relentlessly, sending server rooms worldwide into overdrive. Four enticing stock market contenders are vying for investors' capital and laying their cards on the table. Memory specialist AMD is proudly flexing its muscles and aims to dominate the field with brute computing power. The chipmaker is pushing deep into cloud infrastructure, leaving the competition green with envy. Infineon, meanwhile, entices with pure efficiency and knows exactly how to achieve maximum endurance with less energy. The Munich-based company is making servers sexy by drastically curbing the giants' power appetite. The Korean firm SK Hynix dominates the high-bandwidth memory segment and feeds AI applications with fresh data at record speed. As a wild underdog, Aspermont brings a breath of fresh air to the game and provides the necessary insight into the commodities universe. What starts as a fling creates a real buzz in the portfolio. This quartet keeps share prices dancing daily and makes analysts break out in a sweat. Investors should decide now which of these tech darlings they want to firmly include in their portfolio. After all, there is not much time left until Christmas to let those little lights shine brightly.

Commented by Armin Schulz on September 16th, 2026 | 07:05 CEST

DroneShield, Volatus Aerospace, Kratos Defense: Those Protecting the Airspace Are Reaping the Benefits of the New Budgets

• Drones
• Defense
• hightech
• geopolitics

A single drone can bring an airport to a standstill. The failed drone attack on Leipzig/Halle Airport in August 2026 sent shockwaves through Berlin, Brussels and Washington. The incident has jolted policymakers into action. The German government is preparing a package of measures against sabotage, and between January and September 2026, contracts for drone defense totaling more than USD 53 billion were publicly announced worldwide. What was niche technology yesterday is now moving squarely into defense budgets. We therefore take a look at three companies that detect and defend against drones and protect mobile targets: DroneShield, Volatus Aerospace and Kratos Defense.

Commented by Stefan Bode on September 16th, 2026 | 07:00 CEST

Look Closely, Make Money: Aixtron, ASML, Bayer, Infineon, Nvidia and Zefiro Methane

• methane
• OrphanWells
• AI
• Software
• chemicals
• chips

Created and Published on Behalf of Zefiro Methane Corp.

Amid abrupt share price declines, legacy burdens worth billions and new growth opportunities, the stock market is currently showing just how quickly investor sentiment and market expectations can shift. In these phases, significant opportunities can emerge when short-term nervousness discounts companies with attractive structural prospects. Investors who want to distinguish stock-market noise from real opportunities should look more closely at the background behind the latest headlines. After all, the most compelling opportunities often emerge precisely when the broader market is still reacting turbulently.

Commented by Nico Popp on September 16th, 2026 | 06:55 CEST

The End of Weight-Loss Shots? Innovations at Merck and Novo Nordisk—BioNxt Solutions Poised for a Hot Fall?

• Biotechnology
• Biotech
• Innovations
• Obesity
• weightloss
• Health

The battle against excess weight is no longer merely a lifestyle issue. Medical professionals now view extreme obesity as a chronic disease that weakens the body and can lead to serious cardiovascular conditions, as cardiological studies have shown. By contrast, sustained weight loss can help pave the way to a longer, healthier life. This insight, combined with pharmaceutical innovation, has sparked an unprecedented race to develop weight-loss drugs. Companies are searching for the ideal way to boost metabolism while making medication as easy and convenient to take as possible.

Commented by Jens Castner on September 16th, 2026 | 06:50 CEST

Tungsten, Beer and Vaccines: What Almonty Industries, Heineken and BioNTech Have in Common

• Tungsten
• Beer
• Beverages
• Biotech

A commodities company whose share price has tripled in a single year because an unassuming heavy metal has become a sought-after, scarce commodity. A brewing giant that has been operating a cash cow in Africa for decades and has a clear strategy for increasing margins. A pharmaceutical pioneer writing its next chapter after the end of the COVID boom—with a factory that literally consists of shipping containers. At first glance, Almonty Industries, Heineken and BioNTech do not have much in common. But upon closer inspection, all three are betting on the same underrated market. Here is how you, as an investor, can benefit.

Commented by Nico Popp on September 16th, 2026 | 06:45 CEST

Transformation of the Steel Industry: Rio Tinto and Salzgitter Juggle Projects, Strategic Resources Impresses Researchers

• VTM
• ironore
• GreenSteel

No steel, no infrastructure. From massive bridges and sprawling wind farms to the striking skylines of the world’s major cities—steel is used everywhere. Yet this essential building material comes with a heavy environmental footprint. Current developments, as well as studies and research, show that the industry is facing a radical transformation. Traditional coal-fired blast furnaces have had their day. To protect the climate, new technologies are essential. We look at the latest trends and the companies involved, and highlight opportunities for investors.

Commented by Armin Schulz on September 15th, 2026 | 10:35 CEST

No Power, No AI: How Siemens Energy, NU E Power and Micron Aim to Benefit from Infrastructure, Projects and Efficiency

• Energy
• AI
• computing
• datacentres
• chips

Created and Published on Behalf of NU E Power Corp.

The AI boom is overshadowing the biggest bottleneck: electricity. Data centres are consuming enormous amounts of energy, while limited capacity in power grids, turbines and transformers is holding back growth. This creates three key areas of opportunity: infrastructure supply, local project development, and demand for energy-efficient chips. As an investor, it is important to understand who supplies the energy infrastructure, who develops the projects, and who produces the most energy-efficient chips. Siemens Energy, NU E Power, and Micron operate across these areas. That makes them worth examining more closely.

Commented by Carsten Mainitz on September 15th, 2026 | 10:30 CEST

New Approaches to Fighting Cancer: Why Vidac Pharma, BioNTech and Evotec Deserve Attention

• Biotech
• Biotechnology
• Cancer
• Pharma

Cancer cells use sophisticated defence mechanisms to evade the immune system and reprogram their own metabolism. These mechanisms are now increasingly being targeted by biotech companies. BioNTech has more than EUR 16 billion in cash and is driving the next generation of immunotherapies. Evotec is scaling up drug development through strong alliances but has eroded investor confidence. This skepticism is weighing on its share price. Developments at Vidac Pharma are particularly exciting. The company focuses on the metabolic reprogramming of malignant cells. Results from a potentially groundbreaking Phase 2b trial are imminent. Which approach offers the greatest promise?

Commented by André Will-Laudien on September 15th, 2026 | 10:25 CEST

Defence Stocks Ride the NATO Wave: Boeing, Volatus, Dassault, RTX and DroneShield in Focus

• Drones
• Defense
• hightech
• geopolitics

Since Russia's initial actions in Central Europe, the European Union has faced a massive wave of rearmament driven by new NATO requirements, giving the defence industry a significant boost. EU Defence Commissioner Andrius Kubilius called for an unprecedented expansion of European capabilities in Brussels to match Russia's enormous production capacity. To achieve this goal, the EU is aiming to produce up to 10 million state-of-the-art FPV drones and 130,000 jet-powered drones annually. In addition, the defence industry is expected to roll out about 1,700 ballistic missiles per year. Industry giants such as Boeing and Dassault are likely to benefit significantly from this massive technological rearmament initiative. At the same time, specialized drone pioneers like Volatus and DroneShield are stepping into the spotlight as demand for unmanned systems and their countermeasures rises dramatically. A newly formed drone alliance between the EU and Ukraine is now set to accelerate the development of these next-generation systems massively. Which stocks could see the biggest gains?

Commented by Fabian Lorenz on September 15th, 2026 | 08:05 CEST

Analysts Recommend Buying! Nordex, 2G Energy and Zefiro Methane: Energy Stocks with Upside Potential

• methane
• OrphanWells
• renewableenergy
• Energy
• Oil

Created and published on behalf of Zefiro Methane Corp.

US President Donald Trump is a vocal opponent of wind power. Nevertheless, the industry is enjoying strong momentum in the US. Nordex is also benefiting, and analysts recommend buying the stock. Zefiro Methane has also received a new "Buy" recommendation. Analysts see more than 100% upside potential for the specialist in decommissioning and remediating inactive and orphaned oil and gas wells in North America. Analysts expect revenue and earnings to rise sharply in the coming years. Growth potential in the US is also driving 2G Energy's stock. The company has already secured a major contract worth more than EUR 100 million, along with additional orders from the data centre sector. Analysts believe the company is "ready for take-off".

Commented by Jens Castner on September 15th, 2026 | 08:00 CEST

Chronically Undervalued: When Will the Knot Finally Break for Mountain Alliance, Lahontan Gold and Mercedes-Benz?

• Mining
• Gold
• Silver
• Commodities
• Automotive

Some companies are brimming with substance – and yet their share prices barely move. Three current examples illustrate different forms of this phenomenon. Mountain Alliance is an investment company whose portfolio is worth significantly more than its share price suggests; Lahontan Gold is an explorer whose freely accessible precious-metal resources far exceed its market capitalization; and Mercedes-Benz is a classic that investors are currently shying away from due to political and economic concerns. Undervaluation is rarely a coincidence; rather, it has tangible causes. But there are equally tangible arguments for a re-rating.

Commented by Nico Popp on September 15th, 2026 | 07:55 CEST

Dividends: Headwinds for Allianz and TotalEnergies – RE Royalties in an Interesting Position

• royalties
• dividends
• renewableenergy
• Energy
• Investments

Making your money work for you – that is probably every investor's dream. Dividends can be the key to achieving that. But a generous cash flow today is worthless if the underlying business models are already obsolete tomorrow. Taking a sober look at the balance sheet is no longer enough to reliably assess which dividend stock is truly sustainable—both in terms of consistent payouts and ESG criteria. We take a closer look at three dividend stocks with a promising future and show what role these shares could play in a portfolio.

Commented by Stefan Feulner on September 15th, 2026 | 07:50 CEST

GE Aerospace, Strategic Resources, BASF: Supply Chains Are Becoming a Billion-Dollar Market

• VTM
• ironore
• GreenSteel
• hightech
• Defense
• Aviation

Defence, aviation, energy infrastructure, and high-tech are driving demand for specialty metals and high-performance materials. At the same time, concerns in the West are growing about dependence on a handful of supplier countries for critical raw materials and industrial inputs. As a result, billions are no longer flowing solely into new factories but increasingly into securing entire supply chains. Anyone who owns, processes, or uses raw materials to produce indispensable components is taking centre stage strategically.