Commented by Stefan Feulner on July 6th, 2026 | 07:40 CEST

Bloom Energy, RE Royalties, FuelCell Energy: New Billions for the Energy Future

• royalties
• dividends
• renewableenergy
• Energy

Global energy demand is growing rapidly, driven by AI data centers, electrification, and the transformation of power supply. At the same time, multi-billion-dollar investment programs are emerging for decentralized energy generation, renewable energy, and innovative financing models. Companies that can efficiently provide, finance, or scale clean energy benefit from this structural supercycle. New major orders, government subsidies, and rising analyst targets show that the competition for the energy supply of the future has only just begun.

Commented by André Will-Laudien on July 6th, 2026 | 07:35 CEST

Cloud AI Blockbuster: Whoever Has the Data Rules the World! 100% with SAP, ServiceNow, Aspermont, Deutsche Telekom and SpaceX

• Digitization
• bigdata
• Commodities
• Space
• Technology
• AI
• Telecommunications

In, out, up, down! That is exactly what the current roller-coaster ride on the NASDAQ feels like. While in recent weeks it was the dream gains in chip stocks that drove investor excitement, this week German defense stocks sit atop the winners' list. The correction in the cloud providers is also slowly coming to an end, or at least SAP and ServiceNow are showing first signs of life at low levels. Deutsche Telekom has likewise been run over. Elon Musk plans to push into the telco world with his SpaceX Starlink division. That is providing industry with worry lines and weighing on the titans of mobile communications. And then there is Australia's Aspermont, an AI-driven data marketer and investor-services provider from the commodities sector. Completely transformed from a traditional publishing house into an aggressively growing partner to the mining industry. It is worth taking a closer look.

Commented by Armin Schulz on July 6th, 2026 | 07:30 CEST

Forget Short-Term Hysteria—Win Long-Term with Rheinmetall, Almonty Industries, and RTX

• Mining
• Tungsten
• Defense
• hightech
• geopolitics

After a breathtaking rally, defense stocks have come under pressure. Hopes for peace, profit-taking and new competitors have driven prices into a recent correction. For short-term-minded investors, this may look threatening, yet the structural drivers – depleted arsenals, aging systems and Europe's push for military sovereignty – remain intact. The current markdowns resemble a technical breather rather than a break in the trend. It is precisely this discrepancy between short-term volatility and long-term necessity that opens an entry window for strategic investors. This is the moment to set your sights on companies with thick order books and systemic relevance. While Rheinmetall benefits from Europe's rearmament, Almonty Industries, as a tungsten supplier, secures critical raw materials for production, and the US group RTX delivers technological superiority in aviation, drones and cyber defense.

Commented by André Will-Laudien on July 6th, 2026 | 07:25 CEST

Crash? No Thanks: The Auto Sector Ahead of a Turnaround! 133% with BYD, VW, North Arrow Minerals and BMW

• Gold
• Africa
• Copper
• Electromobility
• Automotive

In recent months, hardly any other sector on the stock market has managed to become as unpopular as the automotive sector. Margin battles and restructurings, including mass layoffs, are making the rounds across Europe. This downward trend stems primarily from structural overcapacity and mistimed ramp-up of electromobility. Now the German kings of the combustion engine are facing the aggressive market entry of state-subsidized Chinese competitors. European manufacturers, in particular, are thus caught in a fatal pincer crisis of falling sales and rising investment costs. Analysts therefore predominantly rate the traditional business models of the OEMs as risky and are lowering their future expectations. Institutional investors are abruptly shifting their portfolios into less cyclical, higher-margin growth sectors. The result: the broad European auto index lost around 12% over the last 12 months, with individual manufacturers down as much as 17 to 37%. Is there still hope for the titans on 4 wheels?

Commented by Armin Schulz on July 6th, 2026 | 07:20 CEST

Tap Into Booming Markets! Why Micron Technology, Zefiro Methane, and D-Wave Quantum Belong on The Watchlist

• methane
• OrphanWells
• semiconductor
• computing
• Investments

Retail investors who invest in structural growth trends often earn returns that leave the market well behind. The key lies not in speculation, but in the smart analysis of real economic data, from contracts to margins to operational scaling. Booming sectors are defined by sustained demand and limited supply, which have historically been strong return drivers. It is exactly this promising constellation of technological progress, regulatory tailwind and real business expansion that is currently on display at Micron Technology, Zefiro Methane and D-Wave Quantum.

Commented by Fabian Lorenz on July 6th, 2026 | 07:15 CEST

TKMS Ahead of Billion-Euro Deal! AI Fantasy at OHB and Schwarz Digits! Buying Opportunity at Drone Specialist Volatus Aerospace!

• Drones
• Defense
• hightech
• AI

TKMS is seen as the big winner of Rheinmetall's debacle around the F126 frigate programme. After the German government pulled the plug, the new frigate deal could now move very quickly. According to "hartpunkt.de", the Bundestag is set to decide on the order of four new frigates from TKMS before the summer recess. Like the entire defence sector, drone stocks are not among investors' favourites this year either. But given the future prospects in the military and civilian arenas, it can really only be a matter of time before the rally starts again. A hot buy candidate is Volatus Aerospace. The Canadians are benefiting from NATO contracts, have just opened a new site and have a full pipeline. OHB's shares recently crashed. The German space company had previously benefited from the SpaceX hype. Then a capital increase triggered a sell-off. Can the AI partnership with Schwarz Digits generate fresh price fantasy?

Commented by Nico Popp on July 6th, 2026 | 07:10 CEST

Why the Antimony Bottleneck Threatens Hensoldt and BASF, and How Antimony Resources Benefits

• antimony
• Defense
• hightech
• CriticalMetals

Created and published on behalf of Antimony Resources Corp.

The world order is different from before 2022. China is tightening the reins on critical metals. The situation with semiconductor and alloy raw materials in particular calls for action. The strategic semimetal antimony is increasingly becoming a critical bottleneck for Western industry. China's export restrictions - the country controls around 36% of global mine production and around 70% of global antimony refining capacity - have triggered deep uncertainty among European groups in the chemical and defence sectors. The solution is new supply chains and mines in secure jurisdictions. We examine the current situation and present a possible beneficiary.

Commented by Stefan Feulner on July 6th, 2026 | 07:05 CEST

Lahontan Gold – Gold Explorer Poised for a Surge

• Mining
• Gold
• Silver
• Nevada
• Investments

Gold is currently in a correction following its record rally and is trading at around USD 4,200 per ounce. Yet more and more experts see this as merely a breather within a long-term bull market. Record debt, geopolitical conflicts, the gradual move by many central banks away from the US dollar, and persistently high gold purchases all argue for further rising prices. Gold developers on the verge of the jump to producer status should benefit in particular. With its historic mine in Nevada, numerous operational milestones, and a series of upcoming catalysts, Lahontan Gold could be facing a re-rating.

Commented by Matthias Schomber on July 6th, 2026 | 07:00 CEST

Burry's Short Attack on Micron Technology, BioNTech's Radical Overhaul and Strategic Resources: a Still-Quiet Commodities Player!

• VTM
• ironore
• Commodities
• Biotechnology
• GreenSteel
• semiconductor

While the AI boom continues to promise enormous profits, the first cracks are beginning to appear. High-profile investors are suddenly betting against some of Wall Street's former—and in some cases already fallen—favourites. Will Micron Technology stage a successful turnaround, or is a deeper correction still ahead? At the same time, Germany's biotech sector is undergoing a period of profound change. Cost-cutting programs worth billions of euros and sweeping strategic realignments are putting investors' conviction to the test. Away from the spotlight, a potentially transformative story is also unfolding in the commodities sector. Investors seeking early exposure to the long-term trend in industrial decarbonization may want to take a closer look at Strategic Resources. We examine three companies from three very different industries—each offering a distinct investment opportunity.

Commented by Armin Schulz on July 4th, 2026 | 07:00 CEST

Fertilizer Crisis 2026: Why Bayer, MustGrow Biologics, and Yara International Belong on Investors' Watchlists

• biologicals
• agritech
• mustard
• fertilizer

Created and published on behalf of MustGrow Biologics Corp.

The reopening of the Strait of Hormuz has come too late to prevent disruption. The weeks-long blockade has permanently destabilized the fragile fertilizer markets. During the crucial planting season, European agriculture is plagued by skyrocketing prices and empty warehouses. However, this shock is proving to be an enormous catalyst for a long-overdue change. As conventional chemical and fertilizer solutions face growing economic and regulatory challenges, biological alternatives are increasingly moving from the laboratory to commercial use. This turning point highlights three very different approaches within the global agricultural sector: the embattled industry heavyweight Bayer, the innovative agricultural biotech specialist MustGrow Biologics, and the fertilizer leader Yara International.

Commented by André Will-Laudien on July 3rd, 2026 | 11:00 CEST

Rebound and Straight Back Up: Rheinmetall, Renk, Antimony Resources, TKMS, and Hensoldt

• antimony
• Defense
• hightech
• CriticalMetals

Created and published on behalf of Antimony Resources Corp.

The stock-market carousel keeps turning. While defense stocks were still on the hit list over the past 5 months, an impressive rebound is now underway. Rheinmetall experienced an outright sellout after a large frigate order was awarded to TKMS. Across the sector, the stocks had to absorb discounts of up to 50% after having risen to hype status in the years 2024 to 2025. Another stock caused a stir yesterday: Antimony Resources! After a 90-day consolidation of nearly 70%, new drill results came in. And lo and behold: not only does antimony lie dormant in the ground, but also plenty of gold. Good for anyone who bought in here over the past few weeks. All four stocks on our list still have some catch-up potential in the tank; we analyze why.

Commented by Armin Schulz on July 3rd, 2026 | 08:40 CEST

A Multi-Billion AI Infrastructure Boom: Secure a Decisive Edge Now with Standard Uranium, AMD, and Super Micro Computer

• Uranium
• nuclear
• AI

The AI revolution is shifting its focus. While public debate continues to revolve around algorithms and cloud platforms, the true center of power has long since shifted to the depths of physical infrastructure. After all, without sufficient energy, high-performance chips, and scalable server architectures, even the best AI code remains ineffective. The exploding power demand of modern data centers is turning uranium into a strategic resource, while semiconductor supply chains groan under immense demand, and system integration is becoming the new supreme discipline. Whoever controls these three pillars of the digital future holds the key to the industry's next phase of growth. We take a closer look at one candidate from each sector: Standard Uranium, AMD, and Super Micro Computer.

Commented by Matthias Schomber on July 3rd, 2026 | 08:35 CEST

Deutsche Telekom Faces Pressure from SpaceX and Starlink; BMW Grapples with China; Almonty Industries Shines with Tungsten!

• Mining
• Tungsten
• Defense
• hightech
• Space
• Telecommunications

Kyiv is under heavy attack. As Ukraine faces one of the most intense waves of Russian strikes since the war began and German policymakers race to push through economic reforms, financial markets remain on edge. Yet investors focusing only on the current "problem children" of the DAX, Deutsche Telekom and BMW, could be overlooking what may prove to be one of the summer's standout opportunities. Almonty Industries is hitting key milestones exactly when the world needs them most. We explain why Almonty's momentum is sending a bullish signal despite the uncertain geopolitical backdrop—and how investors may be able to capitalize on the current market environment.

Commented by Carsten Mainitz on July 3rd, 2026 | 08:30 CEST

In the Fast Lane! Energy Infrastructure Is Gaining Momentum: Zefiro Methane, Siemens Energy, and E.ON Are Reaping the Benefits!

• methane
• OrphanWells
• Energy
• renewableenergy
• Oil

Is energy infrastructure the real winner of the energy transition? While Siemens Energy is driving electrification forward with state-of-the-art grid technology and E.ON is investing billions in the expansion and digitization of electricity distribution networks, Zefiro Methane, an infrastructure stock that has received little attention until now, is coming into focus. The Canadian company is tapping into a billion-dollar market centred on the decommissioning of abandoned oil and gas wells in the US, whose methane emissions cause significant environmental and climate impacts. Government incentive programs, a growing pipeline of projects, and strategic acquisitions are driving operational momentum. Recent news indicates that energy infrastructure could become the next growth driver for the stock, which analysts already consider undervalued.

Commented by Tarik Dede on July 3rd, 2026 | 08:25 CEST

Lahontan Gold: Just Weeks Away from a New Resource Update

• Mining
• Gold
• Silver
• Nevada
• MRE

Gold appears to have found its footing. After Kevin Warsh, the new head of the Federal Reserve, signaled that he no longer sees inflationary pressure, the precious metal briefly pulled back near the USD 4,000 level before rebounding strongly. Evidently, the market may have been on the wrong side of the interest rate narrative. Earlier this week, two additional rate hikes were still being priced in for this year. For investors, the rebound in gold and the Fed's revised tone could herald the start of a new cycle. That is reason enough to take another look at attractive gold stocks. Lahontan Gold is one of those hidden gems that still trades at a low valuation but is already well into its de-risking process. The company plans to release a new resource estimate in the coming weeks. CEO Kimberly Ann has also reaffirmed the goal of moving into production as early as 2027.