Commented by André Will-Laudien on August 25th, 2026 | 09:15 CEST

Biotech M&A Boom: Novo Nordisk & Eli Lilly Battle for Market Share — BioNxt and Evotec on the Radar

• Biotechnology
• Biotech
• Pharma
• M&A
• Obesity

As the recent spectacular USD 43 billion acquisition of cancer specialist Seagen by Pfizer and the mega-deals surrounding the GLP-1 infrastructure impressively demonstrate, the pharmaceutical industry is in the midst of a historic wave of consolidation. Driven by the massive, billion-dollar profits from the weight-loss injection market, an unprecedented wave of acquisitions has now begun. Market leaders such as Novo Nordisk and Eli Lilly are using their well-stocked war chests to pursue strategic mega-acquisitions to secure their dominant positions and systematically eliminate production bottlenecks. At the same time, highly innovative platform companies like BioNxt are coming into focus with their novel delivery systems. Strategically valuable targets currently trading at attractive valuations, such as Evotec, have long been in the crosshairs of investors and competitors. Those who do not want to be left behind in the battle for market share, new delivery technologies, and the next generation of blockbuster drugs must make acquisitions now, because the M&A carousel is spinning faster than it has in a long time. We dig a little deeper!

Commented by Stefan Feulner on August 25th, 2026 | 09:10 CEST

BHP Group, Power Metallic Mines and KGHM Polska Miedź: A Revaluation Within Reach

• PGMs
• Copper
• Electrification
• geopolitics

Copper is becoming a strategic bottleneck. Power grids, data centers, electric mobility, and defense are driving demand, while new mines take years to reach production. Major producers are therefore searching for additional deposits and new extraction methods. Projects that contain several scarce metals in addition to copper are becoming particularly attractive. Three companies demonstrate the various ways investors can capitalize on this trend.

Commented by André Will-Laudien on August 25th, 2026 | 07:20 CEST

AI & Defense Boom: Time to Pick the Winners — SpaceX, Rheinmetall, Thales and Globex Mining

• Commodities
• CriticalMetals
• Defense
• AI
• geopolitics

Higher, Faster, Further! The hype surrounding artificial intelligence and modern defense technologies shows no signs of abating. As global tensions rise, investors are searching for the most profitable gems in this expanding sector. Yet experts have long been saying "the market has gotten overheated"—but, on the whole, they are usually wrong. That is why a targeted selection of individual stocks is now more important than ever. The trend in global interest rates remains a decisive factor for the coming months. In addition, the high valuations on the Nasdaq are prompting many investors to exercise caution. In this dynamic environment, the private spaceflight company SpaceX offers fascinating growth opportunities, but its valuation seems more appropriate for the year 2035. At the same time, the defense contractors Thales and Rheinmetall are benefiting from massive government contracts and full order books. Investors looking to diversify their portfolios wisely should also consider Globex Mining. After all, critical raw materials are the foundation of any modern high-tech infrastructure. Through a strategic combination of tech, defense, and resources, investors can effectively minimize risks and maximize opportunities. Savvy investors are therefore keeping a close eye on both macroeconomic data and the geopolitical situation — and remain ready to act!

Commented by Stefan Feulner on August 25th, 2026 | 07:15 CEST

Alkane Resources, Desert Gold Ventures, Westgold Resources: Is the Gold Correction Over?

• Gold
• Africa
• Commodities
• geopolitics

Gold is making a strong comeback. The price of the precious metal jumped above USD 4,600 per ounce at the end of the week and posted a 5.6% gain, marking its third consecutive weekly increase. For producers, this means rising margins and cash flows, while deposits that were previously uneconomical could become significantly more attractive for explorers. At the same time, new corporate announcements demonstrate just how valuable additional reserves have become. Investors should therefore not focus solely on the major mining operators.

Commented by Stefan Bode on August 25th, 2026 | 07:10 CEST

Between Billion-Dollar Deals and Geopolitics: Almonty Industries, Deutz, CATL and Schaeffler

• Tungsten
• Defense
• hightech
• geopolitics

Global financial markets are undergoing massive structural change. Whether it is the volatile transition to e-mobility, securing systemically critical raw materials amid geopolitical tensions, or a long-established company's historic entry into the booming defense sector—adaptability is key. We take a closer look at three exciting stock picks that are currently making headlines with billion-dollar acquisitions, strategic alliances, and massive share buybacks in the triple-digit million USD range. Which of these stocks currently offers an attractive risk-reward ratio?

Commented by Lars Winter on August 25th, 2026 | 07:05 CEST

Lahontan Gold, Agnico Eagle, Wheaton Precious Metals: Three Exciting Hot Stocks for the Ongoing Gold Price Rally

• Gold
• Silver
• Commodities
• Nevada
• rally

Gold is making a strong comeback. The price per troy ounce jumped by more than 5% last week and is now trading at nearly USD 4,700. A weaker US dollar and falling yields on long-term US Treasury bonds provided the impetus. However, doubts about the sustainability of high government debt, geopolitical risks, and purchases by many central banks provide the rally with a structural foundation. According to the World Gold Council, 89% of the central banks surveyed expect global gold reserves to rise; 45% plan to expand their own holdings. Supply, on the other hand, is slow to respond. It can take 10 to 15 years from the discovery of a deposit to the start of production. For mining stocks, a higher gold price acts as a profit accelerator: costs change more slowly than the selling price in the short term, causing margins to grow disproportionately. Three stocks offer different investment approaches—Lahontan Gold as a speculative project developer, Agnico Eagle as a producer, and Wheaton Precious Metals as a streaming specialist. We take a closer look at these gold "hot stocks".

Commented by Nico Popp on August 25th, 2026 | 07:00 CEST

Goodbye to Chemical Pesticides: Bayer Partner MustGrow Biologics Makes Progress – Has Bioceres Overreached?

• biologicals
• biofertilizer
• agritech
• mustard
• chemicals

Created and Published on Behalf of MustGrow Biologics Corp.

Agriculture is at a turning point. Strict environmental regulations are increasingly pushing chemical crop-protection products off the fields. At the same time, the effects of climate change are creating additional challenges. This puts farmers in a difficult position: on the one hand, they need to secure yields, while on the other, they must comply with increasingly stringent regulations. The solution could lie in biological alternatives to conventional chemical pesticides. This market is growing rapidly and opening up opportunities for innovative companies. We take a look at the latest trends and highlight some exciting companies.

Commented by Fabian Lorenz on August 25th, 2026 | 06:55 CEST

Bombshell, Crash Risk and Buy Recommendation! Hensoldt, D-Wave and HPQ Silicon in Focus!

• Silicon
• Drones
• Batteries
• Defense
• computing

Major announcement from HPQ Silicon. Together with a partner, the company has secured its first military contract. The partner's batteries performed convincingly in tests and will be integrated into FPV drones for a regiment of the French Army. This should make it easier to secure contracts from NATO countries. Other potential customers are already conducting tests. As a result, HPQ is evolving from a hidden gem into a drone play. By contrast, analysts see more than 30% downside potential for Hensoldt. Compared with Renk and Rheinmetall, the reported order backlog is considered to be of higher quality, but the question is how quickly it can be converted into revenue and profit. In addition, analysts see risks stemming from Hensoldt's dependence on armoured-vehicle programs. D-Wave Quantum, on the other hand, is recommended as a "Buy". Analysts praise its unique strategy, first-mover advantage, and the fact that revenue generation is now beginning to take hold.

Commented by Jens Castner on August 25th, 2026 | 06:50 CEST

DIRTY GAS, CLEAN RETURNS, MORE THAN 200% PRICE POTENTIAL: WM, VEOLIA AND ZEFIRO METHANE

• methane
• OrphanWells
• Oil
• Sustainability
• recycling

Created and Published on Behalf of Zefiro Methane.

WM and Veolia Environnement generate billions in revenue from waste collection and water services. But both companies can do much more: energy generation from landfill gas, CO₂ storage, and the removal of "forever chemicals". According to analysts, however, the greatest upside potential among these environmental remediation companies lies with a Canadian hidden gem whose name alone reveals what it is all about — Zefiro Methane. Three stocks, one common theme: Who cleans up what others have left behind?

Commented by Nico Popp on August 25th, 2026 | 06:45 CEST

Drone War Coming to Our Doorstep? BAE Systems, Volatus Aerospace and Kratos Defense Set for a Boom?

• Defense
• hightech
• Drones
• geopolitics

More and more drones are being spotted and neutralized in NATO territory—some now even equipped with explosives. The relentless war of attrition between Russia and Ukraine, along with the aggressor’s threats, are forcing strategists in the West to rethink their approach. Costly weapons systems are no longer sufficient when swarms of inexpensive drones overwhelm air defenses. What began as a necessity-driven commitment to drones has long since evolved into a full-fledged industry in the West. We present key players and current developments.

Commented by Matthias Schomber on August 25th, 2026 | 06:40 CEST

Evotec, Palantir, dynaCERT: 3 Stocks, 3 Stories — Which One Could Deliver the Best Returns?

• Hydrogen
• cleantech
• Biotechnology
• Software
• Technology

Palantir, Evotec and dynaCERT are three companies from different industries. The US-based AI specialist is celebrating a 93% revenue increase and making short sellers bleed. The Hamburg-based biotech group Evotec, on the other hand, is mired in crisis, operating at a loss, and struggling to turn things around through cost-cutting measures. And then there is dynaCERT, which, with its patented hydrogen technology, does not aim to reinvent the diesel engine, but could very well revolutionize it. Which stock could perform the best, and which ones are worth a closer look? Where will boldness be rewarded? We take a closer look for you.

Commented by Jens Castner on August 24th, 2026 | 08:25 CEST

From Power Plants to Servers: NU E Power, PFISTERER and Dell at the Key Junctures of the AI Boom

• Energy
• renewableenergy
• AI
• datacentres
• PowerPlants

Created and Published on Behalf of NU E Power Corp.

The AI hype on the stock market usually revolves around the same old heavyweights. While the massive investments by Alphabet, Amazon, and others are fueling controversial discussions, the real bottleneck of the boom lies further down the value chain—in energy generation, its distribution, and the hardware that ultimately converts it into computing power. Those who recognize this connection will find attractive investment opportunities even beyond the well-known names. This is exactly where NU E Power, PFISTERER, and Dell Technologies come in. Three completely different companies, but each representing one of the closely intertwined stages of the same story: making money long before the giants' investments pay off.

Commented by Matthias Schomber on August 24th, 2026 | 08:20 CEST

Cancer Breakthrough and Defense Boom: BioNTech and Moderna Take Off! Can Volatus Aerospace Follow Suit?

• Drones
• Defense
• hightech
• Cancer
• Biotechnology

In the capital markets, two entirely different future-oriented industries are simultaneously stepping into the spotlight. While in the biotech sector, hopes for groundbreaking cancer therapies are fueling a massive comeback for companies such as Moderna and BioNTech, a highly exciting turnaround candidate may be emerging in the specialized field of unmanned aviation. Investors are rightly asking themselves whether the recent optimism surrounding biotech stocks is underpinned by fundamental strength or whether it is merely a short-lived flash in the pan followed by a sell-off. Those who can now read the right signals in financial data and chart patterns may be able to identify which stocks are poised for the next major trend movements. We take a closer look for you.

Commented by Tarik Dede on August 24th, 2026 | 08:15 CEST

Data as Currency in the AI Era: How Samsung Electronics, Aspermont and Siemens Stand to Benefit

• Digitization
• bigdata
• AI
• semiconductor

AI language models have already made everyday tasks easier for millions of people. Quick research for work, or even checking the weather for leisure, is now often just a prompt away. But the real revolution is likely to take place in industry. Industrial companies have access to vast stores of historical data that can be leveraged not only to reduce costs, but also to increase revenue and profits. This transformation is already underway across a wide range of sectors, from automotive and aerospace to mining and semiconductor manufacturing. Today we take a closer look at the shares of Samsung Electronics, Aspermont and Siemens.

Commented by Stefan Feulner on August 24th, 2026 | 08:10 CEST

IsoEnergy, Standard Uranium and Energy Fuels: 3 Uranium Stocks Poised for a Price Surge

• nuclear
• Uranium
• decarbonization
• Energy
• renewableenergy

Nuclear power is making a comeback worldwide. Rising electricity demand driven by AI data centers, the need for security of supply, and the desire for low-carbon baseload power are fueling new reactor projects. But this is bringing one bottleneck increasingly into focus: uranium. The World Nuclear Association expects demand to rise by 28% by 2030 and to more than double by 2040. At the same time, Western nations aim to reduce their dependence on problematic supply chains. Three companies are positioning themselves for this new uranium cycle.