Commented by Stefan Feulner on July 17th, 2026 | 09:05 CEST

Siemens Energy, HPQ Silicon, BYD: A Clear Course Set

• Silicon
• Batteries
• Electromobility
• Electrification
• Energy
• Hydrogen

The race for the technologies of the future is rapidly gaining momentum. Artificial intelligence, electric mobility, energy storage, and the global expansion of power grids are triggering a wave of investments worth billions. At the same time, innovative battery materials, hydrogen solutions, and modern energy technology are becoming increasingly important. Companies that develop these key technologies or benefit from the rising demand could secure a strong market position early on and emerge as major winners of the global transformation in the long term.

Commented by Fabian Lorenz on July 17th, 2026 | 09:00 CEST

The End of Siemens Energy? SMA Solar Looks Ahead with Confidence! American Atomics: A Stock for the Uranium Rally!

• nuclear
• Uranium
• Energy
• Solar
• renewableenergy

The stage appears to be set for another uranium rally. Prices are rising again, while experts expect a significant expansion of global nuclear power capacity—and, with it, growing uranium demand. Against this backdrop, American Atomics stands out as an attractive speculative addition to a diversified portfolio. Two exciting projects in the US are expected to generate news flow in the second half of the year and drive the stock higher. Until nuclear power plants can fully meet the soaring energy demands of artificial intelligence, data centers will rely heavily on gas-fired power generation. This is the foundation of Siemens Energy's success. Now, one of Germany's most impressive growth stories of recent years is set to continue under a new corporate name. Meanwhile, SMA Solar is staging a comeback. In a recent interview, the company's CEO explains how the solar company is positioned and looks confidently toward the future. Analysts see further upside potential.

Commented by Nico Popp on July 17th, 2026 | 07:30 CEST

The End of the Auto Industry Looms: Will Mercedes-Benz & Co. Find a Way Out? BYD as a Role Model, Rock Tech Lithium as a Problem-Solver

• Lithium
• Batteries
• BatteryMetals
• Automotive
• Electromobility

The auto industry is in the midst of a deep crisis, as evidenced not only by the news from Volkswagen. The availability of battery raw materials has become a critical factor for automakers. According to a survey by industry experts at Benchmark Minerals, global demand for lithium-ion batteries rose by 29% in 2025 to a total of 1.59 terawatt-hours. While stationary battery storage was the fastest-growing segment, the electric vehicle sector remains the dominant driver of demand in terms of volume. This trend is intensifying global competition for critical raw materials. China is leading the way here. The country controls an estimated 85% of global battery production and processes around 70% of the world's lithium. This poses a risk for Western automakers. They need to develop their own solutions. We analyze the situation and explore a potential solution.

Commented by Jens Castner on July 17th, 2026 | 07:20 CEST

Chips, Gold, and Dividends: ASML, Lahontan, and Allianz as a Safe Haven Amid Market Turmoil

• Gold
• Silver
• Commodities
• dividends
• chips

There are times on the stock market when the hottest stock with the most spectacular story is not the best choice. When market uncertainty rises, investors are well advised to bet on stocks that remain unfazed by geopolitical news. At first glance, ASML, Lahontan Gold, and Allianz have nothing in common: a Dutch manufacturer of highly complex specialty machinery for the chip industry, a Canadian gold explorer, and a Munich-based insurance group. And yet, the three have something in common: they provide solid reasons why their share prices can remain largely immune to the general ups and downs of the markets—whether thanks to genuine underlying demand, robust operational progress, or shareholder-friendly dividend policies.

Commented by Matthias Schomber on July 17th, 2026 | 07:15 CEST

Crash Risk or Buying Opportunity? SpaceX Slides, BMW Eyes a Rebound, and Desert Gold Shines on the Charts

• Mining
• Gold
• Commodities
• geopolitics
• Space
• Electromobility

The situation in the Middle East has continued to escalate, with attacks around the Strait of Hormuz driving up oil prices. Brent crude has recently climbed to around USD 85 per barrel, adding another layer of uncertainty to global financial markets. For investors searching for opportunities in the current environment, it is important to look beyond individual stocks and keep a close eye on geopolitical developments. In this article, we examine three companies from very different sectors and highlight where potential opportunities may be emerging. First, we look at BMW, whose shares are currently trading at what many consider an attractive valuation and may be positioned for a rebound. We also examine SpaceX, whose stock has entered what many investors would describe as crash territory, with the share price falling below its IPO level. Finally, we turn to Desert Gold Ventures, a small West African gold explorer that has continued to make steady operational progress largely independent of broader market turbulence—and largely without attracting much attention. Could this overlooked company represent a significant opportunity for investors?

Commented by Nico Popp on July 17th, 2026 | 07:10 CEST

Defense Giants Shaken by Consumer Drones: Rheinmetall and AeroVironment Under Pressure as Volatus Aerospace Strengthens the Supply Chain

• Drones
• Defense
• hightech
• aerospace

The defence industry is booming and evolving rapidly. While established defence contractors are reaping the benefits of record orders for conventional weapons systems, autonomous systems and AI-powered networks are also increasingly benefiting. The market for military drones is growing at double-digit rates and, according to current market forecasts, is expected to reach a volume of USD 80 to 100 billion by 2030. But these billions are far from being allocated. Even though Ukrainian-made drones were disparaged as "housewife drones" not long ago, the reality is that Ukraine is extremely agile when it comes to new developments. It is not uncommon for prototypes to be deployed within days. The Ukrainians are also at the forefront when it comes to costs. Cheap, mass-produced disposable systems are increasingly replacing conventional defence products. We examine this trend and highlight three exciting companies.

Commented by Tarik Dede on July 17th, 2026 | 07:05 CEST

Gold, Tungsten, and Silver: Upside Potential in First Majestic Silver, Almonty Industries, and Agnico Eagle

• Tungsten
• Defense
• hightech
• Gold
• Silver
• Commodities
• CriticalMetals

The war in the Gulf and the strong US dollar continue to cause volatility in the commodities market. While copper has managed to decouple from these trends due to tight supply in global markets, the situation is different for gold and silver prices. However, stabilization may now be on the horizon. The specialty metal tungsten, on the other hand, tracks copper and is showing stability at high price levels. This presents opportunities for investors to build long-term positions in the market. We are therefore looking at the stocks of First Majestic Silver, Almonty Industries, and Agnico Eagle.

Commented by Lars Winter on July 17th, 2026 | 07:00 CEST

Long Live Diesel: Why dynaCERT, Deutz, and Daimler Truck Are Worth Watching—Analysts See More Than 500% Upside

• Hydrogen
• cleantech
• greenhydrogen
• Automotive
• Trucks
• Electromobility

The future of transportation may be electric, but the road to getting there will be longer and more complicated than many investors believed. Millions of trucks, construction and agricultural machines, generators, and military vehicles will continue to rely on internal combustion engines for years to come. That reality is creating an intriguing investment opportunity. We take a closer look at three companies that could benefit from this transition: dynaCERT, Deutz, and Daimler Truck.

Commented by Carsten Mainitz on July 16th, 2026 | 07:35 CEST

The Methane Puzzle: Are Zefiro Methane, BP, and Siemens Energy Entering the Next Growth Phase?

• methane
• OrphanWells
• Oil
• Energy
• Gas

For many years, the energy transition was viewed in simple terms: phase out fossil fuels and replace them with wind and solar power. The reality, however, has proven to be far more complex. As electricity demand surges, driven by data centers, artificial intelligence, and the ongoing electrification of the economy, natural gas is increasingly being recognized worldwide as an indispensable transition fuel. At the same time, political and economic pressure is mounting to drastically reduce climate-damaging methane emissions along the entire value chain. This is where Zefiro Methane is carving out its niche. By plugging abandoned oil and gas wells across the United States, many of which continue to release significant amounts of methane into the atmosphere, the company is addressing a multi-billion-dollar market.

Commented by André Will-Laudien on July 16th, 2026 | 07:30 CEST

Defence or Artificial Intelligence? On the Hunt for Blockbusters with Rheinmetall, Hensoldt, Strategic Resources, and TKMS

• VTM
• ironore
• AI
• Defense
• CriticalMetals
• GreenSteel

The market is becoming increasingly concentrated. Despite fresh record highs in July, the number of true winners can almost be counted on one hand. The strongest performers continue to be a select group of high-tech and AI stocks, while semiconductor shares are already beginning to lose momentum. Meanwhile, oil and gas stocks are picking up speed again, while the long upswing in the defence sector that began in 2022 appears to be running out of steam. As a result, many defence companies ranked among the worst-performing stocks during the first half of the year. Now the summer slowdown has arrived, and even a potential interest cut by Fed Chair Kevin Warsh is unlikely to lift sentiment. The reason is straightforward: inflation remains stubbornly high, hovering around the 4% mark in the US for an unusually long time. President Donald Trump had hoped that replacing Jerome Powell would pave the way for lower interest rates, but those expectations now appear increasingly unrealistic. Then there is the tariff setback, which is costing US taxpayers another USD 100 billion. In short, the warning signs of a broader market correction are becoming increasingly difficult to ignore. For active investors, the only real question is when, not if. Against this backdrop, we take a closer look at the battered defence sector in search of the next potential blockbuster investment.

Commented by Matthias Schomber on July 16th, 2026 | 07:25 CEST

AI, Tech, Debt, and Ratings: Oracle Faces a Reality Check, Renk Searches for a Bottom, and Volatus Aerospace May Be Poised for a Technical Breakout

• Drones
• Defense
• hightech
• aerospace
• AI

Oracle is pouring billions into the AI frenzy, thereby risking its credit rating. The result: investors are fleeing in droves, and the share price is plummeting. At the same time, Renk's share price has now collapsed by over 50% from its high. The German defence industry's rising star, along with Rheinmetall and Hensoldt, is desperately seeking a foothold. "Collective punishment" is the buzzword here! While the big names dominate the headlines, the Canadian aerospace company Volatus Aerospace may have finally done its technical analysis homework after turbulent times, with an open price gap now closed. Could this be a signal—or a starting gun? We analyze these three different companies and highlight where investors can still find interesting opportunities.

Commented by Armin Schulz on July 16th, 2026 | 07:20 CEST

Antimony as the "Invisible Glue" of Industry and Defence: Antimony Resources, BASF, and Lockheed Martin

• antimony
• CriticalMetals
• Defense
• hightech
• geopolitics

Created and published on behalf of Antimony Resources Corp.

A relatively unknown semimetal that for decades remained in the shadow of the commodity giants has suddenly emerged as the strategic nerve center of Western industry. Antimony is essential for flame retardants in electronics, heat-resistant cables in fighter jets, and modern battery systems; without this material, key technologies cannot be produced. When China effectively halted exports in December 2024, this catapulted the price of antimony skyward in a very short time and exposed a critical dependency. As the West searches for alternative supply chains, established corporations are coming under pressure. That is why today we are taking a closer look at the up-and-coming antimony producer Antimony Resources, the industrial conglomerate BASF, and the defense contractor Lockheed Martin.

Commented by Nico Popp on July 16th, 2026 | 07:15 CEST

Everyone Has to Pay—Why Investors Could Profit: The Toll Secret of InterDigital and AbbVie, Plus Globex Mining's Portfolio of 272 Resource Projects

• royalties
• Commodities
• Digitization
• patents

The global economy is like a jungle, with toll booths waiting at every turn—anyone who wants to pass has to pay. A recent example is the rebranding of Siemens Energy to Omterra: even after being spun off from the Siemens Group, the company still has to pay for the right to use its former parent company's name. This toll-booth business model exists across many industries. Companies that own assets, technologies, or rights that others need can generate highly profitable, recurring revenue streams. We take a closer look at three compelling business models and highlight investment opportunities that could prove especially rewarding during periods of economic and technological transformation.

Commented by Fabian Lorenz on July 16th, 2026 | 07:10 CEST

Evotec Shocks the Market! Will First Majestic Silver and Lahontan Gold Take Off?

• Mining
• Gold
• Silver
• Commodities
• Nevada
• Biotechnology

Biotech stocks have not exactly been investor favourites this year. And now Evotec has delivered yet another shock. It was already known that the company was undergoing a comprehensive restructuring. Nevertheless, it had recently seemed as though the share price was finding a bottom in the EUR 4-5 range. But then came the shock. The significant downward revision of its forecast and the expected high EBITDA loss caused the share price to plummet. In contrast, Lahontan Gold is shining with relative strength. While it cannot escape the negative sentiment in the gold sector, the odds are good that the share price will take off again soon. After all, the company is on the verge of transitioning from an explorer to a producer. And what about First Majestic Silver? This core investment in the silver sector recently reported its second-quarter production figures.

Commented by Nico Popp on July 16th, 2026 | 07:05 CEST

Turning Data into Returns: The Strategies Behind Palantir and S&P Global—How Aspermont Combines Data and Commodities

• Digitization
• bigdata
• Software
• AI

Digitalization is creating a veritable flood of data. But raw data in its unstructured form has no economic value. It is like a raw material that must first be refined and contextualized through in-depth industry expertise. Anyone who wants to stay competitive today must base their decisions on high-quality, processed data. Industry estimates consistently show that data analysts and data scientists spend, on average, more than 50% of their daily work time searching for and formatting data sets. It is no wonder that, according to market researchers, the global data monetization market is projected to grow to as much as USD 25 billion by 2034. In this article, we explore who is leading the way in this fast-paced environment and what innovative approaches are available.