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GE Vernova, RE Royalties, Canadian Solar – Billions Are Flowing Into Energy Infrastructure
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Arms Boom Meets Steel Revolution: A New Era for Salzgitter, Strategic Resources and SSAB
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Above the Clouds: Ryanair, Volatus Aerospace and Air France-KLM in Focus
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Better Than Siemens Energy? These Stocks Are Benefiting From the US Market! 2G Energy, Tonies and Zefiro Methane with More Than 200% Upside Potential!
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Markets on the Move: PayPal, HPQ Silicon and Salesforce in Focus
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USD 40 Trillion in Debt and Central Bank Buying Fuel Gold Prices: Barrick Mining, Lahontan Gold and Wheaton Precious Metals
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Gold Rush—But Which One Is Better? DRC Gold, Ivanhoe Mines and Newmont in the Spotlight
Commented by Stefan Feulner on August 31st, 2026 | 07:30 CEST
GE Vernova, RE Royalties, Canadian Solar – Billions Are Flowing Into Energy Infrastructure
The energy transition is no longer primarily a technological challenge, but rather a financing and infrastructure challenge. Solar farms must be built, battery storage systems financed, and power grids upgraded to support an increasingly decentralized energy supply. The project pipelines of major developers alone demonstrate the scale to which investment needs have now grown. At the same time, new business models are emerging for companies that not only build facilities but also provide capital or profit from the long-term returns of the projects. This marks the beginning of a second phase of the energy transition for investors. The focus now is on turning this massive expansion into a profitable business.
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Commented by Jens Castner on August 31st, 2026 | 07:25 CEST
Arms Boom Meets Steel Revolution: A New Era for Salzgitter, Strategic Resources and SSAB
Europe is rearming. Above all, the continent needs steel to do so. Tanks, frigates and submarines consume quantities of material that are pushing existing production facilities to their limits. At the same time, a quieter but equally consequential transformation is underway: the shift toward more climate-friendly steelmaking processes. Whoever controls the raw material supply chains behind this transition holds the key to a story that the market has yet to price in. This is where Strategic Resources, a still largely undiscovered small-cap, has all the pieces in place. The Canadian company delivers exactly what German industry heavyweights such as Salzgitter are desperately seeking. Swedish steel and armored steel monopolist SSAB has already begun exploring the opportunity.
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Commented by Tarik Dede on August 31st, 2026 | 07:20 CEST
Above the Clouds: Ryanair, Volatus Aerospace and Air France-KLM in Focus
Freedom is not always limitless above the clouds. High jet fuel prices are putting pressure on airlines' businesses, while rising ticket prices have made summer vacations in 2026 significantly more expensive. This is especially true in Europe, where jet fuel capacity remains limited. Nevertheless, the market is currently showing signs of easing. Since the outbreak of the war, many airline stocks have recovered. It is therefore worth taking a closer look at the shares of low-cost carrier Ryanair and the premium carrier Air France-KLM. For investors who would rather avoid the poor predictability of airline stocks, there is still an opportunity to look to the skies by considering shares of Volatus Aerospace.
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Commented by Fabian Lorenz on August 31st, 2026 | 07:15 CEST
Better Than Siemens Energy? These Stocks Are Benefiting From the US Market! 2G Energy, Tonies and Zefiro Methane with More Than 200% Upside Potential!
Created and published on behalf of Zefiro Methane
More than 1,000%. That is the performance of Siemens Energy shares since the beginning of 2024. The spectacular gains have been driven by the AI boom and its insatiable appetite for energy. But the company is now anything but cheap. We present three stocks poised for strong growth in the US. 2G Energy also aims to benefit from the AI boom. Its order intake is skyrocketing, and analysts see upside potential for the stock. Experts see more than 200% upside potential in Zefiro Methane. The company specializes in plugging abandoned wells and aims to become the market leader. The US government has allocated USD 4.7 billion for the purpose - and that is likely nowhere near enough. Thanks to strong growth in the US, Tonies could soon generate more than EUR 1 billion in annual revenue. Analysts consider recent concerns about profitability to be overblown and recommend buying the stock.
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Commented by Tarik Dede on August 31st, 2026 | 07:10 CEST
Markets on the Move: PayPal, HPQ Silicon and Salesforce in Focus
The summer break is officially coming to an end. Particularly in North America, investors typically return to their desks around September 1, after Labour Day. But this year, plenty has been happening in the stock markets even during the summer months—there has been little sign of a lull. Following Nvidia's phenomenal second-quarter results, innovative sectors now appear to be shifting into higher gear. And the market is not expecting much turbulence on the interest rate front either. Despite rising inflation, the Federal Reserve appears unlikely to take action ahead of the midterm elections in November. At least, that is what the markets are largely pricing in at present. That makes it worthwhile for investors to take a closer look. Today, we do just that with PayPal, HPQ Silicon and Salesforce.
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Commented by Armin Schulz on August 31st, 2026 | 07:05 CEST
USD 40 Trillion in Debt and Central Bank Buying Fuel Gold Prices: Barrick Mining, Lahontan Gold and Wheaton Precious Metals
The gold market has made an impressive comeback following the correction in August, temporarily climbing back above USD 4,600 per ounce. This is more than just a technical rebound, as several fundamental factors are supporting the rally. Record central bank purchases, exploding US national debt, and the prospect of imminent interest rate cuts are giving gold renewed appeal. For investors, the question is no longer whether to participate in the uptrend, but how to benefit from it. Today, we take a closer look at Barrick Mining, Lahontan Gold, and Wheaton Precious Metals.
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Commented by Nico Popp on August 31st, 2026 | 07:00 CEST
Gold Rush—But Which One Is Better? DRC Gold, Ivanhoe Mines and Newmont in the Spotlight
As central banks around the world resume buying gold and geopolitical turmoil shakes confidence in fiat currencies, one thing is clear: humanity's oldest form of currency is experiencing a renaissance. After a breathtaking record-breaking run that pushed the gold price to USD 5,600 per ounce at the beginning of the year, followed by a correction, gold has recently climbed dynamically back above the USD 4,600 threshold. But for gold investors, there has long been more to the market than just bullion and ETPs. Companies in the gold sector are profiting from the rally and, under certain circumstances, can even offer leverage on the precious metal. We introduce some exciting business models and take a look at Africa as well.
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Commented by Matthias Schomber on August 31st, 2026 | 06:55 CEST
Market Opportunities and Contrasts: Novo Nordisk with Weight-Loss Pill, ASIC Concerns at DroneShield, Power Metallic Mines with Breakout Potential
Danish pharmaceutical giant Novo Nordisk has suffered a significant setback in the fierce race for the lucrative weight-loss drug market, but its new weight-loss pill could now prove to be a game changer. At the same time, Australian drone specialist DroneShield is facing regulatory headwinds that are severely testing investor confidence, yet the numbers remain strong. Away from these companies, Canada's resource sector has another standout in Power Metallic Mines, which is demonstrating impressively how a solid polymetallic discovery and excellent drilling results can inject strength and momentum into a stock chart performance. Read on to find out why these three stocks deserve a place on every watchlist right now!
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Commented by Nico Popp on August 31st, 2026 | 06:50 CEST
Hunger for Critical Metals at SpaceX and Beyond: How Globex Mining Differs from Berkshire Hathaway
Rocket launches are simply fascinating: the brilliant light, tremendous thrust, and nervous anticipation during the countdown captivate us. Yet many future technologies would be unthinkable without raw materials and their smart processing. Tech giants have long been turning their attention to Earth's mineral resources and thinking ahead about supply security. We take a closer look at SpaceX and examine which resource companies are already securing the deposits of tomorrow. Three business models put to the test.
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Commented by Fabian Lorenz on August 31st, 2026 | 06:45 CEST
Shock at BioNTech! Insider Buying at Nordex! Comeback Story for dynaCERT!
Could dynaCERT become the comeback story of the year? Analysts at GBC Research certainly believe the cleantech stock could rise to EUR 0.48. The shares are currently trading at EUR 0.06. The company's German management team is working hard to engineer a comeback. In particular, it has recently celebrated successes in commercializing its technology in Vietnam and Mexico. Further positive news should follow in the coming months. BioNTech, on the other hand, shocked its shareholders with Friday's announcement. The Phase 2 trial of its cancer immunotherapy candidate for colorectal cancer has been halted. Does this mean the mRNA race against Moderna is lost? The Nordex share has also recently lost momentum. The stock has been moving sideways since February. But now an insider purchase is attracting attention. Not all analysts, however, share the optimism.
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Commented by Stefan Feulner on August 31st, 2026 | 06:40 CEST
RTX, Almonty Industries, Rheinmetall – The Battle for Tungsten Escalates
Tanks, missiles, radar systems, and AI chips require high-performance materials. One of the most strategically important is tungsten. China accounts for more than 80% of global production and has already tightened its export controls. At the same time, Europe and the US are ramping up their defense production. This is driving not only demand but also political pressure to establish independent supply chains. As a result, Western tungsten projects are gaining strategic importance.
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Commented by Stefan Bode on August 31st, 2026 | 06:35 CEST
Rate Pivot, Gold Boom and Failed Deals: Opportunities and Risks - Desert Gold, ECB, PayPal, iShares STOXX Europe 600 Banks
Financial markets are currently presenting a highly charged environment. While central bank monetary policy is delivering record profits and strong margins to the European financial sector, historically high precious metal prices are helping promising resource developers advance toward production. At the same time, sudden sell-offs in the payments sector demonstrate how quickly failed takeover hopes can dampen investor sentiment. This report examines three notable developments spanning enormous return potential, periods of upheaval, and emerging risks.
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Commented by André Will-Laudien on August 28th, 2026 | 11:00 CEST
Mega-Chips Without Power? AI Comes to a Standstill Without AMD, Nvidia, Infineon and NU E Power
Created and Published on Behalf of NU E Power
What if the screen stays black after you switch it on? No joke—because the insatiable power appetite of artificial intelligence is driving demand for electricity and cloud capacity to astronomical levels. But Bloomberg is now sounding the alarm: at the current pace of data-center expansion, a major reality check could be looming, potentially putting the ambitious AI dreams of Silicon Valley's giants under serious pressure. A study by BloombergNEF reinforces this concern, predicting that by 2035, data centers could consume up to 20% of total US electricity demand. The most critical bottleneck is the extreme shortage of electricity, as aging power grids and the sluggish expansion of renewable energy simply cannot keep pace with rapid growth. At the same time, the rollout of new megaprojects is increasingly slowing down. Lengthy permitting procedures, strained supply chains for specialized transformers, and an acute shortage of skilled workers are significantly extending construction timelines. How can investors capitalize on this power-supply bottleneck?
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Commented by Jens Castner on August 28th, 2026 | 10:00 CEST
Wind, Hydrogen, World-Class Dividend: Nordex and Enapter Battle It Out, RE Royalties Cashes In
The energy transition showcases every facet of stock-market madness. Nordex shares have multiplied in value, but suddenly politics and analysts are creating headwinds. Enapter, meanwhile, is at rock bottom and is looking to fight its way back up. At the other end of the spectrum is a Canadian small-cap that benefits from the growth of new energy without building a single wind turbine or electrolyser itself: RE Royalties. For years, the company has reliably paid high dividends, yet its share price stubbornly refuses to budge. Investors can choose between a hydrogen crash, a wind power roller coaster, and a world-class dividend.
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Commented by Carsten Mainitz on August 28th, 2026 | 07:35 CEST
Explosive News: Power Metallic Mines Nears a Decisive Milestone — How Are BASF and BYD Performing?
AI and electrification require enormous amounts of copper. According to the International Energy Agency, a supply shortfall of approximately 6.6 million metric tons is projected by 2035. New mines and functioning recycling loops will therefore be equally indispensable. Power Metallic Mines could arrive at exactly the right time with its polymetallic Nisk project in Québec. The company's initial mineral resource estimate, expected soon, will reveal the deposit's industrial significance and whether the stock is poised for a revaluation. Chemicals giant BASF is strategically positioning itself in raw materials and recycling while gaining additional appeal through the planned spin-off of its agricultural business. BYD demonstrates just how rapidly international demand is growing, with Europe playing an increasingly important role. Who holds the best cards?
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