Commented by Fabian Lorenz on June 8th, 2026 | 08:40 CEST

Buy These Stocks Now? TKMS, D-Wave, and Zefiro Methane

• methane
• OrphanWells
• Oil
• Gas
• computing
• Technology

A market capitalization of USD 50 million, annual revenue of USD 40 million, and attractive margins hardly sound expensive. As the market leader in a billion-dollar niche with high barriers to entry, Zefiro Methane is targeting significant growth in the years ahead. While it remains largely under the radar for many investors, the stock may be worth a closer look. Analysts also see potential in D-Wave, although the company trades at a far richer valuation. Following a 13% decline during last Friday's market sell-off, investors may be asking whether the recent weakness presents a buying opportunity. TKMS shares have held up comparatively well relative to their peer group. Meanwhile, positive news from Canada has raised an intriguing question: could this represent an important step toward securing a billion-dollar contract?

Commented by Armin Schulz on June 8th, 2026 | 07:45 CEST

How to Turn the Sell-off into a Gold Mine with Barrick Mining, North Arrow Minerals, and B2Gold

• Mining
• Gold
• Commodities
• Investments

On June 5, 2026, the price of gold plummeted by 3.37% to USD 4,324. This is the lowest level since late March. Panic selling swept the market, but analysts are calling it a long-overdue technical correction following a nine-week rally. Gold mining stocks amplify such movements: they fall roughly twice as sharply, but also recover twice as quickly. Those who buy now rather than sell could stand to benefit from this leverage. The current weakness is not a disaster, but an opportune entry point for long-term investors. We take a closer look at Barrick Mining, North Arrow Minerals, and B2Gold.

Commented by Stefan Feulner on June 8th, 2026 | 07:40 CEST

RWE, American Atomics, Venture Global: The Winners of the New Energy Order

• nuclear
• Energy
• AI
• decarbonization
• renewableenergy

The Western world's energy supply is on the verge of a profound transformation. Several forward-looking industries stand to benefit from this. Liquefied natural gas remains in demand as a reliable energy source, nuclear energy is making a strong comeback as a carbon-free baseload source, and the multi-billion-dollar expansion of power grids is becoming key to the energy transition. For investors, attractive opportunities could arise from these megatrends, as the next energy rally is likely to gain momentum again following the current correction.

Commented by Matthias Schomber on June 8th, 2026 | 07:35 CEST

Full Coffers, Strong Project, and Pennant Formation Nearing Breakout: Is Lahontan Gold The Best Entry Opportunity of the Year?

• Mining
• Gold
• Silver
• Commodities
• Nevada
• geopolitics

The world is holding its breath. As the devastating war in Ukraine continues unabated and geopolitical tensions reach new heights amid the fully escalated conflict in Iran, investors are increasingly seeking safe-haven assets. Global markets are reacting nervously to each new development. Yet one asset continues to stand out in this environment of uncertainty: gold. Trading at around USD 4,320 per ounce, the precious metal is once again demonstrating its role as a store of value during times of crisis. Against this backdrop, the Canadian mining company Lahontan Gold is coming into focus. Investors looking to diversify their portfolio with a gold stock may find an intriguing opportunity here. Lahontan Gold combines a top-tier project in an extremely secure mining region with a well-funded balance sheet. The stock chart is also showing an interesting technical setup. A pennant formation has been tightening in recent months and may be approaching a decisive breakout point. If the price breaks out to the upside, this could mark the beginning of a significant upward move.

Commented by Armin Schulz on June 8th, 2026 | 07:30 CEST

Plug Power, A.H.T. Syngas, and Constellation Energy: The Hidden Winners of the Power Hunger No One Is Talking About

• syngas
• biochar
• renewableenergy
• nuclear
• AI

For a long time, the energy transition was a matter of faith. Today, order books determine success. While artificial intelligence is driving data center electricity consumption to new heights, heavy industry is struggling to decarbonize processes that cannot be easily electrified. In 2026, the market will separate winners from losers. Companies with financed projects and secured offtake agreements will succeed, while those relying on vision alone will fall behind. Three very different players illustrate how investors can position themselves for this megatrend: Plug Power, A.H.T. Syngas, and Constellation Energy.

Commented by Tarik Dede on June 8th, 2026 | 07:25 CEST

Cleantech Shows Strength: A Look at Nordex, Pure One, and Linde

• Hydrogen
• cleantech
• renewableenergy
• Energy

Few sectors are bringing as many new and established companies back into the spotlight as cleantech. From solar and wind power to innovative technologies that can make the world a better and often more efficient place. For those who identify emerging trends early, the opportunities can be substantial. That is why we are taking a look today at Pure One, a company that appears poised for significant growth in the hydrogen sector. At the same time, established players also deserve attention. Industry heavyweight Linde, which has long since moved beyond supplying traditional industries, has built itself a formidable competitive moat. Investors may also want to revisit Nordex. Following its strong comeback year in 2025, the Hamburg-based company appears firmly back on a growth trajectory.

Commented by Jens Castner on June 8th, 2026 | 07:20 CEST

ANTIMONY RESOURCES, LYNAS RARE EARTHS, AND UMICORE: THREE PILLARS OF WESTERN RAW MATERIAL SOVEREIGNTY

• Mining
• Commodities
• antimony
• RareEarths
• recycling
• Defense

Created and published on behalf of Antimony Resources Corp.

No fibre-optic cables without germanium, no specialized ammunition without antimony, no electric motors without neodymium: The West has maneuvered itself into a dead end. Fatal dependencies on strategic metals threaten to slow down defence capabilities, the energy transition, and technological progress. But the need for a turnaround has been recognized, and governments are pumping billions into building completely self-sufficient supply chains. For investors, this marks the beginning of a new, government-subsidized supercycle in the commodities markets. Companies such as the Canadian explorer Antimony Resources, the Australian rare-earth giant Lynas, and the Belgian recycling specialist Umicore stand to benefit from this.

Commented by Stefan Feulner on June 8th, 2026 | 07:15 CEST

Almonty Industries: Short-Term Shock, Long-Term Opportunity

• Mining
• Tungsten
• Defense
• hightech
• geopolitics
• CriticalMetals

Last week's close is likely to go down in the annals of Almonty shareholders as a "Black Friday." For one thing, the overall market took a significant hit following the rally of the past few weeks. The S&P 500 lost around 3%, while the Nasdaq technology exchange even recorded its largest single-day point loss ever. In parallel with this downward spiral, Almonty Industries, the largest tungsten producer outside of China, announced a capital measure that sent the stock plummeting by over 20% in Friday trading. However, looking at the facts of the financing, sentiment is likely to brighten in the long term following the initial storm.

Commented by André Will-Laudien on June 8th, 2026 | 07:10 CEST

7.5% NASDAQ Weekly Correction: Infineon, AMD, HPQ Silicon, and Siemens Energy in the Spotlight

• Silicon
• Batteries
• Hydrogen
• chips
• renewableenergy

After 14 months of the NASDAQ's steep rise of over 100%, investors celebrated the new era of AI data centers and the associated chip boom. Adding to the general euphoria was the closure of the Strait of Hormuz, which sent prices skyrocketing, particularly in the high-tech sector. As a result, CPU manufacturer AMD now expects to double its revenue by 2028, with EBIT projected to triple. Apparently, the bulls believe these new scarcity-driven prices will persist into the near future. However, since commodity and energy prices are currently trending downward, production costs are likely to fall again in the long run. This would make price competition more likely than a continuation of the unusual hype. Cautious investors are therefore hitting the brakes on well-performing stocks like Infineon, AMD, and Siemens Energy in favour of less highly valued sectors. Here are a few facts about the sector.

Commented by Fabian Lorenz on June 8th, 2026 | 07:05 CEST

Shock Move at Barrick Mining? Merger with Endeavour Mining? Opportunity in Desert Gold? Gold Price at USD 4,000?

• Mining
• Gold
• Commodities
• geopolitics
• Africa

While the gold price is weakening, a potential mega-merger is emerging in Africa. As reported by "Reuters," Barrick Mining is exploring strategic options for its African operations. In addition to a potential IPO in London, a merger with Endeavour Mining is also being considered. Barrick has already been pursuing a strategic realignment for some time, including plans to list its North American business separately. Smaller explorers and producers in West Africa should also benefit from the increased market attention. One potential acquisition target is Desert Gold. The company's CEO recently made a strong impression at an investor conference. The company aims to begin gold production this year and sees an opportunity to expand its resources to over five million ounces. Analysts recommend a "Buy" rating. At the same time, Russia is reportedly selling gold. Is this a reason for concern?

Commented by André Will-Laudien on June 8th, 2026 | 07:00 CEST

Will NASDAQ Shockwave Burst AI Bubble? Major Movements at Nel ASA, Oklo, dynaCERT, SpaceX, and ITM Power

• Hydrogen
• cleantech
• AI
• renewableenergy
• Space
• Software
• Technology

It has finally happened—a 7.5% drop on the tech exchanges in just three trading days. Yet, only last Tuesday, the NASDAQ 100 index had reached a new all-time high of 30,730 points. In a sudden realization, market participants understood that the central bank's next move will be a "rate hike." After all, the new Fed Chair, Kevin Warsh, makes no secret that inflation near 4% is a disaster for the US dollar and economic stability. Although Donald Trump has repeatedly hinted in the media at an interest rate cut, the central bank governors—including former Fed Chair Jerome Powell—are unanimously leaning toward hikes to curb high inflation. In addition to economically measurable inflation, voices are growing louder that excessive price increases on Wall Street paint a picture of the economy that does not align with reality. The daily gains of billions in stock market wealth, combined with the extreme increases in long positions, harbour the potential for disappointment in the near future. Whether the initial spark of a correction was set in motion last week must therefore be closely analyzed.

Commented by André Will-Laudien on June 5th, 2026 | 09:45 CEST

300% Gain On The Horizon For High-Flyers: Marvell Technology, SpaceX, Super Micro Computer, and Antimony Resources

• Mining
• antimony
• Defense
• hightech
• Space
• chips
• Technology

Created and published on behalf of Antimony Resources Corp.

For weeks now, the stock market carousel has been revolving around the same sector: technology! Boring? Not really, because in addition to the staggering gains in the market favourites, there are always interesting follow-on stocks and IPOs that investors should keep an eye on. In about 8 days, Elon Musk's SpaceX will go public. Then the "MAG7" label will likely no longer fit, because market experts expect valuations of around USD 2 trillion from day one. The next superlative would then be reached, making visionary and charismatic founder Musk the first trillionaire on this planet. Given the speed at which this is happening, some may feel dizzy. For those staying on board, it is time to buckle up, close your eyes, and go for it! Our selected stocks—Marvell, Super Micro Computer, and Antimony Resources—offer a healthy mix of growth and critical shortages—a solid selection for a hot summer.

Commented by Carsten Mainitz on June 5th, 2026 | 08:30 CEST

Volatus Aerospace: An Underrated Drone Champion at the Intersection of NATO, AI, and SaaS

• Drones
• Defense
• hightech
• SaaS
• NATO
• AI

Volatus Aerospace's investment story extends far beyond the traditional drone market. The Canadian company combines regulatory barriers to entry, defence contracts, proprietary technology platforms, and recurring software revenue into a business model that is benefiting from significant tailwinds in the geopolitical landscape. With this positioning, the company ranks among the most exciting stocks in the North American security and defence sector. The company is rapidly transforming into a major integrated defence tech provider with recurring software and training revenues. Compared to competitors, the stock is undervalued. Takeover speculation could lead to a revaluation.

Commented by Jens Castner on June 5th, 2026 | 08:05 CEST

WHILE THE WORLD WAITS FOR ELECTRIC VEHICLES, DYNACERT, INNOSPEC, AND OC OERLIKON ARE MAKING DIESEL CLEANER

• Hydrogen
• cleantech
• greenhydrogen
• decarbonization

Different technological approaches, one shared objective – improving the efficiency and emissions profile of existing diesel engines. Three companies are pursuing fundamentally different paths to reduce fuel consumption and emissions: Canadian cleantech pioneer dynaCERT relies on a hydrogen unit that operates directly on the engine; US specialty chemicals company Innospec Inc. develops fuel additives designed to optimize fuel efficiency; and Swiss industrial group OC Oerlikon coats engine components at the factory with a layer thinner than a human hair yet as hard as metal. The result is the same in all three cases: improved energy efficiency, lower emissions, and longer engine life.

Commented by André Will-Laudien on June 5th, 2026 | 08:00 CEST

AI and Quantum Wonders Keep Happening: TeamViewer, SAP, and Aspermont Soaring, Palantir Sidelined

• bigdata
• Software
• computing
• AI
• Quantum
• Digitization

Quantum technology is considered one of the most significant waves of innovation of the 21st century and could completely turn entire industries upside down. At the same time, this same technological progress poses significant risks to digital security, as powerful quantum computers could one day overcome established encryption methods. Software and hardware companies are equally challenged. But while the tech titans from Silicon Valley are securing the physical and digital foundation of the AI economy, the valuation fantasies of individual high-flyers like Palantir are coming under increasing pressure from reality following a sharp correction. At least established software companies like SAP and TeamViewer are stabilizing in their new roles as AI integration and automation providers for businesses. Away from the mainstream, Aspermont is taking a radically different approach: there, data is not merely processed but transformed into an actual commodity within a raw materials-driven market environment. In the future, whoever controls access to relevant information will no longer decide merely on competitive advantages—but on market positions themselves.