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Commented by Matthias Schomber on November 9th, 2026 | 05:43 CET
Palantir Shares in Turmoil! Evotec Gains Momentum! Buying Opportunity in Lahontan Gold After the Consolidation!
Chip stocks are posting double-digit percentage declines. Investors fear the AI bubble could burst or that growth may no longer continue at the same pace. Corporate spending could be scaled back. Dutch bank ING is offering a portfolio of around USD 500 million in data centre loans for sale. This could indicate an attempt to pass on the risk. Investors are now desperately searching for the real winners of today and tomorrow beyond the broader market crowd. While AI software giant Palantir is also struggling with share price declines, biotech pioneer Evotec is seeking to embark on the painful road to recovery. The commodities sector also offers exciting opportunities, such as Lahontan Gold. Find out in the following article which fundamental data and technical levels really matter now for Palantir, Evotec and Lahontan Gold and where the opportunities for your portfolio may lie!
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Commented by Armin Schulz on November 9th, 2026 | 05:38 CET
Deutz, Strategic Resources, thyssenkrupp – Defence and Resource Security: Three Stocks from Powertrains to Raw Materials and Steel
Europe's rearmament is also a question of raw materials. On October 9, the European Commission selected 46 new strategic raw material projects in 16 Member States. In doing so, Brussels aims, among other things, to strengthen the defence industry's supply chains. An armoured vehicle needs a powerful powertrain and plenty of high-strength steel, often alloyed with metals such as vanadium. China and Russia supply most vanadium. If these countries turn off the tap, entire production operations could stall. New sources of raw materials in reliable countries and a strong steel industry in Europe are therefore in demand. We take a look at Deutz, Strategic Resources and thyssenkrupp along this supply chain.
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Commented by Stefan Feulner on November 9th, 2026 | 05:32 CET
Daimler Truck, First Hydrogen and Ballard Power: The radical upheaval in global logistics
The global logistics industry is facing a massive upheaval. While established truck manufacturers earn billions from conventional powertrains, the development of zero-emission commercial vehicles is gathering pace. Fuel cells, hydrogen supply and automated logistics systems could fundamentally change the value chain. For investors, the question is who can actually turn the industrial transformation into a profitable business.
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Commented by Lars Winter on November 9th, 2026 | 05:30 CET
Good News for Rising Share Prices: Almonty Supplies Tungsten Worldwide, Novo Nordisk Raises Guidance, Apple Heads into Christmas with Record Results
The Sangdong mine in South Korea is producing tungsten again after more than 30 years. For raw materials specialist Almonty, this marks the start of the phase in which a strategically important deposit is set to become a reliable profit generator. This gives the share significant upside potential. At Novo Nordisk, the new Wegovy weight-loss pill is boosting business, and Apple is heading into the Christmas trading season with a record quarter. The good news should soon lead to rising share prices too. In our stock review, we examine the opportunities and the risks and take a closer look at three promising stocks.
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Commented by Tarik Dede on November 9th, 2026 | 05:27 CET
Copper under election pressure: Southern Copper, Power Metallic Mines and Freeport McMoran in focus
Created and Published on Behalf of Power Metallic Mines
Two factors boosted the upward trend in copper over recent months and years. One was the additional demand from the massive expansion of AI infrastructure in the US by the so-called AI hyperscalers. The other was the threat of tariffs hanging over the market. The US government planned such tariffs to promote domestic mining and bring more processing capacity into the country. Both factors have been called into question since last week's midterm elections. The Democrats want to slow the expansion of data centres and regulate AI players such as OpenAI or Anthropic more tightly. Both weighed on the copper price last week, which fell to its lowest level since July. "Markets are still digesting the implications of a blue wave", wrote Daniel Ghali, head of commodities research at Deutsche Bank, summarising the current market situation. This does not jeopardise the structural rise in demand for copper. Nevertheless, progress could be somewhat slower for the time being. For investors, this market situation offers opportunities in battered copper stocks. Today, we take a look at the shares of Southern Copper, Power Metallic Mines and Freeport McMoRan.
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Commented by Fabian Lorenz on November 9th, 2026 | 05:23 CET
Buy Nordex and TKMS? What is going on between Siemens and Rock Tech Lithium?
Is Rock Tech Lithium's share price poised for a comeback? The company could benefit from closer raw materials ties between Europe and Canada. It is pushing ahead with its projects in Canada, but what exactly is happening with Siemens? Cooperation with the German group recently took a more concrete shape. While TKMS continues to await the multibillion-euro submarine order from India, the naval specialist has announced a new partnership in the country. On the stock market, however, the news went largely unnoticed. In the wake of the Rheinmetall debacle, TKMS shares lost more than 10% of their value last week. Analysts see 10% upside potential in Nordex shares. Despite strong quarterly figures and a high order backlog, they remain rather cautious. Why?
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Commented by Tarik Dede on November 9th, 2026 | 05:22 CET
Zefiro Methane: Acquisition boosts growth
Created and published on behalf of Zefiro Methane Corp.
Zefiro Methane is one of the most exciting companies in the green-stocks universe. The Canadians have established themselves in a niche worth billions and use their technology to combat climate-damaging methane gases escaping from orphaned oil and gas wells. In the United States, this is currently developing into big business – with Zefiro at the forefront. Management has now reported further successes. Framework agreements have been concluded with no fewer than three corporate clients. According to management, this is possible thanks to the acquisition of Viking Well Service equipment this spring. Investors are also showing great confidence in the company.
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Commented by Stefan Bode on November 9th, 2026 | 05:21 CET
Stock market in transition: Which business models impress? Aspermont, HelloFresh and Rheinmetall
Rising profits do not always translate into rising share prices. What matters is whether companies meet expectations, generate cash and tap into new potential growth drivers. Amid weaker consumption, data-driven change in the commodities sector and delayed defence orders, different opportunities and risks are currently emerging. Where do better margins support a recovery, when does digital data turn into reliable revenue and how heavily do postponed orders weigh on valuations? A look at these three stocks provides several clues.
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Commented by Armin Schulz on November 6th, 2026 | 05:44 CET
Gold Stocks – Q3 Central Bank Buying and ETF Inflows Could Provide a Tailwind for Newmont, Kobo Resources and Agnico Eagle
Central banks bought 321.2 tonnes of gold in the third quarter. That was 42% more than in the same period last year, the World Gold Council reported on November 3. Added to this were 211.2 tonnes of inflows into exchange-traded gold funds following outflows in the second quarter. Global mine production, by contrast, rose by just 3% to 1,070.9 tonnes over the same period. Producers have to deliver, and it takes years for a deposit to become a mine. This spurs producers into action, because those who keep mines running, make new discoveries or develop projects can benefit. We take a closer look at Newmont, Kobo Resources and Agnico Eagle.
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Commented by Stefan Bode on November 6th, 2026 | 05:42 CET
Three stocks, three tests: BMW, Desert Gold and Heidelberg Materials
Created and Published on Behalf of Desert Gold Ventures Inc.
Amid budding hopes for an economic recovery, operational implementation plans and structural change across an entire industry, three stocks are currently sending very different signals. While a building materials stock is targeting a key technical hurdle following strong quarterly figures, a gold project must translate its production plan into robust metrics. At the same time, a premium automaker shows how strongly expectations, margins and the Chinese market shape share price performance. This report places opportunities, risks and key price levels in the context of current stock market developments.
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