INFINEON TECH.AG NA O.N.
Commented by Tarik Dede on May 26th, 2026 | 07:05 CEST
Space Hype, Raw Material Shortages, and the Chip Boom: A Look at OHB, Strategic Resources, and Infineon
On June 12, Elon Musk aims to make history. With SpaceX, the largest IPO of all time is imminent. Other space stocks are already benefiting from the hype surrounding the Falcon rockets and Dragon spacecraft from California. This is one reason why OHB is currently the top performer on the German stock market. War, expensive energy, and raw materials at the center of geopolitics make Strategic Resources an interesting play. The Canadians are on the verge of their next major step. And last but not least, it is worth taking a look at Infineon's stock. The German chip king has achieved something almost historic in recent weeks! And thanks to AI, operations are going brilliantly too!
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Commented by André Will-Laudien on May 21st, 2026 | 07:00 CEST
The Market Is Buying Again! Strong Revaluation at Infineon Technologies, Advanced Micro Devices, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
Despite major international uncertainties, the technology sector is once again experiencing renewed momentum. While investors are once again eagerly snapping up tech stocks like Infineon Technologies and Advanced Micro Devices, there is growing caution in other sectors. This is hardly surprising, as rising interest rates are making equity investments generally more expensive. Nevertheless, the boom in artificial intelligence, data centers, and power electronics continues unabated, bringing critical raw materials increasingly into the focus of strategic investors. Whether modern semiconductors, high-performance processors, or energy chips, they all require a stable supply of strategic metals such as antimony, copper, or rare earths. Geopolitical tensions, disrupted trade routes, and export restrictions are creating growing supply bottlenecks, increasing pressure across the industry. Exploration and resource companies like Antimony Resources, which focus on metals of high strategic importance, stand to benefit from this. It is worth taking a closer look!
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Commented by André Will-Laudien on May 6th, 2026 | 08:00 CEST
Strategic Power Trio: How Rheinmetall, Infineon, and Power Metallic Are Shaping the Backbone of the Future of Industry
The global race for critical metals such as lithium, cobalt, and rare earths has long since moved beyond the realm of harmless market mechanisms; today, it is a matter of strategic buildup. Copper has emerged as the true "common thread" of the energy transition and the AI revolution. As an indispensable component of every high-tech enterprise, from AI chips and complex sensor systems to massive energy grids, copper has become a structural bottleneck. A compulsive, at times painful, marriage prevails: for the Western industrial world is existentially dependent on a smooth supply to maintain technological supremacy. In other words, the industrial fate of the world hangs on the red metal. The vulnerability of these high-tech supply chains is currently being laid bare in all its harshness by the Strait of Hormuz blockade. When restrictive export rules from major producers collide with maritime paralysis, the geopolitical escalation has an immediate impact on the calculations of global goods production. 3 companies, 3 positions—clear hallmarks of a winning team!
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Commented by Carsten Mainitz on April 30th, 2026 | 07:45 CEST
Stock Picker's Delight! Significant Upside at Zefiro Methane and Mutares – What Is Next for Infineon?
In recent weeks, AI stocks have rallied strongly. The current earnings season has produced several positive surprises and fueled share prices. However, critical voices are also growing louder. On one hand, investors are questioning whether the massive investments in artificial intelligence (AI) will ultimately pay off. On the other hand, AI will not only create winners; the key question is which business models could be increasingly threatened. Looking beyond the high-tech sector, investors can still find excellent companies with significant upside potential. Following its recent capital increase, Mutares offers an attractive entry opportunity at a reduced price. Analysts see potential for the stock to double. Even greater upside potential is seen in Zefiro Methane. The Canadian company holds a strong position in a rapidly growing market segment valued at around USD 600 billion. With the recently raised capital, the company is positioned for rapid expansion, including through acquisitions. The stock is expected to reflect this growth outlook in the near future.
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Commented by André Will-Laudien on March 20th, 2026 | 08:05 CET
Silver Corrects to USD 65 – Speculators Are Worried, Industry Is Celebrating! Silver North, Infineon, and Micron Technologies in Focus
Incredible! Yesterday, silver fell back to USD 65 after hitting a record high of USD 122 in January. The metal had also hovered around this level in December, before the major futures market coverage frenzy swept through the capital markets. A huge stroke of luck for producers, as margins had improved by USD 70 per ounce within six weeks - a boon also for explorers like Silver North, who were able to assign entirely different values to their resources. A curse, however, for industry, which relies heavily on critical metals and now has almost no capacity left to acquire on open markets. It is conceivable that some industrial sectors will report serious shortages in the coming months. We take a closer look at the silver market and its key players.
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Commented by André Will-Laudien on March 9th, 2026 | 07:25 CET
Iran war and skyrocketing oil prices! Are there any winners at all? Infineon, First Hydrogen, and Aixtron in focus
Tensions in Iran have escalated rapidly, with military actions unfolding over a seven-day period. For the international community and struggling economies, a sustained 20% increase in oil prices means a sharp decline in economic growth and a huge surge in inflation on store shelves due to downstream inflationary effects. Consumers will not fall into a new buying frenzy in times of war, but will keep their wallets closed. Stock market traders need to think beyond short-term reactions. The real opportunities may now lie in companies that have struggled in recent days or emerging stocks with strong long-term prospects. Which names are positioned to recover fastest once the crisis stabilizes?
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Commented by Armin Schulz on February 23rd, 2026 | 07:40 CET
Beijing's silver bomb is ticking: Silver Viper Minerals, Infineon, and JinkoSolar in the big winners check
The stage is set for one of the most spectacular commodity conflicts of the decade. For the sixth consecutive year, demand is outstripping supply in silver, but this time the bottleneck has a geopolitical face. Beijing's export restrictions threaten to cut off up to half of the silver supply for Western industry. In this fractured market, three companies show how differently strategies can play out in the face of the crisis: Silver Viper Minerals is betting on new discoveries in Mexico, Infineon requires silver, but only to a small extent, and JinkoSolar is pushing forward the replacement of the precious metal in production.
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Commented by Carsten Mainitz on February 13th, 2026 | 07:10 CET
The right stocks, the right timing: Silver Viper Minerals, Siemens, and Infineon – New all-time highs?
Siemens is marching ahead. Business is booming, annual targets have been raised, and the stock is at an all-time high. Infineon is still a long way off the historic levels seen during the New Market era, but it is heading in the right direction. The high price of silver, structural supply deficits, and the growing importance of high-grade properties in established mining regions are bringing Silver Viper Minerals shares into the focus of investor interest – especially after the brief correction at a high level. The timing is right!
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Commented by Carsten Mainitz on February 4th, 2026 | 07:20 CET
Profits with a plan: Spin-offs as return drivers – Now it is Pure One's turn, Infineon and TKMS have shown the way!
The market often undervalues complex companies. Spin-offs - the separation of a division, technology, or subsidiary from an existing company - are a proven way to make hidden value visible. Investors can benefit from this, often with clear advance notice. One of the most well-known spin-offs is PayPal. In 2015, eBay shareholders received 0.22 PayPal shares for each eBay share held. Today, PayPal is one of the world's largest payment service providers. The Australian company Pure One will soon be listing its highly sought-after gas activities on the stock exchange via an IPO. This is an opportunity investors should not miss.
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Commented by Nico Popp on January 22nd, 2026 | 06:55 CET
AI and the uranium comeback: How American Atomics is becoming the winner of the energy transition and what that has to do with Meta Platforms and Infineon
The era of artificial intelligence (AI) is not only an era of enormous productivity gains, but above all an era of infrastructure and gigantic energy consumption. While the last decade was dominated by software, the future will be all about hardware. Generative AI and the path toward artificial general intelligence (AGI) are transforming data from an intangible asset into a massive consumer of power. Analysts at Goldman Sachs estimate that investments by major US tech companies in energy infrastructure could reach the astronomical sum of over USD 500 billion by 2027. This new reality is forcing a two-pronged energy strategy: on the one hand, the massive expansion of storage and efficiency technologies, and on the other, the inevitable return to the only CO2-free energy source that reliably provides base load – nuclear power. We explain what tech titan Meta Platforms and chip manufacturer Infineon have to do with this development and why American Atomics is considered a highly speculative but strategically brilliant bet on the uranium comeback.
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