INFINEON TECH.AG NA O.N.
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 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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Commented by André Will-Laudien on January 16th, 2026 | 08:15 CET
Up 700% and still going strong! Almonty, Deutz, and Infineon under the microscope
It goes without saying that stocks that are performing well do not necessarily have to stop. Often, new business models only become interesting over time, or companies change their focus to become attractive targets for investors again. Almonty Industries is considered a representative of critical metals. The stock has risen 700% in the past 12 months. However, so much has changed in the group that analysts now have to recalculate here as well. Drive specialist Deutz is consistently focusing on military applications, and Infineon is discovering its relevance in solving energy problems in large computing facilities and in e-mobility. New concepts, new valuations – the world keeps turning! Where should investors get in now?
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Commented by André Will-Laudien on January 8th, 2026 | 07:20 CET
ATTENTION - The next 100% opportunity could be here: Almonty, RENK, TKMS, and Infineon
Shares related to artificial intelligence continue to be a major focus in the market, even though the initial euphoria has subsided somewhat recently. Critical voices are increasingly warning of setbacks or even a significant correction. Among these skeptics is the well-known investor Michael Burry, who is said to have bet on falling prices for Nvidia and other industry peers. At the same time, shares linked to critical metals and their industrial end users have once again moved into the spotlight since the turn of the year. This is because tech specialists and AI infrastructure providers are under pressure to meet extremely high requirements in terms of energy supply, computing capacity, speed, and reliability. As a result, further opportunities are emerging for selected stocks. We highlight a few of these potential plays.
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Commented by Carsten Mainitz on December 29th, 2025 | 07:25 CET
The hunger for AI, chips, and batteries continues unabated! Who will benefit most in 2026: Graphano Energy, Infineon, or Aixtron?
Artificial intelligence was a major driver of the stock markets this year. The boom in data centers fueled demand for chips and energy. The topic of electromobility also gained momentum. Batteries, storage technologies, and the materials and raw materials required for them also attracted investor interest. Read on to find out which of these megatrends will continue to drive prices in the coming year and how investors can position themselves correctly with Graphano Energy, Infineon, and Aixtron.
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Commented by André Will-Laudien on December 22nd, 2025 | 07:15 CET
Mega rally in 2026 with artificial intelligence, chips, and storage solutions: Oracle, Graphano Energy, Broadcom, and Infineon
The year 2025 is drawing to an end. This year, the focus was clearly on the shares of AI providers in the areas of storage solutions, infrastructure, and databases. Investment banks see this sector as a potential driver of rising stock markets in 2026 as well. Will there be a correction in the first quarter? No one knows, because apart from the minor customs uncertainty in April 2025, there has been no serious decline in the international capital markets so far. This is surprising, because inflation remains high, interest rates are rising, and commodity prices are galloping away. These are all indications of higher input prices and falling margins. Which stocks are still making good money?
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Commented by André Will-Laudien on December 18th, 2025 | 08:00 CET
Silver boom and critical metals on the rise! Keep a close eye on Rheinmetall, Infineon, Hensoldt, and Antimony Resources
International conflicts and competition for physical silver are leading to increasing uncertainty surrounding critical metals. Since the defense industry and the high-tech sector are particularly dependent on intact supply chains, increased volatility is also measurable in these sectors. For risk-conscious investors, the time has come to scan their portfolios for potential risks and, after one of the best upward cycles of the last 20 years, to close one or two doors. We can help with the analysis.
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Commented by André Will-Laudien on September 22nd, 2025 | 07:10 CEST
Takeovers in the chip sector – Gold is unstoppable! Intel, AMD, Infineon, and Sranan Gold
The stock market is booming, and strategic partnerships are nothing unusual. Then last week came the bombshell: the world's largest chip designer, Nvidia, is investing billions in its rival Intel. The two semiconductor companies announced that Nvidia will acquire Intel shares worth USD 5 billion. They also plan to jointly develop chips for PCs and data centers in the field of artificial intelligence. That adds more fuel to the already overheated NASDAQ rally. A rate cut by the Fed on Wednesday also catapulted precious metals upwards. Gold touched the USD 3,700 mark, while silver broke through the next barrier at USD 43. The bull market continues, and as usual, it is high-tech stocks and gold stocks like Sranan Gold that are leading the way. Here is an important update.
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Commented by André Will-Laudien on April 14th, 2025 | 08:00 CEST
Growth despite tariffs: It is all about using artificial intelligence! Novo Nordisk, NetraMark Holdings, Infineon, and Intel
The tariff policy of the Trump administration is casting a long shadow over the global economy, with ifo Institute President Clemens Fuest warning it could even trigger a new global recession. Only a handful of companies can currently afford to relax - those that manufacture entirely within the US and serve mainly domestic markets. However, the economy is highly interconnected, the recently favored globalization has ensured that. The wheel is currently turning backwards, and "local sourcing" is the new buzzword. History has shown that protectionism rarely leads to positive outcomes. It is important for investors to look closely at which policymakers truly have an understanding of economic issues without ideological distortions. Identifying these trends can lead to discovering high-potential stocks. The search is not easy, but we are here to provide support wherever possible.
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