DEUTZ AG O.N.
Commented by André Will-Laudien on September 3rd, 2026 | 08:50 CEST
AI Energy Crisis Boosts Niche Players: Deutz, Siemens, dynaCERT and Siemens Energy in Focus
All the warning lights are flashing red at the Brussels Energy Office! The ever-growing daily use of AI is driving electricity demand to unprecedented levels, putting enormous strain on global infrastructure. A recent industry study by Allianz on data sufficiency underscores the fundamental problem: the enormous computational load of modern AI applications devours vast amounts of electricity and drastically exacerbates the global energy shortage. But all is not lost yet! For where traditional grids reach their limits, the time has come for specialized niche players to turn the rapidly escalating energy crisis into viable business models. Energy technology giant Siemens Energy is laying the foundations by stabilizing the urgently needed grid infrastructure and supplying highly efficient gas turbines for large data centres. However, as the expansion of centralized electricity grids can barely keep pace with the growth of AI, decentralized solutions are also gaining significant prominence. This is where Deutz AG is positioning itself as a leading systems provider for self-sufficient energy supply and state-of-the-art emergency power generators. Looking at the heavy goods vehicle sector, one comes across dynaCERT. This cleantech company supplies the market with its patented hydrogen technology, which has been proven to reduce fuel consumption and emissions from logistics and energy-generation facilities. For forward-thinking investors, this acute bottleneck presents an attractive entry opportunity.
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Commented by Fabian Lorenz on August 27th, 2026 | 07:35 CEST
Stocks in a Billion-Dollar Frenzy! Siemens Energy at EUR 245? +16% for Deutz! Is Volatus Aerospace Set to Take Off Again?
The stock market is celebrating Deutz's planned billion-euro acquisition. The engine specialist's stock has skyrocketed by 16% in just a few days. With this acquisition, the Cologne-based company aims to diversify its business and gain greater benefit from global defense investments. Volatus Aerospace serves both military and civilian applications with its drone platform. The potential is enormous. The stock market is waiting for major orders, which, according to the Volatus CEO, are on the horizon. This should allow the stock to take off again. Analysts also see significant upside potential for Siemens Energy. The planned spin-off of the industrial business is being well received. Price targets range up to EUR 245.
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Commented by Stefan Bode on August 25th, 2026 | 07:10 CEST
Between Billion-Dollar Deals and Geopolitics: Almonty Industries, Deutz, CATL and Schaeffler
Global financial markets are undergoing massive structural change. Whether it is the volatile transition to e-mobility, securing systemically critical raw materials amid geopolitical tensions, or a long-established company's historic entry into the booming defense sector—adaptability is key. We take a closer look at three exciting stock picks that are currently making headlines with billion-dollar acquisitions, strategic alliances, and massive share buybacks in the triple-digit million USD range. Which of these stocks currently offers an attractive risk-reward ratio?
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Commented by Matthias Schomber on August 24th, 2026 | 07:30 CEST
Return Opportunities in Defence, Hydrogen and GreenTech: How Deutz, Nel ASA and MustGrow Biologics Are Gearing Up for a Breakout!
Created and Published on Behalf of MustGrow Biologics Corp.
Trump's hard-line stance in the Iran conflict and the blockade of the Strait of Hormuz have been keeping the financial markets on edge for weeks and months. This issue will likely remain with us for quite some time. However, these geopolitical crises are currently causing massive shifts in market weightings, with defence-related stocks gaining renewed momentum while many former "hydrogen hype" stocks continue to lose ground. Deutz AG, for example, is pivoting toward the defence technology sector with billion-euro acquisitions, thereby striking exactly the right chord with current market sentiment. Nel ASA, by contrast, is experiencing the opposite: despite a strong order book, weak margins continue to weigh on the stock. Away from these two companies, MustGrow Biologics, a smaller company operating in a niche market, is making headway. The Canadian agri-biotech specialist is making strides in sustainable crop protection and may be on the verge of a technical breakout.
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Commented by Lars Winter on August 11th, 2026 | 07:45 CEST
Almonty Industries, Deutz, and GFT: Strong Upside Potential Thanks to Tungsten, Defense, and AI
Commodities, defense, and artificial intelligence are among the major stock market themes of our time. Three companies are currently making headlines in these areas. With its new tungsten mine in South Korea, Almonty Industries has evolved from a project developer to a producer. Engine manufacturer Deutz is establishing a second pillar in the defense sector through a multi-billion-euro acquisition. And software specialist GFT is demonstrating for the first time on a large scale that it can generate revenue with its own AI solutions. Three stocks with strong drivers for price growth—but very different risks.
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Commented by Nico Popp on August 10th, 2026 | 07:25 CEST
German AI Winners technotrans and Deutz—Why the Hype Is at Risk, and the Role Power Metallic Mines Could Play
Data centers are experiencing a massive global boom, both in the United States and elsewhere around the world. However, the resulting waste heat and unexpected power-grid failures need to be managed. This is where specialized German equipment manufacturers are increasingly stepping in, supplying sophisticated cooling systems and backup power generators to customers even in the US. For Germany, this is very good news. But there is a major caveat: suppliers to the AI industry depend on critical raw materials. Without large quantities of copper, nickel, and platinum group metals, the expansion of AI and power grids will stall. In this article, we take a closer look at German companies positioned to benefit from the AI boom, as well as a potential Canadian raw-material supplier that could also score points through its focus on sustainability.
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Commented by Matthias Schomber on July 29th, 2026 | 07:35 CEST
Deutz, Jungheinrich, and Almonty: Where Investors Can Find Real Opportunities in the Market Right Now
The European industrial landscape is currently noticeably fragmented, which presents investors with difficult decisions about which stocks will perform well and which will perform poorly. While it has never been easy to make the right choice, as established, long-standing German corporations grapple with rising material costs, intense price pressure, and, in some cases, the aftermath of internal conflicts, interest is increasingly shifting toward companies in strategic niche markets, including the commodities and defense sectors. The stocks of Deutz and Jungheinrich reflect the current challenges facing the broader mechanical engineering sector, which is suffering from noticeable margin pressure despite solid order intake. Defense, however, is a buzzword that could boost the performance of one or two stocks in that sector—if handled skillfully. At the same time, the spotlight is on commodity stocks that are benefiting from global geopolitical upheavals. Almonty Industries, in particular, is drawing attention due to an exciting consolidation pattern on the charts. Can this tungsten heavyweight soon regain its former strength? This report examines the current situation of the three stocks and highlights where real opportunities might now be emerging!
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Commented by Lars Winter on July 17th, 2026 | 07:00 CEST
Long Live Diesel: Why dynaCERT, Deutz, and Daimler Truck Are Worth Watching—Analysts See More Than 500% Upside
The future of transportation may be electric, but the road to getting there will be longer and more complicated than many investors believed. Millions of trucks, construction and agricultural machines, generators, and military vehicles will continue to rely on internal combustion engines for years to come. That reality is creating an intriguing investment opportunity. We take a closer look at three companies that could benefit from this transition: dynaCERT, Deutz, and Daimler Truck.
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Commented by Fabian Lorenz on January 27th, 2026 | 07:15 CET
Silver is unstoppable! Defense stocks in demand! Steyr Motors, Deutz, and Silver North Resources in focus
Silver is currently breaking all records and even eclipsing its big brother, gold. Yesterday, the price of silver climbed to over USD 108. And for good reason: the precious metal is not only a crisis currency, but is increasingly becoming a "critical commodity." Investors who want to profit should not only look at the basic investments, but also at the second-tier winners. In the case of silver, this is Silver North Resources. The explorer's two projects in Canada are so convincing to investors that the current capital increase has been topped up, and the Company is fully financed for two years. The stock now offers an entry opportunity. Steyr Motors shares are also back in the fast lane. A framework agreement with minimum purchase quantities from Asia is providing new momentum. Deutz shares are close to their all-time high. Both engine manufacturers are benefiting from the defense boom.
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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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