SIEMENS AG NA O.N.
Commented by Carsten Mainitz on September 10th, 2026 | 08:20 CEST
From Nuggets to Networks: How Lahontan Gold, Siemens, and Allianz Are Redefining the Precious Metal's Value Chain
Gold remains in demand over the long term, but could face pressure from interest rates in the short term. Market participants are increasingly anticipating a US interest rate hike in September. While high energy prices are weighing on the market, geopolitical crises, a weak US dollar, spiraling government debt, and record-high central bank purchases are acting as strong counterbalances. Accordingly, analysts see significant upside potential for the precious metal through 2027. To maximize returns from the next medium-term upswing, investors should take a broader view of the "ecosystem". Lahontan Gold, in particular, stands out positively here. The Canadian company is consistently driving its transformation from an explorer to a gold producer in Nevada. This transformation phase for emerging commodity producers typically involves numerous milestones that drive higher corporate valuation. Siemens provides the automation and digitalization needed for efficient mining, thereby covering another angle. Allianz and its industry partners provide investors with strategic access to physical gold and mining stocks through asset management. Which stock will outperform gold?
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Commented by Armin Schulz on September 7th, 2026 | 08:00 CEST
Siemens, First Hydrogen and SpaceX Aim to Profit from the USD 200 Billion Tech Supercycle Driven by AI, Robotics and Space
We are heading into a new economic era shaped by three interconnected megatrends: artificial intelligence, robotics and the exploration of space. While AI provides the cognitive framework, robotics translates this intelligence into physical actions, and space is emerging as the ultimate source of raw materials, energy and data bandwidth. Together, these technologies will not merely automate processes; they will shape the industries of tomorrow. Analysts estimate that investment in this AI-driven hardware offensive could reach up to USD 200 billion. As an investor, you cannot afford to miss this trend. We therefore take a closer look at the strategies of Siemens, First Hydrogen and SpaceX.
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Commented by Tarik Dede on August 24th, 2026 | 08:15 CEST
Data as Currency in the AI Era: How Samsung Electronics, Aspermont and Siemens Stand to Benefit
AI language models have already made everyday tasks easier for millions of people. Quick research for work, or even checking the weather for leisure, is now often just a prompt away. But the real revolution is likely to take place in industry. Industrial companies have access to vast stores of historical data that can be leveraged not only to reduce costs, but also to increase revenue and profits. This transformation is already underway across a wide range of sectors, from automotive and aerospace to mining and semiconductor manufacturing. Today we take a closer look at the shares of Samsung Electronics, Aspermont and Siemens.
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Commented by Stefan Feulner on August 17th, 2026 | 07:00 CEST
Constellation Energy, NU E Power, Siemens: These stocks are at the heart of the energy boom
Created and Published on Behalf of NU E Power Corp.
The AI boom faces an energy problem that cannot be solved simply by developing better chips. New data centers consume enormous amounts of energy, while grid connections and additional generation capacity are becoming increasingly scarce in many regions. As a result, Hyperscalers are securing long-term nuclear power, investing in their own energy solutions, and accelerating the development of new energy infrastructure. This is creating a massive multi-billion-dollar market beyond the familiar AI stocks. Particularly interesting are companies that generate and supply electricity, provide the necessary infrastructure, or develop new energy parks specifically to meet the growing power demands of data centers.
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Commented by Stefan Bode on August 11th, 2026 | 07:35 CEST
Beneficiaries of Change: The AI Boom, Infrastructure, and the Hunger for Raw Materials — Deutsche Telekom, Power Metallic Mines, Siemens
Global financial markets are being shaped by far-reaching transformations. From the rapid rise of artificial intelligence and the massive expansion of digital networks to the geopolitically driven push to secure critical supply chains, powerful long-term trends are reshaping the investment landscape. Long-term investors and forward-looking market participants are increasingly looking for the companies set to benefit from these megatrends. The following report highlights three compelling stocks from different sectors that are currently impressing with record results, strategic positioning, and fresh buy signals. Discover which companies are laying the foundation for tomorrow's technology-driven economy.
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Commented by Nico Popp on August 6th, 2026 | 07:00 CEST
Europe Facing a Tungsten Shock? Airbus and Siemens Under Pressure—Could Almonty Double?
Walking through the production facilities of European industrial giants such as Airbus or Siemens, it is easy to overlook just how fragile many of their supply chains have become. On Tuesday, Switzerland's Neue Zürcher Zeitung (NZZ) assessed the situation with regard to the EU: Western industry is caught in a dangerous cycle of dependency from which it can hardly free itself on its own. Since China significantly tightened export controls on tungsten in February 2025, tungsten prices have surged, in some cases rising seven to ninefold. Meanwhile, European initiatives such as the Critical Raw Materials Act (CRMA) have struggled to gain traction due to limited funding and lengthy permitting processes. Without reliable alternative suppliers, manufacturing operations across Europe could face serious disruptions. In this article, we examine the current market dynamics and take a closer look at Almonty, one of the West's leading tungsten producers, which is widely viewed as a potential beneficiary of the tightening global supply situation.
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Commented by Armin Schulz on July 13th, 2026 | 07:25 CEST
Siemens, First Hydrogen, and Oklo: Leveraging the Synergy Between Automation and New Nuclear Energy
The future of industry will not be determined solely by smarter automation or cheaper energy sources, but by the intelligent interplay between the two. While robotics and AI are revolutionizing production, they require a clean, decentralized, and scalable energy infrastructure. This is precisely where an investment opportunity arises, linking technological progress with structural demand. Anyone setting the course today must understand this intersection. And it is precisely here, where three complementary companies are positioning themselves: Siemens as an industrial automation provider, First Hydrogen as a connector of energy and automation solutions, and Oklo as a focused SMR specialist.
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Commented by Carsten Mainitz on July 3rd, 2026 | 08:15 CEST
The Spark in the Portfolio: How Milestones Unlock the True Value of Desert Gold, Siemens, and Mutares!
The stock market trades on the future. Yet a stock's most rewarding phases often begin when future promises turn into tangible milestones. Whether it is the transition to gold production in West Africa, strategic carve-outs in industry, or successful turnarounds in the private equity sector, reaching a key milestone can mark the beginning of a fundamental re-rating. In particular, the transformation from gold explorer to producer—as Desert Gold Ventures is currently pursuing—has historically been associated with higher valuations. Project-specific risks decline significantly, while the prospect of future cash flows supports a fundamentally different valuation framework. The latest developments at all three companies are noteworthy—and well worth a closer look.
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Commented by Armin Schulz on June 19th, 2026 | 07:30 CEST
How Rheinmetall, First Hydrogen, and Siemens Are Turning AI Drones and Hydrogen Robots Into the New Defence Megatrend of 2026
Ukraine has brought the future of warfare into sharp focus. Unmanned systems dominate the battlefield. With the EUR 16 billion "Drone Action Plan" and NATO's robotic deployment on the eastern flank, this realization is now becoming an industrial imperative for Europe. The real turning point, however, lies in energy. Hydrogen fuel cells eliminate the range limitations of batteries and give autonomous systems operational superiority. This is giving rise to a new industrial complex in which Rheinmetall, First Hydrogen, and Siemens are positioning themselves to capitalize on the megatrend of the next decade.
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Commented by Nico Popp on January 9th, 2026 | 07:15 CET
Nuclear comeback: How AI is revitalizing the sector and American Atomics is becoming a key player alongside General Electric and Siemens
The year is 2026, and global energy markets are evolving rapidly. The narrative of nuclear power as a thing of the past is history – CO2 neutrality and energy security increasingly depend on reliable base-load generation. Driving this change is the rapidly growing energy demand of artificial intelligence. Hyperscalers and data centers require stable, 24/7 power that wind and solar alone cannot guarantee. In this new nuclear era, technology giants such as General Electric and Siemens are central as they build the reactors and grids of the future. However, the most attractive niche may lie at the start of the value chain: American Atomics is addressing uranium supply challenges with new technologies and secure US locations.
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