INTEL CORP. DL-_001
Commented by Nico Popp on October 8th, 2025 | 07:00 CEST
US industrial policy at a turning point – how shareholders stand to benefit: MP Materials, Intel, Almonty
The administration of US President Donald Trump has shaken things up considerably in its first few months in office. Some changes unsettle observers, while others could serve as a blueprint for other economic regions such as the EU. A good example of the latter scenario is the US's direct investments in companies that are essential to critical supply chains. Examples include rare earths producer MP Materials, chip developer Intel, and lithium company Lithium Americas – the US now holds shares in all three companies. We analyze the strategy behind this policy and what it could mean for other suppliers of critical metals, such as tungsten producer Almonty Industries.
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Commented by Nico Popp on September 29th, 2025 | 07:10 CEST
More than defense - How Almonty's tungsten makes AI chips from Intel and Micron possible
Tungsten is considered a critical metal worldwide—the defense industry in particular cannot do without it. But tungsten is also a high-tech metal. Without this element, which only melts at 3,400 degrees Celsius, has low resistance, and offers extremely high electrical conductivity, computer chips would not exist. The AI boom would be unthinkable without tungsten – the many data centers currently springing up around the world could not be built. We show how companies from the chip industry, such as Intel and Micron, are securing their supply and explain why Almonty is a blessing for the chip industry.
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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 Nico Popp on September 1st, 2025 | 07:05 CEST
The key to higher returns: How ESG is making Newmont, Intel, and Almonty more successful
Just a few years ago, ESG was a buzzword that companies in industry and mining could use to present themselves in a favorable light. Today, standards for sustainable business practices are clearly defined and bring tangible benefits to all who adhere to them. For example, cooperation with local residents and adherence to high environmental standards at mining companies such as Newmont and Almonty ensure better financing conditions and motivated, skilled workers. Potential customers such as Intel also pay close attention to the conditions under which raw materials are extracted. In this article, we explain how ESG and returns go hand in hand.
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Commented by Armin Schulz on August 28th, 2025 | 07:00 CEST
The silver boom: What investors need to know about Intel, Silver North Resources, and Xiaomi
Silver is experiencing a historic surge, driven by the megatrends of our time. Industrial demand is exploding, fueled by the tech revolution, the green energy transition, and the electrification of our everyday lives. This indispensable commodity, the best electrical conductor, is found in every smartphone, every electric vehicle, and every solar cell. Supply can barely keep up. Today, we are examining two electronics companies that face high silver prices and analyzing a silver company that is in an exciting phase.
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Commented by Nico Popp on July 24th, 2025 | 07:10 CEST
No high-tech without tungsten – This bottleneck brings returns: Almonty, Siemens Healthineers, Intel
Tungsten is known as a defense metal due to its hardness and heat resistance. But it is also one of the invisible drivers of the high-tech industry. Using examples from medical technology and chip manufacturing, we explain why tungsten is rightly considered a key element in the future of raw material supply. We also venture a long-term outlook on the potential of tungsten producer Almonty Industries' stock.
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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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Commented by André Will-Laudien on March 17th, 2025 | 07:20 CET
After the NASDAQ correction – Hightech on the rebound: Palantir, Amazon, MiMedia, SMCI, and Intel on the rise
The NASDAQ correction was sharp and brief, with a 15% drop from 22,200 to 19,100 in just 4 weeks. In the context of a normal consolidation, that might be enough to bring the heavily overbought tech stocks back to normal levels. Unfortunately, however, there are also valid fundamental reasons that can be traced back to the official chaos of the new US President, Donald Trump. He is making wild tariff demands and withdrawing key resources from all international partnerships. This departure from normal political behavior could have a much more significant impact on the stock market, as global trade relations are faltering, while inflation and currency devaluation continue. Which tech stocks should be considered now?
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Commented by Juliane Zielonka on February 20th, 2025 | 07:20 CET
Rheinmetall, European Lithium, and Intel: Geopolitical tensions are shaping technology and commodity markets
The tensions between the US and Europe in the context of the Ukraine conflict are already showing far-reaching economic changes on both sides of the Atlantic. The EU is preparing an enormous EUR 700 billion aid package for Ukraine. Given this news, the share price of the German arms company Rheinmetall is continuing to rise. After breaking through the EUR 900 mark, analysts expect four-digit prices in the near future. Europe needs to become less dependent on raw materials. With the explorer European Lithium and its lithium property in Carinthia, Austria, this can be achieved step by step because the demand for the battery metal is unabated. On the other side of the Atlantic, semiconductor giant Intel is undergoing major restructuring: a possible split caused the share price to jump by 13%. This may enable Intel to regain its competitiveness against rivals such as AMD and Nvidia.
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Commented by Armin Schulz on February 19th, 2025 | 07:35 CET
thyssenkrupp, Golden Cariboo Resources, Intel – Which comeback strategy will pay off?
In a world where raw materials are becoming scarcer, markets more volatile, and technologies more disruptive, companies face a threefold challenge: they must transform, innovate, and, at the same time, preserve their roots. This balance between tradition and the future currently shapes three publicly traded companies that could not be more different – yet all three have long histories to look back on. thyssenkrupp, a former industrial giant, is in the midst of a transformation. Golden Cariboo Resources, with its "Quesnelle Gold Quartz Mine," can trace its history back to 1865 and has recently presented exciting drilling results. Meanwhile, Intel, a semiconductor giant, is grappling with the aftermath of a technological sprint that has catapulted the industry into a new era.
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