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Commented by Stefan Bode on July 29th, 2026 | 07:00 CEST

US Uranium Independence in Focus, T-Mobile US Under Pressure, Volkswagen Cuts Forecast – American Atomics, Deutsche Telekom, Porsche

  • nuclear
  • Uranium
  • decarbonization
  • Energy
  • Telecommunications
  • Electromobility
  • geopolitics

The Iran war and the potential for escalation into neighbouring countries remain firmly on investors' radar despite the temporary pause in US air strikes. This report examines current developments at companies from various sectors that are currently attracting market attention. Whether it is strategic realignments to secure critical raw materials, turbulent share price reactions among telecommunications giants following earnings season, or the margin challenges facing European automakers in the Asian market—the latest market data offers plenty of potential for volatility. Find out which fundamental metrics and trends are now becoming decisive for investors.

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Commented by André Will-Laudien on May 26th, 2026 | 07:20 CEST

A High-Tech Revival and Gold Stock with a 500% Chance! SAP, Oracle, Desert Gold, Deutsche Telekom, and T-Mobile US

  • Mining
  • Gold
  • Commodities
  • geopolitics
  • Telecommunications
  • Software
  • AI

The stock markets continue their roller-coaster ride. No wonder, since amid the current, sometimes confusing flood of news, one fact is often overlooked: wars and geopolitical tensions stifle economic growth and unsettle consumers. Although the defence industry is swamped with orders, the rest of the economy is grappling with the consequences of these conflicts: high energy prices, uncertainty, and fragile supply chains. With governments' exploding borrowing needs and falling tax revenues, interest rates are now rising noticeably, which is further fueling inflation. In this environment, gold can thrive; from a purely technical perspective, a solid floor now appears to have been established at USD 4,500. SAP and Oracle have so far lagged behind the major AI and high-tech rally, and Deutsche Telekom has been trading 30% higher, a good reason for a few deeper insights.

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Commented by Nico Popp on October 24th, 2025 | 07:30 CEST

Small investment, huge profit? When financing truly pays off: Almonty, T-Mobile US, Netflix

  • Mining
  • Tungsten
  • Telecommunications
  • entertainment

Capital is a means of production, as Karl Marx already knew. So when companies secure new financing options, they do so to create additional value. Almonty, a leading Western tungsten producer, recently filed an application for a Preliminary Base Shelf Prospectus. This is a strategic financing instrument that allows companies to remain flexible – depending on market conditions and needs, they can access a range of predefined financing options and implement them quickly. Almonty cites the development of its massive Sangdong mine as a potential reason, but long-term observers of the Company see additional opportunities. We analyze Almonty's latest company announcement and show how T-Mobile US and Netflix have previously used smart financing strategies to lay the foundation for long-term growth.

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