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Commented by Fabian Lorenz on May 28th, 2025 | 07:05 CEST
OUT of defense, INTO crypto and quantum? RENK, Bitcoin Group, Strategy, and Credissential!
Defense stocks are unstoppable! RENK and Rheinmetall, among others, hit new all-time highs yesterday, with the entire defense sector on fire. The charts have already formed flagpole patterns. Crypto and quantum are also hot, but unlike defense, they are scalable. Credissential is one example of this. The tech company is currently still flying under the radar of most investors. However, with crypto, quantum, and AI, it aims to scale up in payment services and online car trading. If this succeeds during the current year, the stock could be a real bargain. Strategy – formerly Microstrategy – is valued higher than its own Bitcoin holdings, but investors seem to believe that CEO and industry star Michael Saylor can deliver outperformance. However, the Company is now facing a lawsuit. And what is the Bitcoin Group doing? The stock has jumped and forecasts have been exceeded, but...
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Commented by Armin Schulz on May 28th, 2025 | 07:00 CEST
Volatus Aerospace – A key player in the booming drone market
Global conflicts are currently drawing attention to drone technology, yet its civilian potential is often underestimated. Whether in industry, logistics, or environmental projects, unmanned systems are fundamentally changing work processes. Volatus Aerospace, based in Canada, operates strategically as a dual-use provider, combining commercial and security applications. Following a comprehensive restructuring through 2024, the Company could emerge as a hidden champion in this billion-dollar market - driven by strategic partnerships and regulatory adjustments.
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Commented by Nico Popp on May 28th, 2025 | 06:55 CEST
Smart innovations for strong returns: BioNTech, BioNxt Solutions, and Siemens Healthineers
For a new drug to hit the market, it has to outperform existing alternatives – so innovation is key for biotech companies. In medical technology, too, innovations must first and foremost benefit patients. However, research and development are expensive. We analyze how BioNTech, BioNxt Solutions, and Siemens Healthineers are driving innovation and what that means for investors.
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Commented by Armin Schulz on May 27th, 2025 | 07:20 CEST
Tariff chaos as a springboard: How Volkswagen, European Lithium, and BYD are securing future profits
The global automotive industry is in a quandary: New US punitive tariffs of up to 50% on imported vehicles threaten to sideline European manufacturers. Even though Donald Trump is giving Europe more time for negotiations, the tariffs are still on the table. These tariffs would result in a slump in exports and shrinking margins. But there is also an opportunity amid the chaos. Those who strengthen local supply chains, drive forward electric innovations, and cooperate strategically will dominate tomorrow's market. Therefore, we look at two major automakers, Volkswagen and BYD, and analyze European Lithium, which will become very important for European supply chains.
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Commented by André Will-Laudien on May 27th, 2025 | 07:15 CEST
Up to 1500% with high tech and artificial intelligence – Incredible price movements at Evotec, NetraMark Holdings, and D-Wave
Artificial intelligence can now be found in all sectors of the economy. Search processes, validations, and historical comparisons now take place in a matter of seconds, and a dramatic leap in productivity is on the horizon. The capital markets have set themselves the task of evaluating these future processes. This is no easy task, as most topics cannot be viewed in isolation. Last week, renewed tariff threats led to a short-term price correction. These losses had to be offset yesterday, with political denials from the US sending share prices skyrocketing again. Under intense pressure, investors now have to decide whether investments promise short- or medium-term success. We use three examples to show how challenging this has become. Where are the opportunities and risks?
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Commented by Fabian Lorenz on May 27th, 2025 | 07:10 CEST
Between bankruptcy and multiplication: Cleantech stocks Siemens Energy, Plug Power, and dynaCERT
More losses than revenue is never a good sign for any business model. Given the muted reactions to the quarterly figures, Plug Power investors seem to have grown accustomed to this pattern. Despite planned cost reductions, a return to profitability is not yet in sight. Still, a company executive has made a symbolic move, suggesting internal confidence. According to analysts, dynaCERT could make the leap into the black as early as next year. On this basis, the cleantech company is currently attractively valued, and experts consider a multiplication of its share price possible. Siemens Energy has shown how quickly a stock can shoot into a new dimension. Almost bankrupt 1.5 years ago, it is now one of the stars of the DAX and is receiving praise even from otherwise critical corners.
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Commented by Stefan Feulner on May 27th, 2025 | 07:05 CEST
Bayer, Desert Gold, Snowflake – Breakout imminent
US President Donald Trump's tariff hammer against the European Union caused stock markets to falter at the close of the trading week, but the postponement of the measures by four weeks eased tensions over the weekend. As a result, Germany's leading index, the DAX, got off to a flying start to the week, regaining the 24,000-point mark. However, uncertainties remain, meaning the safe haven gold could once again rise to new highs.
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Commented by Nico Popp on May 27th, 2025 | 07:00 CEST
This commodity rule no longer applies: Barrick Gold, BHP Group, Globex Mining
The mining industry is undergoing change: ESG criteria are playing an increasingly important role. Megatrends such as the electrification of mobility and industry are changing global demand for commodities. At the same time, security of supply is becoming more critical due to increasing geopolitical tensions. Today, we take a look at three companies – Barrick Gold, BHP Group and Globex Mining – and explain why investors need to rethink their approach to commodity stocks, as old principles no longer apply in today's market.
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Commented by Stefan Feulner on May 26th, 2025 | 07:10 CEST
Cameco, Energy Fuels, Almonty Industries, Vonovia – Trump decision causes stocks to explode
US President Donald Trump is again flexing his muscles and sent stock markets worldwide into a tailspin at the end of the week. This time, his chosen target is not China or Russia, but instead Europe, which the Republican is hitting with his tariff hammer and threatening with import tariffs of 50%. Another plan to be implemented in the United States in the short term by decree is the acceleration of reactor approvals, which has led to double-digit gains for uranium stocks. The aim is to minimize dependence on energy imports.
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Commented by André Will-Laudien on May 26th, 2025 | 07:05 CEST
Tariffs, nuclear energy, and climate policy! Trump sets the pace for Nel ASA, First Hydrogen, Plug Power, and Oklo
The world is undergoing a 180-degree turn. Nuclear energy, which was demonized until 2022, is now experiencing an astonishing renaissance, and green seems to be redefined. Under Donald Trump, the US aims to expand the use of nuclear energy significantly, and the US president signed all the necessary decrees last week. Trump said that the United States intends to become "a real power" in the nuclear industry again by quadrupling its nuclear power production after his tour of the Middle East. Oil prices thus approached the critical USD 60 mark again, and hydrogen stocks experienced another sell-off. However, one problem is becoming apparent: 30-year bonds are now yielding over 5%. Stock market traders are now focusing on nuclear business models and uranium stocks. Where are the opportunities and risks?
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