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Commented by André Will-Laudien on September 25th, 2026 | 07:00 CEST
Will Gold Save Us From the AI Craze? NASDAQ Stocks Reeling: D-Wave, SpaceX, Nvidia and Lahontan Gold in Focus
The current AI hype is propelling tech giants to dizzying heights, but behind the glittering facade of algorithms, doubts are growing about their fundamental valuations. When industry leader Nvidia starts to falter, it reflects the nervous turmoil of a market that vacillates between astronomical visions of the future and real-world profits. Even quantum computing pioneers like D-Wave Systems are grappling with the harsh reality that visionary technology does not automatically guarantee immediate profits in the billions. Meanwhile, the space company SpaceX demonstrates just how heavily private capital is tied up in high-risk, promising large-scale projects that are extremely vulnerable to macroeconomic shocks. Amid this digital gold rush, driven by immense energy consumption and impatient shareholders, the NASDAQ tech bubble is in danger of bursting. Interest rates, which have been surging for weeks, could trigger a significant correction. No wonder, then, that more and more investors are turning away from intangible code and turning to humanity's oldest safety net: GOLD. Those who do not want to be swept away by the AI frenzy are fleeing to where substance is still tangible.
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Commented by Nico Popp on September 25th, 2026 | 06:55 CEST
Germany: A Quantum Champion? How Aqarios Quantum Technologies Is Winning Over BASF, E.ON and IBM – Innovations at Quantum eMotion and Amazon
The world is becoming increasingly complex — a statement few would disagree with. Take a closer look at the inner workings of logistics, manufacturing or even data centres, and the complexity becomes even more apparent. The reason is simple: ever-increasing amounts of data. Traditional computers are reaching their limits in the face of this new reality. But a solution exists: quantum computing. Quantum technology is moving from universities into real-world applications. Quantum computing is evolving from a research topic into a tool for creating greater value. While tech giants like Amazon and Nvidia are thinking far into the future, specialized software pioneers are already demonstrating today how complex business processes can be drastically accelerated. The good news: A promising quantum pioneer hails from Germany and has been trading on the stock market for some time as the only German "pure-play" quantum stock.
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Commented by Fabian Lorenz on September 22nd, 2026 | 07:45 CEST
Analysts See Multibagger Potential: Nordex, Evotec and Aspermont
Analysts see multibagger potential in Aspermont's stock. The Australian company appears to be making good progress in its transformation from a specialist publisher into a scalable provider of data and analytics for the global resources industry. The stock has yet to take off. Its 2028 P/E ratio is below 10. Nordex is no longer a bargain. Analysts see further growth opportunities, but the stock has already priced in much of that potential. Nevertheless, analysts recommend buying the shares. The US business is becoming increasingly important. Buying Evotec shares is not an obvious choice right now. The stock has fallen below EUR 3, while positive company news is being ignored by the market. Could this perhaps be an opportunity?
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Commented by Nico Popp on September 22nd, 2026 | 07:40 CEST
Climate Protection as a Source of Returns: Companies Like BP Face Demand, Halliburton Hesitates and Zefiro Steps In
Created and Published on Behalf of Zefiro Methane Corp.
Forests, farms and abandoned industrial sites across the US may seem idyllic, but they often share a barely visible problem: an odourless gas is escaping from the ground that warms the climate many times more powerfully than carbon dioxide. Countless orphaned wells are left to rust away because the companies that once operated them have long since gone bankrupt. State authorities are now taking action, requiring those responsible to clean up these environmental liabilities. While companies struggle under these regulatory requirements, well-plugging specialist Zefiro Methane is turning environmental risks into tangible opportunities for investors.
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Commented by Matthias Schomber on September 22nd, 2026 | 07:35 CEST
Printing, Sports and Gold: Heidelberger Druck, Adidas and Desert Gold Deserve Your Attention Now
Today, we are looking at three companies that deserve your full attention. Adidas is demonstrating operational strength, yet the market may be viewing the company with undue skepticism. Heidelberger Druck is moving partly away from its traditional printing business and is also eyeing the defence and security sector, where the business outlook appears more promising. Canadian mining company Desert Gold, meanwhile, is approaching a decisive step toward its first gold production. Together, these developments create an interesting mix of industries and warrant a closer look at these three stocks. Because between printing presses, sports shoes and gold bars lie opportunities that investors should know about.
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Commented by Stefan Bode on September 22nd, 2026 | 07:30 CEST
Between Change and Undervaluation – Berkshire Hathaway, Porsche, RE Royalties, Volkswagen and Warren Buffett
The most interesting opportunities in the stock market often emerge where perceived certainties and market consensus begin to erode. Especially when leadership changes are announced, and valuation discounts and operational cutbacks redefine a company's outlook, investors should take a closer look. Today's commentary examines such situations, highlighting how capital allocation, the market environment and strategic management decisions can shape expectations, risks and potential revaluations. In uncertain phases, a deeper look can offer important insights into the factors that may drive gains and losses in the coming quarters.
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Commented by Matthias Schomber on September 22nd, 2026 | 07:25 CEST
Puma at Rock Bottom, Novo Nordisk Riding the Weight-Loss Boom and Volatus Aerospace in Rebound Mode: Who Is the High-Flyer?
Broadly speaking, the stock market in Germany, as well as across Europe and globally, is currently under considerable pressure. Two wars in Iran and Ukraine, along with discontent in Germany with the current government, are weighing on markets. In other words, the stock market is under significant strain. The major indices are at or near critical technical levels. Puma, for example, is struggling with margins, while analyst price-target cuts and an upcoming change in the company's head of sales are adding pressure. Novo Nordisk, meanwhile, is facing regulatory headwinds and increasing competition in the US despite rapidly growing future markets in the obesity segment. Volatus Aerospace, by contrast, is raising hopes of a rebound with new government contracts for tactical reconnaissance drones. A technical breakout could make the stock an interesting candidate for strong performance. Read on to learn why Puma still requires plenty of patience, which billion-dollar investments are supporting Novo Nordisk's pipeline, and how investors could potentially take advantage of an entry opportunity in Volatus now.
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Commented by André Will-Laudien on September 22nd, 2026 | 07:20 CEST
Tanks, Ships, and Ammunition: How Rheinmetall, Renk, thyssenkrupp, TKMS and Power Metallic Mines Can Make Your Portfolio Bulletproof
Geopolitical upheavals are throwing global markets into turmoil and forcing investors to rethink their strategies. It is becoming increasingly clear: The European defence industry is heading toward a massive wave of market consolidation. However, disillusionment is setting in among the defence industry's former high-flyers following the initial hype, as the internal work required for integration is far from complete and operational potential has been overestimated. Completely detached from this trend is the Essen-based maritime division, which has secured a front-row seat thanks to a government deal worth billions. A massive fleet order is injecting a whole new dynamic into the sector. Naturally, strategic raw materials are also taking centre stage, since without them, not a single tank can roll, or a single ship can be launched. In this segment, the wheat is currently being separated from the chaff, as concrete facts and proven reserves far outpace utopian dreams of the future. Investors who want to profit from this tension and build a crisis-proof portfolio must now spread their risks extremely wisely across the globe.
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Commented by Tarik Dede on September 22nd, 2026 | 07:15 CEST
Precious Metals in Focus: A Look at the Stocks of Aya Gold & Silver, Lahontan Gold and Pan American Silver
Precious metals have recently pulled back slightly. But gold, in particular, is worth a closer look. After the Federal Reserve raised interest rates last week, as expected, precious metal prices plummeted that very evening. However, these losses were recouped within the next two trading days. High debt levels, particularly in the US, Japan, France and Italy, along with geopolitical uncertainties, show that gold has not lost its status as a "safe haven". This is especially true given that moving away from the dollar remains on the agenda for many central banks. The People's Bank of China alone has purchased more than 120 metric tons of gold in the past three months, further boosting its reserves. Analysts expect many central banks to remain net buyers in the coming years. This provides stability for the gold price and significant potential for gold stocks. That is why today we are taking a closer look at the stocks of Aya Gold & Silver, Lahontan Gold and Pan American Silver.
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Commented by Armin Schulz on September 22nd, 2026 | 07:10 CEST
The Copper-Gold Boom: How Rio Tinto, Globex Mining and Franco-Nevada Benefit from the Same Megatrend
Copper and gold are both climbing to high levels at the same time. This is a rare occurrence. On the London Metal Exchange, a metric ton of copper most recently cost USD 14,779, while gold is trading at over USD 4,300 per ounce. Central banks purchased 288.9 metric tons of the precious metal in the second quarter alone. At the same time, global copper mine production fell by 1.1% in the first half of the year. It takes 12 to 15 years from discovery to the first metric ton mined. So the high prices cannot give the mines a quick boost. We will therefore look at three companies profiting from the shortage: Rio Tinto, Globex Mining and Franco-Nevada.
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