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Commented by Fabian Lorenz on June 17th, 2026 | 07:25 CEST
A New Era at RENK, Pressure at Siemens Energy, and Power Metallic Mines in the Copper Supercycle
Is RENK ushering in a new era? At the defence trade show in Paris, the company, together with a partner, unveiled an autonomous tank. This shows that RENK intends to offer more than just transmissions in the future. This is certainly the right move. Can the stock benefit from it? Power Metallic Mines aims to capitalize on the copper supercycle. To that end, the company is developing what is likely one of the world's most exciting multi-metal projects in Canada. Several milestones are expected to be reached in the coming months. Analysts see more than 100% upside potential. Analysts are also bullish on Siemens Energy. The stock appears to have already recovered from its minor correction. Most recently, the CEO dismissed concerns regarding a potential AI concentration risk. Customers are even applying pressure. Could the DAX stock rise to EUR 250?
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Commented by Matthias Schomber on June 17th, 2026 | 07:20 CEST
Drone Boom on the Stock Market: AeroVironment on Edge, Red Cat Holdings Taking Off, Volatus Aerospace Waiting for Its Chance!
The unmanned aerial systems and drone sector is currently one of the most exciting and fastest-growing markets in the stock market landscape. Globally, defence budgets are soaring to record levels, and the demand for advanced autonomous systems is almost limitless. However, this boom is no guarantee of automatic profits, as gains and losses lie extremely close together in this space. Investors must separate winners from losers: while some former market darlings are weighed down by internal missteps and waves of litigation, others are positioning themselves at the forefront to win lucrative government contracts. Meanwhile, some companies are quietly and strategically building a solid foundation for the future. Today, we take a close look at the current turmoil surrounding AeroVironment, the hype around Red Cat Holdings, and the promising developments at Volatus Aerospace. Which of these stocks has what it takes to be a high-flyer?
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Commented by Armin Schulz on June 17th, 2026 | 07:15 CEST
Gold Boom Thanks to the Peace Dividend: A Look at Barrick Mining, DRC Gold, and Agnico Eagle
The recent geopolitical easing in the Middle East is sending shockwaves through the energy markets, with welcome spillover effects for the gold mining industry. Falling oil prices are lowering mining companies' production costs and boosting profit margins even before the price of gold itself reacts. While the markets are still digesting the relief brought by the peace, the fundamental conditions for the industry are noticeably improving. We take a closer look at industry leader Barrick Mining, DRC Gold as a growth story in the African Gold Belt, and Agnico Eagle with its robust asset portfolio.
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Commented by André Will-Laudien on June 17th, 2026 | 07:10 CEST
Innovative Nuclear Power Drives AI Computing! Oklo, NuScale, American Atomics, and Siemens Energy
And right back to square one! While capital markets were braced for a correction in early June, two major events completely shifted the landscape. First, Elon Musk successfully listed his flagship venture, SpaceX, on the stock market at a staggering USD 1.7 trillion valuation. Second, US President Donald Trump announced a breakthrough resolution to the Iran conflict. This created the ultimate breeding ground for market optimism: stocks, gold, and silver surged upward, while interest rates and oil prices plummeted. Lower inflation revives the possibility of interest rate cuts in an already bubble-like tech environment, drawing vivid comparisons to the dot-com era of 2000. Today, it is the soaring profits of semiconductor manufacturers that are driving the markets. Whether artificial intelligence (AI) will start turning a profit anytime soon is highly debatable. US investment bankers are anticipating a fee bonanza worth tens of billions of dollars from the next wave of trillion-dollar IPOs. The prerequisite: the party must continue. Anyone who does the math carefully will realize that, amid all the euphoria, cheap electricity has become the lifeblood of the tech industry. This is where nuclear energy is regaining its relevance. For investors, the key question is which stocks to include in their portfolios now.
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Commented by Nico Popp on June 17th, 2026 | 07:05 CEST
Is Tech Heading for a Correction? Intel and Marvell Technology Are Expensive – Could Lahontan Gold Be a Rotation Winner?
With tech stocks trading at historically high valuations, earnings power dwindling, and a noticeable slowdown in the AI boom, the US stock market appears to be signalling the end of the AI hype. While leading tech stocks are losing significant momentum, other sectors are becoming attractive again. Take gold, for example. Supported by persistently high central bank demand—global central banks purchased around 863 metric tons of gold in 2025, according to the World Gold Council—the precious metal is once again coming into focus as a safe haven. Renowned banks such as Deutsche Bank and JPMorgan are already forecasting a cyclical upswing for the precious metal to as high as USD 6,000 per ounce. This sector rotation particularly benefits undervalued exploration companies in politically stable regions. We present an exciting stock with a promising project in the US.
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Commented by Lars Winter on June 17th, 2026 | 07:00 CEST
Rio Tinto, KSB, Desert Gold Ventures: Three Winners of the Commodity Supercycle
Commodity markets have performed strongly over the past two years. Despite recent corrections in gold and silver, precious metals remain in high demand. Copper, tungsten, and rare earths are also benefiting from a boom in demand that extends far beyond a typical economic cycle. The drivers include the energy transition, the global expansion of data centers, the electrification of industry, and rising defence spending. At the same time, the supply of strategic commodities is increasingly becoming a matter of national security. Three winners of the commodities supercycle are Rio Tinto, KSB, and Desert Gold Ventures. With stocks from the speculative, value, and infrastructure sectors, investors have three different ways to bet on one of the most exciting trends of the coming years.
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Commented by Armin Schulz on June 17th, 2026 | 07:00 CEST
Raw Material Giants and a Hidden Gem: Rio Tinto, Strategic Resources, and BHP Group Are Driving the Steel Market
The decarbonization of steel production is no longer a marginal environmental issue, but rather the central economic survival issue for industry. While the European emissions trading system is steadily increasing the costs of conventional blast furnaces, major buyers in the automotive industry are forcing supply chains to undergo a green transformation. The technology—in the form of hydrogen-based direct reduction—is ready for the market, but the bottleneck is increasingly shifting to raw material deposits. Whoever controls the strategic metal resources needed for this production transition will secure tomorrow's margins. Today, we take a look at Rio Tinto, Strategic Resources, and the BHP Group.
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Commented by Carsten Mainitz on June 17th, 2026 | 06:55 CEST
Space Exploration, Drones, and Critical Raw Materials: Positioned for Success with OHB, Rheinmetall, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
The prospect of an end to the conflict between the US and Iran has fueled investor optimism, yet many critical details remain unresolved. The formal "framework agreement" is scheduled to be signed in Geneva this Friday. However, looking back at the volatility of recent months, valid doubts remain as to whether this will mark a definitive breakthrough or if a significant gap will once again emerge between communicated "facts" and on-the-ground reality. Stocks in the defence and critical raw materials sectors retain a unique appeal for investors, especially given that valuations have recently experienced a notable pullback. The broader picture remains intact, and demand conditions are equally supportive. Through the three featured companies, investors can position themselves across distinct segments of this broader investment landscape. Antimony Resources is uniquely positioned to benefit from the surging strategic importance of the critical mineral antimony and a highly precarious supply deficit, which serves as a powerful long-term catalyst for shareholder returns.
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Commented by Jens Castner on June 17th, 2026 | 06:50 CEST
SPACEX SOARS, ALMONTY ADVANCES, PLS REWARDS PATIENCE: THREE LESSONS IN RATIONAL INVESTING
An IPO that is electrifying the world. A mining company the market is currently misjudging. And an Australian commodities giant that rewards patience with share price gains. At first glance, SpaceX, Almonty Industries, and PLS are three completely different stories—yet they follow the same ironclad stock market logic: those who chase the hype pay the price, while those who think countercyclically are rewarded. While Wall Street debates trillion-dollar valuations, the real opportunities lie further down the supply chain—with companies without which neither rockets nor batteries for electric mobility would be possible.
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Commented by André Will-Laudien on June 17th, 2026 | 06:45 CEST
The 500% Chip Rally and Takeovers: AMD, Infineon, A.H.T. Syngas, and Aixtron in the Spotlight
Global demand for computing power is growing rapidly, driven primarily by increasingly sophisticated applications in the field of artificial intelligence (AI). According to current forecasts by Gartner, the power required by data centers is expected to grow from 104 GW to 132 GW and even rise to around 290 GW by the end of the decade. As a result, energy supply is increasingly becoming a strategic factor, as electricity availability is increasingly limiting the expansion of new AI capacities. The major hyperscalers, in particular, are driving much of this growth and often rely on their own energy sources, such as gas turbines, rather than relying solely on public power grids. At the same time, a new, tech-driven investment cycle is emerging, as AI data centers require not only electricity but also cooling and energy-efficient hardware. The sector has been jolted awake, and prices have been rising for months. For investors, high share prices reflect tomorrow's challenges, so the momentum is likely to continue unabated. Here are a few ideas.
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