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Commented by Matthias Schomber on August 18th, 2026 | 07:00 CEST
Watch the Rebound Potential of Mercedes-Benz and Nebius Group! Major News from Lahontan! Cars, AI Speculation and a Gold Rush!
The ongoing war in Iran, the tense situation surrounding the blockade of the Strait of Hormuz, and US President Donald Trump's unpredictable approach—ranging from maximum economic isolation of Tehran to surprising signs of de-escalation—are keeping stock markets on edge. The result is sharp swings in energy prices, shifting and sometimes surprisingly geopolitical alliances, and renewed inflation concerns. Decisions in Washington and developments in the Middle East are currently having a major impact on global stock markets. Investors face the difficult challenge of picking the right stocks in a market environment dominated by daily crisis headlines and Trump's unpredictable negotiating tactics. Today, we have selected three stocks to watch: Mercedes-Benz, Nebius Group, and Lahontan Gold. The latter has reported a 22% increase in its mineral resource, bringing the total to nearly 2.39 million ounces of gold equivalent at its flagship Santa Fe project. This report examines the latest figures, market rumors and operational developments at all three companies and highlights where investors should be looking more closely now.
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Commented by André Will-Laudien on August 17th, 2026 | 08:00 CEST
Energy Transition 2.0: This is where sustainable growth is happening - Alibaba, RE Royalties, Alphabet and Amazon
The energy transition is moving into its next phase. The evolutionary step toward global decarbonization is being completely redefined by the convergence of clean energy and artificial intelligence. In this dynamic market environment, investors are increasingly seeking future-proof business models that combine environmental sustainability with solid financial returns. Alongside the specialized cleantech financier RE Royalties, three tech giants are drawing particular attention due to their historical investments. Alphabet, Google's parent company, is setting new standards by aiming to power its massive data streams entirely with CO₂-free energy available around the clock. Online marketplace leader Amazon is also reinforcing its claim as the world's largest private purchaser of renewable energy through massive wind and solar projects. E-commerce giant Alibaba is also investing heavily in green supply chains and AI-powered energy efficiency for its data centers. Four companies, four approaches impressively demonstrating that technological dominance and environmental responsibility go hand in hand today.
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Commented by Tarik Dede on August 17th, 2026 | 07:55 CEST
Cancer in Focus: Merck & Co., Vidac Pharma and AstraZeneca
According to the International Agency for Research on Cancer (IARC), part of the WHO, there are currently around 20.6 million new cancer cases worldwide. The annual death toll is estimated at approximately 10 million people. In recent years, more than 53 million people globally have received a cancer diagnosis. According to the WHO, the number of new cases per year is expected to rise to about 35 million by 2050. Two factors are generally cited as the main drivers: demographic change, with the global population getting older, as well as rising rates of obesity, physical inactivity, smoking and air pollution in many countries. Unsurprisingly, the oncology market is correspondingly lucrative. Oncology is the world's largest pharmaceutical market. There is, however, also some good news: the age-adjusted risk of dying from cancer is declining thanks to earlier detection, targeted therapies and advances in immuno-oncology. Today, we take a closer look at this market through the stocks of Merck & Co., Vidac Pharma and AstraZeneca.
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Commented by André Will-Laudien on August 17th, 2026 | 07:50 CEST
New Drones and Space Acrobatics? SpaceX, Power Metallic, Thales and Heidelberger Druck in Flight Mode
The global aerospace and defence industry is currently experiencing an unprecedented technological boom that is completely upending traditional market dynamics. From autonomous systems in the stratosphere to revolutionary launch vehicles in orbit, more and more industries are reaching for the stars. To survive in this fiercely competitive environment, established industry giants and visionary tech pioneers alike must forge new alliances and radically expand their core competencies. A look at current market trends impressively demonstrates that innovation today arises primarily from the synergy between radical high-tech development and high-precision industrial scaling. While NASDAQ newcomer SpaceX is pushing the boundaries of what is possible in space with spectacular feats, specialized players like the European Thales Group are driving the modernization of defence systems with advanced sensor and drone technologies. Heidelberger Druck is also showing surprisingly strong momentum as it successfully adapts its time-honoured precision engineering for the future drone production market. And then there are the indispensable critical metals: Power Metallic aims to join the North American supply chain soon. Exciting!
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Commented by Nico Popp on August 17th, 2026 | 07:45 CEST
Steel Transformation in Jeopardy: How Strategic Resources Plans to Support thyssenkrupp and Salzgitter
Smoking chimneys and hot blast furnaces have defined industrial regions in Germany and elsewhere for decades. But the era of the traditional steel industry is coming to an end. Anyone driving through European industrial centers today sees mostly construction sites—the climate-neutral future is already casting its shadow. The industry is also moving away from traditional steelmaking processes due to emissions regulations and high prices for emissions allowances. But the shift away from coke brings new problems: without pure intermediate products for the steel industry, the transformation risks failing. We shed light on the situation and highlight potential beneficiaries.
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Commented by Fabian Lorenz on August 17th, 2026 | 07:40 CEST
TKMS Keeps Soaring! When Will DroneShield and Volatus Aerospace Take Off Again?
Nearly 50% gains in just a few weeks. TKMS is currently riding a wave of success, and analysts believe the stock has further upside potential. The company is a prime example of the comeback staged by traditional defence stocks in recent weeks. By contrast, many drone stocks continue to struggle. It seems like a strange disconnect, since few would dispute that drones and counter-drone systems are playing an increasingly important role, not only in current conflict zones. Accordingly, the investment needs of armed forces and security agencies are likely to remain substantial in the coming years. So when will companies such as Volatus Aerospace and DroneShield take off again?
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Commented by Stefan Feulner on August 17th, 2026 | 07:25 CEST
BYD, dynaCERT, Lucid: New Models and New Markets Fuel Share Price Potential
The mobility transition is in full swing, but the internal combustion engine will not disappear overnight. While electric vehicle manufacturers are making inroads with new models, longer ranges, and ever-shorter charging times, millions of trucks, construction machines, and industrial power units worldwide will remain in use for years to come. This creates a massive transition market. New propulsion systems must grow, while existing engines must become more efficient and produce fewer emissions. Three companies are tackling different aspects of this transformation.
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Commented by Stefan Bode on August 17th, 2026 | 07:20 CEST
Gold Rush 2.0: Between Record Cash Flows, Permitting Boosts, and Massive Leverage Opportunities – Agnico Eagle, B2Gold and Desert Gold
The gold price has stabilized above USD 4,000, driving strong movements in the mining sector. While established industry giants are posting historic cash flow records thanks to high prices or triggering significant share price jumps through new mining permits, smaller explorers are also repeatedly coming to the forefront. In particular, companies on the verge of making the leap from pure explorers to high-margin producers are currently still trading at striking valuation discounts. A look at three current industry examples reveals where the major opportunities and risks currently lie.
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Commented by Armin Schulz on August 17th, 2026 | 07:15 CEST
How to Profit from the Raw Materials Shortage: A Look at the Top Picks—Rio Tinto, Globex Mining and Glencore
A fierce battle is raging over raw materials. The green transition is not the only reason demand has skyrocketed. AI, specifically its data centers, and robotics are also driving demand even higher. Added to this are geopolitical dependencies and national supply concerns. The US is pushing for domestic production. China is buying up raw materials worldwide, and resource-rich countries like the Congo are imposing new export conditions. Those who run out of raw materials will lose their supply chains. We therefore take a closer look at Rio Tinto, Globex Mining, and Glencore today.
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Commented by Stefan Feulner on August 17th, 2026 | 07:12 CEST
Almonty Industries, Energy Fuels and Antofagasta: China Still Dominates, but These Stocks Are on the Rise
The battle for critical raw materials is becoming a geopolitical power struggle. Defense, AI, power grids, and high-tech industries require enormous quantities of strategic metals, while China controls key parts of the supply chains. The US is now responding with billions in investment and aims to drastically reduce its dependence. This benefits producers who are establishing new Western supply chains for rare earths, tungsten, or copper. Three stocks are particularly in the spotlight.
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