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Commented by André Will-Laudien on September 1st, 2026 | 07:25 CEST
AI: The 180-Degree Turn for Performance Cars! VW, Porsche, BYD and Standard Uranium in Focus
It has finally happened – AI is permeating every aspect of life. This is creating many new conditions, including for stock market investors. One example is the automotive sector: for the traditional auto industry to survive, a fundamental U-turn is essential. Whilst long-established brands such as VW and Porsche have dominated for decades thanks to their mastery of classic mechanical engineering and driving dynamics, AI is now rapidly shifting the core of value creation to the software level. The modern vehicle is rapidly evolving from a mechanical means of transport into a rolling supercomputer. This is evident in the disruptive strategy of Chinese tech giants such as BYD. Not only does the company control around 75% of its vertical supply chain, including its own AI chips, but its integrated AI architecture is also completely breaking down the traditional barriers between the powertrain, the cockpit and the driver-assistance systems. This transformation is putting German premium manufacturers under enormous pressure in terms of time and margins, as the iterative addition of individual control units appears too sluggish and inflexible compared to BYD's centralized AI 'brain'. For investors, this creates a highly dynamic environment. It is worth taking a closer look.
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Commented by Armin Schulz on September 1st, 2026 | 07:20 CEST
Billions from Washington and Brussels: Almonty Industries, Aurubis and MP Materials Are Benefiting from the Boom
Supply chains and raw materials security are increasingly becoming priorities for Western governments. While Washington is providing billions in funding for domestic mining projects, Brussels has ushered in a regulatory shift with the Critical Raw Materials Act. Government subsidy programs for critical raw materials are putting resource companies firmly in the spotlight. The effort to secure Western supply chains is particularly evident in the case of three companies whose news flow in August 2026 caught investors' attention: Almonty Industries, Aurubis and MP Materials.
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Commented by Tarik Dede on September 1st, 2026 | 07:15 CEST
Gold in Higher Demand Than Ever: Investors Turn to Aya Gold & Silver, Lahontan Gold and Perseus Mining
Gold has delivered a strong performance in recent weeks, and the correction now appears to be over. Many investors took profits in the spring after the US dollar strengthened amid the war in the Persian Gulf. This was arguably irrational, as the problems that had driven a steady flight into gold had not been resolved. Instead, capital markets are now facing the same mountain of challenges. US Treasury yields are rising as markets are becoming less willing to finance the country at such low rates. Meanwhile, US government debt has surpassed the USD 40 trillion mark. Within five years, America's debt burden has therefore increased by almost one-third. These bonds will likely never be repaid, but will instead be eroded by inflation. And that is what makes gold so strong: the now higher price is also driving up the valuations of gold shares. Every ounce that comes out of the ground is, quite literally, worth its weight in gold. We are therefore looking at the shares of Aya Gold & Silver, Lahontan Gold and Perseus Mining.
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Commented by Armin Schulz on September 1st, 2026 | 07:10 CEST
Nordex, RE Royalties & E.ON: Three Ways to Profit from the Global Renewable Energy Grid Expansion
The global energy landscape is changing rapidly, as reflected in record levels of renewable energy capacity additions on both sides of the Atlantic. While wind power generation in Germany is reaching historic levels and grid expansion is accelerating, in North America the rising demand for electricity from data centres and generous subsidy schemes are driving a massive expansion in generation capacity. For investors, there are various investment opportunities along the renewable energy value chain. Today, we take a closer look at three companies that aim to capitalize on the global megatrend toward renewable energy: Nordex, RE Royalties and E.ON.
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Commented by Lars Winter on September 1st, 2026 | 07:05 CEST
Potential Double-Baggers in the Drone Boom, EV Upside and a Takeover Bet: What Volatus Aerospace, BYD and Delivery Hero Offer Investors
Three stocks from three different sectors, each driven by a powerful catalyst: Volatus Aerospace is targeting the multibillion-dollar drone market and aims to evolve into an integrated aerospace and defense company. BYD is countering the slowdown in China's auto market with an aggressive export strategy. And at Delivery Hero, operational progress is converging with takeover speculation. Three shares with plenty of potential – but also significant risks. In this stock check, we take a closer look at the three companies, highlighting where the biggest opportunities lie, what analysts recommend, and which types of investors each stock may be best suited to.
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Commented by Stefan Bode on September 1st, 2026 | 07:00 CEST
Special Situations on the Stock Market: Three Stories, One Common Thread — Delivery Hero, Nemetschek, Zefiro Methane and Uber Technologies
Created and published on behalf of Zefiro Methane
Takeover premiums, restructuring and infrastructure trends, as well as AI-driven shifts in market sentiment, can have a major short-term impact on share prices. Yet behind the headlines in the financial press, the fine print often determines where a stock goes next. Key factors include the time until a takeover is completed, regulatory approval and execution risks, cash flow quality and valuation relative to industry peers. These key factors explain why opportunities on the stock market are rarely "free". However, investors who understand how these dynamics work can better assess both the associated risks and the potential returns.
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Commented by Stefan Feulner on September 1st, 2026 | 06:55 CEST
AeroVironment, HPQ Silicon, BAE Systems: It Is All About the Battery
Drones are fundamentally changing modern warfare. What used to cost millions can now be reconnoitered or countered using comparatively inexpensive unmanned systems. Western nations are ramping up their procurement efforts accordingly. But as demand grows, so do the technical challenges. Range, payload, and endurance depend crucially on the power supply. More powerful batteries are thus becoming a key technology in the drone boom. Not only could the major defense contractors benefit from this, but also suppliers that have received little attention until now.
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Commented by Stefan Feulner on August 31st, 2026 | 07:30 CEST
GE Vernova, RE Royalties, Canadian Solar – Billions Are Flowing Into Energy Infrastructure
The energy transition is no longer primarily a technological challenge, but rather a financing and infrastructure challenge. Solar farms must be built, battery storage systems financed, and power grids upgraded to support an increasingly decentralized energy supply. The project pipelines of major developers alone demonstrate the scale to which investment needs have now grown. At the same time, new business models are emerging for companies that not only build facilities but also provide capital or profit from the long-term returns of the projects. This marks the beginning of a second phase of the energy transition for investors. The focus now is on turning this massive expansion into a profitable business.
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Commented by Jens Castner on August 31st, 2026 | 07:25 CEST
Arms Boom Meets Steel Revolution: A New Era for Salzgitter, Strategic Resources and SSAB
Europe is rearming. Above all, the continent needs steel to do so. Tanks, frigates and submarines consume quantities of material that are pushing existing production facilities to their limits. At the same time, a quieter but equally consequential transformation is underway: the shift toward more climate-friendly steelmaking processes. Whoever controls the raw material supply chains behind this transition holds the key to a story that the market has yet to price in. This is where Strategic Resources, a still largely undiscovered small-cap, has all the pieces in place. The Canadian company delivers exactly what German industry heavyweights such as Salzgitter are desperately seeking. Swedish steel and armored steel monopolist SSAB has already begun exploring the opportunity.
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Commented by Tarik Dede on August 31st, 2026 | 07:20 CEST
Above the Clouds: Ryanair, Volatus Aerospace and Air France-KLM in Focus
Freedom is not always limitless above the clouds. High jet fuel prices are putting pressure on airlines' businesses, while rising ticket prices have made summer vacations in 2026 significantly more expensive. This is especially true in Europe, where jet fuel capacity remains limited. Nevertheless, the market is currently showing signs of easing. Since the outbreak of the war, many airline stocks have recovered. It is therefore worth taking a closer look at the shares of low-cost carrier Ryanair and the premium carrier Air France-KLM. For investors who would rather avoid the poor predictability of airline stocks, there is still an opportunity to look to the skies by considering shares of Volatus Aerospace.
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