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Commented by Matthias Schomber on July 16th, 2026 | 07:25 CEST
AI, Tech, Debt, and Ratings: Oracle Faces a Reality Check, Renk Searches for a Bottom, and Volatus Aerospace May Be Poised for a Technical Breakout
Oracle is pouring billions into the AI frenzy, thereby risking its credit rating. The result: investors are fleeing in droves, and the share price is plummeting. At the same time, Renk's share price has now collapsed by over 50% from its high. The German defence industry's rising star, along with Rheinmetall and Hensoldt, is desperately seeking a foothold. "Collective punishment" is the buzzword here! While the big names dominate the headlines, the Canadian aerospace company Volatus Aerospace may have finally done its technical analysis homework after turbulent times, with an open price gap now closed. Could this be a signal—or a starting gun? We analyze these three different companies and highlight where investors can still find interesting opportunities.
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Commented by Armin Schulz on July 16th, 2026 | 07:20 CEST
Antimony as the "Invisible Glue" of Industry and Defence: Antimony Resources, BASF, and Lockheed Martin
Created and published on behalf of Antimony Resources Corp.
A relatively unknown semimetal that for decades remained in the shadow of the commodity giants has suddenly emerged as the strategic nerve center of Western industry. Antimony is essential for flame retardants in electronics, heat-resistant cables in fighter jets, and modern battery systems; without this material, key technologies cannot be produced. When China effectively halted exports in December 2024, this catapulted the price of antimony skyward in a very short time and exposed a critical dependency. As the West searches for alternative supply chains, established corporations are coming under pressure. That is why today we are taking a closer look at the up-and-coming antimony producer Antimony Resources, the industrial conglomerate BASF, and the defense contractor Lockheed Martin.
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Commented by Nico Popp on July 16th, 2026 | 07:15 CEST
Everyone Has to Pay—Why Investors Could Profit: The Toll Secret of InterDigital and AbbVie, Plus Globex Mining's Portfolio of 272 Resource Projects
The global economy is like a jungle, with toll booths waiting at every turn—anyone who wants to pass has to pay. A recent example is the rebranding of Siemens Energy to Omterra: even after being spun off from the Siemens Group, the company still has to pay for the right to use its former parent company's name. This toll-booth business model exists across many industries. Companies that own assets, technologies, or rights that others need can generate highly profitable, recurring revenue streams. We take a closer look at three compelling business models and highlight investment opportunities that could prove especially rewarding during periods of economic and technological transformation.
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Commented by Fabian Lorenz on July 16th, 2026 | 07:10 CEST
Evotec Shocks the Market! Will First Majestic Silver and Lahontan Gold Take Off?
Biotech stocks have not exactly been investor favourites this year. And now Evotec has delivered yet another shock. It was already known that the company was undergoing a comprehensive restructuring. Nevertheless, it had recently seemed as though the share price was finding a bottom in the EUR 4-5 range. But then came the shock. The significant downward revision of its forecast and the expected high EBITDA loss caused the share price to plummet. In contrast, Lahontan Gold is shining with relative strength. While it cannot escape the negative sentiment in the gold sector, the odds are good that the share price will take off again soon. After all, the company is on the verge of transitioning from an explorer to a producer. And what about First Majestic Silver? This core investment in the silver sector recently reported its second-quarter production figures.
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Commented by Nico Popp on July 16th, 2026 | 07:05 CEST
Turning Data into Returns: The Strategies Behind Palantir and S&P Global—How Aspermont Combines Data and Commodities
Digitalization is creating a veritable flood of data. But raw data in its unstructured form has no economic value. It is like a raw material that must first be refined and contextualized through in-depth industry expertise. Anyone who wants to stay competitive today must base their decisions on high-quality, processed data. Industry estimates consistently show that data analysts and data scientists spend, on average, more than 50% of their daily work time searching for and formatting data sets. It is no wonder that, according to market researchers, the global data monetization market is projected to grow to as much as USD 25 billion by 2034. In this article, we explore who is leading the way in this fast-paced environment and what innovative approaches are available.
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Commented by Fabian Lorenz on July 16th, 2026 | 07:00 CEST
100% Upside Potential, a Downgrade, and a Sell-Off: Renk, OHB, and Almonty
Analysts see around 100% upside potential in shares of Almonty Industries. Following discussions with the company's CEO, they have raised both their earnings estimates and their price target to USD 33. Even under what they describe as conservative assumptions, the stock is expected to trade at a 2027 P/E ratio of below 10. Analysts are less optimistic about Renk Group. While the transmission manufacturer is expected to deliver solid growth, its valuation is no longer considered attractive. In addition, the long-term shift in defense procurement from tanks toward drones could become a headwind for the company. As a result, the stock has been downgraded. The situation at OHB is even more dramatic. The aerospace company's shares have fallen by more than 50% in roughly two months. Following the recently completed capital increase, investors are now expected to refocus on the company's underlying operational performance.
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Commented by Tarik Dede on July 15th, 2026 | 11:10 CEST
The Perfect Storm: Wars Are Driving Energy Stocks Like Occidental Petroleum, American Atomics, and First Solar
The war in the Persian Gulf is escalating again. There appears to be no chance of a peaceful resolution between the warring parties at this time. Meanwhile, refineries in Russia are burning, which is also jeopardizing diesel supply in Germany. Prices for oil, gas, and other energy commodities are rising again. The markets have reacted swiftly, driving up shares in the energy sector. One thing is clear: a precarious situation is unfolding, especially as oil reserves are dwindling even in the US, despite record-high production there. However, the high prices also encourage us to look beyond the oil market. The comeback of nuclear energy and the continued rise of solar power offer opportunities. That is why we are taking a look today at the stocks of Occidental Petroleum, American Atomics, and First Solar.
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Commented by Armin Schulz on July 15th, 2026 | 11:05 CEST
Act Now: Siemens Energy, RE Royalties, and Nordex—Before the Power Shortage Sends Share Prices Soaring
Electricity is evolving from a mere factor of production into a strategic currency. While Germany's energy-intensive industry has seen a 15.2% decline in production since 2022, and the AI boom is already partially overloading the grids, a systemic shortage is becoming apparent. However, this creates significant business potential for companies that integrate infrastructure, scale up physical generation, and finance projects with strong capital. Three players demonstrate how this structural shortage is being transformed into sustainable cash flows: Siemens Energy, the backbone of grid stability; RE Royalties, a partner in green financing; and Nordex, the driving force behind wind power.
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Commented by André Will-Laudien on July 15th, 2026 | 11:00 CEST
Sharp Swings in the Life Sciences Sector: Bayer, Vidac Pharma, BioNTech, Moderna, and Evotec in the Spotlight
Things are really heating up here! Cancer research is currently undergoing a historic turning point thanks to the convergence of cell analysis and digital precision. With a new management team, BioNTech is attempting to transition its revolutionary mRNA platform from COVID-19 to personalized cancer vaccines, while Bayer is strategically focusing on next-generation targeted radionuclide therapies. In the agricultural sector, the first signs of relief are finally emerging, as glyphosate is now being negotiated at the supranational level and has been classified as non-harmful by US authorities. At the same time, drug discovery company Evotec is grappling with a new revenue warning—and this one is particularly severe. Vidac Pharma is also coming into focus as a highly specialized innovator by blocking cancer metabolism to decisively manipulate the tumour microenvironment. These four distinct approaches impressively demonstrate that the victory over cancer no longer lies solely in traditional chemotherapies, but rather in highly specialized biotech companies and data-driven alliances. With so much news on the table, volatility is sure to follow.
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Commented by Armin Schulz on July 15th, 2026 | 10:55 CEST
Portfolio Booster 2026: Staying Ahead of NATO's Military Build-Up with Rheinmetall, Volatus Aerospace, and TKMS
The era of tank divisions is largely over. Today, air and sea domains are merging into a networked battlefield where autonomous drones, AI-powered sensors, and maritime surveillance systems are the decisive forces. The NATO summit in Ankara and Germany's record budget of EUR 108 billion are massively accelerating this technological transformation. For investors, this means focusing on the next generation of air and maritime defence. Three companies embody the full scope of this transformation: the full-service provider Rheinmetall, the agile drone pioneer Volatus Aerospace, and the maritime systems partner TKMS.
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