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Commented by Matthias Schomber on May 11th, 2026 | 06:40 CEST

Stock Market and Share Price Turmoil! Intel Soars, Rheinmetall Plummets – Is Globex Mining Now Saving Western Defence?

  • Mining
  • Commodities
  • CriticalMetals
  • chips
  • semiconductor
  • Defense
  • Gold
  • antimony

The world is in turmoil, and on the stock market, the cards are being reshuffled for a new era. While politicians are still debating sovereignty, three corporations are already creating a fait accompli. This is about more than just share prices. It is about dominance in a world that is radically turning away from the East. Intel, the semiconductor giant, is celebrating a historic comeback thanks to a mega-deal. Rheinmetall, the defence contractor, is struggling with a stock price drama despite full order books. And right in the middle of it all is a smaller player that controls the vital raw materials for both. Intel, Rheinmetall, and Globex Mining may form a community of shared destiny that has hardly been on anyone's radar until now. Those who understand these connections are looking into the future of Western industrial power. It is a highly dangerous yet highly profitable game between defence, technology, and Earth's treasures. Read now why these three stocks could deliver explosive upside potential.

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Commented by Nico Popp on May 11th, 2026 | 06:35 CEST

The Defence Revolution: Why Volatus Aerospace Could Become a Partner for AeroVironment and TKMS

  • Drones
  • Defense
  • hightech
  • aerospace
  • geopolitics

The global security architecture is currently undergoing a transformation whose significance is comparable to the introduction of gunpowder. The war in Ukraine and the escalations in the Middle East have shaken a fundamental dogma of warfare: the assumption that technological superiority is secured through costly individual systems. We are entering an era in which the "logic of terror" must be reimagined. While a Tomahawk cruise missile costs up to USD 2.5 million, drones perform the same tasks at a fraction of the cost—often with greater flexibility and less risk to human personnel. This development marks the transition from cumbersome hardware such as tanks and cruise missiles to smart drones and software-defined defence solutions. We introduce industry representatives and place a special focus on the defence platform provider Volatus Aerospace.

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Commented by Armin Schulz on May 8th, 2026 | 07:40 CEST

Capitalize on the Copper Shortage: BYD, Power Metallic Mines, and Intel in the Spotlight of the Supply Crisis

  • Mining
  • PGMs
  • Copper
  • Electromobility
  • AI

The recent copper rally is not just a short-term fad, but a fundamental shift. Automakers, commodity firms, and chip companies are suddenly all caught up in the same trend. That is because the energy transition and the AI boom are devouring vast quantities of the red metal. While BYD, as an electric vehicle giant, uses massive amounts of copper, Power Metallic Mines, as a raw materials supplier, secures polymetallic deposits. Intel, in turn, needs the metal for the cooling infrastructure of its AI data centers. Supply shortages and geopolitical risks are intensifying the race. Amid this tension, we are focusing on three companies: BYD, Power Metallic Mines, and Intel.

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Commented by Stefan Feulner on May 8th, 2026 | 07:35 CEST

Leonardo, Volatus Aerospace, Hensoldt – War and AI Drive the Next Billion-Dollar Boom

  • Drones
  • Defense
  • aerospace
  • AI

Modern warfare is fundamentally transforming the global security architecture while simultaneously creating growth markets worth billions. Drones, autonomous systems, digital reconnaissance, and AI-driven defence technologies are gaining significant importance due to conflicts in Ukraine and the Middle East. Countries worldwide are increasing their military budgets and investing specifically in electronic warfare, cybersecurity, and smart weapon systems. Companies that positioned themselves early on with scalable platforms, sensor technology, or autonomous solutions are already benefiting from bulging order books and sharply rising margins. Integrated systems combining hardware, software, and data analysis are in particularly high demand—a market that may only be at the beginning of a long-term supercycle.

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Commented by André Will-Laudien on May 8th, 2026 | 07:30 CEST

One-Two-Three: High-Momentum Stocks in Focus! TeamViewer, RE Royalties, and PayPal Are Taking Off

  • royalties
  • dividends
  • renewableenergy
  • Software
  • fintech

The situation in the Middle East is now calming down—or is it? Despite lingering doubts, the indices have already started moving higher. Some stocks have even capitalized on the volatile environment, sending their charts soaring on the back of improved outlooks, while others continue to suffer from the uncertainty. Defence, security, and military stocks, in particular, are losing steam in this environment, having profited from the turmoil for months. The markets breathed a noticeable sigh of relief yesterday, but any new report from the region could turn sentiment on its head within minutes. From an economic perspective, this is likely not the end of the crisis for investors, but rather a temporary interlude full of opportunities and risks. Those who look closely now can profit in areas where no one has really wanted to be for months.

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Commented by Carsten Mainitz on May 8th, 2026 | 07:25 CEST

Take note! The stock market is (still) ignoring key developments at Desert Gold, Evotec, and Mutares!

  • Mining
  • Gold
  • Commodities
  • Africa
  • Biotechnology
  • Defense

The past few weeks have been challenging for stock market traders. However, investors should not dwell too long on missed opportunities; they still exist across a wide range of industries and for various reasons. Desert Gold, Evotec, and Mutares currently stand out. These companies have one thing in common: their groundbreaking progress has so far been ignored by the stock market and is only partially reflected in their prices. This opens up lucrative opportunities for forward-thinking investors. Analysts see significant upside potential for all three stocks. Who is leading the race?

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Commented by André Will-Laudien on May 8th, 2026 | 07:20 CEST

The Big Tungsten Question: Shortages – Price Spikes – Nervousness! Almonty Provides Answers

  • Mining
  • Tungsten
  • CriticalMetals
  • Defense
  • hightech
  • semiconductor

Shortages, price hysteria, jitters—who is keeping their cool in the critical metals market? Almonty has the answer and, for several weeks now, has been a new source for the critical element tungsten. In an environment where geopolitical fires and supply uncertainties keep commodity markets on their toes, and new realities emerge daily, the question of alternative sources for critical metals is gaining traction. The major stock indices are feeling this nervousness, with prices on a rollercoaster ride, but after a pronounced rally over the past 24 months, many assets are no longer cheap. With metal prices having increased tenfold, it is far more difficult for analysts to set fair price targets for producers. An interesting debate is unfolding; experts are sharpening their pencils, and investors are looking at charts that so far point in only one direction: northward. We provide a few facts.

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Commented by Armin Schulz on May 8th, 2026 | 07:15 CEST

The Clock Is Ticking in Europe: How Group Eleven, Volkswagen, and thyssenkrupp Are Positioning for the Transition

  • Mining
  • zinc
  • Copper
  • CriticalMetals
  • Electromobility
  • decarbonization
  • Steel
  • geopolitics

The global economy is being shaken up by three major forces: the push for decarbonization, geopolitical tensions, and the race toward electromobility. For the steel industry in Europe, this means a tough transition—after all, it accounts for 7% of greenhouse gas emissions. At the same time, the EU mandates that by 2030, one-tenth of strategic raw materials must come from domestic sources. Vehicle manufacturers, in turn, are grappling with Scope 3 emissions from their supply chains. Energy prices are skyrocketing, supply chains are breaking down—but that is precisely where opportunities lie. We take a look at the current situation at Group Eleven Resources, Volkswagen, and thyssenkrupp.

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Commented by Nico Popp on May 8th, 2026 | 07:10 CEST

The Future of the Steel Industry: What Strategic Resources Can Do for ArcelorMittal, Salzgitter, and Others

  • Steel
  • GreenSteel
  • Hydrogen
  • decarbonization
  • iron
  • VTM

The steel industry has been under significant pressure to transform for years, particularly in Europe. Following the full-scale invasion of Ukraine in 2022, the war in Iran is now causing yet another shock. As a result, the decarbonization of the industry is no longer just a green vision but an economic necessity. While the transition to hydrogen requires billions in investment, competition for the strategic raw materials needed for this is intensifying at the same time. Steel producers are struggling with retrofitting their existing facilities and volatile margins, while problem solvers like Strategic Resources are increasingly coming into focus. The company offers intermediate products for the steel industry that make the sector's transformation possible in the first place. The key figures are promising, yet this potential has not yet gained traction in the market. Reason enough to shed light on the situation and highlight opportunities.

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Commented by Fabian Lorenz on May 8th, 2026 | 07:05 CEST

The gold sector is in the throes of price, takeover, and IPO fever! Lahontan Gold is becoming a money-printing machine!

  • Mining
  • Gold
  • Silver
  • Commodities
  • Nevada

Things are heating up again in the gold sector. The price per ounce is marching toward USD 4,700. Experts believe a year-end price of around USD 6,000 is possible, with the trend continuing upward. The takeover carousel is also spinning again. A billion-dollar merger is in the works in Australia, and it could even lead to a bidding war. Meanwhile, Barrick Mining wants to take its US operations public because the company believes they are undervalued. The heart of "North American Barrick" is Nevada Gold Mines, a key driver behind the expected valuation of more than USD 60 billion. The IPO is drawing the attention of global gold investors to Nevada's world-class mining jurisdiction. There, Lahontan Gold is currently in what is likely the most value-creating phase of the entire corporate cycle: the transition from explorer to producer. As early as next year, the company aims to produce gold at a cost of USD 1,200 per ounce and "print money."

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