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Commented by Matthias Schomber on October 22nd, 2026 | 05:21 CEST
thyssenkrupp's Steel Restructuring, AI-Driven Cost Savings at Deutsche Telekom and a Potential Rebound for Almonty
thyssenkrupp is pushing ahead with its long-awaited steel restructuring, while Deutsche Telekom aims to digitise its domestic market through major fibre-optic and automation projects. After decades, Almonty Industries is celebrating the historic resumption of tungsten production, but is currently navigating a challenging consolidation phase that could now give way to a rebound. This report examines the facts, weighs the opportunities and risks, and identifies where attractive entry points may be emerging.
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Commented by Nico Popp on October 21st, 2026 | 18:29 CEST
Almonty Industries: Bank of America sees share price weakness as an opportunity - Catch-up potential in the tungsten market
The European benchmark price for tungsten has risen 176% this year, driven by unexpectedly strong demand from the defence sector and ongoing Chinese export controls. While Almonty Industries shares have recently weakened, security of supply in the West is coming into focus: industry is desperately seeking tungsten. This is precisely where Almonty comes into play as one of the few producers building additional supply capacity over the coming years. Shortly before the first shipment of material from the Sangdong mine in South Korea, a recent Bank of America report with a price target of USD 24.00 highlights the company's key strategic role.
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Commented by Armin Schulz on October 21st, 2026 | 05:44 CEST
Nordex, RE Royalties, NextEra Energy – US Electricity Consumption Rises 4% YoY, Boosting Demand for Wind Turbines, Financing and Utilities
Demand for electricity is growing. The US Energy Information Administration (EIA) estimates that US electricity consumption was 4% higher in the third quarter of 2026 than in the same quarter a year earlier. The share of electricity generated from wind power is expected to rise from 11% this year to 12% in 2027. Meeting this demand requires wind turbines, financing for new projects and major utilities. These factors are driving expansion across the sector. We take a closer look at turbine manufacturer Nordex, renewable energy financier RE Royalties and utility NextEra Energy.
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Commented by Stefan Feulner on October 21st, 2026 | 05:38 CEST
Regeneron, Vidac Pharma, Krystal Biotech: New Active Ingredients, Enormous Stock Market Potential
Cancer treatment is undergoing a fundamental transformation. Rather than relying solely on conventional chemotherapy, new approaches increasingly target the biological mechanisms that drive tumours. In particular, immunotherapies, gene therapies and interventions targeting cellular metabolism are opening up new possibilities for treating skin cancer. As approved medicines reach more patients, innovative biotech companies face key clinical milestones. Commercial opportunities are substantial, as demand for effective, well-tolerated treatments continues to grow. The decisive factor will be which technologies can confirm their promising results in larger clinical trials.
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Commented by Nico Popp on October 21st, 2026 | 05:35 CEST
Data as the New Currency: The Strategies of Amazon, Alphabet, Reddit and Aspermont
Data archives are becoming a crucial resource for artificial intelligence. As tech giants compete for exclusive information and publishers explore new ways to monetise online content, specialist data providers are gaining prominence. Alphabet's licensing programmes for news content and the controversial licensing agreements of platforms such as Reddit mark a new phase in the commercial use of digital content. In this environment, Aspermont is positioning itself by transforming its historical mining archive into a data and analytics platform. We examine the latest developments and the opportunities they present.
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Commented by Tarik Dede on October 21st, 2026 | 05:33 CEST
Opportunities in Precious Metals: Lahontan Gold, First Majestic Silver and SSR Mining in Focus
In precious metals, the bulls have recently tried to push the price significantly higher again. However, this breakout attempt has failed for now. In the short term, the price, like that of silver, is moving in response to the latest statements by members of the Federal Reserve. Recently, an investment bank had also suggested that the US central bank could raise interest rates before the midterms in early November. This is weighing on prices. Yet the Fed has never raised interest rates before elections to signal political neutrality. The next meeting could be as early as next week. Accordingly, gold and silver are likely to remain highly volatile. For those with a long-term outlook, the currently subdued sentiment in the metals markets offers an opportunity to pick up promising shares. Today, we therefore look at the shares of Lahontan Gold, First Majestic Silver and SSR Mining.
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Commented by André Will-Laudien on October 21st, 2026 | 05:30 CEST
Is the Quantum Leap in AI Coming Now? AMD, Infineon, Aqarios Quantum, IBM and D-Wave in the Spotlight
The current view of AI and quantum technology reveals a shift that is considerably more relevant to industry than a pure focus on speed. Quantum computing is moving out of the research lab and into more realistic operating models, while AI platforms are increasingly becoming the control and infrastructure layer for this development. The fierce valuation rally on the tech-heavy NASDAQ has catapulted the technology sector to historic highs amid the massive AI boom. Meanwhile, market observers warn of acute correction risks, as actual AI revenues in many segments fall well short of the massive infrastructure investments. Despite reporting record figures, traditional semiconductor equipment suppliers are increasingly suffering from this "sector saturation" and facing volatile profit-taking. With a view to improving AI performance, the market is now turning its attention to the next evolutionary stage of computing power. A genuine quantum leap is now necessary because the physical limits of traditional silicon chips are increasingly slowing the long-term scaling of complex AI infrastructures. In this charged environment, the commercial quantum computing sector is coming into the spotlight, poised to fundamentally revolutionise data processing for artificial intelligence. Investors should delve deeper to be able to benefit from the next leaps in innovation.
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Commented by Stefan Feulner on October 21st, 2026 | 05:30 CEST
Danaher, MustGrow Biologics, Veralto: A Billion-Dollar Market for Green Technologies
Created and Published on Behalf of MustGrow Biologics Corp.
The next industrial revolution is taking place not only in data centres and chip factories. Laboratories, agricultural fields and water treatment plants are also becoming centres of technological innovation that could transform entire markets. Biological active ingredients are designed to reduce the use of conventional chemicals, automated laboratories to accelerate new product development, and advanced treatment systems to secure a clean water supply. Behind these developments lie substantial economic interests. Stricter environmental requirements, rising resource consumption and growing cost pressures are forcing companies worldwide to find more efficient solutions.
Commented by Nico Popp on October 21st, 2026 | 05:27 CEST
Newmont's Production Decline and Barrick Mining's African Focus Fuel Interest in DRC Gold
Goldman Sachs analysts expect gold to reach USD 5,400 by the end of 2027, while J.P. Morgan, in a February note, even set a 2027 target of USD 6,300. This environment, coupled with US national debt exceeding USD 40 trillion, is supporting the gold price. At the same time, industry leaders such as Newmont are struggling with declining production volumes. This is forcing major mining companies to realign their strategies on the African continent, where project developers like DRC Gold, with exploration areas in the immediate vicinity, are coming into focus.
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Commented by Armin Schulz on October 21st, 2026 | 05:25 CEST
Nel, dynaCERT, Daimler Truck – Hydrogen, Electricity and Diesel Aim to Reduce Emissions in Heavy-Duty Transport
The decarbonisation of trucks is progressing at different speeds. Daimler Truck sold a total of 91,260 units in the 3rd quarter of 2026, of which only 1,207 were battery-electric. The transition is therefore progressing more slowly than sales are growing. Hydrogen propulsion first requires low-cost hydrogen production. Meanwhile, fleet operators are looking for ways to make existing diesel engines cleaner today to improve their carbon footprint. Ultimately, manufacturers must deliver vehicles that perform in everyday use. If all this can be brought together, it could give hydrogen a long-term boost. We therefore take a closer look at Nel, dynaCERT and Daimler Truck.
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