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Commented by Carsten Mainitz on December 17th, 2025 | 07:35 CET
Winners for 2026: RZOLV Technologies, Evotec, Mutares have what it takes – which developments are crucial?
The 2025 stock market year was full of exciting developments. Bull markets in commodities, interest rate cuts, and geopolitical tensions. However, some companies, such as Evotec, had to deal with many home-grown problems and lagged behind the positive performance of the overall market. Mutares saw its coffers fill up, but its share price could have done better this year. Next year could be very successful for RZOLV Technologies. The Canadians are solving a major problem in gold mining.
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Commented by Nico Popp on December 17th, 2025 | 07:30 CET
The Pentagon gets serious for Boeing and Co.: US government backs Korea Zinc and ignites the turbo for Antimony Resources
Antimony was long a metal that attracted little attention. But that has changed abruptly with China's recent export restrictions and geopolitical escalation. The semi-metal is indispensable for the defense industry, from ammunition to high-tech alloys used by Boeing. To break its dependence on Beijing, Washington is now digging deep into the state coffers and supporting the development of domestic capacities through the industrial giant Korea Zinc. This government intervention is fundamentally changing the rules of the market and bringing North American explorers, such as Antimony Resources, which could supply the urgently needed raw material in a few years, into the spotlight of strategic investors.
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Commented by André Will-Laudien on December 17th, 2025 | 07:25 CET
Can AI extend its marathon into 2026? Broadcom, Oracle, Aspermont, and Alibaba now in the portfolio?
Despite all the doom and gloom, the AI sector could once again perform strongly on the stock market in 2026, as the ongoing investment cycle in AI infrastructure is expected to lead to transformative monetization, according to Wedbush analysts. They anticipate high-tech stocks to gain a further 20%. Fidelity analysts calculate positive earnings growth in the IT sector of around 25%, supported by rising profitability driven by AI. Vanguard expects AI to offset negative shocks and drive US growth above widespread consensus forecasts with an 80% probability, thanks to enormous productivity gains. Only Barclays has recently expressed "bubble fears," deeming the hype overblown. How will it really play out? Here are a few indicators.
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Commented by Fabian Lorenz on December 17th, 2025 | 07:20 CET
BUY RECOMMENDATIONS and INSIDER SALES: D-Wave, Siemens Energy, Graphano Energy
Insider alert at D-Wave Quantum. The CFO and directors have cashed in nicely, putting a temporary damper on the stock's rally. A new "Buy" recommendation has so far failed to give the stock any new momentum. Graphite is often overshadowed by lithium and other critical metals in the public perception. However, demand is expected to increase significantly in the coming years due to the growing market for batteries for electric vehicles and energy storage. Graphano Energy is benefiting from production in Canada, and investors can get in early. Those who got in early with Siemens Energy are enjoying a tenfold increase. And if analysts are to be believed, the rally is not over yet. According to them, the stock is still cheap.
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Commented by Nico Popp on December 17th, 2025 | 07:15 CET
Gold rush: After producers Barrick Mining and Equinox Gold, it is now the turn of explorers – why Desert Gold is a takeover candidate
Forecasts for the gold market in 2026 are clear and point to a continuing supercycle. However, while producers such as Barrick Mining and Equinox Gold have already benefited massively from higher gold prices in recent months and expanded their margins, the valuation of exploration companies is still lagging behind. This historical divergence is likely to close in the coming year. Experience shows that capital flows cyclically: first, investors buy the security of cash flows, then they seek the leverage of resource development. In this environment, Desert Gold Ventures is coming into focus. The Company controls one of the largest non-producing land packages in West Africa, and is active precisely where industry giants are urgently searching for new supply.
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Commented by Armin Schulz on December 17th, 2025 | 07:05 CET
How Bayer, WashTec, and Volkswagen will earn more money in the future with digitalization and AI
Artificial intelligence is already generating measurable profits in industry today. In the pharmaceutical and chemical industries, it is revolutionizing research and accelerating the market launch of vital products. Mechanical and plant engineering is tapping into recurring sources of revenue with AI-based services and strengthening customer loyalty. And in the automotive industry, autonomous driving is highly popular and will shape the future. These advances prove that the productive phase of AI has begun. Three companies show how technology translates into competitive advantages and robust margins: Bayer, WashTec, and Volkswagen.
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Commented by Armin Schulz on December 17th, 2025 | 07:05 CET
Electric mobility is booming, lithium prices are rising again – An assessment of BYD, Power Metallic Mines, and Volkswagen
The era of the combustion engine is coming to an end. A new ecosystem of technology, raw materials, and manufacturing power is emerging, presenting extraordinary opportunities for early investors. The race toward electrification is in full swing, driven by exploding registration numbers and a rapidly expanding charging infrastructure. But the real leverage lies deeper. Access to critical metals, which are the lifeblood of every battery, is indispensable. As supply chains reorganize, three very different companies are positioning themselves: the emerging giant BYD, the raw materials explorer Power Metallic Mines, and the traditional heavyweight Volkswagen.
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Commented by André Will-Laudien on December 17th, 2025 | 07:00 CET
Year-end rally ahead! Selected positioning for 2026 in Almonty, DroneShield, thyssenkrupp, and TKMS
Incredible volatility at year-end. No surprise - the past stock market year will go down in history as one of the best for the DAX and NASDAQ. And this despite shrinking economic growth and rising inflation. But seasoned investors already know that inflation boosts stock prices, and what drives them even more is defense spending. War is terrible, but it fills the coffers of financiers - led, as always, by the US. Donald Trump likes to sell himself as a peacemaker to the outside world, yet the US remains the world's largest producer of offensive and defensive technology. Business is booming, NATO is among the biggest customers, and demand runs into the trillions. Whether 2026 will continue in the same vein is doubtful, but conflicts at least continue to enable hyperinflationary money printing. As a result, the gigantic debt flywheel spins ever faster – this is how FIAT money systems have functioned for millennia! Where do opportunities lie for risk-aware investors?
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Commented by Nico Popp on December 16th, 2025 | 07:35 CET
AI and energy hunger: Why Microsoft, Cameco, and American Atomics are part of a megatrend
Artificial intelligence is not only changing the way we work, but also posing enormous challenges for the physical infrastructure of the global economy. Data centers for AI applications require round-the-clock power, a so-called base load that renewable energy such as solar and wind cannot consistently provide due to their volatility. And the response of the major tech companies to this problem - nuclear power! This is currently leading to a historic reassessment of the entire nuclear value chain. We present three companies positioned to benefit from this energy megatrend: Microsoft, Cameco, and American Atomics.
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Commented by Carsten Mainitz on December 16th, 2025 | 07:30 CET
Gold and silver on the rise: AJN Resources and Pan American Silver attractive, Puma on the verge of a major turnaround?
Gold and silver prices have recently reached new all-time highs once again, and there is no end to the rally in sight. Silver in particular has developed spectacularly after breaking through key technical resistance levels and has doubled over the past 12 months. Shares of major companies such as Barrick, Newmont, and Pan American Silver have also at least doubled over this period. Characteristically, the prices of exploration companies have lagged behind the performance of precious metal prices and blue chips. As the bull market progresses, there is much to suggest that explorers will outperform the broader market. One particularly exciting name in this segment is AJN Resources. Beyond the precious metals sector, there are also opportunities for investors to strike gold next year – in the case of Puma, a major turnaround appears to be taking shape.
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