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Commented by Stefan Feulner on August 19th, 2026 | 06:50 CEST
Cisco, Miivo AI and Lenovo: The AI Revolution Reaches the Next Level of Profitability
Created and Published on Behalf of Miivo AI.
The AI boom is reaching the next level. Following billions in investments in chips and data centers, the focus is now shifting to how companies can actually use artificial intelligence productively. At the same time, orders for AI infrastructure are skyrocketing, while new applications are automating financial analysis, sales, and customer management. This is creating a huge market, especially for small and medium-sized businesses. Three companies are positioning themselves at different points along this new AI value chain.
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Commented by Nico Popp on August 18th, 2026 | 08:35 CEST
The Easy Path to Carbon-Free Computing Power: How NU E Power Aims to Make Things Easier for Companies Like Amazon and SAP
Created and Published on Behalf of NU E Power Corp.
Computing power for artificial intelligence requires enormous amounts of energy. But that is not the only challenge: power grids are already overloaded in many areas, and the combination of data centers, air conditioning systems and EV charging stations is putting additional strain on infrastructure. As a result, technology companies are increasingly factoring energy supply directly into their plans for new data centers. Ideally, that power should be sustainable while also providing reliable baseload capacity. Since energy infrastructure requires regulatory approval and suitable locations are scarce, an interesting market has emerged around powering data centers. We take a look at the situation and examine not only tech giants Amazon and SAP but also newcomer NU E Power.
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Commented by Armin Schulz on August 18th, 2026 | 08:30 CEST
Ticking Time Bomb in the Skies: Rheinmetall, Volatus Aerospace and DroneShield Stand to Benefit from Rising Security Threats
The incident at Leipzig Airport in early August, where fortunately a drone carrying Semtex explosives could not be detonated, demonstrates just how vulnerable the security infrastructure is—not only in Germany. Although intruders can often be detected, active intervention is sometimes difficult. This emerging threat is driving the multi-billion-dollar market for drone defence technologies. However, operators are facing regulatory grey areas, even as demand soars. So today we are taking a closer look at defence giant Rheinmetall, drone specialist Volatus Aerospace, and counter-drone specialist DroneShield.
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Commented by Tarik Dede on August 18th, 2026 | 07:35 CEST
AI, Robotics, Hydrogen and Copper: SanDisk, First Hydrogen, and Lundin Mining in Focus
The AI boom continues, driving major indices such as the S&P 500 toward new all-time highs. Chart analysts believe the 8,000-point mark could soon be within reach. But there is much more going on behind the scenes. Where robotics, AI, drones and energy converge, opportunities can emerge for prudent investors. However, it is important to bear in mind that volatility is currently extremely high, particularly among stocks closely tied to the AI theme. Nevertheless, today we take a closer look at the shares of SanDisk, First Hydrogen and Lundin Mining.
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Commented by Armin Schulz on August 18th, 2026 | 07:30 CEST
Almonty Industries, Freeport McMoRan, and Albemarle: Commodity Fever Rises Due to Structural Shortages
A major storm is brewing in the commodity markets. It is being driven by the transition to climate-neutral energy, extremely high demand for artificial intelligence and the computing power it requires, and global geopolitical conflicts. This wave does not appear to be a temporary flare-up, but rather the beginning of a long-term megatrend, as supply deficits continue to widen. While spikes in demand often provided the boost in previous commodity cycles, this time it is global supply chain risks and decades of underinvestment in the development of new commodity projects. Today, we take a closer look at tungsten producer Almonty Industries, copper producer Freeport McMoRan, and lithium producer Albemarle.
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Commented by Matthias Schomber on August 18th, 2026 | 07:25 CEST
Concrete Gold, Tank Transmissions and Critical Raw Materials: How Bold Investors Could Benefit from Vonovia, Renk and Strategic Resources
They say the stock market—or rather, money—never sleeps. The phrase was made famous thanks to the movie "Wall Street". But some turning points in the capital markets also arrive quietly, almost unnoticed. Today, we take a look at three stocks and three very different stories. First, there is Germany's largest residential landlord, which is currently dealing with rising interest rates, political disputes and some still-skeptical analysts. Things look somewhat different for an Augsburg-based drivetrain specialist, which is riding a wave of record orders from the defence sector. And then there is a commodities stock that remains largely under the radar. The chart of this "golden gem" could soon send signals that attract investors' attention. Three very different worlds. And yet all three stocks are currently at a critical juncture. Those who look closely now may find almost everything: defensive substance, genuine growth and a potential breakout opportunity. These three stocks could be well worth keeping an eye on.
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Commented by Fabian Lorenz on August 18th, 2026 | 07:20 CEST
Nel ASA Hopeless? dynaCERT Poised for a Comeback — While SFC Energy Is Already Taking Off
Is there still hope for Nel ASA? At present, there appear to be few short-term catalysts for the stock. Growth remains limited, while losses are rising sharply. Analysts have also recently slashed their price targets. In contrast, there are strong indications that dynaCERT's stock is poised for a comeback. The cleantech company has once again reported progress in marketing its technology for reducing fuel consumption and emissions from existing diesel engines in Asia. This could prove the analysts right. They see significant upside potential for dynaCERT. SFC Energy provides an example of what a powerful comeback can look like. Analysts have raised their price targets and continue to see further upside even after the rally of more than 50%.
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Commented by Jens Castner on August 18th, 2026 | 07:15 CEST
HPQ Silicon, Wacker Chemie, Cabot: Three Stocks, One Material — and a Billion-Dollar Market Few Investors Know
It is found in toothpaste, car tires and even the paint coating on kitchen cabinets, yet few investors have ever heard of it. Fumed silica (pyrogenic silica) is an inconspicuous white powder that has quietly supported entire industries for decades, from cosmetics and adhesives to food production. This multi-billion-dollar niche market is divided among a few established players, including Germany's Wacker Chemie and its US counterpart Cabot—two names that stand for solidity and scale on the stock market. Now, a small Canadian challenger is looking to enter the market: HPQ Silicon aims to break into the sector with a new, more cost-effective production process while also having a second, at least equally exciting technology up its sleeve.
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Commented by Fabian Lorenz on August 18th, 2026 | 07:10 CEST
Renewable Energy Is Booming! Trump Is Furious! Winners Include First Solar, NextEra Energy, Siemens Energy and RE Royalties
This development is unlikely to please US President Donald Trump. Renewable energy is gaining ground in the United States. While the US government is paying more than USD 1 billion to prevent RWE from building an offshore wind project, solar power generation is increasing by around 21%. Falling costs, rising electricity demand—particularly from data centers and AI—and the enormous need for new generation capacity are creating opportunities for companies such as First Solar and NextEra Energy. German companies including Nordex, SMA Solar and even gas specialist Siemens Energy are also among the potential beneficiaries. Another interesting small-cap is RE Royalties, which also has potential takeover appeal.
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Commented by Stefan Bode on August 18th, 2026 | 07:05 CEST
The US Energy Market as a Return Engine: Between Record Profits and Billion-Dollar Niche Markets—ExxonMobil, Occidental and Zefiro Methane
The US energy sector currently offers investors exceptional opportunities for returns. While established industry giants are generating historically massive cash flows thanks to record production levels, highly profitable niche markets are slowly coming into focus. The drivers behind this trend are stricter regulations and the enormous energy demand of new AI data centers, which makes the removal of legacy pollution an absolute necessity. From reliable dividends to growth drivers to explosive scaling potential. Read here to find out which three US-focused stocks are currently benefiting the most from this structural supercycle.
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