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Commented by Fabian Lorenz on July 28th, 2026 | 07:05 CEST
Turnaround Stocks with Up to 200% Upside? Renk, Eckert & Ziegler and Power Metallic Mines in Focus
Renk's shares have fallen by around 50% since October 2025. Has this created an attractive entry opportunity? Jefferies certainly believes so, assigning the stock a fair value of EUR 60. The company's upcoming half-year results are expected to be strong, with analysts anticipating an improvement in second-quarter margins. The company has reported operational success in the US. Power Metallic Mines could be on the verge of a strong rally. Copper, one of the world's most sought-after metals, is a key component of the company's world-class polymetallic deposit in Canada. Analysts see nearly 200% upside potential, while several important catalysts are expected in the near future. Meanwhile, Eckert & Ziegler has been in a downtrend for the past year. The market entry of a new competitor has weighed on the shares, but analysts believe investors' concerns are overdone.
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Commented by Carsten Mainitz on July 27th, 2026 | 07:55 CEST
Gold and Silver Poised for a Comeback? Lahontan Gold, Newmont and First Majestic Emerge as Top Picks
Gold has served as one of humanity's oldest stores of value for centuries. Today, rising government debt, geopolitical tensions and sustained central bank buying continue to shape the precious metals market. Thanks to high precious metal prices, profits are soaring for producers like Newmont and First Majestic. Investors looking to identify the winners of the coming years should keep an eye not only on the major players but also on companies that are on the verge of production. After all, it is precisely during this transition phase that significant opportunities often arise. Lahontan Gold currently finds itself precisely at this juncture. The Canadian company is on the verge of reaching several key milestones on its path to first gold production next year. The key question is whether the gap between the value of its flagship project and the company's market valuation will begin to close as early as this summer.
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Commented by André Will-Laudien on July 27th, 2026 | 07:45 CEST
Artificial Intelligence: Full Speed Ahead for Software, Cloud, and Tech! SAP, ServiceNow, Miivo AI, and Oracle in Focus
Created and Published on Behalf of Miivo AI Inc.
In recent months, there has been a great deal of skepticism surrounding the business models of major software companies and cloud giants, and as a result, their stock prices took a significant hit. However, sentiment has been shifting since the latest earnings reports from SAP and ServiceNow. There were already initial signs of a turnaround at the end of last week. SAP was up 10%, ServiceNow up 6%; only Oracle has yet to complete its turnaround. The sector is once again attractive to long-term investors, as the massive bull run in growth markets completely bypassed these stocks. However, the exuberant rally in chip stocks is currently stalling, which could breathe new life into other sectors as part of a sector rotation. Despite the sector-wide slump, Canadian software provider Miivo AI is showing noticeable upward momentum. The company focuses holistically on small and medium-sized enterprises. With a compelling business model, significant growth can still be expected here. We take a closer look at the sector.
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Commented by Fabian Lorenz on July 27th, 2026 | 07:40 CEST
Buy Recommendations for Almonty, Micron, and TKMS! Defense, Commodities, and Semiconductors with Upside Potential!
Compelling buying opportunities are emerging across several sectors. In commodities, Almonty Industries stands out as it ramps up production at its tungsten mine in South Korea, with revenue and earnings expected to accelerate sharply in the second half of the year. Analysts forecast a net profit of CAD 854.6 million next year, implying a forward P/E ratio of just 4.34—a valuation many consider too low for the only significant Western tungsten supplier. Analysts recommend buying. TKMS appears well positioned among the struggling defense companies. Analysts highlight its substantial order backlog, which is expected to provide strong earnings visibility well into the 2040s. Micron remains a higher-risk opportunity. Following its historic share price rally, investors are concerned about potential overcapacity. Micron is also investing billions, but analysts remain reassuring.
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Commented by Nico Popp on July 27th, 2026 | 07:35 CEST
China's Export Restrictions: German Industry Must Invest in Raw Materials. How VW and Rheinmetall Respond & Why Aspermont Could Benefit
For decades, raw materials were commodities in the truest sense of the word—interchangeable goods purchased at the lowest possible price. But in recent years, security of supply has evolved from a procurement issue into a decisive factor for the survival of Western industry. Depending on the sector, shortages can threaten entire business models. To reduce the risks posed by geopolitical tensions, volatile commodity prices and increasingly stringent sustainability requirements, industrial companies are taking a much closer look at their raw material supply chains. Some are investing directly in mining projects, while others are forming strategic partnerships. In either case, access to reliable information on mining projects and the conditions across the value chain is essential for assessing supply risks. Aspermont, a specialist provider of mining and commodities intelligence, could be well positioned to benefit from this shift.
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Commented by Armin Schulz on July 27th, 2026 | 07:30 CEST
Gold Holds Above USD 4,000: Barrick Mining, Kobo Resources and Kinross Gold Offer Upside Potential
Gold has held above the key USD 4,000 per ounce level following its recent pullback. The correction shook the market, but the precious metal has rebounded faster than even the most optimistic analysts had expected. While experts continue to debate the future course of the market, central banks are steadily adding to their gold reserves—a clear vote of confidence in the precious metal. For investors willing to look beyond the obvious, attractive opportunities are now emerging. Three companies deserve special attention in this environment: the established industry leader Barrick Mining, the promising explorer Kobo Resources, and the gold producer Kinross Gold.
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Commented by Stefan Feulner on July 27th, 2026 | 07:25 CEST
Southern Copper, Power Metallic Mines, Vale: The Commodities Story Is Gaining Significant Momentum
The race for artificial intelligence, satellite networks, and global military buildup is intensifying the battle for strategic commodities. Copper, in particular, is becoming a bottleneck for global industry, as power grids, data centers, missiles, and modern weapons systems require enormous quantities of the metal. At the same time, supply remains tight, and even major producers are struggling with declining output. This is bringing exploration companies with high-grade deposits even more into the spotlight, while established mining conglomerates face rising demands and falling production figures.
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Commented by Fabian Lorenz on July 27th, 2026 | 07:20 CEST
Stocks to Buy Now? TeamViewer, Infineon and HPQ Silicon: AI, Semiconductors and Battery Technology in Focus
Has Infineon become a buying opportunity after it corrected over 20%? Analysts at mwb have at least withdrawn their Sell recommendation. They expect the German semiconductor company to deliver strong growth over the coming years, although they believe its valuation remains ambitious. HPQ Silicon currently appears more attractively valued. The Canadian technology company plans to begin commercializing various technologies this year, and recent news flow has been encouraging. A key question is whether it can achieve a breakthrough with its military-grade battery cell technology. As for TeamViewer, it remains to be seen whether the company will be among the winners or losers of the AI boom. Could a partnership with ServiceNow provide fresh momentum for the stock? The goal is not only to detect IT problems but also to increasingly resolve them automatically with the help of AI agents.
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Commented by Nico Popp on July 27th, 2026 | 07:15 CEST
The Drone Revolution: Palantir and Lockheed Martin Forced to Innovate—Volatus Aerospace Follows Ukraine's Lead
The days when tanks weighing several metric tons or extremely expensive fighter jets determined victory or defeat on the battlefield are over. As a look at modern warfare shows, it is now primarily the seamless interaction between hardware and software that determines actual success. Those who cannot coordinate algorithms and sensor technology in real time will fall behind. Ukraine is currently demonstrating this impressively, as it now launches more drones for counterattacks against Russia than the aggressor itself. This illustrates that, for NATO, security also means building an agile defence industry that can respond flexibly to requirements. We take a look at three companies in the industry and highlight opportunities.
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Commented by Stefan Bode on July 27th, 2026 | 07:10 CEST
The "Magnificent Seven" Stumble, Dragging the S&P 500 Lower; Oil Tops USD 90; VIX Surges – Barrick Mining, Deutsche Börse, DRC Gold, Alphabet, Tesla
Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla make up the "Magnificent Seven" and account for roughly one-third of the S&P 500's market capitalization. When two of these heavyweights, Alphabet and Tesla, come under pressure, the broader market feels the impact. Their declines alone shaved around 0.6% off the S&P 500, while the VIX volatility index surged by as much as 17%. Meanwhile, WTI crude oil climbed nearly 5% to above USD 90 per barrel, boosting energy stocks such as Chevron and ExxonMobil. Industrial names, including Caterpillar and Deere, also gained ground. Gold and silver prices also stabilized after recent weakness, while government bonds came under renewed selling pressure as rising inflation expectations pushed yields higher.
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