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Commented by Fabian Lorenz on October 10th, 2025 | 07:20 CEST
Bombshell at Plug Power! Things are getting "critical" at Standard Lithium and Graphano Energy! Donald Trump is shaking up commodity stocks!
Investors are currently rushing to buy stocks in the rare earths, tungsten, and lithium sectors. The driving force behind this is the US government, which is investing in companies involved in critical raw materials to secure independence from China. Could Graphano Energy be next in line for government participation? In any case, no battery can function without the critical mineral, graphite. Graphano Energy is attractively valued and holds projects in Canada. Standard Lithium is benefiting from the hype surrounding critical metals. After rising more than 60% in four weeks, has a correction now arrived? Plug Power is in the midst of one. This week, the stock fell by over 20%. A capital measure and the surprising departure of the CEO are causing uncertainty.
ReadCommented by Armin Schulz on October 10th, 2025 | 07:15 CEST
From food waste to profit: How Nestlé, Planethic Group, and HelloFresh are capitalizing on the latest megatrends
The food industry is currently undergoing what may be the most lucrative revolution in its history. Driven by groundbreaking technologies, from 2D printing for food to the hype surrounding plant-based proteins, and the global drive to curb food waste, entirely new markets are emerging. By keeping an eye on the companies driving these megatrends, you can identify the major growth opportunities of the future at an early stage. Today, we take a close look at the strategies of Nestlé, Planethic Group, and HelloFresh and ask ourselves: Which stocks really have what it takes to succeed?
ReadCommented by André Will-Laudien on October 10th, 2025 | 07:10 CEST
The AI tech high-flyers! Up to 3,500% dream returns with D-Wave Quantum, Power Metallic, Nvidia and AMD
Hard to believe, but unfortunately true! Without a single setback, share prices in the AI, high-tech, and strategic metals sectors have been rising unabated for months now. This has led to dream returns, some of which are in the triple digits. The curtain call for this party seems a long way off, while underinvested investors are sitting on billions in idle cash. There is no conclusive advice for such a situation. Fundamental analysts have been sounding the alarm for months, noting that the well-known Shiller P/E ratio, at over 42, has long since broken through the band of irrational exaggeration. But who cares? Here is a selection of stocks that face daily demand, forcing constant appreciation. Of course, as with any party, it only ends when the last guest turns off the lights.
ReadCommented by Nico Popp on October 10th, 2025 | 07:05 CEST
War increasingly likely? This supplier is improving drones: AeroVironment, NEO Battery Materials and Kratos Defense
"Is war against Putin inevitable?" This was the headline in BILD yesterday in response to statements by military historian Sönke Neitzel on the ARD talk show Maischberger. According to Neitzel, Putin has already paved the way for war with his recent escalations. The historian asks: "If Putin is determined – many in NATO say so, and I would agree – will he wait until we can say that even the German Armed Forces now have enough drones? No, probably not." Neitzel believes that, due to the current poor equipment of many NATO countries, a military conflict between NATO and Russia could occur within the next three years. Investments in drones are therefore urgently needed. We present a battery supplier that offers tailor-made technology for drones, capable of drastically reducing the dependence of Western militaries on batteries from China.
ReadCommented by Armin Schulz on October 10th, 2025 | 07:00 CEST
Drone boom vs. pilot strike: What you need to know about DroneShield, Volatus Aerospace, and Lufthansa
As the global drone market expands at double-digit growth rates, unprecedented opportunities are emerging above and beyond the clouds. Innovative technologies are driving not only military but also civilian applications into previously untapped economic areas. This high-flying growth stands in sharp contrast to the challenges facing traditional aviation, which is being hit by operational difficulties. Three companies - DroneShield, Volatus Aerospace, and Lufthansa - embody these contrasting realities, highlighting both the lucrative paths of the future and the risks inherent in the sector.
ReadCommented by Armin Schulz on October 9th, 2025 | 07:40 CEST
AI paves the way to the next blockbuster: The current situation at Novo Nordisk, NetraMark Holdings and Evotec
The pharmaceutical industry is at a historic turning point. Artificial intelligence is breaking through the lengthy and costly development cycles that have characterized the sector for decades. This technological quantum leap is revolutionizing drug discovery and promises to transform healthcare from the ground up. The first companies to master this AI revolution will be the biggest winners in a billion-dollar market. We therefore take a look at three companies that are already using AI today: the Danish pharmaceutical giant Novo Nordisk, AI specialist NetraMark Holdings for clinical studies, and the German research service provider Evotec, and analyze their current situation.
ReadCommented by Carsten Mainitz on October 9th, 2025 | 07:35 CEST
BioNxt Solutions, Bayer, Evotec – Enormous upside! The interface of biotech and pharmaceuticals!
The global rise in lifestyle diseases such as diabetes, obesity, multiple sclerosis (MS), and MASH (metabolic fatty liver disease) is driving enormous growth in the healthcare sector. The market for cancer therapies is also expanding rapidly. Meanwhile, the M&A landscape is developing dynamically: large pharmaceutical companies need to act as patent protections expire, securing their pipeline through acquisitions and partnerships. Areas offering innovative drugs or novel delivery methods are especially attractive. This is where a promising second-tier stock comes into play.
ReadCommented by Nico Popp on October 9th, 2025 | 07:30 CEST
Digital business models for explosive growth: MiMedia, Peloton, Delivery Hero
Digital business models offer one key advantage: they can be scaled almost indefinitely. It is therefore no surprise that large parts of the global economy have now been digitized, or at least complemented by digital alternatives. Restaurants, for example, face competition from delivery platforms, while gyms compete with online fitness programs. Below, we highlight three digital business models - MiMedia, Peloton, and Delivery Hero - and explore where new opportunities for investors may be emerging today.
ReadCommented by André Will-Laudien on October 9th, 2025 | 07:25 CEST
E-mobility tax-free through 2035! Keep an eye on BYD, NEO Battery Materials, NIO and BASF
In the third quarter of 2025, the global market for electric mobility continued to develop dynamically: over 4.2 million new electric vehicles were registered, an increase of around 28% compared to the previous year. While China confidently maintained its leading position as the largest single market, Europe also grew strongly with double-digit growth rates. Driven by manufacturers such as BYD, Tesla, and Volkswagen, NIO is also slowly entering the scene. At the same time, more and more capital is flowing into innovative battery technologies to meet rising demand in the long term. NEO Battery Materials is emerging as a specialist in the innovative battery solutions business. This rapid development illustrates how closely technology, raw material markets, and the electric mobility boom are intertwined. We present some ideas for investors.
ReadCommented by Fabian Lorenz on October 9th, 2025 | 07:20 CEST
GOLD RUSH to USD 5,000? DEFENSE STOCKS set for a billion-dollar contract! Barrick Mining, Hensoldt and Kobo Resources!
While the US government shutdown drags on, the rush for tangible assets persists. The pace at which gold and silver prices are climbing is almost alarming. On the stock market, AI and defense remain key drivers. With surprising ease, the price of gold has broken through the USD 4,000 mark - could USD 5,000 be next? Barrick Mining is also continuing its rally, while those looking for undiscovered gems amid this hype should take a closer look at Kobo Resources. The junior explorer could soon become a potential takeover target. In the defense sector, the capital market is waiting for major orders. One such order could now come from the German government. Hensoldt stands among the likely beneficiaries.
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