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Commented by Fabian Lorenz on August 17th, 2026 | 07:10 CEST
Renk with AI Potential? D-Wave Shares Rebound! Is Zefiro Methane Seriously Undervalued?
Could Renk become an AI beneficiary? Its collaboration with Siemens Energy certainly appears to be gaining momentum. In 2026, the business is expected to account for around one-third of the order intake of Renk's Industrial Business Unit. At another company, analysts expect massive growth over the coming years, with earnings potentially multiplying. A recent report highlights the company's potential, while the stock appears far too cheap. And what about D-Wave? The quantum computing hopeful still looks far too expensive, as its latest quarterly figures have shown. Nevertheless, investors have also spotted some positive developments, sending the stock up 25% recently. Was that justified?
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Commented by Jens Castner on August 17th, 2026 | 07:05 CEST
The Secret of Hidden Treasures: Why Allianz, BP and Lahontan Gold Could Be Re-Rated
Some treasures lie deep beneath the ground. Others are well hidden in balance sheets. And some are simply waiting for the right catalyst to emerge. Canadian explorer Lahontan Gold is on track to potentially multiply its underlying asset value with spectacular drill results. Allianz shares have been climbing relentlessly following a strategic multibillion-euro deal in Asia. And geopolitical price shocks are generating unexpected additional profits for energy giant BP. Where are these hidden treasures, and how could the combination of drill results, balance-sheet strength and oil barrels trigger a powerful re-rating?
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Commented by Stefan Feulner on August 17th, 2026 | 07:00 CEST
Constellation Energy, NU E Power, Siemens: These stocks are at the heart of the energy boom
Created and Published on Behalf of NU E Power Corp.
The AI boom faces an energy problem that cannot be solved simply by developing better chips. New data centers consume enormous amounts of energy, while grid connections and additional generation capacity are becoming increasingly scarce in many regions. As a result, Hyperscalers are securing long-term nuclear power, investing in their own energy solutions, and accelerating the development of new energy infrastructure. This is creating a massive multi-billion-dollar market beyond the familiar AI stocks. Particularly interesting are companies that generate and supply electricity, provide the necessary infrastructure, or develop new energy parks specifically to meet the growing power demands of data centers.
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Commented by Jens Castner on August 14th, 2026 | 09:30 CEST
Apple, Volatus Aerospace and innoscripta: One Giant and Two Rising Stars with Multiplier Potential
Is a company valued on the stock market for what it produces—or for what investors want to see in it? At Apple, the high-margin services business is fueling heated debates over whether the core of its success story actually lies more in software or hardware. Volatus Aerospace, originally a Canadian drone service provider, is on the verge of exactly this leap: moving away from low-margin flight operations toward a software and AI platform for drone countermeasures and defence technology. And innoscripta demonstrates the growth rates possible in the software industry. A look at three very different companies and the question of where the biggest valuation gap between business model and share price lies.
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Commented by André Will-Laudien on August 14th, 2026 | 08:20 CEST
Drones, Energy Crisis and NASDAQ! DroneShield, HPQ Silicon, Siemens Energy and Nordex in Focus
All quiet on the western front! Whether it is war, bankruptcies, or new tariffs, the party goes on! The drone sector, booming thanks to increased defence spending, stands in stark contrast to the simmering EU energy crisis, which continues to pose major challenges for Brussels. Counter-drone specialist DroneShield is experiencing a massive surge in demand and orders in the field of electronic warfare, yet its share price is falling significantly. Canadian company HPQ Silicon is also benefiting from the West's need to independently establish critical supply chains for high-purity silicon and innovative battery materials. Siemens Energy also sits at the epicentre of the infrastructure transition, with its historically full order books serving as an unshakable engine of growth amid the energy crunch. This sustained rebound is flanked by Hamburg-based wind power pioneer Nordex, which is reporting double-digit margin improvements. This compelling combination of high-tech defence, clean energy generation, and raw material sovereignty is attracting substantial capital directly into investors' coffers. We take a closer look at four future-oriented sector favourites.
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Commented by Stefan Feulner on August 14th, 2026 | 07:50 CEST
At the Heart of the Electricity Boom: ERock, Zefiro Methane and Uniper
The explosive growth in electricity demand from AI data centers is transforming the energy market. Because grid connections often take years to establish and renewable energy sources alone cannot guarantee a continuous supply, natural gas—as a flexible energy source—is experiencing a new surge in demand. Billions are flowing into decentralized power plants and new infrastructure. At the same time, pressure is mounting to clean up the legacy issues of the oil and gas industry and reduce methane emissions. Three companies could benefit from different aspects of this massive investment cycle.
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Commented by Matthias Schomber on August 14th, 2026 | 07:45 CEST
Combat Drones and Tungsten: Rheinmetall, Hensoldt and Almonty Industries at the Heart of the Defense Boom
Global defense budgets continue to rise. With the wars in Ukraine and Iran continuing, ammunition stocks and destroyed military equipment must inevitably be replenished. This is benefiting defense companies such as Rheinmetall, as well as sensor specialists like Hensoldt. The trend is reflected in record order books and rising analyst price targets. But without a secure supply of raw materials, absolutely nothing works in the modern defense industry. This is where Almonty Industries enters the picture. The Canadian-American tungsten producer is helping secure Western supply chains. The company has recently delivered another series of positive updates, and while some of the major defense stocks have already reached demanding valuations, an intriguing technical setup is taking shape at Almonty that could pave the way for further gains. We take a closer look at the latest developments at these three companies. Find out why a strategic metal like tungsten could make all the difference—and why those who own or mine it are likely to be among the winners.
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Commented by Tarik Dede on August 14th, 2026 | 07:40 CEST
Commodity Stocks for Long-Term Portfolios: Eldorado Gold, Strategic Resources and Pan American Silver
The commodities sector is currently experiencing significant momentum. Gold and silver have regained momentum in recent weeks, while copper is already trading near an all-time high. Coal and iron ore are also moving higher. The US has demonstrated through its intervention in the foreign-exchange market, particularly regarding the yen, that it remains comfortable with a weaker dollar. This should continue to support commodity prices. Since these are long-term trends, investors should position themselves accordingly in this segment. We therefore take a closer look at the stocks of Eldorado Gold, Strategic Resources and Pan American Silver.
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Commented by Nico Popp on August 14th, 2026 | 07:35 CEST
Data Centers and Nuclear Energy: Microsoft Invests, NexGen Plans to Mine Uranium, Standard Uranium Holds Promise
Electricity has to keep flowing — especially in the age of AI. Data centers are being built around the world, but these facilities require enormous amounts of electricity. They also cannot simply wait for the sun to shine or the wind to blow. So what is the solution? Alongside gas-fired power plants, nuclear power is increasingly making a comeback. It is climate-neutral and capable of providing reliable baseload power. We take a closer look at three companies involved in supplying energy for data centers and highlight potential opportunities for investors.
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Commented by Lars Winter on August 14th, 2026 | 07:30 CEST
Is Desert Gold Poised for a Re-Rating and Price Surge? RWE and Allianz on Track for Record Highs: Three Stocks Under the Microscope
Gold is once again trading just under USD 4,400 per ounce, offering Desert Gold Ventures an ideal environment to make the leap from explorer to producer. If the first facility successfully begins operations, the valuation of this penny stock could change dramatically. Meanwhile, RWE is impressing with strong earnings growth. Insurer Allianz is delivering record profits and generous capital returns, though the DAX-listed stock is already trading near its all-time high. Three stocks, three risk categories—and clear catalysts for each. We take a closer look.
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