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Commented by Stefan Feulner on March 10th, 2025 | 08:00 CET
BYD, European Lithium, Lufthansa – It is high time to act
For the first time in history, the German leading index DAX was able to surpass the magic mark of 23,000 points last week, thanks to the possible new Chancellor Friedrich Merz and the sudden lifting of the debt brake. However, the problems remain. Since the start of Donald Trump's second term in office, the global economic order has been in jeopardy. Trade wars and punitive tariffs are on the agenda. Europe must be able to act independently of its big brother in the future, both in terms of security and the supply of raw materials.
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Commented by Armin Schulz on March 10th, 2025 | 07:55 CET
thyssenkrupp, Globex Mining, Super Micro Computer – Defense, critical raw materials, and the AI boom drive profits
As the world moves towards a new era of tariffs, resource wars, and technology hegemony in 2025, there are three companies that can profit from the current hot topics. The EU has not only expanded its list of critical raw materials but has also announced billion-euro investments in domestic supply chains. This shows how important access to critical raw materials is for keeping one's economy running. Thyssenkrupp is taking advantage of the demand for high-security technology for maritime projects, Globex Mining is controlling key raw materials for high-tech projects and decarbonization, and Super Micro Computer is cooling the servers that are making the AI boom possible in the first place.
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Commented by Fabian Lorenz on March 7th, 2025 | 06:55 CET
100% RALLY! And now? Renk, Salzgitter, and AppLovin partner MiMedia
Can it continue to go up after a 100% rally? There is a lot to suggest that the still largely unknown MiMedia stock could keep going. The cloud pearl is on the verge of a revenue leap and is relying on AppLovin to monetize its cloud services – itself an AI highflyer but now overvalued. MiMedia, on the other hand, wants to start scaling in the current year. Salzgitter caused a stir on Wednesday with a share price jump of over 15%. Even though profits were taken yesterday, analysts see further upside potential for the stock. Could a revaluation be possible? There are good reasons for profit-taking after Renk's 10% rally this year, but the stock wants to keep rising. Deutsche Bank recommends buying, but there is a big catch.
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Commented by Juliane Zielonka on March 7th, 2025 | 06:45 CET
Bayer, Vidac Pharma, Xiaomi: What matters now for your health
Innovative solutions to improve the quality of life for millions of patients are the focus of a new generation of companies that are breaking new ground in research and technology. The German company Bayer is reporting impressive results for 2024 in its pharmaceutical division with Nubeqa™ for prostate cancer and plans to increase its sales to over EUR 2.5 billion in 2025. The biopharmaceutical company Vidac Pharma, currently in the clinical phase, specializes in the fight against tumors and is making progress in a Phase 2b study against actinic keratosis with the active ingredient VDA-1102. The Chinese tech company Xiaomi scores with smart health monitoring with products like the Watch S4. It also connects households and has expanded its Internet of Things ecosystem to millions of connected devices. These approaches – whether in medicine, cancer therapy, or health technology – offer progress for patients, users, and potential for investors who are focusing on sustainable growth. How are these companies shaping the future?
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Commented by Fabian Lorenz on March 6th, 2025 | 08:10 CET
After thyssenkrupp, Ballard Power's share price is now exploding! Is First Phosphate next?
The Ballard Power share has made a strong comeback. On the back of a major order, it rose by 13%. Is there more to come? It seems that way for the First Phosphate share. The price decline of the past few weeks offers an attractive entry opportunity. The Canadians have reported on the current development of their phosphate activities. High revenues are expected from the investments, and the impact of US tariffs should be manageable. In any case, management is buying the stock. Investors have been snapping up thyssenkrupp shares in a big way this year. The price has doubled in a few weeks. Will it continue?
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Commented by Juliane Zielonka on March 6th, 2025 | 07:50 CET
Nova Pacific Metals, Super Micro Computer and Palantir: The invisible power of the AI future
Artificial intelligence is revolutionizing how companies produce, but who is driving this revolution? Companies like Nova Pacific Metals, Super Micro Computer, and Palantir provide the raw materials, hardware, and software that are the cornerstones of this turning point. Nova Pacific mines critical metals such as copper and gold in Canada. These are essential raw materials for the smooth operation of data centers. With its LARA project, Nova Pacific is planning its next big move – a versatile, mineral-rich area valued at around CAD 30 million. Super Micro supplies the servers for the AI boom in California, but legal troubles cloud growth, despite partnerships with industry giants like Nvidia. Palantir, on the other hand, is working with Société Générale, France's most important commercial bank, to protect the financial world against money laundering with AI-supported analysis – a testament to the power of its Foundry platform. These "hidden champions" are inextricably linked: from the valuable raw materials to the machines, they shape the AI future from the ground up. Which company will best master the balance between innovation and challenge?
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Commented by Juliane Zielonka on March 6th, 2025 | 07:20 CET
Almonty Industries, Hensoldt, and Renk Group: Strategic moves for Europe's strength
Global tensions and dynamic US politics are driving Europe's security efforts. Companies like tungsten producer Almonty Industries and defense contractors such as Hensoldt and Renk Group are moving to the center of this geopolitical chess game. Almonty has a unique opportunity to break China's tungsten monopoly with its Sangdong mine in South Korea. This presents a glimmer of hope for companies like Rheinmetall, which require hundreds of tons of tungsten yearly to continue to meet the demand for armaments. The German radar technology company Hensoldt has already seen its share price rise by 20% since plans for a multi-billion-dollar defense fund were announced. Renk Group supplies the drives for Europe's rearmament: With a "Ba2" rating from Moody's, the transmission manufacturer benefits from the NATO boom and US expansion. Between geopolitical pressure, commodity risks, and political hurdles, peaceful coexistence is at stake. Who has a strategic advantage for the next move on the global playing field?
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Commented by Armin Schulz on March 6th, 2025 | 07:10 CET
dynaCERT – In the fast lane with hydrogen technology and CO2 certificates
The world is at a critical crossroads in terms of decarbonization. Developed countries are increasingly relying on regulatory levers to force change. For example, from 2025, EU fleet operators will have to drastically reduce their CO₂ emissions per km, while in the US, stricter limits for heavy-duty commercial vehicles will apply from 2027. However, the road to compliance is rocky: half of European companies are not yet aware of the new reporting requirements, and over 20% of fleets lack emissions data altogether. As a result, the market for climate technology is booming. But what solutions can bridge the gap between regulatory pressure and operational implementation? The focus is on companies that build bridges between ambitious goals and practical applicability. In this context, it is worth taking a look at players like dynaCERT, whose technology comes into play precisely where politics, climate science, and operational reality collide.
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Commented by André Will-Laudien on March 6th, 2025 | 07:00 CET
NETRAMARK HOLDINGS – Medical Revolution: How AI is Shortening Drug Approval by Years!
Artificial Intelligence – now it is really taking off in the medical field! Among many other applications, big data and artificial intelligence (AI) applications are revolutionizing the optimization of clinical phases in drug approval by accelerating processes, reducing costs, and significantly increasing the success rate. AI can analyze large amounts of data from electronic health records, genomic data, and patient registries to identify suitable clinical trial participants more quickly and accurately. This significantly reduces recruitment time and improves accuracy. Machine learning can be used to analyze previous study results to develop more efficient study designs. Based on real-time data, adaptive study protocols enable dynamic adjustment of experimental conditions. The Canadian technology company NetraMark Holdings Inc. (WKN: A3D5X9 | ISIN: CA64119M1059 | Ticker symbol: AIAI) develops solutions for the pharmaceutical industry to utilize Generative Artificial Intelligence (Gen AI).
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Commented by Stefan Feulner on March 5th, 2025 | 08:00 CET
C3.ai, Credissential, Strategy – Strong momentum
Donald Trump has many plans and visions associated with his slogan "Make America Great Again". One of these is that the "capital for artificial intelligence and cryptocurrencies" should be located in the United States. With the Stargate Project, which has a volume of over USD 500 billion, a program for investing in AI has been approved. Over the weekend, the Republican followed up by introducing a strategic cryptocurrency reserve, which caused the introduced currency pairs to take off.
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