Comments
Commented by Fabian Lorenz on July 24th, 2026 | 08:45 CEST
Energy Stocks Ride the AI Boom! Price Targets Rise! SMA Solar, Bloom Energy and RE Royalties in Focus
Bloom Energy is not a stock for the faint of heart. Analysts believe the recent correction may have run its course and have raised their price targets accordingly. Analysts are also becoming increasingly optimistic about SMA Solar. The inverter specialist is winning over investors with its battery storage solutions, and management raised its full-year guidance following strong second-quarter results. RE Royalties is another beneficiary of the AI boom in the US. With its innovative business model, the company remains on a strong growth trajectory. The dividend yield exceeds 10%. However, management is dissatisfied with the stock's performance. Is the long-awaited catch-up rally about to begin?
Read
Commented by Stefan Bode on July 24th, 2026 | 08:40 CEST
Opportunities & Risks in Q2 Earnings: Almonty Industries, BioNTech, Danaher, Pfizer, and Sartorius
Global equity markets remain highly dynamic, and the fundamental backdrop has changed rapidly in recent quarters. In today's report, we examine three compelling investment stories at critical turning points. We take a closer look at former pandemic-era pharmaceutical high-flyers that must now navigate new tariffs as they shift their focus toward cancer therapies. We also analyze a geopolitically indispensable producer of a critical raw material that is benefiting significantly from efforts to secure Western supply chains. Finally, we turn to the bioprocessing sector, where upcoming quarterly earnings could determine the industry's direction following recent market turbulence. Find out where the most attractive opportunities, and the key risks, may lie.
Read
Commented by Fabian Lorenz on July 24th, 2026 | 08:35 CEST
North America is betting on nuclear power! Who stands to benefit? Siemens Energy, Cameco, Constellation Energy, and American Atomics
North America is fully committed to nuclear power. In Canada, a flagship project featuring four small modular reactors (SMRs) is set to supply electricity to 1.2 million households. In addition, large nuclear power plants are also planned. The government is supporting this expansion—just as it is in the US. There, nuclear power capacity is set to quadruple by 2050, rising from the current level of around 100 GW to 400 GW. This presents investment opportunities for investors across the entire value chain, starting with uranium. New mining areas are urgently needed. In addition to Cameco as a core investment, American Atomics is an interesting option. The company is working to establish an integrated value chain. The latest developments in its flagship project are promising. But Siemens Energy also plans to capitalize on the boom. Although the German conglomerate does not supply reactors, it does provide steam turbines, generators, and other equipment for nuclear power plants.
Read
Commented by Nico Popp on July 24th, 2026 | 08:30 CEST
Promising Explorer Kobo Resources Heading for a Busy Fall? Endeavour Mining and Perseus Mining Under Pressure
West Africa stands out for its vibrant mining scene. A lot is happening in the region right now. While the major mining giants are investing billions in their existing operations to extend mine lifetimes, an increasing number of smaller players are also coming into focus with high-grade discoveries. In Côte d'Ivoire in particular, there is already existing processing infrastructure that needs to be utilized to full capacity. This is driving activity along the Birimian greenstone belt. The race for promising gold properties near existing milling capacity has begun. In this way, corporations are avoiding extensive new investments and permitting processes while breathing new life into existing facilities. We explain the trend and highlight a potential beneficiary.
Read
Commented by Armin Schulz on July 24th, 2026 | 08:25 CEST
Time to Buy Now!? PayPal, Aspermont, and Adobe Appear to Offer Attractive Entry Prices – The Analysis
Sometimes markets overreact, and the fair value of digital business models with stable revenue is often undervalued, even though the underlying earnings base remains intact. The market punishes short-term uncertainty but overlooks the company's sustainable fundamentals. This opens a window of opportunity for investors to acquire quality stocks at a discount. Those who examine the fundamentals can identify where stock prices lag behind reality. Today, we take a look at PayPal, Aspermont, and Adobe—three companies where many experts believe there is upside potential.
Read
Commented by Carsten Mainitz on July 24th, 2026 | 08:20 CEST
From AI Boom to Copper Boom! Siemens Energy Above EUR 200, Oracle Set to Double? Is Power Metallic Mines Ready to Break Out?
Current figures are rarely decisive on the stock market. The market looks to the future, comparing company announcements or quarterly data against expectations. This drives price movements. Figures from competitors also allow for conclusions to be drawn, but not without limitations. Siemens Energy has recently come under pressure because its competitor, GE Vernova, provided an outlook that fell short of expectations. AI is not always a surefire driver of share price performance. Oracle illustrates this point. Although the numbers are solid, the high level of investment is alarming market participants. They perceive rising risks, which led to a massive share price correction. Analysts now believe the stock could double in value. According to experts, there is even more upside potential at Power Metallic Mines. The Canadian company owns one of the largest polymetallic deposits in North America. The release of the first resource estimate is expected soon. This could boost the share price. Analysts see nearly 200% upside potential here. How should forward-looking investors position themselves now?
Read
Commented by Fabian Lorenz on July 24th, 2026 | 07:00 CEST
Experts Recommend Buying Gold and Silver! Barrick Mining, Newmont, First Majestic Silver, and Desert Gold in Focus
Is it time to buy gold and silver stocks again? Precious metals expert Markus Bußler, among others, believes so. According to him, the risk-reward ratio is attractive once more. Previously, JPMorgan had expressed a bullish outlook, setting a price target of USD 6,000 per troy ounce of gold. Although silver is still working its way toward a technical bottom, Bußler views the core investment First Majestic positively. He had previously been rather skeptical about Barrick. However, there may be positive news in August. Analysts at GBC Research believe Desert Gold's stock is poised for a summer rally. The company is launching gold production in a small section of its massive SMSZ project. The cash flows achievable there already exceed the company's market capitalization.
Read
Commented by Matthias Schomber on July 23rd, 2026 | 12:00 CEST
Mercedes-Benz Dangerously Close to the Brink! BYD Posts Strong Numbers! American Atomics Offers the Solution to the Energy Crisis!
Even in July 2026, parts of the world remain in flames. We have to make sure these flames do not spread further or even paralyze the global economy. While Russia intensifies its airstrikes on Ukrainian cities, including Kyiv, and continues to rely heavily on drone technology from Iran, the fronts in this "global proxy war" are hardening by the day. These ongoing tensions on Europe's eastern flank and in the Middle East are casting a shadow over global energy markets and throwing them into disarray. The relentless pursuit of energy security and technological independence is a major concern for governments and investors alike. It is precisely in this cauldron of conflict that the future of the global economy and individual companies will be decided. Today, we take a closer look at BYD, Mercedes-Benz, and American Atomics, each of which is writing its own story.
Read
Commented by Jens Castner on July 23rd, 2026 | 11:55 CEST
The New China: Power Metallic Mines, GE Aerospace, and DHL Group See Investment Opportunities in Saudi Arabia
The FIFA World Cup has just come to an end, and the roadmap for future tournaments is already in place. The most forward-looking executives are now turning their attention to the host nation of the 2034 FIFA World Cup: Saudi Arabia. The Kingdom is not only awash in cash—it is also opening up more and more and strategically channeling its vast oil wealth into new industries. Three companies that stand to benefit particularly from this transformation are Canadian resource explorer Power Metallic Mines, the US jet engine manufacturer GE Aerospace, and the logistics giant DHL Group, still affectionately known to many investors as the former Deutsche Post. At the same time, all three companies are positioned at the center of major long-term trends, including rising military spending, secure supply chains, electric mobility, and the continued growth of e-commerce.
Read
Commented by André Will-Laudien on July 23rd, 2026 | 11:50 CEST
Things are heating up! Disappointment at Nel ASA - can A.H.T. Syngas, E.ON, and ITM Power deliver?
It is earnings season again! As is the case every year starting in mid-July, publicly traded companies are reporting on the past quarter. There is a lot of movement, especially among the highly watched tech stocks, some of which have suffered sharp price declines in recent weeks. Nel ASA has already reported its Q2 results, confirming the difficult situation in the hydrogen business with another revenue decline—though at least order intake is on the rise. With the climate and energy transition back in the spotlight amid summer temperatures nearing 40 degrees, we are also taking a look at its competitors in the energy sector. A.H.T. Syngas continues to grow in Poland, ITM Power secures additional EU funding, and E.ON is making acquisitions in the UK. So the M&A merry-go-round is spinning again—investors should remain on their toes despite the heat!
Read