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Commented by Tarik Dede on July 15th, 2026 | 11:10 CEST
The Perfect Storm: Wars Are Driving Energy Stocks Like Occidental Petroleum, American Atomics, and First Solar
The war in the Persian Gulf is escalating again. There appears to be no chance of a peaceful resolution between the warring parties at this time. Meanwhile, refineries in Russia are burning, which is also jeopardizing diesel supply in Germany. Prices for oil, gas, and other energy commodities are rising again. The markets have reacted swiftly, driving up shares in the energy sector. One thing is clear: a precarious situation is unfolding, especially as oil reserves are dwindling even in the US, despite record-high production there. However, the high prices also encourage us to look beyond the oil market. The comeback of nuclear energy and the continued rise of solar power offer opportunities. That is why we are taking a look today at the stocks of Occidental Petroleum, American Atomics, and First Solar.
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Commented by Armin Schulz on July 15th, 2026 | 11:05 CEST
Act Now: Siemens Energy, RE Royalties, and Nordex—Before the Power Shortage Sends Share Prices Soaring
Electricity is evolving from a mere factor of production into a strategic currency. While Germany's energy-intensive industry has seen a 15.2% decline in production since 2022, and the AI boom is already partially overloading the grids, a systemic shortage is becoming apparent. However, this creates significant business potential for companies that integrate infrastructure, scale up physical generation, and finance projects with strong capital. Three players demonstrate how this structural shortage is being transformed into sustainable cash flows: Siemens Energy, the backbone of grid stability; RE Royalties, a partner in green financing; and Nordex, the driving force behind wind power.
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Commented by André Will-Laudien on July 15th, 2026 | 11:00 CEST
Sharp Swings in the Life Sciences Sector: Bayer, Vidac Pharma, BioNTech, Moderna, and Evotec in the Spotlight
Things are really heating up here! Cancer research is currently undergoing a historic turning point thanks to the convergence of cell analysis and digital precision. With a new management team, BioNTech is attempting to transition its revolutionary mRNA platform from COVID-19 to personalized cancer vaccines, while Bayer is strategically focusing on next-generation targeted radionuclide therapies. In the agricultural sector, the first signs of relief are finally emerging, as glyphosate is now being negotiated at the supranational level and has been classified as non-harmful by US authorities. At the same time, drug discovery company Evotec is grappling with a new revenue warning—and this one is particularly severe. Vidac Pharma is also coming into focus as a highly specialized innovator by blocking cancer metabolism to decisively manipulate the tumour microenvironment. These four distinct approaches impressively demonstrate that the victory over cancer no longer lies solely in traditional chemotherapies, but rather in highly specialized biotech companies and data-driven alliances. With so much news on the table, volatility is sure to follow.
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Commented by Armin Schulz on July 15th, 2026 | 10:55 CEST
Portfolio Booster 2026: Staying Ahead of NATO's Military Build-Up with Rheinmetall, Volatus Aerospace, and TKMS
The era of tank divisions is largely over. Today, air and sea domains are merging into a networked battlefield where autonomous drones, AI-powered sensors, and maritime surveillance systems are the decisive forces. The NATO summit in Ankara and Germany's record budget of EUR 108 billion are massively accelerating this technological transformation. For investors, this means focusing on the next generation of air and maritime defence. Three companies embody the full scope of this transformation: the full-service provider Rheinmetall, the agile drone pioneer Volatus Aerospace, and the maritime systems partner TKMS.
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Commented by Matthias Schomber on July 15th, 2026 | 08:45 CEST
AI, Oncology, and Defense: TeamViewer, BioNTech, and Antimony Resources—A Great Mix for Your Portfolio!
Created and published on behalf of Antimony Resources Corp.
The stock market is a place of extremes, and today we are looking at a trio—TeamViewer, BioNTech, and Antimony Resources—that comes from three different sectors. There is a German software pioneer that, after painful setbacks, is suddenly showing clear signs of life again. There is a once-celebrated vaccine hero pumping billions into a risky but revolutionary future in cancer therapy—while still holding a substantial cash reserve. And then there is a Canadian mineral explorer digging deep into the earth for a material without which our modern world would simply grind to a halt—one that is also crucial for the defense industry. It is precisely this mix of a software-AI turnaround, a biotech-oncology transformation, and mineral potential that makes the market so incredibly exciting. Join us on a journey through three fascinating corporate stories.
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Commented by Lars Winter on July 15th, 2026 | 08:40 CEST
Almonty, Sandvik, and Airbus: Three Stocks for the Battle Over Critical Raw Materials
Tungsten has long been a niche topic on the stock market. But this extremely hard metal is used, among other things, in cutting tools, semiconductors, aviation, and defense—and China dominates the supply chain. As a result, the critical raw material has become systemically important and is taking center stage in Western industrial and security policy. With Almonty Industries, Sandvik, and Airbus, we present three stocks that allow investors to profit across the value chain.
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Commented by Jens Castner on July 15th, 2026 | 08:35 CEST
Between the Oil Price Rally and Climate Billions: How Shell, Eni, and Zefiro Methane Are Profiting
The escalating conflict between the US and Iran is driving oil prices sharply higher—and with them, the share prices of energy companies like Shell and Eni. For their shareholders, that is the good news. The bad news: ironically, the very oil multinationals currently profiting from the crisis are viewed by the public as greedy climate offenders. To polish up their image, they are among the largest buyers of voluntary CO₂ credits. Many of these, however, are of dubious quality. Anyone looking for a solution to this problem almost inevitably ends up at Zefiro Methane, a largely undiscovered small-cap stock from Canada. The company addresses precisely the issues where Shell and Eni are struggling the most.
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Commented by Nico Popp on July 15th, 2026 | 08:30 CEST
Built on Sand? Barrick Mining Under Pressure, Rio Tinto Facing Headwinds, and North Arrow Minerals in a Strong Position
The demand for strategic metals, the challenging geopolitical environment, and new exploration methods—these factors are prompting established corporations and smaller exploration companies to adapt their business models in the face of these multifaceted challenges. While the major producers are streamlining their portfolios, which have grown over the years and are sometimes complex, smaller companies are demonstrating agility by divesting marginal projects and focusing on promising deposits in politically stable regions. We examine these developments and highlight exciting companies.
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Commented by André Will-Laudien on July 15th, 2026 | 08:25 CEST
Booming Energy Markets: News Boosts dynaCERT, While Siemens Energy, Nordex, Rheinmetall, and ITM Power Enter a Consolidation Phase
The Iran conflict is once again dominating headlines, drawing renewed attention from capital market participants to alternatives to oil and natural gas. And the trend is moving in the wrong direction. Brent crude, the world's most widely traded oil benchmark, has surged another 20% in just three days, putting alternative energy technologies back into focus. Business momentum is becoming increasingly tangible for hydrogen specialist dynaCERT, which is now rolling out its emerging markets strategy through Vietnam. Meanwhile, Siemens Energy is fighting to hold the EUR 150 level, while Nordex has been unable to maintain support at EUR 40. At the same time, former market favourite ITM Power is experiencing a full-scale sell-off, while Rheinmetall is once again moving into the spotlight. With so much happening across the sector, investors are facing a market in motion—and a broad range of opportunities. We take a closer look.
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Commented by Nico Popp on July 15th, 2026 | 08:20 CEST
Gold Giants Reposition: Newmont Raises Its Dividend, Orla Mining Merges, and Lahontan Gold Gets Ready for the Next Stage
The gold market has been quite volatile in recent months. Companies in the sector are benefiting from the uncertain landscape on the one hand, but are also struggling with operational challenges on the other. After hitting an all-time high of over USD 5,600 per ounce at the start of the year, the precious metal corrected significantly and is currently trading at around USD 4,000–4,150, after oil price spikes linked to the Middle East and interest rate concerns had temporarily pushed the price below USD 4,000. Central banks around the world are taking decisive action to support gold, with projected net purchases of up to 850 metric tons for the full year. Yet while producers' profit margins in the first quarter were impressive, averaging 35%, the industry's proven reserves continue to shrink. Because new greenfield discoveries are few and far between, established mining districts in politically stable regions such as the US state of Nevada or Canada are taking center stage. We shed light on this trend and highlight exciting companies.
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