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Commented by Nico Popp on December 18th, 2025 | 07:15 CET
Financial revolution: How BlackRock, Bank of America, and Finexity are leveraging the USD 16 trillion potential of tokenization
When one of the key figures at the world's most powerful financial regulatory authority talks about a historic turning point, Wall Street sits up and takes notice. SEC Chairman Paul Atkins recently described the tokenization of assets as the key market driver for the coming years. This is no longer about speculative cryptocurrencies, but about the digital, legally secure representation of real assets – from real estate and art to government bonds. While US giants such as BlackRock and Bank of America are already pumping billions into this new infrastructure and seeking to divide the market among themselves, a specialized player is positioning itself in Germany that has long since mastered this technology and is making it available to investors: Finexity.
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Commented by Fabian Lorenz on December 18th, 2025 | 07:10 CET
Drone defense and nearly 10% fixed interest! DroneShield, Hensoldt, Bitcoin Group, Nakiki
Is Germany now getting serious about drone defense? A new drone defense center was opened in Berlin yesterday, aiming to provide a nationwide overview of the situation and a coordinated response to drone incidents. DroneShield and Hensoldt are among the beneficiaries on the stock market when it comes to drones and their defense. Will the shares now receive new momentum? Bitcoin is not currently experiencing any momentum. However, this is actually a desirable scenario for Nakiki SE. The Company plans to buy Bitcoin in the coming months and become Germany's first pure play Bitcoin Treasury company. To this end, Nakiki is currently issuing a corporate bond. Investors can secure a fixed interest rate of almost 10% p.a. and diversify their portfolio. The CEO explains why the Bitcoin bond is interesting. In contrast, Bitcoin Group has missed the boat, and now short sellers are also getting involved.
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Commented by Armin Schulz on December 18th, 2025 | 07:05 CET
How to profit from the gold boom: Barrick Mining, Kobo Resources, and Agnico Eagle under scrutiny
The structural forces behind the historic gold boom remain intact: ongoing central bank purchases, a global cycle of interest rate cuts, and geopolitical uncertainty are creating a fundamental environment for further upside potential. This dynamic offers unique opportunities for both established gold producers and well-positioned explorers. Against this backdrop, we focus on three companies that could benefit from the continuing trend. We take a closer look at the established giant Barrick Mining, the promising explorer Kobo Resources, and the highly profitable producer Agnico Eagle.
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Commented by Nico Popp on December 18th, 2025 | 07:00 CET
Are Palantir and Meta facing an AI crash? Tailwind from billionaires for Power Metallic Mines
Will the AI bubble burst, or not? NVIDIA's latest figures initially reassured investors last week, but ultimately prompted profit-taking. Palantir and Meta shares are also strongly driven by AI fantasies. At the same time, the costs of AI development and the associated infrastructure are exploding. Some observers already see the early signs of a bubble, as major tech companies continue pouring billions into next-generation AI solutions at a relentless pace. The key question is: How long can this continue? And is there perhaps a sector that could quietly benefit from this dynamic?
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Commented by Nico Popp on December 18th, 2025 | 07:00 CET
Dividend comeback: Why Mercedes-Benz and VW look outdated compared to RE Royalties' model
In a market phase in which interest rates have peaked, and tech stocks are ambitiously valued, investors are once again turning their attention to the oldest source of income in stock market history: dividends. But the hunt for the highest returns often turns out to be a dangerous undertaking, because a high percentage payout is usually not a sign of strength, but a warning signal for falling prices or structural problems. While German automotive giants Mercedes-Benz and Volkswagen attract investors with seemingly favorable valuations and generous returns, their business model is facing the most expensive transformation in history. In this environment, RE Royalties, a Canadian niche stock, is coming into focus. Its business model is specifically designed to generate stable cash flows from the megatrend of the energy transition without bearing the operational risks of an industrial group.
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Commented by Carsten Mainitz on December 17th, 2025 | 07:35 CET
Winners for 2026: RZOLV Technologies, Evotec, Mutares have what it takes – which developments are crucial?
The 2025 stock market year was full of exciting developments. Bull markets in commodities, interest rate cuts, and geopolitical tensions. However, some companies, such as Evotec, had to deal with many home-grown problems and lagged behind the positive performance of the overall market. Mutares saw its coffers fill up, but its share price could have done better this year. Next year could be very successful for RZOLV Technologies. The Canadians are solving a major problem in gold mining.
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Commented by Nico Popp on December 17th, 2025 | 07:30 CET
The Pentagon gets serious for Boeing and Co.: US government backs Korea Zinc and ignites the turbo for Antimony Resources
Antimony was long a metal that attracted little attention. But that has changed abruptly with China's recent export restrictions and geopolitical escalation. The semi-metal is indispensable for the defense industry, from ammunition to high-tech alloys used by Boeing. To break its dependence on Beijing, Washington is now digging deep into the state coffers and supporting the development of domestic capacities through the industrial giant Korea Zinc. This government intervention is fundamentally changing the rules of the market and bringing North American explorers, such as Antimony Resources, which could supply the urgently needed raw material in a few years, into the spotlight of strategic investors.
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Commented by André Will-Laudien on December 17th, 2025 | 07:25 CET
Can AI extend its marathon into 2026? Broadcom, Oracle, Aspermont, and Alibaba now in the portfolio?
Despite all the doom and gloom, the AI sector could once again perform strongly on the stock market in 2026, as the ongoing investment cycle in AI infrastructure is expected to lead to transformative monetization, according to Wedbush analysts. They anticipate high-tech stocks to gain a further 20%. Fidelity analysts calculate positive earnings growth in the IT sector of around 25%, supported by rising profitability driven by AI. Vanguard expects AI to offset negative shocks and drive US growth above widespread consensus forecasts with an 80% probability, thanks to enormous productivity gains. Only Barclays has recently expressed "bubble fears," deeming the hype overblown. How will it really play out? Here are a few indicators.
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Commented by Fabian Lorenz on December 17th, 2025 | 07:20 CET
BUY RECOMMENDATIONS and INSIDER SALES: D-Wave, Siemens Energy, Graphano Energy
Insider alert at D-Wave Quantum. The CFO and directors have cashed in nicely, putting a temporary damper on the stock's rally. A new "Buy" recommendation has so far failed to give the stock any new momentum. Graphite is often overshadowed by lithium and other critical metals in the public perception. However, demand is expected to increase significantly in the coming years due to the growing market for batteries for electric vehicles and energy storage. Graphano Energy is benefiting from production in Canada, and investors can get in early. Those who got in early with Siemens Energy are enjoying a tenfold increase. And if analysts are to be believed, the rally is not over yet. According to them, the stock is still cheap.
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Commented by Nico Popp on December 17th, 2025 | 07:15 CET
Gold rush: After producers Barrick Mining and Equinox Gold, it is now the turn of explorers – why Desert Gold is a takeover candidate
Forecasts for the gold market in 2026 are clear and point to a continuing supercycle. However, while producers such as Barrick Mining and Equinox Gold have already benefited massively from higher gold prices in recent months and expanded their margins, the valuation of exploration companies is still lagging behind. This historical divergence is likely to close in the coming year. Experience shows that capital flows cyclically: first, investors buy the security of cash flows, then they seek the leverage of resource development. In this environment, Desert Gold Ventures is coming into focus. The Company controls one of the largest non-producing land packages in West Africa, and is active precisely where industry giants are urgently searching for new supply.
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