Stock Market and Share Price Turmoil! Intel Soars, Rheinmetall Plummets – Is Globex Mining Now Saving Western Defence?

Intel and the Comeback of the Year and the Fall of Rheinmetall

The tech world is holding its breath and watching the stock ticker. Intel, long considered a struggling "dinosaur stock" in the chip industry, has made more than just a splash in recent weeks—it has even sparked renewed excitement across the Nasdaq. With a massive price jump, the stock recently catapulted back above USD 100. And this after the price had already been coiling like a cobra in the weeks prior. What happened? The rumour mill is buzzing, and the air is thick with the scent of success and price gains, as Apple and Intel are said to have reached a preliminary agreement. Intel could soon be manufacturing the chips for the next generation of iPhones and Macs. That would likely be the crowning achievement for Intel's foundry division. Suddenly, Intel is no longer just a regular chipmaker but is seen as an extension of the Apple empire and is therefore valued differently. Its market capitalization has surged to USD 630 billion. Investors who were bold enough to buy in at USD 20—and, more importantly, are still holding on—are likely thrilled, but caution is advised! It is dangerous at this level, as the market has priced in significant expectations. The slightest disappointment could send the stock price crashing, as the operational execution has yet to materialize. It does, however, show that investor greed is back. Intel must now deliver to justify the new all-time high. The P/E ratio has climbed into absurdly high territory. Dangerously high—and therefore also easily fragile!

The picture looks somewhat different at Rheinmetall. Here, there is currently an almost eerie disconnect between political reality and the current stock price. While NATO countries are arming themselves as if there were no tomorrow, Rheinmetall's stock has plummeted to a new 52-week low. A downgrade by JPMorgan has dealt a massive blow to the share price. It is paradoxical. The company aims to generate a whopping EUR 5 billion in revenue in the naval sector by 2030 and is currently bidding for the German Naval Yards in Kiel. The goal is to revolutionize shipbuilding and serve as a counterweight to thyssenkrupp's naval division. But the stock market is punishing the stock. Perhaps it is the fear of rapid growth or skepticism about profitability in the new segment. The fact is, Rheinmetall is building Europe's physical shield. Without its tanks and ships, there is no security. The current price drop could be an opportunity for long-term investors. Rheinmetall CEO Armin Papperger likely sees it that way, too. On May 7, 2026, he purchased over EUR 500,000 worth of his own company's shares. The price was around EUR 1,405 per share. Nevertheless, the momentum of Rheinmetall stock is currently as cool and cold as the steel of the guns Rheinmetall manufactures.

The Importance of Supply Chains: Chips Need Metals and Tanks Need Intelligent Control!

Intel, Rheinmetall, and Globex Mining: You might be wondering what these three companies actually have in common. The answer is simple and lies in the architecture of modern defence. Let's take a look at the facts. Intel produces the semiconductors for military electronics. Rheinmetall builds the weapon systems in which these chips are installed. But both face a massive obstacle if they cannot access the right materials. This is where Globex Mining, among others, comes into play. We are currently witnessing a global reindustrialization. The West wants and needs to become independent of China. This is driving massive investment in domestic raw materials. Globex Mining has precisely the strategic metals—such as lithium, cobalt, and copper—on its properties that are indispensable for batteries in military vehicles and Intel's chips. It is a geopolitical chess game. The US CHIPS Act supports Intel, NATO rearmament fuels Rheinmetall, and the hunger for critical minerals makes Globex Mining the dark horse. It is a three-part portfolio for investing in a chain that supports the West's technological autonomy. All three benefit from the same macro trend: the old globalization is coming to an end, and the new, security-focused industry is emerging.

Globex Mining: The Quiet Expert Behind the Commodities Boom

Globex Mining is not just another mining company like all the rest; it is smarter. As a project generator and royalty holder, it lets others do the heavy lifting while retaining the lucrative stakes for itself. The latest news from Globex is encouraging. On May 7, 2026, word came of enormous progress at the Bald Hill antimony project in New Brunswick. Antimony is a critical material for the defence industry. It hardens projectiles and is indispensable for infrared sensors. Globex's partners have already drilled 25,000 m there and identified a mineralized zone. With grades of up to 4% antimony, this is a strategic treasure trove that the West urgently needs.

Just two days earlier, on May 5, there was more good news. At the Kewagama Gold Project, in which Globex holds a 2% royalty interest, partner Radisson Mining struck sensational gold values at a depth of nearly 2 km. Over 4.5 g/t over a width of 12 m is a result rarely found at this depth.

This demonstrates the depth's potential, which aligns directly with Globex's claims. And as if that were not enough, April 30 brought an update on the Eagle Gold Mine. In the future, 2.5% of the mine's total metal production will flow directly to Globex. With a resource of over 450,000 ounces of gold, this creates massive value. Globex has virtually no debt, holds over 260 projects and is led by a management team that can confidently be described as solid.

Globex Mining's stock has been "resting" for weeks within a tight wedge formation. This makes the whole situation explosive, like a dormant volcano on the verge of eruption. Trading volume in the stock is picking up again, and tensions are rising. Should the stock break out above CAD 2.40, the spring will likely be released or the lid blown off. From a technical chart perspective, the path would then be clear up to the CAD 3.20 to 3.40 range. That would be a substantial jump. While the big players, even in the mining industry, often struggle with their sheer size, Globex is smaller and therefore more agile. Globex is liquid and sits on the claims—and thus on the raw materials of the future. In a world hungry for raw materials, this is a positioning that can only be described as extremely positive and far-sighted.

The Conclusion:

What do we take away from this analysis? Intel is the high-flyer, driven by Apple fantasies and hopes for a chip renaissance. But it has risen dangerously high and is laden with future expectations. The chart looks like a flagpole and could snap at any moment, sending the price tumbling. Rheinmetall is the defence giant in wait-and-see mode, whose fundamental importance is obscured by short-term market turbulence. An insider recently bought shares here. Nevertheless, the bottoming process may not yet be complete. Only when this becomes evident on the chart could Rheinmetall be a good long bet. And Globex Mining? Globex Mining is the answer to the commodity questions of our time. The company is in a solid position, benefiting from rising gold prices and the strategic value of antimony. Sentiment is good. If the technical breakout above CAD 2.40 succeeds, a completely new valuation could be on the horizon. All three stocks are, in their own way, indispensable pieces of the puzzle in a global power struggle. Those who understand the connection between chips, steel, and critical minerals hold the key to tomorrow's market. The era of strategic investments has only just begun.