AI
Commented by Stefan Feulner on June 26th, 2026 | 07:50 CEST
Chevron, RE Royalties, Super Micro Computer: Three Beneficiaries of the AI and Energy Boom
The AI boom is consuming ever-increasing amounts of electricity, raw materials, and computing power, giving rise to new winning investment profiles. While one energy giant is linking its natural gas production to the power supply for data centers, a financier of the energy transition is cashing in on long-term cash flows from solar, wind, and energy storage projects. At the same time, a server and cooling specialist is accelerating the construction of next-generation AI facilities. The intersection of energy, infrastructure, and artificial intelligence could thus prove to be one of the most exciting drivers of returns in the coming years.
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Commented by André Will-Laudien on June 25th, 2026 | 07:50 CEST
175% with AI, High Tech, and Chips: Infineon, Aixtron, Broadcom, and Strategic Resources Under the Microscope!
A long uptrend and the first cracks in the technical picture - triple-digit returns were available on nearly every high-tech stock in recent months. Starting in March, the anticipated flood of orders for data centers and hyperscalers was compounded by the supply shortage debate sparked by the blockade of the Strait of Hormuz. What a breeding ground for both fear and greed! Ultimately, the optimists prevailed, catapulting well-known stocks from the semiconductor and AI sectors to new heights. But what now? Easing tensions in the Iran conflict and a plummeting oil price are taking the pressure off the pipeline, and already, the future scenarios are changing dramatically once again. With falling energy prices, production is becoming cheaper again, and supply prices are coming under pressure. It is precisely this complex situation that the capital markets must now digest. Doubts about the outlook will lead to profit-taking and falling prices, triggering follow-on selling. The correction is beginning to take hold, but at some point, it will also create attractive entry points. We take a closer look!
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Commented by Nico Popp on June 25th, 2026 | 07:35 CEST
Commodity Concerns at General Motors and Amazon – Why Power Metallic Mines Is One of the World's Most Promising Juniors
The era of raw materials is already here: geopolitical tensions and future technologies are driving the market. The traditional procurement model based on global spot markets is increasingly reaching its limits. It is being replaced by direct participation of leading industrial and technology conglomerates in mining and raw materials companies. Increasingly, this is happening even at very early-stage development companies. Companies such as Power Metallic Mines are responding to this trend and, even before production begins, are developing into platforms for ESG-compliant supply chains. We take a closer look at the market and the associated opportunities.
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Commented by Matthias Schomber on June 25th, 2026 | 07:10 CEST
Stock Market Thriller 2026: Novo Nordisk Under Pressure, Deutsche Telekom at EUR 26, and Antimony Resources on the Attack!
Created and published on behalf of Antimony Resources Corp.
The stock market is currently a world of extremes. While former high-flyer Novo Nordisk, once Europe's most valuable company, is grappling with sharp corrections and mounting competitive pressure, the established telecommunications giant Deutsche Telekom is quietly building the digital future of Germany and Europe. However, the stock is currently fighting what is likely the most important battle of the year against a critical chart level that will determine its future price trajectory. Yet the most exciting stories are often not written by mega-cap companies, but by smaller companies with significant growth potential. In this report, we take a closer look at three stocks. We begin with pharmaceutical heavyweight Novo Nordisk, then examine Deutsche Telekom's AI ambitions and the importance of its key technical price level. Finally, we turn our attention to an intriguing Canadian resource explorer that may be on the verge of a major breakout. The focus is on antimony, and the company is Antimony Resources. Sit back and discover hidden opportunities in today's market with us.
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Commented by Armin Schulz on June 25th, 2026 | 07:05 CEST
Tungsten as a Bottleneck: A Good Entry Point for Almonty Industries? Alarm Bells Ringing at Rheinmetall! Intel on the Rise!
Tungsten prices have skyrocketed in recent months. Inventories are dwindling, and China is curbing exports. Demand from the defense, semiconductor, and medical technology sectors is outpacing supply. Analysts are warning of structural shortages. The price per metric ton unit (MTU)—equivalent to 10 kg—has been above the USD 3,000 mark for some time now. The metal is becoming a critical bottleneck for armour, processors, and high-tech applications. To avoid this dependency, there are only a few Western producers. Almonty Industries, which holds one of the largest tungsten deposits outside of China, is increasingly moving into focus. Alongside this, we take a closer look at the current situation at the defense company Rheinmetall and the semiconductor manufacturer Intel.
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Commented by Fabian Lorenz on June 24th, 2026 | 08:50 CEST
A bombshell at Siemens Energy! Chevron and Microsoft are stepping on the gas amid the AI boom! Zefiro Methane Benefits Indirectly!
A bombshell at Siemens Energy. "Manager Magazin" reports that the DAX-listed company plans to spin off a division. Analysts would welcome such a move, as it would allow the company to focus more strongly on its gas turbine business, among other areas. These turbines are in high demand amid the AI boom in the US. This is also reflected in the recent deal between Chevron and Microsoft, in which the energy company is set to build a gas-fired power plant in Texas, right next to a new AI data center. This illustrates how oil and gas development continues in the US. However, there are already significant challenges associated with legacy infrastructure. Of the estimated 2.2 million abandoned wells, many pose serious environmental and safety risks. Monitoring and plugging these wells is a niche market worth billions. Zefiro Methane operates in this segment and aims to expand significantly in the coming years. The stock appears far from expensive.
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Commented by André Will-Laudien on June 24th, 2026 | 08:45 CEST
AI and Chip Sell-Off! Watch Out for SMCI, AMD, and Infineon; First Hydrogen in the Innovation Race
The stock market is currently showing no mercy. After months of gains in AI, high-tech, and chip stocks, the market has now shifted into profit-taking mode—and, at times, even sell-off mode. What analysts have been predicting for quite some time is increasingly coming to pass. The global stock market rally, driven by the NASDAQ, is taking its toll. While the long-term earnings outlook may be solid, short-term price surges of up to 2,000% in just 12 months no longer indicate a healthy market trend. So, while it comes as no surprise, it may be unwelcome for many market participants: a sharper downward move—one that, however, also brings new opportunities in its wake. We examine the fundamental framework of the key players and highlight alternatives for getting off to an innovative start today. The stock market keeps turning—just a little slower at times!
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Commented by Stefan Feulner on June 23rd, 2026 | 07:40 CEST
Aurubis, Power Metallic Mines, Vale: Eric Sprott Bets on the Next Copper Winner
The copper market is heading toward a historic supply shortage. While AI data centers, electric mobility, and global grid expansion are driving demand to record levels, there is a lack of new large-scale projects to meet that demand. Experts therefore expect a structural deficit to persist for years to come. This presents an extraordinary opportunity for companies with high-grade deposits in secure mining regions. Whoever controls the right deposits could be among the big winners of the coming commodities cycle.
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Commented by Armin Schulz on June 23rd, 2026 | 07:00 CEST
Value Creation Through Realignment: Why thyssenkrupp, Desert Gold, and Meta Are Now Fundamentally Attractive
The stock market is a barometer of change. Few things drive stock prices as much as a company's fundamental realignment—whether through radical operational changes or entry into promising technologies. For investors, these phases often open a window of opportunity in which the valuation does not yet fully reflect the company's actual potential. The trick lies in identifying those companies where the vision is already translating into a measurable path to value creation. We therefore take a closer look today at thyssenkrupp's divestiture plans, Desert Gold's transition from explorer to producer, and Meta's AI push.
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Commented by Fabian Lorenz on June 22nd, 2026 | 07:00 CEST
Just One Stock with Nearly 200% Upside Potential: Siltronic, The Platform Group, and Aspermont Under the Microscope
The Platform Group cannot seem to escape the negative headlines. Following the latest allegations from "Manager Magazin," the stock plummeted to a new all-time low, and the bond price is almost pricing in an insolvency. Starting next week, the company plans to buy back bonds. But analysts remain skeptical. Analysts are bullish on Aspermont. The transformation story remains intact following the half-year results. The price target has been raised slightly, making a return of nearly 200% possible. At Siltronic, on the other hand, analysts are advising investors to take profits. The company has raised fresh capital, even though it is actually fully funded. The wafer specialist is benefiting from the AI boom. Analysts expect that Siltronic will not turn a profit in the coming years. Yet the environment could hardly be better due to the AI boom.
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