AI
Commented by Fabian Lorenz on October 19th, 2026 | 05:35 CEST
Up 38% in One Week: OHB Takes Off - Could Nel ASA and First Hydrogen Be Next?
What a week for OHB shares. The stock surged by around 38%. This could mark the end of the sharp correction. Analysts see further upside for the German space company, citing its strong order backlog, which could expand further soon. Beyond space, robotics is another market of the future. Leading investment banks predict golden times for the sector. First Hydrogen aims to secure a share of the billions in expected revenue. If it succeeds, the stock is a strong candidate for a revaluation. Meanwhile, Nel shareholders were hoping for further gains at the start of last week. However, the Norwegian company's quarterly results quickly brought the rally to an end.
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Commented by Lars Winter on October 19th, 2026 | 05:31 CEST
Commodities, Record Assets and AI Chips: Good News from Globex Mining, BlackRock and TSMC
Globex Mining, BlackRock and TSMC are doing good business and benefiting from popular stock market trends. Globex is working with partners to explore for sought-after commodities, BlackRock is benefiting from growth in assets under management, and TSMC is at the heart of the AI boom. All three companies are currently delivering strong news and have promising prospects. While BlackRock and TSMC are already firmly established names in the stock market, Globex is only gradually attracting broader market attention. In our stock check, we examine potential opportunities for investors and assess which types of investors each stock may suit best.
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Commented by Carsten Mainitz on October 14th, 2026 | 05:33 CEST
Copper Discoveries, AI Chips and Mobile Communications: Power Metallic, Infineon and Deutsche Telekom After the Pullbacks
Power Metallic Mines, Infineon and Deutsche Telekom come from very different sectors. On the stock market, however, they currently share the same question: do the pullbacks offer buying opportunities? Following its recent resource estimate, Power Metallic is working on an initial economic assessment. Analysts see significant upside potential in the stock. At chipmaker Infineon, expectations for its AI business are rising, and investors are watching for the next results. At the telecommunications group, concerns about new competition from SpaceX are growing. Where are the greatest opportunities?
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Commented by Matthias Schomber on October 14th, 2026 | 05:28 CEST
Data and AI Giant, Server Boom and Gold Wild Card! A Look at Palantir, Super Micro and Desert Gold
Investors looking for the forces driving prices in today's stock market cannot ignore the megatrends of AI and securing strategic raw materials. That is why we are taking a closer look at Palantir, an AI powerhouse, and Super Micro Computer, whose servers and cooling solutions help meet the demands of the AI boom. On the commodities side, we turn to Desert Gold. Each of these three stocks offers investors distinct risk-reward profiles. A close look at the balance sheets, price targets and operational milestones of Palantir, Super Micro Computer and Desert Gold reveals where genuine or still-hidden potential may lie and which risks investors should be aware of now. Things are getting exciting! Read on!
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Commented by Tarik Dede on October 13th, 2026 | 05:31 CEST
Speculative Stocks in Focus: Opportunities in Super Micro Computer, Strategic Resources and Infineon
In recent days and weeks, rising global bond yields have not been the only source of considerable uncertainty in equity markets. Instead, the massive financing needs of tech companies are becoming increasingly apparent. SpaceX plans to raise USD 40 billion through borrowing, while Oracle and OpenAI also appear to need more money. Not least, media reports say Japan's SoftBank is trying to raise up to USD 100 billion from investors in the Middle East for its AI plans. Added to this is a very high level of concentration in the major US indices. The three largest stocks, Nvidia, Apple and Microsoft, now account for 21% of the S&P 500. Based on Q3 estimates, more than two-thirds of earnings growth in this index now comes from the AI sector. The rest of the US economy is not really performing. In such volatile periods, it is worth looking at speculative stocks. These often move disproportionately following sharp market movements and offer leverage on the respective sector. Today, we take a look at the shares of Super Micro Computer, Strategic Resources and Infineon.
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Commented by Matthias Schomber on October 12th, 2026 | 05:37 CEST
Infineon Slides, Chinese Anchor Investor at Puma, and a Potential Chart Breakout at HPQ Silicon! Where Are the Opportunities for Your Portfolio?
Nervousness is rising across the markets. Share prices are being driven by major investors taking stakes, the AI boom, political statements, and the latest developments in the war. While chip giant Infineon is benefiting from a massive AI boost despite market turbulence, China's Anta is gaining influence at Puma and could give the sporting goods manufacturer exactly the fresh momentum it needs. Meanwhile, Canadian technology company HPQ Silicon is approaching a critical technical resistance level. A breakout could open the door to significant upside potential. What opportunities do these three very different stocks offer, and where might an entry point be worthwhile?
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Commented by Tarik Dede on October 9th, 2026 | 09:10 CEST
Drones, AI and Gold: Samsung, Volatus Aerospace and Equinox Gold in Focus
These are turbulent times for the stock markets. Interest rates are rising, bank stocks are weakening, and the number of mega-IPOs, including SpaceX and Anthropic, keeps growing. Parallels with previous stock-market crashes are becoming increasingly apparent. Yet many investors are still riding a wave of euphoria. The current bull market is already the longest in US stock-market history, driven largely by artificial intelligence. But the downside is becoming increasingly evident: valuations are high, and concentration in the major stock indices is enormous. Consider just one example: ten stocks, the so-called Magnificent Seven, along with Broadcom, AMD, and Micron, now account for 42% of the S&P 500. At these levels, there is little room for anything to go wrong. Even in this market environment, however, opportunities and risks coexist. Today, we take a closer look at Samsung, Volatus Aerospace and Equinox Gold.
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Commented by Fabian Lorenz on October 8th, 2026 | 07:15 CEST
Nvidia Hits an All-Time High! Nebius, LPKF and NU E Power Ride the AI Boom
Created and Published on Behalf of NU E Power Corp.
Nvidia recently reached a new all-time high, highlighting the continued momentum behind the AI boom. Beyond the industry leader, other companies are seeking to capitalize on the rapid expansion of artificial intelligence. NU E Power aims to help ensure that data centres have access to the electricity they need. Morgan Stanley, among others, has warned of potential power shortages, while the International Energy Agency sees insufficient grid capacity as a critical bottleneck. Following a spectacular rally, Nebius is adding further momentum through an acquisition and a partnership with Palantir. At LPKF, meanwhile, AI optimism is being weighed against a lower forecast. Analysts continue to maintain their positive stance on the company. The question is how these developments could shape the outlook for the three companies.
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Commented by Tarik Dede on October 8th, 2026 | 07:05 CEST
Quantum, AI & Kaizen: Astera Labs, Aqarios Quantum Technologies and SpaceX Stocks in the Spotlight
Warning signs are becoming more frequent in the stock market, and industry luminaries are urging caution. Following in the footsteps of successful investor Michael Burry, Ray Dalio, founder of the hedge fund Bridgewater, has now also warned that the AI bubble may have reached its peak. But here is the thing: The Nasdaq 100 and the S&P 500 have hit new all-time highs in recent days and look strong on the charts. In that sense, the warnings might be a little premature. Amid today's AI boom, it is worth keeping an eye on relevant stocks with potential. That is why today we are taking a look at the stocks of Astera Labs, Aqarios Quantum Technologies and SpaceX.
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Commented by Nico Popp on October 7th, 2026 | 09:15 CEST
Aspermont, S&P Global and Alphabet: Specialized Data Poses a Challenge Even for Tech Giants
Generative artificial intelligence is fundamentally changing how information is obtained and siphoning organic web traffic away from traditional media platforms. As search engines utilize AI-generated answers, such as AI Overviews, the traditional advertising business of websites is losing its foundation. Publishers are becoming increasingly dependent on others, but specialized B2B information providers are carving out a lucrative niche. Deep industry knowledge built up over time still offers added value, as it is indispensable for reliable industrial applications and not easily replaceable. We shed light on this trend and highlight some exciting companies.
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