AI
Commented by Fabian Lorenz on November 11th, 2025 | 07:20 CET
D-Wave price target doubled! Is the US losing the AI race? Plug Power and First Hydrogen shares benefit!
Despite giants like Nvidia and OpenAI, is the US losing the race for the best artificial intelligence to China? Increasingly, experts are warning that this could be the case. The reason: the US could face an energy problem. Much less GW of capacity is being fed into the grid than in China. In the search for beneficiaries, Plug Power has recently been highlighted. The Company is now attractively valued again. In contrast, First Hydrogen appears to have catch-up potential and could even attract takeover interest. Beyond AI, quantum technology is electrifying the stock market. After D-Wave's stock recently underwent a sharp correction, analysts have now doubled the price target.
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Commented by Stefan Feulner on November 11th, 2025 | 07:00 CET
Vistra, NetraMark, Snap – AI stocks with potential
The bull market of recent months has given way to disillusionment, as AI stocks were sold off last week despite strong quarterly results. Is hedge fund manager Michael Burry, famous from "The Big Short," right again? According to the latest 13F filing from Scion Asset Management, Burry holds put options on Nvidia and Palantir with a total value of around USD 1.1 billion and is betting on sharply falling prices. He points to the exceptionally high valuations of these companies as the reason for his pessimism. However, not all stocks in the field of artificial intelligence are overpriced. Some promising names with significant upside potential can still be found among the second-tier players.
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Commented by Carsten Mainitz on November 6th, 2025 | 07:05 CET
Totally underestimated! These are the secret winners of the AI and energy revolution: Power Metallic Mines, Aixtron, and Siemens Energy!
Forget most of the hyped stocks in the AI and tech space. The most significant gains in the current tech and energy transition boom come - not from the diggers, but from the suppliers - just like during the Gold Rush in the 19th century. While billions are being poured into the hunt for digital gold (artificial intelligence) and green gold (renewable energy), the (emerging) raw material producers, specialized machinery manufacturers, and infrastructure providers are the ones benefiting most. We show you the overlooked profiteers of the boom!
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Commented by Fabian Lorenz on November 6th, 2025 | 07:00 CET
Does Germany have a drone problem? Hensoldt, TKMS, Helsing, and NEO Battery Materials!
Drone alerts at German and European airports! At the same time, criticism of Germany's defense policy is growing louder. Is the federal government investing too much in tanks and other heavy equipment and too little in drones and counter-drone systems? This opinion is shared not only by the head of Germany's new drone star, Helsing, but also by several other experts. The situation is quite different in the rest of the world, where demand for drones is rising significantly. NEO Battery Materials is also benefiting from this trend. The Company recently secured an existing factory in South Korea for the production of high-performance batteries, and the first million-dollar orders are already in place. And what is TKMS doing? Its share price has slipped in recent days. Could large orders bring new momentum?
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Commented by Fabian Lorenz on November 5th, 2025 | 07:10 CET
Millions for BioNTech and Evotec! But drug development is costly! Is NetraMark the next takeover target?
NetraMark scores again. The Company's AI has convinced yet another biopharma company and is increasingly shaping up as a potential takeover target. The new client will use NetraAI to optimize its clinical trial, cutting both time and costs. The high expense of drug development is clear: BioNTech invested EUR 565 million into its pipeline last quarter. However, the German biotech leader can afford this thanks to billions in its coffers. Analysts still recommend buying the stock. By contrast, even a million-dollar payment from a partner could not give Evotec shares any real momentum. Could today’s figures finally spark a turnaround?
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Commented by Armin Schulz on November 4th, 2025 | 07:05 CET
The three stocks for the AI revolution: How to profit with Alibaba, Aspermont, and Palantir
In an era where autonomous AI agents manage complex processes and data-driven decisions generate over 50% more growth, technological advancement determines market dominance. Even traditional industries such as mining are experiencing a revolution through real-time data. Investing in this future means backing the right pioneers. Three companies, Alibaba, Aspermont, and Palantir, exemplify how these megatrends can be capitalized on.
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Commented by Armin Schulz on October 30th, 2025 | 07:25 CET
A new era in medicine is dawning: How Novo Nordisk, NetraMark Holdings, and Bayer are benefiting from AI and personalization
The healthcare industry is on the cusp of a new era, driven by AI-powered personalized therapies that are not only prolonging lives but also reshaping markets worth billions. Those who identify the pioneers of this transformation early on could benefit from extraordinary growth opportunities. Three companies, Novo Nordisk, NetraMark Holdings, and Bayer, are positioning themselves at the heart of this profitable field with groundbreaking technologies and therapies.
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Commented by Fabian Lorenz on October 29th, 2025 | 07:25 CET
BIG NEWS at Nordex! OpenAI fuels the AI energy boom! Siemens Energy and dividend stock RE Royalties benefit
Good news for the energy sector. OpenAI is calling on the US government to expand its energy infrastructure. Siemens Energy owes its 1,000% rally to the AI boom. However, analysts are cautioning ahead of the next quarterly results. Another hidden gem in the energy sector is RE Royalties. The Canadian company primarily finances renewable energy projects across North America, combining steady growth with an attractive dividend yield of over 10%. The CEO recently detailed the firm's strategy in an interview. It is not entirely clear where Nordex's sudden growth is coming from. In any case, the stock market is celebrating the forecast upgrade.
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Commented by Fabian Lorenz on October 28th, 2025 | 07:15 CET
Better than BioNTech, Evotec & Co.? BioNxt Solutions faces key milestones and is considering an AI takeover – Stock in an upward trend
An exciting alternative to Evotec, BioNTech, and similar companies is BioNxt Solutions. The Canadian-German company's business model is a refreshing departure from traditional biotech companies with their huge research costs. BioNxt reformulates already approved active ingredients. For instance, Ozempic is set to be taken orally instead of by injection in the future. The sublingual cladribine formulation for multiple sclerosis is already well advanced, with its preclinical phase nearing completion. At the same time, CEO Hugh Rogers is considering an acquisition in the field of artificial intelligence to further accelerate development processes. The aforementioned development in the billion-dollar obesity market is also exciting. If a breakthrough succeeds, the Company could soon become a takeover candidate for Big Pharma.
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Commented by Fabian Lorenz on October 24th, 2025 | 07:25 CEST
Yesterday +16%! D-Wave explodes again! Siemens Energy and First Hydrogen shares benefit from AI's energy hunger
What a bounce for D-Wave. After a sharp correction yesterday, the quantum stock rose 16%. Is the Trump administration getting involved in quantum companies? That is the rumor making the rounds. Meanwhile, the energy hunger of AI data centers is also keeping the stock market on tenterhooks. One beneficiary from Germany is Siemens Energy. The stock is running like clockwork. Small modular reactors (SMRs) are a huge topic in North America. The Canadian government is providing massive support to industry, which should benefit First Hydrogen. The Company plans to combine its hydrogen expertise with SMR technology. So - buy now?
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