AI
Commented by Fabian Lorenz on November 6th, 2026 | 05:36 CET
TeamViewer after the shock! Aixtron not good enough? NU E POWER wants to monetise!
Created and published on behalf of NU E Power Corp.
The AI boom continues to electrify the stock market, producing both winners and losers. Energy and grid capacity are likely to remain key industry factors. NU E Power aims to benefit from this trend. At an investor conference, the CEO announced a stronger focus on the economic assessment and monetisation of the company's energy projects. Recently, it looked as though software company TeamViewer could use AI to its advantage. But this week it shocked the stock market with a profit warning. For now, analysts see limited growth potential. And what about Aixtron? Within a few months, the share price has halved. Then a company announcement provided positive momentum, although that momentum now appears to be fading again.
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Commented by Tarik Dede on November 6th, 2026 | 05:30 CET
Tech stocks under heavy pressure: Infineon, HPQ Silicon and Super Micro Computer under review!
Created and published on behalf of HPQ Silicon Inc.
The midterm elections in the US have shaken up the stock markets considerably. Which sectors will benefit, and which will not? These are the questions investors and analysts worldwide are currently asking. It seems clear that US President Trump can no longer continue to govern in this way. His Republican Party has lost both houses (the Senate and the House of Representatives) to the Democrats. In addition, the Republicans have lost key states for the AI industry, such as Texas. This will have consequences and is already making itself felt in many tech stocks. Today, we therefore look at the shares of Infineon, HPQ Silicon and Super Micro Computer.
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Commented by Matthias Schomber on November 5th, 2026 | 05:35 CET
Power Shift in the US! Why Bayer Is Booming, TeamViewer Is Plunging and Almonty Industries Could Be on the Verge of a Major Rally!
Power shift in Washington! The Democrats have recaptured the Senate in the US midterm elections and probably the House of Representatives too. For Donald Trump, this means sharing power for the rest of his term, as legislation, taxes and indirectly tariffs will no longer pass quite so easily without the Democrats. The question for the stock market now is whether investors see the setback for the Trump agenda as a threat or a relief. Sectors that depend on regulation, government spending and trade policy in particular could now see greater volatility. Developments in international financial markets are coming thick and fast these days! While Bayer is sending a strong signal with surprisingly strong quarterly results and raised full-year targets, software provider TeamViewer is causing alarm in the SDAX with a sharp slump and a lowered outlook. Meanwhile, an exciting story looks set to unfold in the tungsten sector with Almonty. Following a rapid rise, the shares are undergoing a strong and intense consolidation, which savvy investors could nevertheless see as a rare and attractive buying opportunity. Find out below which stocks have genuine recovery potential following the latest news, where the potential risks lie in detail and how best to position your portfolio for the coming weeks and months. A look behind the scenes suggests markets may be undergoing a complete reassessment right now.
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Commented by Nico Popp on November 5th, 2026 | 05:34 CET
How First Hydrogen, Schaeffler and SpaceX Are Targeting the Trillion-Dollar Humanoid Robot Market
Artificial intelligence is learning to walk, but to do so it needs muscles made of steel and high-precision gearboxes. While aerospace company Space Exploration Technologies (SpaceX) is investing billions in new AI infrastructure and automotive supplier Schaeffler already operates a factory where robots assemble robot components, Canadian hydrogen pioneer First Hydrogen is now also venturing into robotics. The race to develop the joints for these machines has begun, and the roles in this emerging industry are being reshuffled.
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Commented by Nico Popp on November 5th, 2026 | 05:29 CET
Standard Uranium, Uranium Energy and Cameco: Uranium price breaks records, but producers' shares fall
The global market for nuclear fuels is currently looking extremely robust. According to business magazine Forbes, the price for long-term supply contracts reached a record USD 96 per pound at the end of October, while the spot price stood at USD 89.95. According to industry analysts, this prolonged cycle is being fuelled by a chronic supply deficit of around 10,000 tonnes per year and sharply rising electricity demand driven by the expansion of data centres for artificial intelligence. In addition, primary supply is tightening because Kazatomprom, Kazakhstan's state-owned producer, is deliberately curtailing its production in 2026 by around 10% compared with approved volumes – according to the company, market conditions do not warrant operating at full capacity. Despite the positive backdrop for the uranium price, mining operators' shares are currently undergoing a deep correction.
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Commented by André Will-Laudien on November 5th, 2026 | 05:28 CET
AI rally starts to sputter! Dramatic catch-up rally at SAP and Aspermont, but ServiceNow and Oracle in free fall
The AI hype of recent months is slowing as expected and is noticeably throwing the entire software industry off course! After a seemingly unstoppable ascent, disillusionment is spreading on Wall Street, as the tech giants' extremely high valuations are becoming increasingly difficult to justify through actual revenue surges. This sudden scepticism about growth is dragging heavyweights such as ServiceNow and Oracle deep into the red, as investors take profits and confidence in near-term AI monetisation fades. Yet while the US pioneers are in free fall, a highly exciting catch-up race is unfolding elsewhere. European software giant SAP shines as a rock in the surf in this turbulent environment, as its cloud solutions, deeply integrated into everyday business operations, reliably generate record revenues. At the same time, small-cap specialist Aspermont is delivering a genuine surprise and attracting new investor interest with a rapid operational transformation. This market split clearly shows that investors must distinguish between vague promises and profitable substance. The software sector is undergoing a complete realignment; we sharpen our pencils and check the numbers.
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Commented by Carsten Mainitz on November 3rd, 2026 | 05:32 CET
AI needs more than chips: Power Metallic Mines, Siemens Energy and Micron under the investor spotlight!
Created and Published on Behalf of Power Metallic Mines
"Ultimately, it is all a question of supply and demand". The well-known commodities investor Jimmy Rogers reduced a fundamental stock market rule to this simple formula. Several areas determine how quickly AI and digitalisation can advance. Raw materials, energy infrastructure and memory technology must work together. The companies mentioned address different points. Power Metallic Mines aims to develop a high-quality polymetallic deposit in Québec. An important milestone is the indicative valuation announced for the first half of 2027. Business is booming at Siemens Energy and even more so at Micron. Is the air getting thinner, or do the shares still have a long run ahead of them?
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Commented by Armin Schulz on November 2nd, 2026 | 05:26 CET
Intel, HPQ Silicon, Volkswagen: A Look at Stocks Across the Silicon Value Chain, from Chips to Batteries, Following Recent Declines
Created and published on behalf of HPQ Silicon Inc.
Silicon is the unassuming raw material behind almost every future technology. For one thing, it is found in processors that power data centres for artificial intelligence. In this area, Intel's management acknowledged in its quarterly results report on October 29 that demand exceeds supply. Next is the battery, where silicon is intended to improve the anode. At the end of the chain is the car, and at Volkswagen, orders for electric vehicles in Europe rose 39% after nine months. This could boost companies that process or refine silicon. Following the recent pullbacks in the three stocks of Intel, HPQ Silicon and Volkswagen, opportunities could open up, provided demand for silicon continues.
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Commented by Carsten Mainitz on November 2nd, 2026 | 05:21 CET
NSJ Antimony, Rheinmetall, Infineon: Whoever controls the bottlenecks will be among the winners!
Created and published on behalf of NSJ Antimony Corp.
Modern armed forces need ammunition; data centres need a high-performance power supply. Across industries, reliable industrial supply chains are becoming increasingly important. This puts companies that develop critical raw materials or build important production capacity in the spotlight. Equipped with fresh capital, NSJ Antimony is advancing its antimony project in Canada. The critical metal is indispensable for flame retardants, the defence industry, ammunition, electronics and certain energy storage systems, among other things. Defence giant Rheinmetall is due to release important news this month, including quarterly figures and an updated medium-term forecast. The semiconductor manufacturer is investing heavily in capacity to power the AI era. Which share is ahead?
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Commented by Lars Winter on October 30th, 2026 | 05:31 CET
Good news from Almonty, record profits at Deutsche Bank and a cloud boom at Microsoft and SAP: Four promising stocks under review
Tungsten specialist Almonty is finally getting the long-awaited supply of this strategically important raw material to the West underway. Deutsche Bank reports record profits, Microsoft turns the cloud and AI boom into growing earnings and SAP impresses with strong cloud growth and rising profitability. On the stock market, however, investors are rewarding these advances very differently. Between a halved share price, a low earnings valuation and high growth expectations, the intriguing question is where the greatest opportunities lie now and how much confidence is already priced in. We take a closer look at the four promising stocks in our stock review.
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