AI
Commented by Carsten Mainitz on June 30th, 2026 | 07:35 CEST
Price pullbacks at Almonty Industries, RENK, and Aixtron present great opportunities!
While the boom in the AI and defence sectors is a familiar topic for most investors, far too little is said about the key raw material without which ammunition and modern semiconductors could not be manufactured. Tungsten combines, like no other metal, the highest melting point with extreme hardness and high density. Demand is rising dramatically while supply remains insufficient, which has led to a veritable price explosion in recent quarters. What poses a challenge for consumers is a major boon for producers. This is particularly true for Almonty Industries. The company is one of the world's leading tungsten producers and is expected to meet 40% of demand outside of China by the end of 2027. Armed with a well-funded war chest, the company also plans to grow through acquisitions. Analysts continue to see upside potential for the stock.
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Commented by André Will-Laudien on June 30th, 2026 | 07:25 CEST
High-tech bubble bursting during the World Cup? Consult AI or buy gold! Lahontan Gold eyes near-term Nevada production
These are tough times for investors. Trends that have persisted for months are starting to shift. No wonder—when in history have investors been able to earn a whopping triple-digit return in such a short time? AI-driven speculation makes it possible. Interestingly, when you ask these very systems, they themselves currently point to a high probability of an impending market correction. Venturing off the beaten path, precious metals investors are moving toward buybacks, as this sector has already seen sharp corrections of 30 to 70% since January's historic highs. Sentiment is beginning to stabilize, and initial technical indicators look promising. Anyone looking for a production-ready gold company—and who has no issue with Nevada, the birthplace of over 8,000 metric tonnes of the yellow metal—should take a closer look at Lahontan Gold and its Santa Fe project. Here are the details…
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Commented by Armin Schulz on June 30th, 2026 | 07:10 CEST
Why Subscription Revenue Is Once Again the New Gold on the Stock Market – And What It Means for SAP, Aspermont, and Netflix
The search for reliable earnings has intensified once again in recent months. Recurring revenue is increasingly valued because it provides predictability and helps distinguish between short-lived growth stories and genuinely sustainable business models. As a result, market focus is gradually shifting away from pure growth narratives toward earnings stability and cash flow visibility. Investors who shift their perspective accordingly may benefit from two effects: defensive resilience in uncertain market phases, and strong operational leverage once fixed costs are covered. Against this backdrop, it is worth examining three very different companies that each embody this principle in their own way: SAP, Aspermont, and Netflix.
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Commented by André Will-Laudien on June 29th, 2026 | 07:30 CEST
AI and M&A Frenzy in the Life Sciences Sector: Bayer, Vidac Pharma, Novo Nordisk, Evotec, and Eli Lilly
Yes, you read that correctly. Pharmaceutical companies are actively embracing artificial intelligence (AI) and, thanks to lower costs, better validation, and faster study setups, could emerge as winners of the new AI wave in the medium term. Many stocks in the life sciences sector had been overlooked by the market, but investors are now taking notice again. Eli Lilly is betting on AI and expanding its portfolio through targeted acquisitions, including the takeovers of sleep-wake specialist Centessa Pharmaceuticals and blood cancer specialist Ajax. At Evotec and Vidac Pharma, much of the focus is on cancer, while Novo Nordisk faces stiff competition from Eli Lilly's weight-loss drugs. Then came the welcome news regarding Bayer. The Supreme Court ruled that approximately 181,000 individual lawsuits alleging a lack of warning labels on packaging are no longer legally viable, as the US Environmental Protection Agency (EPA) has classified the herbicide glyphosate as safe. Lots of good news, and plenty of opportunities for active investors - we provide a few insights.
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Commented by Tarik Dede on June 29th, 2026 | 07:20 CEST
Boom, Thanks to the AI Loop: Broadcom, HPQ Silicon, and GitLab
Whether it is the AI revolution, quantum computing, or electric vehicles, the tech sector is booming worldwide—from the Nasdaq to the KOSPI. Keeping pace with this growth requires a massive expansion of infrastructure. Data centers and semiconductor manufacturing capacity are being built out at an unprecedented rate, while memory and chip equipment suppliers are ramping up production. Artificial intelligence is driving this process itself. This phenomenon is known as "recursive self-improvement." AI is currently becoming faster and more capable through three reinforcing mechanisms: it writes better code by building on previous generations of AI, it optimizes hardware—such as the design of next-generation AI chips from Nvidia or Broadcom—and it discovers more efficient circuit designs than human engineers could achieve on their own. The result is a powerful feedback loop that is also delivering major benefits to other industries. Today, we take a closer look at three technology companies that stand to benefit from this trend: Broadcom, HPQ Silicon, and GitLab. Without Broadcom, none of this would be possible.
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Commented by Tarik Dede on June 29th, 2026 | 06:55 CEST
No copper, no AI! Freeport McMoran, Power Metallic Mines, and Lundin Mining in Focus
The whole world is focused on AI stocks like Nvidia, Broadcom, and Micron Technologies. Behind the scenes, however, demand for raw materials like copper is also growing massively. An AI data center requires enormous amounts of the red metal per megawatt of installed capacity—primarily for power distribution, grounding, and transformers. The demand for copper in AI-optimized data centers is estimated at 30 to 40 metric tonnes per megawatt. Added to this is network infrastructure, where, for example, Nvidia relies on a custom-designed copper cabling system for the internal cabling of its latest NVL72 server architecture. A single AI server rack contains kilometres of copper cabling, as copper offers lower latency and lower power consumption over very short distances compared to alternative materials. And behind the scenes, power grids must be upgraded and expanded. The CRU Group therefore forecasts that global copper demand from data centers and AI alone will rise from around 500,000 metric tonnes today to as much as 2 million metric tonnes annually by 2030. BHP expects global copper demand to increase by an additional 3.4 million metric tonnes by 2030. And this is where the problem comes in. Copper supply cannot grow that quickly, which is why copper prices are also rising steadily. Today, we are looking at the stocks of Freeport-McMoRan, Power Metallic Mines, and Lundin Mining.
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Commented by Carsten Mainitz on June 29th, 2026 | 06:30 CEST
Physical AI Outshines Everything Else: First Hydrogen, XPeng, and Schaeffler Are Benefiting from the "Next Big Thing"
Experts agree that humanoid robots are among the largest future technology markets of the coming decades. Physical AI refers to AI systems that not only process information but also enable machines to perceive their environment, make decisions, and act autonomously in the real world. This forms the technological foundation for applications such as humanoid robots, autonomous vehicles, drones, and a new generation of intelligent production systems. Physical AI is thus an ecosystem that connects semiconductors, software, sensor technology, robotics, and automation. But it is not just manufacturers of humanoid robots that stand to benefit—numerous suppliers along the value chain will as well. We look at what this means specifically for First Hydrogen, XPeng and Schaeffler.
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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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