AI
Commented by Fabian Lorenz on September 15th, 2026 | 07:40 CEST
Panic at DroneShield! AI Power Behind Bloom Energy Stock! Robotics Newcomer First Hydrogen Targets Trillion-Dollar Market!
Is panic now setting in at DroneShield—both within the company and among its shareholders? In any case, the stock's downward trend shows no signs of ending. In such an environment, a CFO change can quickly lead to the next price debacle. That is why DroneShield has paired the personnel change with a strong operational announcement. However, this did not provide any positive momentum for the stock. Investors are also waiting for a positive price reaction from First Hydrogen. The company continues to move full steam ahead as it enters the robotics and autonomous systems market. It has secured the worldwide exclusive rights to further develop and commercialize a mobile, AI-powered ground robotics platform. In addition, First Hydrogen is acquiring a majority stake in a robotics specialist. The market for humanoid robots alone has trillion-dollar potential. Bloom Energy's stock has recently staged an impressive comeback, surging sharply within just a few days. Investors continue to bet that AI will drive up energy consumption.
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Commented by Jens Castner on September 14th, 2026 | 08:30 CEST
A Breakout That Was Predicted: How AI Is Leading Volatus Aerospace, SoftBank, and SAP Out of Their Downward Trends
Three broken downward trends, one common catalyst: artificial intelligence. For Volatus Aerospace, SoftBank, and SAP, the chart picture looks completely different from what it did just a few weeks ago—and in all three cases, there is a strong fundamental story behind it. The Canadian drone specialist is securing major new contracts from the defence sector, the Japanese investment holding company is benefiting from the upcoming Anthropic IPO, and the German software giant is proving with strong cloud figures that it should be counted among the AI winners rather than its victims. Three completely different business models, three trend reversals—and the question of how much potential these stocks still hold.
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Commented by Stefan Feulner on September 14th, 2026 | 08:15 CEST
Fortum, RE Royalties, SolarEdge: Hidden Gems in the Supercycle
AI is set to put the power supply to the test in the coming years. New data centres require enormous amounts of energy, while grids and generation capacity are reaching their limits in many places. Tech companies are already responding, securing power supplies for decades and investing in nuclear power, renewable energy, and storage. At the same time, energy must be distributed more and more efficiently within data centres. This is creating a new billion-dollar market across the entire power supply chain and could trigger a new supercycle.
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Commented by Tarik Dede on September 14th, 2026 | 07:55 CEST
Infineon, HPQ Silicon and First Solar: Opportunities Again?
The markets remain extremely volatile. At times, they move sharply higher, only to fall just as quickly. Now markets are bracing for a rate hike. Almost all major investment banks on both sides of the Atlantic expect the Federal Reserve to raise interest rates this week and anticipate another hike before the end of the year. Last week's latest inflation data from the United States likely confirmed analysts' views. This is not good news for the stock markets. Nevertheless, opportunities remain for investors. Some stocks, such as Infineon, HPQ Silicon, and First Solar, have come under significant pressure in recent weeks. We take a closer look at where it might be worth buying in now.
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Commented by Matthias Schomber on September 14th, 2026 | 07:45 CEST
Super Micro, Palantir and Strategic Resources: Which Stock Has the Greatest Potential?
It feels as though, without AI boom stocks like Super Micro Computer and Palantir, naturally riding the wave alongside Nvidia and others, hardly anything would be happening in the field of artificial intelligence. The world is gearing up its server infrastructure, while data analytics in the government and corporate sectors are advancing at breakneck speed. Palantir and Super Micro therefore form the fundamental backbone of the new AI global economy. Without these two companies, the boom would not have progressed at this speed. But what would AI be without strategic raw materials and the increasingly important push toward sustainable industrial processes? Even the most advanced tech-driven AI revolution would quickly hit its physical limits. That is why, in our analysis of these three companies, we take a closer look at their latest financial figures, strategies, and technical breakout patterns. You will learn where an entry point could be worthwhile now and which stock—or stocks—could be on the verge of a significant price jump.
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Commented by Stefan Bode on September 11th, 2026 | 08:35 CEST
At the Crossroads of AI, Commodities and Defence – Almonty Industries, Alphabet, Fortum OYJ and Rheinmetall
Amid the AI boom, commodity security, and defence pressures, new winners—but also new risks—are emerging on the stock market. Right now, it is becoming increasingly clear which business models will actually benefit from geopolitical tensions, investments worth billions, and structural shifts in demand. Investors seeking to understand the context behind the latest price movements will find in the following commentary three striking examples of just how closely politics, the capital markets, and operational developments are now intertwined.
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Commented by Stefan Feulner on September 11th, 2026 | 08:30 CEST
GE Vernova, NU E Power, Sunrun – Power Shortage Is Turning into a Supercycle
Created and Published on Behalf of NU E Power Corp.
The global power market is coming under pressure. AI data centres, electrification, and industry are driving demand, while new power plants and transmission lines often take years to complete. Reuters is already referring to a potential "power price supercycle". This is creating a new billion-dollar market for investors. Demand is not limited to additional solar and wind farms; more powerful grids and energy storage systems are also needed to distribute existing electricity more intelligently.
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Commented by Carsten Mainitz on September 11th, 2026 | 08:25 CEST
Knowledge Becomes Currency! Opportunities for Aspermont, Palantir and Rio Tinto?
Knowledge is power. And those who can sell it at scale can turn it into a lucrative business model. That is precisely what the long-established mining publisher Aspermont is pursuing. The Australian company is using artificial intelligence to transform its nearly 200 years of expertise in the global commodities industry into high-quality data products. The potential for scaling is enormous. Mining giant Rio Tinto is already on board as a client, which can be seen as a major vote of confidence. Palantir, in a different area, demonstrates just how strong demand for data-driven decision-making is becoming and how profitable scalable digital business models can be. What specific opportunities are available to investors?
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Commented by Stefan Feulner on September 11th, 2026 | 07:55 CEST
Ivanhoe Mines, Power Metallic Mines, Rio Tinto: Commodity Giants on the Offensive
Copper is more expensive than ever before. On the LME, the price temporarily climbed to over USD 14,600 per metric tonne. At the same time, demand is growing due to power grids, data centres, electric mobility, and defence spending, while new mines take years to reach production. The industry's response to the current situation is clear. Major mining companies are securing additional deposits, while exploration companies are seeking to define the mines of tomorrow through new resource discoveries.
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Commented by André Will-Laudien on September 10th, 2026 | 09:40 CEST
AI: The Game-Changer for Industry - VW, Strategic Resources, BYD and NIO in Focus
The next major upheaval is here! Industry is facing a radical transformation as artificial intelligence disrupts established market structures at record speed. Industrial companies and service providers alike must adapt now to avoid falling behind in global competition. In this context, the long-established German manufacturer VW is under immense pressure to accelerate its digitalization efforts and finally resolve its software issues. The electric mobility market, long driven by highly sophisticated algorithms, is proving particularly dynamic. The Chinese giant BYD is impressively showing how vertical integration and smart manufacturing can drive unprecedented market share. But premium competitor NIO is not resting on its laurels either and is setting new standards in vehicle connectivity and autonomous driving systems. Furthermore, innovative players in the raw materials sector, such as Strategic Resources, are coming into focus as they aim to play a decisive role in the AI-driven value chain. The spectrum ranges from traditional industry through digital disruption to the procurement sector—a compelling area of activity for dynamic investors.
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