AI
Commented by Fabian Lorenz on July 9th, 2026 | 07:15 CEST
New and old AI winners! After a 1,000% gain with Siemens Energy, 2G Energy has taken off! Could Zefiro Methane be next?
The AI hype has produced winners across the entire value chain. Siemens Energy is among the German high-flyers. Just a few years ago, there were rumours of bankruptcy. Since then, the stock has surged by more than 1,000%. Analysts foresee further growth, but the valuation leaves no room for operational missteps. Another hidden gem among the AI winners is Zefiro Methane. The Canadian company specializes in identifying, remediating, and permanently plugging abandoned oil and gas wells. The market in the US is massive even without the AI boom. And the land needed for building data centers and energy infrastructure is further fueling demand. 2G Energy has shown just how quickly a stock can surge on the back of the AI boom. The share price doubled within just a few months, leaving the valuation far less compelling than before. Zefiro Methane, by comparison, still trades at a significantly lower valuation.
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Commented by Nico Popp on July 9th, 2026 | 07:00 CEST
Why the Base Load Bottleneck Threatens SpaceX and Amazon—and How Standard Uranium Stands to Benefit
When you pick up your smartphone from your nightstand in the morning, you rarely give a thought to the massive infrastructure behind the scenes. But the brave new digital world of global data streams and machine-learning algorithms has an energy-hungry, and sometimes dirty, secret. Artificial intelligence consumes so much electricity that power grids are collapsing one after another. When computing power needs to keep pace with AI innovations, solar farms are no longer enough. Base load power is needed—and nuclear power provides it. So high-tech needs uranium, and that is exactly what brings the tech elite together with resource companies. We explain the connections and highlight the opportunities.
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Commented by Nico Popp on July 8th, 2026 | 07:30 CEST
Overcoming the Range Limitation: SpaceX Thinks Big, Siemens Energy Believes in AI, and First Hydrogen Solves Earthly Problems
When street sweepers make their rounds in major German cities on Saturday mornings, we usually still hear a monotonous diesel hum in our ears. But behind the scenes, a transformation has long been underway. Climate neutrality is forcing fleet operators to rethink their approach. The mantra: move away from diesel and toward new technologies. However, all-battery-powered trucks often reach their limits in multi-shift operations due to insufficient range and hours-long charging times. This is where innovative technologies like hydrogen come into play. We introduce three exciting companies and highlight opportunities for investors.
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Commented by André Will-Laudien on July 6th, 2026 | 07:35 CEST
Cloud AI Blockbuster: Whoever Has the Data Rules the World! 100% with SAP, ServiceNow, Aspermont, Deutsche Telekom and SpaceX
In, out, up, down! That is exactly what the current roller-coaster ride on the NASDAQ feels like. While in recent weeks it was the dream gains in chip stocks that drove investor excitement, this week German defense stocks sit atop the winners' list. The correction in the cloud providers is also slowly coming to an end, or at least SAP and ServiceNow are showing first signs of life at low levels. Deutsche Telekom has likewise been run over. Elon Musk plans to push into the telco world with his SpaceX Starlink division. That is providing industry with worry lines and weighing on the titans of mobile communications. And then there is Australia's Aspermont, an AI-driven data marketer and investor-services provider from the commodities sector. Completely transformed from a traditional publishing house into an aggressively growing partner to the mining industry. It is worth taking a closer look.
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Commented by Fabian Lorenz on July 6th, 2026 | 07:15 CEST
TKMS Ahead of Billion-Euro Deal! AI Fantasy at OHB and Schwarz Digits! Buying Opportunity at Drone Specialist Volatus Aerospace!
TKMS is seen as the big winner of Rheinmetall's debacle around the F126 frigate programme. After the German government pulled the plug, the new frigate deal could now move very quickly. According to "hartpunkt.de", the Bundestag is set to decide on the order of four new frigates from TKMS before the summer recess. Like the entire defence sector, drone stocks are not among investors' favourites this year either. But given the future prospects in the military and civilian arenas, it can really only be a matter of time before the rally starts again. A hot buy candidate is Volatus Aerospace. The Canadians are benefiting from NATO contracts, have just opened a new site and have a full pipeline. OHB's shares recently crashed. The German space company had previously benefited from the SpaceX hype. Then a capital increase triggered a sell-off. Can the AI partnership with Schwarz Digits generate fresh price fantasy?
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Commented by Armin Schulz on July 3rd, 2026 | 08:40 CEST
A Multi-Billion AI Infrastructure Boom: Secure a Decisive Edge Now with Standard Uranium, AMD, and Super Micro Computer
The AI revolution is shifting its focus. While public debate continues to revolve around algorithms and cloud platforms, the true center of power has long since shifted to the depths of physical infrastructure. After all, without sufficient energy, high-performance chips, and scalable server architectures, even the best AI code remains ineffective. The exploding power demand of modern data centers is turning uranium into a strategic resource, while semiconductor supply chains groan under immense demand, and system integration is becoming the new supreme discipline. Whoever controls these three pillars of the digital future holds the key to the industry's next phase of growth. We take a closer look at one candidate from each sector: Standard Uranium, AMD, and Super Micro Computer.
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Commented by Matthias Schomber on July 2nd, 2026 | 07:35 CEST
Job Cuts at Mercedes-Benz, AI Momentum at Infineon, and Breakout Potential for Zefiro Methane
The global economy and its various industries are currently being shaken up in real time. On the one hand, Mercedes-Benz is struggling with declining margins and serious internal problems, with many jobs at stake. On the other hand, Infineon is making record investments and riding the current wave of artificial intelligence. Apart from these two, Zefiro Methane is emerging as a highly exciting environmental and infrastructure specialist, completely shaking up a billion-dollar industry. We take a detailed look at the current crisis at Mercedes-Benz, Infineon's "crazy" rise, the latest news, and Zefiro Methane's technical breakout potential. Read on and join us in discovering tomorrow's potential stock winners.
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Commented by Lars Winter on July 1st, 2026 | 07:20 CEST
Almonty, Rheinmetall, and Hensoldt: Good Buying Opportunities Among These Three Investor Favourites
The stock market loves big stories. Even better are stories where multiple trends converge at the same time. That is exactly what is happening right now with critical raw materials, defence, and high tech. The West wants to become less dependent on China; Europe is ramping up its military capabilities; and modern defence systems require ever-increasing amounts of specialty materials. Three stocks represent different aspects of this same trend: Almonty Industries, Rheinmetall, and Hensoldt. All three are very popular with investors but have recently had to weather price setbacks. A great opportunity for new investors!
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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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