AI
Commented by Stefan Feulner on October 6th, 2026 | 07:15 CEST
NextEra Energy, NU E Power, Primoris – Electricity in the Supercycle
Created and Published on Behalf of NU E Power Corp.
The AI boom is fundamentally reshaping the energy market. Data centres require enormous amounts of electricity around the clock, 24/7. Texas illustrates the scale of this transformation: A new energy campus is set to be built there at a cost of USD 22.3 billion to supply a neighbouring 5-GW data centre complex. Power generation, grid access, and available capacity are therefore becoming strategic resources. For energy companies, a race is emerging to develop new power plants, solar farms, storage facilities, and grid connections.
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Commented by Tarik Dede on October 5th, 2026 | 07:25 CEST
Bucking the Market Trend: Opportunities at Mercedes, First Hydrogen and Barrick Mining
The Nasdaq 100 hit a new all-time high last week. The tech index is driven primarily by AI stocks, leading to astonishing valuations. For example, the combined value of all publicly traded German stocks currently amounts to about 52% of the market capitalization of AI champion Nvidia, as one analyst calculated. However, some sectors are currently underperforming. For investors who like to take a contrarian approach, this presents opportunities—for example, in the automotive and gold sectors or in hydrogen stocks. That is why today we are taking a look at the stocks of Mercedes, First Hydrogen and Barrick Mining.
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Commented by Nico Popp on October 3rd, 2026 | 05:50 CEST
AI Boom and Grid Bottlenecks: Meta, BCE and NU E Power Compete for Electricity Capacity in Canada
Created and Published on Behalf of NU E Power Corp.
The rapid rise of artificial intelligence is driving unprecedented demand for electricity and pushing even the power grids of industrialized nations to their limits. In the past, data centres required relatively manageable amounts of capacity; today, modern facilities demand grid connections on the scale of around 1,000 MW. Canada is becoming a focus for technology companies due to its cool climate and vast expanses of land. However, regional power grids are struggling to cope with this additional load. This is creating fierce competition for energy, grid connections, and even land. We examine this trend and the companies involved in this evolving energy landscape.
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Commented by Fabian Lorenz on October 2nd, 2026 | 06:55 CEST
BioNTech: A Setback or a Breakthrough? Micron and Volatus Aerospace Impress with Positive News Flow!
Contrarian investors, take note! An exciting opportunity may currently be emerging at Volatus Aerospace. Drone stocks continue to struggle on the stock market. However, the industry's long-term outlook remains positive in both the military and civilian sectors. While Volatus shares are consolidating, positive news continues to flow with new orders and technological advances. Micron Technology has also delivered strong news. Its record figures for 2026 exceeded estimates. The outlook is also positive. Can this dispel investors' skepticism regarding the sustainability of growth and margins? A sign of weakness or a bold move? This question arises with BioNTech in light of the permanent closure of three sites. The media response has been largely critical. However, there are also positive comments.
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Commented by André Will-Laudien on October 1st, 2026 | 08:30 CEST
No Chips, No AI – But Without Power, Nothing Runs! Big Opportunities Await in AMD, Nvidia, HPQ Silicon and Infineon
Is the AI boom starting to overheat? The fact is, the entire tech sector is heading straight for a critical bottleneck. While the developers of the world's fastest graphics processors and accelerator hardware are driving computing power to astronomical heights, the industry's foundation is beginning to falter. At the end of the day, every neural network and every sophisticated language model is only as good as the infrastructure that keeps it alive. The next phase of technological evolution will therefore no longer be decided solely in the design studios of Silicon Valley, but at the level of efficient power supply and revolutionary materials. This is where specialized semiconductor giants and innovative pioneers in cutting-edge anode materials come into play. They provide the key technologies needed to manage the exploding energy demands of modern data centres and mobile systems. The market winner will be determined by who produces the most efficient power semiconductors and next-generation battery cells. For investors, this means betting on the right suppliers for the energy transition now will secure the most profitable positions for the tech future. We do the math!
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Commented by Armin Schulz on September 30th, 2026 | 10:05 CEST
Micron, Kobo Resources, MP Materials: Stocks with Upcoming Catalysts in AI, Gold and Rare Earths
The stock market trades on expectations. Between now and the end of the year, three companies across different market segments have upcoming milestones that could reset expectations. Artificial intelligence has significantly fueled demand for memory chips. The quarterly results on September 30 will show how much of that demand is here to stay. A gold explorer is set to release its first mineral resource estimate, revealing how much of the precious metal lies underground. As of January 1, the Pentagon's procurement rules for magnets will become stricter, which could benefit manufacturers with supply chains outside China. We are therefore taking a closer look at Micron Technology, Kobo Resources and MP Materials.
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Commented by Lars Winter on September 29th, 2026 | 08:00 CEST
Drone Contract for Volatus, AI Power Drives Infineon and a Beauty Boom at M1 Kliniken: Three Exciting Stocks Under the Microscope
Drones for the Canadian military, chips for the AI boom, and beauty treatments with hefty margins: Stock market excitement comes in many forms. Volatus Aerospace could be on the verge of a growth spurt thanks to a Canadian military contract. Infineon is benefiting from data centres' insatiable appetite for power, while M1 Kliniken is ramping up its beauty business. Three different stories with one thing in common: operational progress could translate into further share price gains. We take a closer look at these three exciting stocks in our stock analysis.
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Commented by Matthias Schomber on September 29th, 2026 | 07:50 CEST
AI Boom at SAP, EU Tailwind for thyssenkrupp and Interesting Chart Patterns at NU E Power
Created and Published on Behalf of NU E Power Corp.
Artificial intelligence, EU protective measures and interesting chart patterns are shaping the latest developments. SAP stands on the threshold of a potentially historic new era, driven by revolutionary AI integration and a thriving cloud business, while the stock has also formed a "Golden Cross" on the charts. Meanwhile, the steel industry in Germany's Ruhr region is breathing a sigh of relief, as new, strict EU import quotas are providing a boost to thyssenkrupp's high-margin specialty steel division. The stock has responded by continuing its upward trend. But it is not just the DAX heavyweights attracting attention. Developments in North America are also noteworthy, as NU E Power Corp., an energy infrastructure developer, is reporting project updates following its non-binding letter of intent to acquire a 100% interest in the Hays project. The company's technical chart patterns are also noteworthy. We take a closer look at the latest developments at these three companies, including their operational progress, market environment and technical chart patterns.
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Commented by André Will-Laudien on September 29th, 2026 | 07:40 CEST
AI and Crypto Stock Movers with Rare Value: Strategy, Metaplanet, Circle Internet and Strategic Resources in Focus
Power shortages, critical metals and the next technological hurdles - we are currently heading toward a fragile environment marked by high inflation, geopolitical pressure, and rising interest rates. Central banks can hardly stray from their primary mandate of monetary stability, while alternative currencies and payment systems are casting doubt on the fiat world. The sectors mentioned are closely intertwined, as complex AI systems require vast amounts of tamper-proof, transparent data for training and reliable operation. Blockchain technology provides the ideal infrastructure by storing data in a decentralized way, cryptographically securing the origin of information, and effectively preventing manipulation. In addition, the decentralized network enables the sharing of enormous computing capacity, breaking the monopoly of large data centres and democratizing AI development. A solid infrastructure is essential for all the necessary components to work together seamlessly. At the starting point of the production chain, this primarily includes critical metals. Investors must therefore think multidimensionally to give their portfolios both growth potential and security.
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Commented by Lars Winter on September 28th, 2026 | 07:00 CEST
Exciting Stock Stories and Plenty of Upside Potential: Lahontan Gold, United Internet and Generac in Focus
Exciting stock stories sometimes begin where investors least expect them—in an old gold mine, the expansion of a telecom network or the market for backup generators. Canadian explorer Lahontan Gold recently delivered positive news on its Santa Fe mine in Nevada, which could provide fresh momentum for the stock. Meanwhile, German MDAX-listed United Internet aims to finally turn a profit again after years of heavy spending. And US generator specialist Generac has gained a customer in Amazon that could significantly accelerate its power business. We take a closer look at these three promising stocks and the latest news driving their investment stories.
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