AI
Commented by Stefan Feulner on June 2nd, 2026 | 06:25 CEST
Dell, Zefiro Methane, Snowflake: AI and Climate Action Drive Record-Breaking Markets
Artificial intelligence, climate protection, and digital infrastructure are among the strongest growth drivers of the coming years. While the global expansion of data centers is triggering billions in investments and causing demand for high-performance IT hardware and cloud platforms to skyrocket, a new environmental market is emerging in parallel, centred on reducing climate-damaging methane emissions. Government subsidy programs and stricter regulations are accelerating the retrofitting of old energy infrastructure. Those who position themselves early in these future markets could reap disproportionate benefits. The combination of the AI revolution, decarbonization, and growing data demand is opening up opportunities in industries poised for a long-term boom.
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Commented by André Will-Laudien on June 1st, 2026 | 07:15 CEST
Are AI and Data Centers Boosting Plug Power and Nel ASA? RE Royalties and Nordex Under the Microscope
Rising oil and gas prices have dominated the stock market landscape in recent months. But now there are signs of a de-escalation in the Middle East. Commodity markets are already pricing in this relief, even though no political solutions have yet been reached. This means a breather for the recent winners and a chance for fresh investor capital to flow into stocks that have not yet seen their run. "Sustainable energy production" is a buzzword, because in wind energy, for example, it is highly controversial whether the widespread destruction and densification of open spaces and forests makes a positive contribution overall—especially now that a costly electricity surplus has emerged, which taxpayers must subsidize due to long-term funding commitments to investors. The production of green hydrogen is even viable at high energy prices, but in the long term, the technology must become at least 50% cheaper. At the center of these developments is RE Royalties with an innovative financing approach that supports energy projects. We delve a little deeper.
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Commented by Matthias Schomber on June 1st, 2026 | 06:55 CEST
Russell Index Inclusion: Is Almonty on the Verge of a Major Price Breakout?
In the commodities space, companies exposed to critical defence-related metals remain in focus. Almonty Industries is one such name, operating in the tungsten supply chain. The stock is currently consolidating at around CAD 27.30 after reaching an April high of CAD 33.35. But the clock is ticking in the background—though in Almonty's favour, as the Iran conflict continues to escalate despite peace efforts. US missile strikes in the Gulf of Oman and a naval blockade demonstrate that global supply chains are fragile and vulnerable. Added to this is a planned Pentagon ban that would cut off access to tungsten from authoritarian states. This is driving, and has already driven, the price of this critical metal sharply higher. Against this backdrop, Almonty stands out as one of the few established Western tungsten producers. A sustained break above previous highs could open the door to additional upside. Read here to find out why a rare buying opportunity may be available right now.
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Commented by Tarik Dede on June 1st, 2026 | 06:45 CEST
The AI Boom Requires More Power: Cameco, Standard Uranium, and 2G Energy Stand to Benefit!
Major tech companies like Amazon, Microsoft, Alphabet, Meta, and Oracle remain committed to investing in AI data centers. Despite initial negative news (debt, cash flow slump), new analyses show that they are actually increasing their investments. These so-called AI hyperscalers had planned investments in AI infrastructure of around USD 600 to USD 620 billion for 2026. Now, estimates from analysts and market researchers have been significantly revised upward. Accordingly, research firms such as TrendForce and Pimco now anticipate combined capital expenditures of over USD 750 to USD 830 billion for this year. In 2027, this figure is expected to exceed USD 870 billion. According to market observers, around three-quarters of this spending currently goes directly toward AI infrastructure—namely, high-performance GPU clusters, proprietary AI chips, and advanced data centers. However, data centers in particular have an enormous appetite for energy. According to the International Energy Agency (IEA), global electricity consumption by data centers recently stood at around 415 terawatt-hours (TWh), corresponding to about 1.5% of global electricity demand. By 2030, this figure is expected to more than double. In its more optimistic scenarios, Goldman Sachs even anticipates growth of up to 165%. Yet energy demand remains the industry's bottleneck. In the US in particular, the partly dilapidated grid is overwhelmed by the additional demand. For this reason, many data centers equipped with expensive chips stood idle for months, waiting for grid connection. With demand booming, nuclear energy is making a comeback among suppliers. Canada's market leader Cameco and Standard Uranium stand to benefit directly from this. From Germany, 2G Energy appears to be in the mix. The North Rhine-Westphalia based company has just announced its first order from the United States for its CHP plants.
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Commented by Stefan Feulner on June 1st, 2026 | 06:40 CEST
Volatus Aerospace: Is the Next Drone Giant Coming from Canada?
The global drone market is rapidly evolving into one of the most important future sectors of the defence and security industry. Geopolitical tensions, rising NATO budgets, and the need for autonomous surveillance of critical infrastructure are driving demand massively. Experts expect the market volume for drone defence alone to exceed USD 20 billion by 2030. At the same time, civilian applications such as pipeline, offshore, and power grid inspections are becoming increasingly important. Companies like Volatus Aerospace, which combine hardware, software, and operational services, could benefit disproportionately from this trend. New projects, multi-billion-dollar government programs, and AI-driven systems are currently providing significant momentum.
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Commented by Fabian Lorenz on May 29th, 2026 | 09:40 CEST
A 4,000% gain is not enough? SanDisk, BioNTech, and Standard Uranium
60% in one month, 600% in six months, and 4,000% in one year. Yet there is still no sign of a major correction in SanDisk's stock. Even now, analysts are still raising their price targets significantly and joining the bulls' camp. In contrast, the uranium sector is currently on the sidelines. This offers a chance for contrarian investors. After all, it can really only be a matter of time before the industry is rediscovered as an AI winner. One exciting stock is Standard Uranium. The CEO recently made a strong impression at an investor conference. And what about BioNTech? Investors are disappointed, but analysts are positive. Can the biotech company provide new momentum starting today with new data from its oncology pipeline?
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Commented by Stefan Feulner on May 29th, 2026 | 09:35 CEST
Aixtron, A.H.T. Syngas Technology, Micron: AI and Energy Drive the Next Wave of Share Gains
The global AI boom is currently triggering a new wave of investment in the semiconductor, energy supply, and modern infrastructure sectors. While the expansion of massive data centers is causing demand for high-performance chips and energy-efficient specialty components to skyrocket, providers of decentralized energy solutions and hydrogen technologies are also benefiting from the growing demand for self-sufficient energy supply. At the same time, long-term supply contracts and billions in investments are driving the next phase of growth in the chip industry. The combination of AI, electrification, and energy security is thus evolving into a massive megatrend with enormous potential for technology, energy, and cleantech companies worldwide.
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Commented by Armin Schulz on May 29th, 2026 | 09:25 CEST
BP, American Atomics, NextEra Energy: Iran Conflict Highlights the Importance of a Diversified Energy Mix for the Future
Oil prices fluctuate in step with the threats in the Middle East, and a full-scale conflict with Iran would be the ultimate stress test for our energy supply. But the real turning point is happening elsewhere. Artificial intelligence consumes electricity like a small town—every large language model, every mining data center. Electric vehicles and robotic factories are further multiplying demand. The result: an unprecedented need for baseload-capable, clean energy. Wind and solar alone cannot meet this demand. That is why nuclear power is experiencing a renaissance—and presenting savvy investors with a historic opportunity. Three companies embody this trend in radically different ways: BP, a beneficiary of the Iran war; American Atomics, a pure-play uranium explorer; and NextEra Energy, a green giant.
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Commented by Jens Castner on May 29th, 2026 | 09:00 CEST
VOLATUS AEROSPACE: THE DIGITAL BRAIN OF THE DRONE AGE
Forget everything you know about drone manufacturers. In the future, the big money in unmanned aerial vehicles will no longer be made by building chassis and rotors. The key to success lies at the heart of the system: in the software and intelligent control programs. The Canadian company Volatus Aerospace impressively demonstrates how a traditional service provider and hardware supplier is transforming itself into a highly innovative technology powerhouse. The market has not yet fully grasped the company's full potential.
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Commented by Fabian Lorenz on May 28th, 2026 | 07:15 CEST
SpaceX IPO: Buy or Stay Away? Almonty Heading into Space—and Undervalued?
It is the stock market event of the year and the biggest IPO of all time. Elon Musk is taking SpaceX public. Despite an absurd valuation, it might be worth buying at least in the short term. An AI expert and tech analyst breaks down the facts and the hype, and his conclusion is interesting. The IPO is also having spillover effects on other space-related equities, with several stocks showing sharp short-term gains. And raw materials crucial to space travel are also coming into focus for investors. Tungsten, for example, plays a key role in aerospace applications such as rockets and satellites. The price of this critical metal is skyrocketing, and anyone looking to profit from it can hardly ignore Almonty Industries. The company recently made a milestone with the commissioning of its large-scale mine in South Korea. Analysts are projecting strong revenue and earnings growth in the coming years, with recent updates leading to higher price targets.
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