AI
Commented by Matthias Schomber on August 18th, 2026 | 07:00 CEST
Watch the Rebound Potential of Mercedes-Benz and Nebius Group! Major News from Lahontan! Cars, AI Speculation and a Gold Rush!
The ongoing war in Iran, the tense situation surrounding the blockade of the Strait of Hormuz, and US President Donald Trump's unpredictable approach—ranging from maximum economic isolation of Tehran to surprising signs of de-escalation—are keeping stock markets on edge. The result is sharp swings in energy prices, shifting and sometimes surprisingly geopolitical alliances, and renewed inflation concerns. Decisions in Washington and developments in the Middle East are currently having a major impact on global stock markets. Investors face the difficult challenge of picking the right stocks in a market environment dominated by daily crisis headlines and Trump's unpredictable negotiating tactics. Today, we have selected three stocks to watch: Mercedes-Benz, Nebius Group, and Lahontan Gold. The latter has reported a 22% increase in its mineral resource, bringing the total to nearly 2.39 million ounces of gold equivalent at its flagship Santa Fe project. This report examines the latest figures, market rumors and operational developments at all three companies and highlights where investors should be looking more closely now.
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Commented by André Will-Laudien on August 17th, 2026 | 08:00 CEST
Energy Transition 2.0: This is where sustainable growth is happening - Alibaba, RE Royalties, Alphabet and Amazon
The energy transition is moving into its next phase. The evolutionary step toward global decarbonization is being completely redefined by the convergence of clean energy and artificial intelligence. In this dynamic market environment, investors are increasingly seeking future-proof business models that combine environmental sustainability with solid financial returns. Alongside the specialized cleantech financier RE Royalties, three tech giants are drawing particular attention due to their historical investments. Alphabet, Google's parent company, is setting new standards by aiming to power its massive data streams entirely with CO₂-free energy available around the clock. Online marketplace leader Amazon is also reinforcing its claim as the world's largest private purchaser of renewable energy through massive wind and solar projects. E-commerce giant Alibaba is also investing heavily in green supply chains and AI-powered energy efficiency for its data centers. Four companies, four approaches impressively demonstrating that technological dominance and environmental responsibility go hand in hand today.
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Commented by Armin Schulz on August 17th, 2026 | 07:15 CEST
How to Profit from the Raw Materials Shortage: A Look at the Top Picks—Rio Tinto, Globex Mining and Glencore
A fierce battle is raging over raw materials. The green transition is not the only reason demand has skyrocketed. AI, specifically its data centers, and robotics are also driving demand even higher. Added to this are geopolitical dependencies and national supply concerns. The US is pushing for domestic production. China is buying up raw materials worldwide, and resource-rich countries like the Congo are imposing new export conditions. Those who run out of raw materials will lose their supply chains. We therefore take a closer look at Rio Tinto, Globex Mining, and Glencore today.
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Commented by Fabian Lorenz on August 17th, 2026 | 07:10 CEST
Renk with AI Potential? D-Wave Shares Rebound! Is Zefiro Methane Seriously Undervalued?
Could Renk become an AI beneficiary? Its collaboration with Siemens Energy certainly appears to be gaining momentum. In 2026, the business is expected to account for around one-third of the order intake of Renk's Industrial Business Unit. At another company, analysts expect massive growth over the coming years, with earnings potentially multiplying. A recent report highlights the company's potential, while the stock appears far too cheap. And what about D-Wave? The quantum computing hopeful still looks far too expensive, as its latest quarterly figures have shown. Nevertheless, investors have also spotted some positive developments, sending the stock up 25% recently. Was that justified?
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Commented by Stefan Feulner on August 17th, 2026 | 07:00 CEST
Constellation Energy, NU E Power, Siemens: These stocks are at the heart of the energy boom
Created and Published on Behalf of NU E Power Corp.
The AI boom faces an energy problem that cannot be solved simply by developing better chips. New data centers consume enormous amounts of energy, while grid connections and additional generation capacity are becoming increasingly scarce in many regions. As a result, Hyperscalers are securing long-term nuclear power, investing in their own energy solutions, and accelerating the development of new energy infrastructure. This is creating a massive multi-billion-dollar market beyond the familiar AI stocks. Particularly interesting are companies that generate and supply electricity, provide the necessary infrastructure, or develop new energy parks specifically to meet the growing power demands of data centers.
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Commented by Stefan Feulner on August 14th, 2026 | 07:50 CEST
At the Heart of the Electricity Boom: ERock, Zefiro Methane and Uniper
The explosive growth in electricity demand from AI data centers is transforming the energy market. Because grid connections often take years to establish and renewable energy sources alone cannot guarantee a continuous supply, natural gas—as a flexible energy source—is experiencing a new surge in demand. Billions are flowing into decentralized power plants and new infrastructure. At the same time, pressure is mounting to clean up the legacy issues of the oil and gas industry and reduce methane emissions. Three companies could benefit from different aspects of this massive investment cycle.
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Commented by Nico Popp on August 14th, 2026 | 07:35 CEST
Data Centers and Nuclear Energy: Microsoft Invests, NexGen Plans to Mine Uranium, Standard Uranium Holds Promise
Electricity has to keep flowing — especially in the age of AI. Data centers are being built around the world, but these facilities require enormous amounts of electricity. They also cannot simply wait for the sun to shine or the wind to blow. So what is the solution? Alongside gas-fired power plants, nuclear power is increasingly making a comeback. It is climate-neutral and capable of providing reliable baseload power. We take a closer look at three companies involved in supplying energy for data centers and highlight potential opportunities for investors.
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Commented by André Will-Laudien on August 14th, 2026 | 07:20 CEST
This Is the Turnaround—Is Software the New Gold? SAP, ServiceNow, Lahontan Gold and Oracle in the Spotlight
And the rally still has room to run. The global stock market is quietly and discreetly undergoing one of the most fundamental turnarounds in recent economic history. After months during which established software stocks were literally punished by fears of disruption and macroeconomic headwinds, the sector discount has suddenly begun to disappear. Investors are moving beyond the mere experimentation phase with artificial intelligence and are now demanding rock-solid, scalable profitability from companies. This monumental sector rotation is channeling massive capital away from overheated hardware stocks and directly back into the coffers of leading software companies. SAP, ServiceNow, and Oracle, which had been down 30 to 50% since the start of the year, are now back on investors' buy lists. And for those also keeping an eye on precious metals, the trail leads to Nevada. This is where the promising explorer and developer Lahontan Gold comes into play, providing a solid anchor of intrinsic value with its high-grade drill results at the Santa Fe project. A closer look could be worthwhile.
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Commented by Stefan Bode on August 14th, 2026 | 07:15 CEST
Three Industrial and Tech Stocks on the Verge of a Breakout? dynaCERT, TKMS and Viscom in Focus
The stock markets are currently dominated by three megatrends: technological innovation, the green transition, and geopolitical security. It is precisely within this market environment that three exciting industrial and tech stocks are operating, all of which are on the verge of decisive turning points. Whether it is bulging order books in the defense sector, cleantech solutions for heavy-duty transportation, or turnaround potential in inspection technology for AI hardware—these stocks combine enormous opportunities with specific risks. It is worth taking an analytical look at the latest figures.
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Commented by André Will-Laudien on August 13th, 2026 | 08:05 CEST
AI and Software in a Super Cycle: SAP, Oracle, Strategic Resources and ServiceNow Are in the Spotlight
Another new DAX 40 high—thanks to heavyweight SAP! Thanks to artificial intelligence, the global software sector is currently transforming into an absolute growth rocket. A recent study by market research firm IDC backs up the hype: global AI spending is already set to explode to around USD 940 billion in 2026. This monumental wave is pouring massive amounts of capital directly into the coffers of the most innovative tech giants. Walldorf's pride and joy, SAP, is using AI to transform sluggish ERP systems into hyper-smart, self-thinking control centers. Meanwhile, rival Oracle is rapidly expanding its cloud capabilities to handle the gigantic volumes of data generated by modern language models. ServiceNow, the workflow king, is demonstrating how to elegantly eliminate repetitive office work through automation. Management recently underscored this success with a substantial increase in AI revenue targets for 2026. Right at the epicentre of this, Strategic Resources is securing the necessary attention for a crucial upstream stage: critical metals. Investors should take a closer look at what really matters now! We offer a few pointers.
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