AI
Commented by Armin Schulz on September 3rd, 2026 | 08:25 CEST
Power Metallic Mines, Siemens Energy, BYD: Some Benefit from Record Copper Prices, Others Struggle for Every Ton
Copper has always been regarded as a barometer of the economy. Yet what is currently unfolding on the markets is more than just an ordinary price rally. While new record prices for copper are dominating the headlines, a structural bottleneck is emerging behind the scenes. The world is facing a massive supply deficit, which is being further fuelled by electric mobility, the expansion of hydrogen infrastructure and the exploding energy demands of AI data centres. The red metal is thus becoming a strategic asset. We are therefore taking a look today at the polymetallic explorer Power Metallic Mines, the technology group Siemens Energy and the electric vehicle market leader BYD.
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Commented by Fabian Lorenz on September 2nd, 2026 | 06:55 CEST
AI is Booming and Needs More Energy Infrastructure: News from Nebius, Micron and NU E Power
Created and Published on Behalf of NU E Power Corp.
The expansion of AI data centres continues to boom, creating opportunities across the entire AI value chain. This was evident not only in Nvidia's quarterly results. Nebius delivered strong numbers and is seeing high demand, while investors are snapping up bonds issued by the data centre operator. However, energy is becoming an increasingly critical issue for operators. NU E Power aims to capitalize on this. In recent months, the Canadian energy infrastructure developer has focused on regions with growing electricity demand driven by data centres, AI infrastructure, and energy-intensive industries. Micron has been one of the standout performers of recent years. In recent months, the semiconductor manufacturer has even stolen the spotlight from Nvidia on the stock market. Billions are being invested to keep that momentum going. However, analysts are urging investors to temper their enthusiasm somewhat.
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Commented by Tarik Dede on September 1st, 2026 | 07:40 CEST
Copper at an All-Time High — and No End in Sight: Lundin Mining, Power Metallic Mines and Ivanhoe Mines Stand to Benefit!
Copper is the top performer this year amongst all exchange-traded metals and is trading at an all-time high. Strong demand is cited as the reason: global growth, AI data centres and the modernization of electricity grids in established industrialized nations. Yet the supply side is quickly forgotten, and it is the bottleneck. When copper was still cheap in the 2010s, there was hardly any investment. Over the years, fewer and fewer deposits have been discovered, and the pipeline of development projects is small. But the structural problems go even further. Many large mines are old, and their ore grades are declining. When, as in September 2025, a disaster such as the one at the Grasberg mine occurs, supply is thrown into disarray. Copper companies are benefiting from this more than ever. Companies that own producing mines today feel as though they are in a commodities paradise. But even those planning to start production in the coming years are likely to be among the winners. We are therefore taking a look today at the shares of Lundin Mining, Power Metallic Mines and Ivanhoe Mines.
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Commented by Stefan Feulner on September 1st, 2026 | 07:30 CEST
Ballard Power, First Hydrogen, ElringKlinger: Is Hydrogen Poised for a Fresh Start?
After years of billion-dollar investments and grand promises, the hydrogen industry must finally deliver. What matters now is no longer new letters of intent, but applications that will work in everyday life and that can be scaled economically. Fuel cells are now making their way into heavy-duty transportation, providers are bundling technology and hydrogen supply, and new areas of application are emerging beyond traditional vehicles. For investors, this could mark the beginning of a new phase. It is no longer merely the vision that matters, but rather who is actually turning hydrogen into a business.
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Commented by André Will-Laudien on September 1st, 2026 | 07:25 CEST
AI: The 180-Degree Turn for Performance Cars! VW, Porsche, BYD and Standard Uranium in Focus
It has finally happened – AI is permeating every aspect of life. This is creating many new conditions, including for stock market investors. One example is the automotive sector: for the traditional auto industry to survive, a fundamental U-turn is essential. Whilst long-established brands such as VW and Porsche have dominated for decades thanks to their mastery of classic mechanical engineering and driving dynamics, AI is now rapidly shifting the core of value creation to the software level. The modern vehicle is rapidly evolving from a mechanical means of transport into a rolling supercomputer. This is evident in the disruptive strategy of Chinese tech giants such as BYD. Not only does the company control around 75% of its vertical supply chain, including its own AI chips, but its integrated AI architecture is also completely breaking down the traditional barriers between the powertrain, the cockpit and the driver-assistance systems. This transformation is putting German premium manufacturers under enormous pressure in terms of time and margins, as the iterative addition of individual control units appears too sluggish and inflexible compared to BYD's centralized AI 'brain'. For investors, this creates a highly dynamic environment. It is worth taking a closer look.
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Commented by Stefan Bode on September 1st, 2026 | 07:00 CEST
Special Situations on the Stock Market: Three Stories, One Common Thread — Delivery Hero, Nemetschek, Zefiro Methane and Uber Technologies
Created and published on behalf of Zefiro Methane
Takeover premiums, restructuring and infrastructure trends, as well as AI-driven shifts in market sentiment, can have a major short-term impact on share prices. Yet behind the headlines in the financial press, the fine print often determines where a stock goes next. Key factors include the time until a takeover is completed, regulatory approval and execution risks, cash flow quality and valuation relative to industry peers. These key factors explain why opportunities on the stock market are rarely "free". However, investors who understand how these dynamics work can better assess both the associated risks and the potential returns.
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Commented by Fabian Lorenz on August 31st, 2026 | 07:15 CEST
Better Than Siemens Energy? These Stocks Are Benefiting From the US Market! 2G Energy, Tonies and Zefiro Methane with More Than 200% Upside Potential!
Created and published on behalf of Zefiro Methane
More than 1,000%. That is the performance of Siemens Energy shares since the beginning of 2024. The spectacular gains have been driven by the AI boom and its insatiable appetite for energy. But the company is now anything but cheap. We present three stocks poised for strong growth in the US. 2G Energy also aims to benefit from the AI boom. Its order intake is skyrocketing, and analysts see upside potential for the stock. Experts see more than 200% upside potential in Zefiro Methane. The company specializes in plugging abandoned wells and aims to become the market leader. The US government has allocated USD 4.7 billion for the purpose - and that is likely nowhere near enough. Thanks to strong growth in the US, Tonies could soon generate more than EUR 1 billion in annual revenue. Analysts consider recent concerns about profitability to be overblown and recommend buying the stock.
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Commented by Tarik Dede on August 31st, 2026 | 07:10 CEST
Markets on the Move: PayPal, HPQ Silicon and Salesforce in Focus
The summer break is officially coming to an end. Particularly in North America, investors typically return to their desks around September 1, after Labour Day. But this year, plenty has been happening in the stock markets even during the summer months—there has been little sign of a lull. Following Nvidia's phenomenal second-quarter results, innovative sectors now appear to be shifting into higher gear. And the market is not expecting much turbulence on the interest rate front either. Despite rising inflation, the Federal Reserve appears unlikely to take action ahead of the midterm elections in November. At least, that is what the markets are largely pricing in at present. That makes it worthwhile for investors to take a closer look. Today, we do just that with PayPal, HPQ Silicon and Salesforce.
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Commented by André Will-Laudien on August 28th, 2026 | 11:00 CEST
Mega-Chips Without Power? AI Comes to a Standstill Without AMD, Nvidia, Infineon and NU E Power
Created and Published on Behalf of NU E Power
What if the screen stays black after you switch it on? No joke—because the insatiable power appetite of artificial intelligence is driving demand for electricity and cloud capacity to astronomical levels. But Bloomberg is now sounding the alarm: at the current pace of data-center expansion, a major reality check could be looming, potentially putting the ambitious AI dreams of Silicon Valley's giants under serious pressure. A study by BloombergNEF reinforces this concern, predicting that by 2035, data centers could consume up to 20% of total US electricity demand. The most critical bottleneck is the extreme shortage of electricity, as aging power grids and the sluggish expansion of renewable energy simply cannot keep pace with rapid growth. At the same time, the rollout of new megaprojects is increasingly slowing down. Lengthy permitting procedures, strained supply chains for specialized transformers, and an acute shortage of skilled workers are significantly extending construction timelines. How can investors capitalize on this power-supply bottleneck?
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Commented by Lars Winter on August 28th, 2026 | 07:30 CEST
Almonty Gears Up for the Next Phase, Siemens Energy Plans Spin-Off, Apple Gets a New Leader – 3 Exciting Stocks in the News Roundup
The stock market trades on the future—but eventually, it demands a return on that investment. At Almonty Industries, the tungsten "fantasy" nurtured for years is now set to become a mining business worth billions. Siemens Energy is leveraging its operational momentum to unlock further value through the spin-off of Transformation of Industry. And at Apple, a new generation of leadership is taking the helm just as the company must deliver its response to the AI boom. We take a closer look at these three stocks in our latest stock roundup.
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