AI
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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Commented by Fabian Lorenz on May 27th, 2026 | 08:15 CEST
AI Winners! Shares of SMA Solar and SUSS MicroTec Are Skyrocketing! RE Royalties Next?
The AI boom is currently driving the stock markets. As OpenAI and Anthropic prepare for their IPOs, semiconductor and energy stocks are skyrocketing. SMA Solar has recently been among the favourites in Germany. The company, known for its inverters, is increasingly positioning itself as a provider of battery storage solutions. The stock has doubled since early March. SUSS MicroTec's stock has surged by a robust 185% over the past six months. But now analysts are putting the brakes on the euphoria surrounding the semiconductor equipment manufacturer. Investors looking for the next rising star should take a closer look at RE Royalties. The renewable energy royalty company does most of its business in the US. The share seems almost ridiculously cheap and pays a 10% dividend.
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Commented by Jens Castner on May 27th, 2026 | 07:55 CEST
RARE METAL, RARE OPPORTUNITY: ALMONTY INDUSTRIES BETWEEN THE DEFENSE BOOM AND AI HYPE
Almonty Industries is on track for profitability. The Sangdong tungsten mine in South Korea has been in production since March 17, so a sustained return to profitability should now be just a formality. The transition from a promising stock to an indispensable raw materials supplier for the defence and semiconductor industries is being guided by a former Wall Street analyst who is well-connected in both the mining and financial sectors: in a few days, Jorge Beristain will assume the role of Chief Financial Officer (CFO). The Canadian with Mexican roots is the right man to explain to the financial world why Almonty shares, despite a spectacular multi-year rally, are by no means overvalued.
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Commented by André Will-Laudien on May 26th, 2026 | 07:20 CEST
A High-Tech Revival and Gold Stock with a 500% Chance! SAP, Oracle, Desert Gold, Deutsche Telekom, and T-Mobile US
The stock markets continue their roller-coaster ride. No wonder, since amid the current, sometimes confusing flood of news, one fact is often overlooked: wars and geopolitical tensions stifle economic growth and unsettle consumers. Although the defence industry is swamped with orders, the rest of the economy is grappling with the consequences of these conflicts: high energy prices, uncertainty, and fragile supply chains. With governments' exploding borrowing needs and falling tax revenues, interest rates are now rising noticeably, which is further fueling inflation. In this environment, gold can thrive; from a purely technical perspective, a solid floor now appears to have been established at USD 4,500. SAP and Oracle have so far lagged behind the major AI and high-tech rally, and Deutsche Telekom has been trading 30% higher, a good reason for a few deeper insights.
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Commented by Fabian Lorenz on May 26th, 2026 | 07:15 CEST
+36% in Just a Few Weeks! TeamViewer Impresses Mercedes Formula 1 Team! Will X Corp and BioNxt Solutions Follow?
A 36% gain in just six weeks! Was the market completely wrong about TeamViewer? Is the German software company not an AI loser after all, but instead a potential winner? While it is still too early for a definitive conclusion, recent developments are clearly pointing in the right direction. A comeback candidate could be BioNxt Solutions. Biotech companies are currently overshadowed by the AI boom, but following recent news flow, BioNxt is emerging as a hot buy—and perhaps even a takeover candidate. A potential beneficiary of peace in the Middle East and the reopening of the Strait of Hormuz could be TUI AG. Even without such geopolitical tailwinds, analysts still see further upside potential. Could gains of 50% be possible?
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Commented by Nico Popp on May 26th, 2026 | 06:50 CEST
Meta and Cameco's Hunger for Uranium—Solutions from Sandstone: Why America's AI Infrastructure Also Depends on American Atomics
AI's energy appetite is enormous—and is reaching its limits in many areas. While the exponential increase in the computing power of AI models is pushing the capacity limits of power grids, the US Department of Energy forecasts that data centers could account for up to 12% of the total grid load in the US by 2030. Since volatile renewable energy sources cannot guarantee the baseload for gigawatt-class data centers, nuclear power is taking center stage. We examine how Meta and others view nuclear energy, the challenges hyperscalers must overcome, and why there are strong arguments for uranium from the US.
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Commented by Fabian Lorenz on May 25th, 2026 | 09:20 CEST
D-Wave Stock Explodes! When Will American Atomics Follow? Is Siemens Energy Headed Above EUR 200?
Things can move quickly sometimes. For a while, it seemed as though quantum-computing stocks were being overshadowed by the AI hype. Then, on Thursday, the breakout finally came. Shares of D-Wave, for example, skyrocketed by 36% within just two trading days, suggesting that the recent consolidation phase may now be over. An explosive upward trend appears long overdue in the uranium sector as well. Investments in new nuclear power plants are being made worldwide. The US Department of Energy, for instance, plans to increase domestic uranium production from currently around 2 million pounds annually to 20 million pounds by 2033. American Atomics could benefit significantly from this development. In a recent interview, the company's founder highlighted the opportunities emerging across the sector. The company also controls several promising projects within the US. The AI boom in the US is also driving Siemens Energy. Analysts have raised their price targets further and currently see no end to the ongoing boom.
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Commented by Stefan Feulner on May 25th, 2026 | 08:40 CEST
Generac, HPQ Silicon, Quanta Services – Power Grid Boom Fuels New Top Performers
The global AI and infrastructure boom is propelling several future-oriented industries into a new phase of growth. Billions are flowing into data centers, power grids, and emergency power supplies, while demand for more powerful battery systems for drones, autonomous systems, and industrial applications is exploding. At the same time, enormous opportunities are emerging in the expansion of critical energy infrastructure. High-performance batteries, modern energy technology, and specialized infrastructure service providers, in particular, could become the big winners of a megatrend that is only just beginning.
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Commented by André Will-Laudien on May 22nd, 2026 | 07:20 CEST
AI data centers need nuclear power — 70-100% more energy by 2050! Spotlight on American Atomics, SAP, and ServiceNow
The global economy is in the midst of a new infrastructure supercycle, in which the new source of productivity is being sought in the widespread use of digitalization and AI. The physical foundations of extensive AI use are creating unprecedented demand for system components related to energy generation and storage. Electricity, grids, cooling, and raw materials—the demand seems endless. Yet just a few years ago, climate goals were still a major concern. With the explosive growth in demand from data centers, not only are energy sources like nuclear power coming to the fore, but also critical metals for turbines, cables, storage systems, and chips. Goldman Sachs expects data center electricity demand to more than double by the end of the decade—a scenario that makes CO₂-free baseload power a matter of strategic survival. Although nuclear power plants have been largely dismissed in the EU, they are once again moving to the center of the debate as reliable electricity suppliers and are becoming serious partners for tech companies. A deeper look is worthwhile.
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