AI
Commented by Armin Schulz on March 3rd, 2026 | 07:30 CET
PayPal, Aspermont, Palantir: Three digital business models that are being further optimized through AI
The era of simple digitization is history. What separates companies today from tomorrow is no longer a question of software implementation, but one of fundamental value creation architecture. Artificial intelligence has evolved from an efficiency tool to the operating system of entire business models, with a consequence that is becoming apparent for the first time in the current quarterly figures: those who fail to rethink their scaling strategy are not only giving away growth, but also risking their very existence. We take a look at how PayPal, Aspermont, and Palantir have aligned their digital business models with AI.
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Commented by Nico Popp on February 27th, 2026 | 07:35 CET
Dividend powerhouses like Kimberly-Clark and General Mills: How RE Royalties could benefit from AI
When it comes to investing, substance is set to regain importance in 2026, as JPMorgan Asset Management writes in its "2026 Year-Ahead Investment Outlook." The market environment is characterized by geopolitical fragmentation, while at the same time the rise of artificial intelligence is creating new structural demand for decentralized energy solutions. In this context, innovative revenue models such as royalties can form the foundation of a robust dividend portfolio. We present the established consumer goods giants Kimberly-Clark and General Mills, and also discuss innovative financing models in the renewable energy sector, as successfully implemented for years by the still relatively unknown company RE Royalties.
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Commented by Fabian Lorenz on February 27th, 2026 | 07:05 CET
Price explosion and price alert! Gerresheimer, Nordex, and AI profiteer American Atomics!
Price explosion at Nordex. After strong quarterly figures, the share price shot up by around 17% in a single day. The company is riding a wave of success, and its order backlog indicates that this trend will continue. Even if the share is no longer a bargain. American Atomics shares are still waiting for a price explosion. The company is active in a market that will make a comeback in the coming decades: uranium. The AI boom is leading to the construction of countless new nuclear power plants. This has also been evident recently in India. Virtually all the major US AI players were present at the India AI Impact Summit. More than USD 250 billion is to be invested in AI infrastructure. Nuclear power capacity is set to increase more than tenfold to 100 GW. American Atomics also plans to benefit from this. At Gerresheimer, on the other hand, the crash continues. After analysts slashed the price target, BaFin also expanded its investigations. Investors are shocked.
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Commented by Nico Popp on February 26th, 2026 | 07:40 CET
From penny stock to tech pioneer: How Aspermont is transforming the commodity data market with Rio Tinto – Informa as a role model
Data is the raw material for tomorrow's decisions. In an economy where algorithms and large language models (LLMs) rely on verified and structured information, access to high-quality archives determines competitiveness. Aspermont has recognized this need and is transforming itself from a traditional media company into a technology company in the field of data intelligence. With a cumulative brand archive covering over 200 years of mining history, the company has a comprehensive data set on the global commodities industry. With its Mining IQ platform, Aspermont is digitizing this historical knowledge and structuring it for AI applications. This realignment completes the company's fourth phase of technological development, which builds on 180 years of print publications and the digital media and content-as-a-service models. The quality of the data is ensured by more than 100 specialist journalists and analysts who provide qualitative input for the platform.
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Commented by Armin Schulz on February 26th, 2026 | 07:25 CET
From software to energy to chips: Why SAP, Standard Uranium, and AMD are essential additions to any AI portfolio
The economic landscape is currently undergoing one of its most profound metamorphoses: by 2026, artificial intelligence has gone from being a hype topic to a tough competitive factor. As the initial hype fades, a massive investment cycle is emerging that is reshaping entire industries. From the realignment of global enterprise software to energy supply and semiconductor manufacturing, the foundations of a new economic order are currently being laid. Those who recognize the strategic positioning early on can participate in this historic shift. Three companies exemplify different facets of this transformation: SAP, Standard Uranium, and AMD.
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Commented by Tarik Dede on February 25th, 2026 | 07:30 CET
AI drives demand: Three copper stocks for the boom - Freeport-McMoRan, Power Metallic Mines, and Aurubis!
A few years ago, copper was considered one of the most boring metals. Demand grew steadily, but not dramatically. The red metal was used everywhere, from construction to power lines, but it lacked appeal. And the price remained so low that there was hardly any investment in the development of new deposits over the past decade. With the AI revolution and global electrification, this has changed dramatically. Copper is the most efficient electrical conductor after silver and now plays a major role. For example, an electric vehicle requires three to four times more copper than a combustion engine. Added to this are wind turbines, solar parks, and the massive expansion and modernization of power grids. Analysts estimate that by 2040, the world will need to produce more copper than humanity has consumed in its entire history. After electric vehicles, artificial intelligence has triggered the next wave of demand due to the enormous power requirements of data centers. The huge server farms of NVIDIA, Google, Amazon, and others require kilometers of copper cable and massive copper rails for power distribution. As a result, there is now renewed investment in new copper deposits. Investors should diversify their portfolios to benefit from this development in the long term.
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Commented by Armin Schulz on February 24th, 2026 | 07:25 CET
AI: a billion-dollar opportunity! Secure your share of the pie now with Intel, American Atomics, and Super Micro Computer.
In 2026, artificial intelligence will have an unprecedented impact on the stock markets. What began as a purely technological phenomenon is transforming into a cross-sector megatrend fueled by record investments of over USD 450 billion. No longer just chip developers, but also suppliers of specific infrastructure and energy providers are becoming the secret winners of this expansion. This fundamental change is creating opportunities far beyond the usual suspects and leads us directly to three interesting companies: semiconductor veteran Intel, energy company American Atomics, and server specialist Super Micro Computer.
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Commented by Armin Schulz on February 20th, 2026 | 07:05 CET
Why Silver North Resources is benefiting from Xiaomi and Broadcom's hunger for silver
Megatrends are shaking up the economy. The AI boom is driving energy demand to dizzying heights. A single data center now consumes as much electricity as 100,000 households. At the same time, the old trading order is crumbling, and an inconspicuous metal is becoming a key strategic resource: silver. The sixth consecutive supply deficit is turning exploration projects into a question of power, because without silver, there would be no smartphones, no chips, and no energy transition. The value chain from Canadian explorer Silver North Resources to ecosystem builder Xiaomi to chip giant Broadcom shows how you can benefit from this situation.
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Commented by Stefan Feulner on February 19th, 2026 | 07:15 CET
Palo Alto, NEO Battery Materials, ITM Power – On the verge of a breakthrough
Raised sales forecasts in the hydrogen sector, a potential technological breakthrough in silicon-based high-performance batteries, and a cybersecurity heavyweight that is coming under pressure despite strong figures due to a weak outlook - the markets in 2026 are reacting with increasing selectivity. While future-oriented technologies such as electrolysis and next-generation battery materials are gaining operational momentum and targeting billion-dollar markets, the AI-driven cybersecurity segment illustrates how sensitive investor sentiment remains to forward guidance.
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Commented by Carsten Mainitz on February 19th, 2026 | 07:10 CET
Key investments – American Atomics, Siemens Energy, and Aixtron!
Nothing works without electricity - the demand for which from AI and electromobility is growing exponentially. Round-the-clock availability is required. Although renewable energy is politically desirable, they carry the risk of dark doldrums. On the other hand, nuclear power is on the rise. Numerous tech giants are relying on this energy source to reliably and low-carbon cover the enormous energy needs of their data centers and AI infrastructures. One stock that remains under the radar of many investors is American Atomics. The company plans to build a fully integrated North American value chain, taking advantage of political and structural tailwinds. Siemens Energy is a blue chip in the energy sector and continues to be rated a "Buy" by analysts. Aixtron is riding the AI wave. How should investors position themselves?
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