AI
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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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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