AI
Commented by Carsten Mainitz on August 28th, 2026 | 07:25 CEST
From Chip Shortage to Oversupply? Micron, Infineon and Strategic Resources in the Cycle Check
Concerns that the multi-billion-dollar expansion of new chip factories and AI data centers could outpace demand and trigger a classic "hog cycle" marked by oversupply, price pressure, and a freeze on investment had recently cast a shadow over the tech boom. However, Nvidia's blockbuster quarterly earnings have temporarily alleviated those concerns. Demand for computing power remains high, doubts about the profitability of massive AI investments are receding into the background, and the rally can continue. Micron benefits directly from the rapidly growing demand for high-performance memory, while Infineon enables energy-efficient power supply for data centers. Strategic Resources focuses on the raw materials and resources without which the expansion of the physical infrastructure of the AI era would not be possible, with a particular emphasis on high-quality iron ore and vanadium.
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Commented by Stefan Feulner on August 28th, 2026 | 07:05 CEST
Siemens Energy, Zefiro Methane, Centrus Energy: This Is Just the Beginning
Created and Published on Behalf of Zefiro Methane Corp.
The AI boom is increasingly turning into an energy boom. Data centers require enormous amounts of electricity, new generation capacity, and more robust grids. At the same time, nuclear energy is making a comeback, and even natural gas is regaining strategic importance as a readily available energy source. Billions are therefore being invested in infrastructure that has been neglected for decades. For investors, this creates several growth markets at once—from power grids and the retrofitting of existing energy plants to the establishment of an independent nuclear fuel supply.
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Commented by Fabian Lorenz on August 27th, 2026 | 07:35 CEST
Stocks in a Billion-Dollar Frenzy! Siemens Energy at EUR 245? +16% for Deutz! Is Volatus Aerospace Set to Take Off Again?
The stock market is celebrating Deutz's planned billion-euro acquisition. The engine specialist's stock has skyrocketed by 16% in just a few days. With this acquisition, the Cologne-based company aims to diversify its business and gain greater benefit from global defense investments. Volatus Aerospace serves both military and civilian applications with its drone platform. The potential is enormous. The stock market is waiting for major orders, which, according to the Volatus CEO, are on the horizon. This should allow the stock to take off again. Analysts also see significant upside potential for Siemens Energy. The planned spin-off of the industrial business is being well received. Price targets range up to EUR 245.
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Commented by André Will-Laudien on August 27th, 2026 | 07:25 CEST
AI, E-Mobility and Robotics: 150% Upside? Mercedes-Benz, BYD, XPeng and Strategic Resources in Focus
The profound convergence of artificial intelligence, robotics, and e-mobility is completely redefining today's industrial landscape. This technological revolution is being led by visionary companies that are deliberately upending conventional industry norms. For example, the Chinese pioneer XPeng is strategically transforming its business model toward "Physical AI" to enable vehicles to merge with humanoid robots in perfect symbiosis in the future. At the same time, global industry leader BYD is pushing into the European market with an unprecedented scaling offensive, while established luxury manufacturers like Mercedes-Benz are building an emotional bridge between high-performance software and legendary driving culture. Yet amid this rapid race for technological supremacy, one fundamental truth is often overlooked: without securing the underlying raw material supply chains, the entire high-tech machinery comes to a standstill. This is where the raw materials specialist Strategic Resources Inc. positions itself: with its Canadian BlackRock project, the company already has a key approved mine. It is worth taking a closer look at the numbers.
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Commented by Jens Castner on August 26th, 2026 | 10:10 CEST
Amazon, Volatus Aerospace and SUSS Microtec: Three Stocks, One Pattern - And Up To 100% Upside Potential
First came the euphoria, then the disappointment. A pattern has recently emerged in the stock market: even strong quarterly results rarely sustain the initial share price surge. That is because, upon closer inspection, question marks often arise—for example, regarding Amazon's investments, SUSS MicroTec's conservative full-year outlook, or the restructuring of Volatus Aerospace's business model. The three companies represent very different applications of artificial intelligence: cloud infrastructure, manufacturing equipment for the semiconductor industry, and AI-powered autonomous drones. The good news: following these setbacks, analysts once again see significant upside potential—25%, 50%, or even 100%.
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Commented by Stefan Bode on August 26th, 2026 | 07:30 CEST
AI, Copper and Software Comebacks: Stocks Poised for a Re-Rating - Nemetschek, Power Metallic Mines and Salesforce
Global stock markets are currently offering lucrative opportunities for active investors. Whether it is groundbreaking AI integrations, strong quarterly results following a significant price correction, or the strategic securing of critical raw materials for the energy transition. The selected sectors and their respective stocks are currently poised for a fundamental revaluation. We analyze three highly interesting companies from the cloud software, construction software, and mining sectors. With strong margins, compelling analyst potential, and operational milestones, the indicators point to an impending, or already underway, trend reversal. Time for a closer look!
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Commented by André Will-Laudien on August 25th, 2026 | 07:20 CEST
AI & Defense Boom: Time to Pick the Winners — SpaceX, Rheinmetall, Thales and Globex Mining
Higher, Faster, Further! The hype surrounding artificial intelligence and modern defense technologies shows no signs of abating. As global tensions rise, investors are searching for the most profitable gems in this expanding sector. Yet experts have long been saying "the market has gotten overheated"—but, on the whole, they are usually wrong. That is why a targeted selection of individual stocks is now more important than ever. The trend in global interest rates remains a decisive factor for the coming months. In addition, the high valuations on the Nasdaq are prompting many investors to exercise caution. In this dynamic environment, the private spaceflight company SpaceX offers fascinating growth opportunities, but its valuation seems more appropriate for the year 2035. At the same time, the defense contractors Thales and Rheinmetall are benefiting from massive government contracts and full order books. Investors looking to diversify their portfolios wisely should also consider Globex Mining. After all, critical raw materials are the foundation of any modern high-tech infrastructure. Through a strategic combination of tech, defense, and resources, investors can effectively minimize risks and maximize opportunities. Savvy investors are therefore keeping a close eye on both macroeconomic data and the geopolitical situation — and remain ready to act!
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Commented by Jens Castner on August 24th, 2026 | 08:25 CEST
From Power Plants to Servers: NU E Power, PFISTERER and Dell at the Key Junctures of the AI Boom
Created and Published on Behalf of NU E Power Corp.
The AI hype on the stock market usually revolves around the same old heavyweights. While the massive investments by Alphabet, Amazon, and others are fueling controversial discussions, the real bottleneck of the boom lies further down the value chain—in energy generation, its distribution, and the hardware that ultimately converts it into computing power. Those who recognize this connection will find attractive investment opportunities even beyond the well-known names. This is exactly where NU E Power, PFISTERER, and Dell Technologies come in. Three completely different companies, but each representing one of the closely intertwined stages of the same story: making money long before the giants' investments pay off.
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Commented by Tarik Dede on August 24th, 2026 | 08:15 CEST
Data as Currency in the AI Era: How Samsung Electronics, Aspermont and Siemens Stand to Benefit
AI language models have already made everyday tasks easier for millions of people. Quick research for work, or even checking the weather for leisure, is now often just a prompt away. But the real revolution is likely to take place in industry. Industrial companies have access to vast stores of historical data that can be leveraged not only to reduce costs, but also to increase revenue and profits. This transformation is already underway across a wide range of sectors, from automotive and aerospace to mining and semiconductor manufacturing. Today we take a closer look at the shares of Samsung Electronics, Aspermont and Siemens.
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Commented by Fabian Lorenz on August 24th, 2026 | 07:45 CEST
Sell Rheinmetall? Evotec with AI Potential and Lahontan Gold's 22% Resource Boost!
Should investors sell Rheinmetall shares? That is the recommendation from mwb research. The analysts continue to view Rheinmetall as a clear operational winner in the European defense boom. However, they believe market expectations starting in 2028 are too ambitious. The company's order backlog is not as robust as many assume. By contrast, there are strong arguments for a rising share price at Lahontan Gold. The gold price climbed back above USD 4,600, suggesting that a new rally in the precious metal could be getting underway—the perfect timing to give the Lahontan story a boost. The company plans to build a mine and begin gold production next year. Most recently, the resource estimate was raised by 22%. And what about Evotec? Its stock is at rock bottom. Can AI-driven optimism provide new momentum?
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