AI
Commented by Nico Popp on July 16th, 2026 | 07:05 CEST
Turning Data into Returns: The Strategies Behind Palantir and S&P Global—How Aspermont Combines Data and Commodities
Digitalization is creating a veritable flood of data. But raw data in its unstructured form has no economic value. It is like a raw material that must first be refined and contextualized through in-depth industry expertise. Anyone who wants to stay competitive today must base their decisions on high-quality, processed data. Industry estimates consistently show that data analysts and data scientists spend, on average, more than 50% of their daily work time searching for and formatting data sets. It is no wonder that, according to market researchers, the global data monetization market is projected to grow to as much as USD 25 billion by 2034. In this article, we explore who is leading the way in this fast-paced environment and what innovative approaches are available.
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Commented by Matthias Schomber on July 15th, 2026 | 08:45 CEST
AI, Oncology, and Defense: TeamViewer, BioNTech, and Antimony Resources—A Great Mix for Your Portfolio!
Created and published on behalf of Antimony Resources Corp.
The stock market is a place of extremes, and today we are looking at a trio—TeamViewer, BioNTech, and Antimony Resources—that comes from three different sectors. There is a German software pioneer that, after painful setbacks, is suddenly showing clear signs of life again. There is a once-celebrated vaccine hero pumping billions into a risky but revolutionary future in cancer therapy—while still holding a substantial cash reserve. And then there is a Canadian mineral explorer digging deep into the earth for a material without which our modern world would simply grind to a halt—one that is also crucial for the defense industry. It is precisely this mix of a software-AI turnaround, a biotech-oncology transformation, and mineral potential that makes the market so incredibly exciting. Join us on a journey through three fascinating corporate stories.
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Commented by André Will-Laudien on July 13th, 2026 | 07:35 CEST
Nuclear Energy 3.0: Computing Power for AI and the Cloud – Standard Uranium, AMD, Broadcom, and SpaceX Can Deliver
According to McKinsey's forecasts, massive data center capacity will be needed to fully support global AI growth through 2030. In total, the high-tech industry will need to invest approximately USD 5.2 billion in AI infrastructure alone. At the same time, the International Energy Agency (IEA) forecasts that global electricity demand for the required computing power will more than double to 945 terawatt-hours. In this highly capital-intensive environment, AMD and Broadcom are positioning themselves as challengers in the chip market, while SpaceX is attracting visionary attention with its connectivity services and space-based energy concepts. Slightly upstream, but serving as an important bridge, is the uranium industry—a raw material that is in high demand for the construction of the next generation of power plants. Who is best positioned in this market?
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Commented by Matthias Schomber on July 13th, 2026 | 07:30 CEST
New Billions for TKMS, AI Rally at Alibaba, and Power Metallic Mines with Chart Potential
Geopolitical crises are like a ticking time bomb for the stock market. Over the weekend, the situation in the Strait of Hormuz escalated dramatically once again. Iran blocked one of the world's most important trade routes, container ships were fired upon, and the US responded with airstrikes. What may be just another headline for many, however, represents a completely new market dynamic for investors. This escalation in the Middle East is putting pressure on energy prices, thereby creating winners and losers in the most unexpected places. It is precisely at times like this, when the overall market comes under pressure again, that real opportunities emerge. The Chinese e-commerce giant Alibaba, for example, is staging a fascinating comeback, while the German defense contractor TKMS should actually benefit from contracts worth billions. And then there are the companies profiting from critical raw materials. Companies like Power Metallic Mines, with their raw materials lying dormant underground, are also working toward the future of electric mobility—an industry on the verge of a revaluation. Three completely different companies, three completely different industries, but all directly or indirectly influenced by what is currently happening in the Persian Gulf. The question remains: who is really benefiting from this crisis, or which entry point offers a good setup? Read on to find out how you can profit from the current geopolitical tensions.
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Commented by Armin Schulz on July 13th, 2026 | 07:25 CEST
Siemens, First Hydrogen, and Oklo: Leveraging the Synergy Between Automation and New Nuclear Energy
The future of industry will not be determined solely by smarter automation or cheaper energy sources, but by the intelligent interplay between the two. While robotics and AI are revolutionizing production, they require a clean, decentralized, and scalable energy infrastructure. This is precisely where an investment opportunity arises, linking technological progress with structural demand. Anyone setting the course today must understand this intersection. And it is precisely here, where three complementary companies are positioning themselves: Siemens as an industrial automation provider, First Hydrogen as a connector of energy and automation solutions, and Oklo as a focused SMR specialist.
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Commented by Tarik Dede on July 10th, 2026 | 07:05 CEST
Technical Analysis in Focus: Opportunities at Infineon, Volatus Aerospace, and Meta?
Summer is typically a quiet time on the stock markets. Even though quarterly earnings are released in many sectors starting in July, too many investors are already on their summer break. But this year, the markets are proving to be extremely volatile. Across many sectors, including semiconductors, hyperscalers, auto stocks, and sports companies, we are seeing sharp daily swings in either direction. On top of that, the war is returning not only to the Persian Gulf but also to the trading floor. This high volatility calls for technical analysis. That is why we are taking a look today at the stocks of Infineon, Volatus Aerospace, and Meta.
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Commented by Fabian Lorenz on July 9th, 2026 | 07:15 CEST
New and old AI winners! After a 1,000% gain with Siemens Energy, 2G Energy has taken off! Could Zefiro Methane be next?
The AI hype has produced winners across the entire value chain. Siemens Energy is among the German high-flyers. Just a few years ago, there were rumours of bankruptcy. Since then, the stock has surged by more than 1,000%. Analysts foresee further growth, but the valuation leaves no room for operational missteps. Another hidden gem among the AI winners is Zefiro Methane. The Canadian company specializes in identifying, remediating, and permanently plugging abandoned oil and gas wells. The market in the US is massive even without the AI boom. And the land needed for building data centers and energy infrastructure is further fueling demand. 2G Energy has shown just how quickly a stock can surge on the back of the AI boom. The share price doubled within just a few months, leaving the valuation far less compelling than before. Zefiro Methane, by comparison, still trades at a significantly lower valuation.
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Commented by Nico Popp on July 9th, 2026 | 07:00 CEST
Why the Base Load Bottleneck Threatens SpaceX and Amazon—and How Standard Uranium Stands to Benefit
When you pick up your smartphone from your nightstand in the morning, you rarely give a thought to the massive infrastructure behind the scenes. But the brave new digital world of global data streams and machine-learning algorithms has an energy-hungry, and sometimes dirty, secret. Artificial intelligence consumes so much electricity that power grids are collapsing one after another. When computing power needs to keep pace with AI innovations, solar farms are no longer enough. Base load power is needed—and nuclear power provides it. So high-tech needs uranium, and that is exactly what brings the tech elite together with resource companies. We explain the connections and highlight the opportunities.
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Commented by Nico Popp on July 8th, 2026 | 07:30 CEST
Overcoming the Range Limitation: SpaceX Thinks Big, Siemens Energy Believes in AI, and First Hydrogen Solves Earthly Problems
When street sweepers make their rounds in major German cities on Saturday mornings, we usually still hear a monotonous diesel hum in our ears. But behind the scenes, a transformation has long been underway. Climate neutrality is forcing fleet operators to rethink their approach. The mantra: move away from diesel and toward new technologies. However, all-battery-powered trucks often reach their limits in multi-shift operations due to insufficient range and hours-long charging times. This is where innovative technologies like hydrogen come into play. We introduce three exciting companies and highlight opportunities for investors.
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Commented by André Will-Laudien on July 6th, 2026 | 07:35 CEST
Cloud AI Blockbuster: Whoever Has the Data Rules the World! 100% with SAP, ServiceNow, Aspermont, Deutsche Telekom and SpaceX
In, out, up, down! That is exactly what the current roller-coaster ride on the NASDAQ feels like. While in recent weeks it was the dream gains in chip stocks that drove investor excitement, this week German defense stocks sit atop the winners' list. The correction in the cloud providers is also slowly coming to an end, or at least SAP and ServiceNow are showing first signs of life at low levels. Deutsche Telekom has likewise been run over. Elon Musk plans to push into the telco world with his SpaceX Starlink division. That is providing industry with worry lines and weighing on the titans of mobile communications. And then there is Australia's Aspermont, an AI-driven data marketer and investor-services provider from the commodities sector. Completely transformed from a traditional publishing house into an aggressively growing partner to the mining industry. It is worth taking a closer look.
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