Artificial intelligence
Commented by André Will-Laudien on November 13th, 2026 | 05:28 CET
Gold and chip correction, Nvidia in purgatory! Micron Technology, Infineon and DRC Gold in focus
Jensen Huang resigns! An unprecedented leadership scandal at AI pioneer Nvidia is keeping international financial markets on tenterhooks and triggering a massive chain reaction. After CEO Jensen Huang admitted to an extramarital affair with a Chinese executive who, according to US intelligence agencies, allegedly worked as a spy for Beijing, a second alleged relationship with a vice-president of the company has now come to light. While the FBI investigates and Nvidia's board of directors considers removing its long-serving visionary, he is taking the consequences himself. The chip giant is losing USD 1 trillion in market value in just 20 trading days. Yet this deep crisis of confidence in the industry leader does not spell the end of the AI boom; instead, it shifts the balance across the entire semiconductor market. Competitors in the chip sector now sense their big chance to wrest valuable market share and data centre orders from the beleaguered market leader. At the same time, the espionage allegations surrounding highly sensitive US processors highlight just how fiercely the technological power struggle between Washington and Beijing is being fought. Even gold, the perennial winner, is stumbling, falling below a key technical level at USD 3,880. Which stocks should investors be watching now?
Read
Commented by André Will-Laudien on November 12th, 2026 | 05:20 CET
Expropriation, gold and interest rates – Vonovia laughs, Desert Gold benefits, SAP and Oracle in the AI check
Created and Published on Behalf of Desert Gold Ventures Inc.
A lot is happening in the capital markets. AI crash, high volatility in high-tech stocks and new highs for the DAX. It is no wonder that Germany's benchmark index is cheering, as the all-important prices for fossil fuels are heading south. This eases the pressure on German industrial production. At the same time, market participants in Europe expect a gradual rapprochement between Ukraine and Russia. This brings billions in investment in new infrastructure for the much-criticised country into focus. Euphoria is correspondingly high among industrial stocks such as Siemens, Heidelberger Materials and Hochtief, driving the index. In the tech sector, SAP and Infineon are rising sharply; finally, the brakes in the AI sector have been removed. Things can now continue, as Europe stands on very solid ground, in contrast to sky-high valuations across the Atlantic. Institutional investors are slowly recognising this too. Against a backdrop of rising interest rates, we look at housing construction, Berlin's feverish fantasies and gold as a resurgent guarantor of value in uncertain times. Agile investors should check their portfolios for weather resistance as quickly as possible!
Read
Commented by André Will-Laudien on November 6th, 2026 | 05:32 CET
Midterm tsunami and new DAX record! Rheinmetall, Renk, SpaceX and Antimony Resources in the spotlight
Created and Published on Behalf of Antimony Resources Corp.
The political earthquake in the US midterm elections is completely reshuffling the deck in the sensitive financial market and demands nerves of steel. With their triumphant sweep, the Democrats will now control both the House of Representatives and the Senate. This landslide victory, already described by many media outlets as a "blue tsunami", deprives President Donald Trump's Republicans of their parliamentary base. Substantial vote gains in traditionally conservative strongholds such as Texas and South Carolina were decisive to this success. American voters evidently used the midterm elections to express their discontent with the high cost of living and the economic consequences of recent foreign policy. For stock markets, this election result means a period of heightened volatility and political uncertainty. On Wall Street, investors must now prepare for the Democratic majority to scrutinise and block Trump's political plans. The newly elected Democratic representatives have already announced that they will focus on easing the burden on the population and strengthening regulation of large corporations. This shifts attention away from high oil prices, wars and protectionism toward digital renewal and the stabilisation of key supply chains. We look at a few outliers from the past few hours as Germany's benchmark DAX index climbs to new record highs.
Read
Commented by Armin Schulz on October 23rd, 2026 | 05:39 CEST
The Data Centre Supply Chain: Micron, NU E Power and Super Micro Computer Cover Three Links in the Value Chain
Created and Published on Behalf of NU E Power Corp.
Money in the data centre boom flows along the supply chain. At the OCP Global Summit in San José in mid-October, the focus was on racks, cooling and power supply for artificial intelligence facilities. Behind this lies a simple equation that applies to projects of all sizes. Without memory chips, no accelerator runs; without power, no facility runs; and without finished systems, both remain unused. Companies that securely occupy one of these links have the edge. Today we take a closer look at Micron Technology, NU E Power and Super Micro Computer.
Commented by Lars Winter on October 19th, 2026 | 05:31 CEST
Commodities, Record Assets and AI Chips: Good News from Globex Mining, BlackRock and TSMC
Globex Mining, BlackRock and TSMC are doing good business and benefiting from popular stock market trends. Globex is working with partners to explore for sought-after commodities, BlackRock is benefiting from growth in assets under management, and TSMC is at the heart of the AI boom. All three companies are currently delivering strong news and have promising prospects. While BlackRock and TSMC are already firmly established names in the stock market, Globex is only gradually attracting broader market attention. In our stock check, we examine potential opportunities for investors and assess which types of investors each stock may suit best.
Read