Commodities
Commented by Tarik Dede on July 8th, 2026 | 07:10 CEST
Commodity Stocks in Focus: Kinross Gold, Strategic Resources, and Barrick Mining
Interest-rate expectations in the United States have fallen sharply. By now, the markets are only pricing in a single rate hike. And even that one looks at risk in light of Fed Chair Kevin Warsh's comments on inflation. Few or no further rate hikes this year are poison for the dollar. A weaker greenback, however, usually drives the commodity markets. Accordingly, gold, silver and other metals should benefit from this constellation. In any case, gold has already managed its first rebound off the low. That is why we are looking at the shares of Kinross Gold, Strategic Resources and Barrick Mining today.
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Commented by Armin Schulz on July 7th, 2026 | 07:25 CEST
Barrick Mining, Desert Gold and B2Gold – lock in the premium as risk falls
Illegal gold outflows have cost Mali billions each year, but the new Malian Office of Precious Substances is ending that era. The agency centralizes precious-metals trading, collects overdue levies and has already recovered more than USD 1 billion. For investors, this shift means transparent rules, booming official exports and, above all, falling risk. That sends the margins of compliant producers surging. We analyze how Barrick Mining is proceeding, how Desert Gold is taking the decisive step toward producer status and how B2Gold is expanding its market position.
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Commented by André Will-Laudien on July 7th, 2026 | 07:20 CEST
Over 200% Chip Rally Over? Are Takeovers Coming Now? AMD, Power Metallic, Infineon and Aixtron in Focus
Over the past two years, the Philadelphia Semiconductor Index (SOX) has staged a historic rally, gaining around 125% on balance. Driven by the massive boom in artificial intelligence, the index reached an all-time high of over 14,600 points in June 2026 before entering a sharper consolidation. This past week, the closely watched index left volatile trading at 12,626, with a hefty daily loss of 5.4%. Reports of looming overcapacity in AI data centers are putting pressure on the recently exploded share prices of industry heavyweights such as Micron, AMD and Applied Materials. The two German chip hopefuls Infineon and Aixtron were also hit hard. With the NISK project, Power Metallic Mines holds a promising polymetallic property in Québec focused on copper, nickel and platinum group metals. The correction in this stock is already complete, and for the past few days it has been climbing steeply again. A closer look is worthwhile!
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Commented by Stefan Feulner on July 7th, 2026 | 07:10 CEST
Saab, Antimony Resources, Rheinmetall: Billion-Dollar Defence Orders and Gold Discoveries Drive Share Price Potential
Created and published on behalf of Antimony Resources Corp.
The world continues to rearm, and at the same time the battle for strategic raw materials is intensifying. As governments raise their defence budgets to record levels, demand is also rising for critical metals indispensable to ammunition, air defence, semiconductors, artificial intelligence and modern energy technologies. At the same time, multi-billion-dollar investments in advanced weapons systems and the development of independent Western supply chains are creating a powerful long-term growth story. Those who invest early in companies from the defence and critical raw materials sectors could benefit from one of the strongest structural trends of the coming years.
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Commented by Tarik Dede on July 7th, 2026 | 07:05 CEST
Interest Rate Turning Point Ahead? SAP, Zefiro Methane, and Harmony Gold Could Benefit
Things changed remarkably quickly. Even as fighting continued in the Persian Gulf, market commentators were competing to forecast how many times the Federal Reserve would raise interest rates this year. As a result, gold prices and many tech stocks came under pressure, while the US dollar strengthened. Last week, however, sentiment shifted dramatically. Kevin Warsh, the Federal Reserve Chair appointed by President Donald Trump, triggered the turnaround with clear comments. Accordingly, inflation remains too high. Gold and many tech stocks subsequently rallied. Since Friday, the market has been pricing in just one additional interest rate increase this year, according to Fed funds futures. With President Trump continuing to advocate lower interest rates, the second half of the year could instead see policy easing—the exact opposite of what markets had regarded as a near certainty only a short time ago. For investors, this changing interest-rate outlook could signal an increase in equity exposure. Against this backdrop, we take a closer look at SAP, Zefiro Methane, and Harmony Gold Mining Company.
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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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Commented by Matthias Schomber on July 6th, 2026 | 07:00 CEST
Burry's Short Attack on Micron Technology, BioNTech's Radical Overhaul and Strategic Resources: a Still-Quiet Commodities Player!
While the AI boom continues to promise enormous profits, the first cracks are beginning to appear. High-profile investors are suddenly betting against some of Wall Street's former—and in some cases already fallen—favourites. Will Micron Technology stage a successful turnaround, or is a deeper correction still ahead? At the same time, Germany's biotech sector is undergoing a period of profound change. Cost-cutting programs worth billions of euros and sweeping strategic realignments are putting investors' conviction to the test. Away from the spotlight, a potentially transformative story is also unfolding in the commodities sector. Investors seeking early exposure to the long-term trend in industrial decarbonization may want to take a closer look at Strategic Resources. We examine three companies from three very different industries—each offering a distinct investment opportunity.
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Commented by Nico Popp on July 3rd, 2026 | 08:20 CEST
Legacy Assets as a Competitive Advantage: New Paths for Barrick and Rio Tinto – North Arrow Minerals Unlocks a Desert Treasure
There is no innovation without change. Breaking new ground is becoming increasingly important. But in which direction should companies be heading? Geopolitical upheavals, the restructuring of global supply chains, and the AI revolution are colliding with long-standing challenges such as climate change. While industrial companies must invest billions to remain competitive, resource companies are often in a stronger position, as raw materials sit at the very beginning of almost every value chain. Today, we take a look at companies that are consciously breaking new ground and outline the opportunities this may present for investors.
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Commented by Armin Schulz on July 2nd, 2026 | 07:30 CEST
Gold Price Correction as an Opportunity: Why Barrick Mining, Kobo Resources, and B2Gold Now Offer Upside Potential
The gold price correction, which at times pushed the precious metal below the psychologically important USD 4,000 mark, may seem like a setback at first glance. In fact, it is precisely this consolidation phase that offers investors a strategic entry point. The price drop is proving to be a rigorous stress test that separates solid business models from speculative bets. While weaker players are suffering under the pressure of a weak quarter, producers with strong balance sheets and low production thresholds are now revealing clear valuation advantages. The focus is therefore shifting from pure price performance to the quality of each company's structure. We analyze the established industry leader Barrick Mining, the promising explorer Kobo Resources, and the smaller gold producer B2Gold.
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Commented by Fabian Lorenz on July 2nd, 2026 | 07:25 CEST
Caution Advised with Novo Nordisk! TUI Is Making a Comeback! Globex Mining Outperforms Barrick Mining!
Caution advised with Novo Nordisk! Analysts warn that the pharmaceutical giant is heading toward a patent cliff. As a result, the company could lose billions. Without much fanfare, the stock has gained 30% in recent weeks. What do analysts say? Analysts remain bullish on TUI. The tourism group's stock is recommended as a "Buy". The easing of tensions in the Middle East and falling oil prices are fueling positive sentiment. The summer season will now be decisive. Globex Mining's stock has outperformed Barrick Mining this year. The recent correction offers an attractive entry opportunity to benefit from the commodities boom while diversifying risk.
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