Critical metals
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 13th, 2026 | 05:25 CET
Things are heating up: Defence sell-off, antimony gains! Rheinmetall, Renk, NSJ Antimony and Hensoldt in Focus
Created and Published on Behalf of NSJ Antimony Corp.
Diplomatic initiatives could bring an end to hostilities in Ukraine in the coming weeks. This has recently put noticeable pressure on the share prices of traditional defence stocks. Following the years-long rally in defence stocks, many investors are now systematically taking profits, as they price in a normalisation of acute demand for ammunition and equipment, at least in the short term, in the event of a possible ceasefire. Yet political strategists agree: even lasting peace would no longer reverse the long-term turning point in security policy, but would instead reveal the strategic importance of upstream supply chains. Here, critical metals are once again coming into focus on financial markets, as modern defence systems and the global expansion of energy and AI infrastructure are simply not feasible without these raw materials. In particular, the often underestimated metalloid antimony is emerging as the ultimate bottleneck, as it is indispensable for hardening ammunition, night-vision devices and highly specialised semiconductors. We present a colourful potpourri of trends – but also an excellent opportunity for risk-aware investors to capitalise on fresh momentum.
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 André Will-Laudien on October 29th, 2026 | 05:26 CET
Audi Invests in the US – Avoiding 100% of Tariffs with VW, Mercedes, Power Metallic and Porsche AG
Created and published on behalf of Power Metallic Mines
US instead of Europe! Facing potential costs running into billions on vehicle exports, Volkswagen subsidiary Audi is now going on the offensive and announcing the construction of its own USD 4 billion SUV plant in the US state of Georgia. This is not an isolated case, as the global automotive industry is facing a fundamental crisis fuelled by collapsing sales in China, once its flagship market, and the US government's protectionist tariff policy under Donald Trump. This strategic investment, worth billions, not only secures substantial local tax breaks for the premium manufacturer but, above all, serves as a shield against Trump's import tariffs. The consequences for the entire sector are far-reaching, as pressure on European automakers to radically localise production is mounting. While competitors such as BMW and Mercedes have been manufacturing in the US for decades, Audi must now catch up at considerable financial expense. For the European home market, however, this shift in value creation is intensifying the debate over factory closures and job cuts. At the same time, weak sales in China, where German brands are increasingly losing out to local electric vehicle competitors, are forcing painful strategic changes. It is worth taking a closer look at the sector!
Read
Commented by André Will-Laudien on October 22nd, 2026 | 05:28 CEST
The Chancellor sees the Russian threat! Rearming with Rheinmetall, Hensoldt, Strategic Resources and TKMS
Federal Chancellor Friedrich Merz sees measures against the Russian threat as his top priority. Despite widespread concern, many German citizens would have preferred a more economically minded, progressive stance from the CDU. Yet the international defence industry can already celebrate the next upward wave, as the overall situation continues to guarantee robust growth. Finally, a chance to breathe a sigh of relief, as the spark had not really spread to the armaments sector since autumn 2025. But can the charts still be salvaged? Sector leader Rheinmetall has corrected more than 50% from its peak and has already had to backtrack operationally. Nevertheless, CEO Papperger repeatedly steps in as a share buyer, most recently at the end of September near the year's lows. Is this already the turning point? Time for an update on a closely watched sector.
Read
Commented by Jens Castner on October 21st, 2026 | 05:20 CEST
Your Formula for Profits: What Are Bargains PayPal, Citigroup and Almonty Really Worth?
The US stock market is widely considered expensive, and bargains have become increasingly rare. Yet based on 2027 earnings estimates, some stocks still trade at a price-to-earnings (P/E) ratio of 10 or lower. Whether this alone constitutes a buy signal can be assessed using a formula developed by investing legend Benjamin Graham. It requires just a few inputs and accounts for what the P/E ratio alone overlooks: growth. Applied to companies such as PayPal, Citigroup and Almonty Industries, it produces some striking results — including the potential for substantial gains.
Read