Defense
Commented by Matthias Schomber on July 3rd, 2026 | 08:35 CEST
Deutsche Telekom Faces Pressure from SpaceX and Starlink; BMW Grapples with China; Almonty Industries Shines with Tungsten!
Kyiv is under heavy attack. As Ukraine faces one of the most intense waves of Russian strikes since the war began and German policymakers race to push through economic reforms, financial markets remain on edge. Yet investors focusing only on the current "problem children" of the DAX, Deutsche Telekom and BMW, could be overlooking what may prove to be one of the summer's standout opportunities. Almonty Industries is hitting key milestones exactly when the world needs them most. We explain why Almonty's momentum is sending a bullish signal despite the uncertain geopolitical backdrop—and how investors may be able to capitalize on the current market environment.
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Commented by Stefan Feulner on July 3rd, 2026 | 08:05 CEST
Volatus Aerospace, Red Cat Holdings, Aevex: Autonomous Systems Are Driving the Next Stock Market Boom
Drones are emerging as the next billion-dollar market. Geopolitical tensions, rising defence spending, and the protection of critical infrastructure are rapidly driving global demand for autonomous systems. At the same time, civilian applications are growing in energy supply, logistics, and disaster response. Companies that intelligently integrate manufacturing, software, and operational services could benefit disproportionately from this supercycle. Several industry players are massively expanding their capacities, showcasing new technologies, and receiving a tailwind from analysts and major government programs.
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Commented by Nico Popp on July 2nd, 2026 | 07:10 CEST
Russia Has Its Eyes on Poland: Asymmetric Threats Boost Rheinmetall and DroneShield—Is Volatus Aerospace a Hidden Gem?
Is Russia testing NATO? New scenarios even consider the possibility of asymmetric attacks on Poland. This complex situation is forcing nations to rethink their defence strategies and invest accordingly. According to surveys by the Stockholm International Peace Research Institute, global military spending reached a historic high of USD 2.887 billion in 2025. This trend is driving the unmanned aerial systems and defence technologies sector in particular. While large corporations and specialized technology suppliers are benefiting from this realignment, smaller, more agile market players are coming into focus within the defence industry as strategic suppliers and acquisition targets. We take a closer look and highlight some exciting stocks.
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Commented by Jens Castner on July 2nd, 2026 | 07:00 CEST
THREE HIGH-FLYERS IN CORRECTION MODE: IS IT WORTH BUYING ALMONTY, FRIEDRICH VORWERK, AND APPLIED DIGITAL?
Three industries, three valuation realities, one pattern. Friedrich Vorwerk, Almonty Industries, and Applied Digital show how quickly high-flying stocks can become consolidation candidates—and where opportunities still lie hidden for investors. All three have made the leap from overlooked small-cap stocks to billion-dollar corporations within just a few quarters. All three are currently in a correction phase. And for all three, it is worth taking a closer look at why. Where investors can get in now, and where caution is advised.
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Commented by Fabian Lorenz on July 1st, 2026 | 07:25 CEST
Bombshell, Buy Recommendation, and Upside Potential: RENK, Bayer, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
A major development has emerged at Antimony Resources. Until now, the investment case centred on the company's potential to develop a world-class antimony project in Canada. Now, gold has entered the picture as well. The analysis of approximately 190 sample intervals has revealed meaningful gold grades, providing investors with another compelling reason to consider the stock. Analysts see the potential for a multi-fold increase in its valuation. Analysts also see an attractive entry opportunity in RENK. In their view, the recent weakness in the share price following the sell-off in Rheinmetall has been overdone. The company could even report a new record in order intake. Meanwhile, the record-breaking lawsuits at Bayer could become more manageable in the future, following the recent US Supreme Court ruling. The stock responded with a strong rally, and analysts remain optimistic. Nevertheless, investors should bear in mind that not all legal cases have been resolved.
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Commented by Lars Winter on July 1st, 2026 | 07:20 CEST
Almonty, Rheinmetall, and Hensoldt: Good Buying Opportunities Among These Three Investor Favourites
The stock market loves big stories. Even better are stories where multiple trends converge at the same time. That is exactly what is happening right now with critical raw materials, defence, and high tech. The West wants to become less dependent on China; Europe is ramping up its military capabilities; and modern defence systems require ever-increasing amounts of specialty materials. Three stocks represent different aspects of this same trend: Almonty Industries, Rheinmetall, and Hensoldt. All three are very popular with investors but have recently had to weather price setbacks. A great opportunity for new investors!
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Commented by Matthias Schomber on July 1st, 2026 | 07:00 CEST
Volkswagen in Crisis, Rheinmetall Plummets: Could Volatus Aerospace Be the One to Benefit?
Drones have forever changed the face of modern warfare and are forcing nations around the globe to make drastic adjustments. Driven by the sometimes harsh lessons learned from the war in Ukraine, South Korea is now also planning a radical military reform. In the future, each of the country's 500,000 active-duty soldiers is to be trained as a drone pilot to counter the ever-growing threat from North Korea. Meanwhile, the military escalation in Europe continues to accelerate. As the Ukrainian Navy uses agile combat boats in the Black Sea to intercept Russian drones and protect the vital ports of Odesa, concerns are mounting in Moscow. Fearing Ukrainian counterstrikes, the Kremlin is tightening its defensive perimeter by deploying additional S-400 air defence systems, reportedly even on the grounds of a foundation linked to Russian President Vladimir Putin's daughter. In our latest report, we examine how the rise of unmanned weapon systems is fueling a global arms race and what it could mean for the shares of Volkswagen, Rheinmetall, and Volatus Aerospace.
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Commented by Carsten Mainitz on June 30th, 2026 | 07:35 CEST
Price pullbacks at Almonty Industries, RENK, and Aixtron present great opportunities!
While the boom in the AI and defence sectors is a familiar topic for most investors, far too little is said about the key raw material without which ammunition and modern semiconductors could not be manufactured. Tungsten combines, like no other metal, the highest melting point with extreme hardness and high density. Demand is rising dramatically while supply remains insufficient, which has led to a veritable price explosion in recent quarters. What poses a challenge for consumers is a major boon for producers. This is particularly true for Almonty Industries. The company is one of the world's leading tungsten producers and is expected to meet 40% of demand outside of China by the end of 2027. Armed with a well-funded war chest, the company also plans to grow through acquisitions. Analysts continue to see upside potential for the stock.
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Commented by Armin Schulz on June 30th, 2026 | 07:00 CEST
ILA 2026 Unveils the Winners: Conquering the Next Multi-Billion-Dollar Aviation Market with Rheinmetall, Volatus Aerospace, and Boeing
The next stage of aerial warfare is not a distant scenario, but a tangible industrialization trend that has taken the capital markets by storm. NATO exercises, lessons learned from Ukraine, and the 2026 International Aerospace Exhibition all underscore the urgent shift toward networked, autonomous systems. Investors should not dismiss this as a mere technological gimmick. In the future, the decisive factor will no longer be the platform alone, but rather mastery of entire ecosystems comprising sensors, software, and integration. Those who identify the right companies early on will participate in a market driven by rising defence budgets and political momentum. We take a closer look at Rheinmetall, Volatus Aerospace, and Boeing.
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Commented by Tarik Dede on June 29th, 2026 | 07:20 CEST
Boom, Thanks to the AI Loop: Broadcom, HPQ Silicon, and GitLab
Whether it is the AI revolution, quantum computing, or electric vehicles, the tech sector is booming worldwide—from the Nasdaq to the KOSPI. Keeping pace with this growth requires a massive expansion of infrastructure. Data centers and semiconductor manufacturing capacity are being built out at an unprecedented rate, while memory and chip equipment suppliers are ramping up production. Artificial intelligence is driving this process itself. This phenomenon is known as "recursive self-improvement." AI is currently becoming faster and more capable through three reinforcing mechanisms: it writes better code by building on previous generations of AI, it optimizes hardware—such as the design of next-generation AI chips from Nvidia or Broadcom—and it discovers more efficient circuit designs than human engineers could achieve on their own. The result is a powerful feedback loop that is also delivering major benefits to other industries. Today, we take a closer look at three technology companies that stand to benefit from this trend: Broadcom, HPQ Silicon, and GitLab. Without Broadcom, none of this would be possible.
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