Defense
Commented by Lars Winter on September 1st, 2026 | 07:05 CEST
Potential Double-Baggers in the Drone Boom, EV Upside and a Takeover Bet: What Volatus Aerospace, BYD and Delivery Hero Offer Investors
Three stocks from three different sectors, each driven by a powerful catalyst: Volatus Aerospace is targeting the multibillion-dollar drone market and aims to evolve into an integrated aerospace and defense company. BYD is countering the slowdown in China's auto market with an aggressive export strategy. And at Delivery Hero, operational progress is converging with takeover speculation. Three shares with plenty of potential – but also significant risks. In this stock check, we take a closer look at the three companies, highlighting where the biggest opportunities lie, what analysts recommend, and which types of investors each stock may be best suited to.
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Commented by Stefan Feulner on September 1st, 2026 | 06:55 CEST
AeroVironment, HPQ Silicon, BAE Systems: It Is All About the Battery
Drones are fundamentally changing modern warfare. What used to cost millions can now be reconnoitered or countered using comparatively inexpensive unmanned systems. Western nations are ramping up their procurement efforts accordingly. But as demand grows, so do the technical challenges. Range, payload, and endurance depend crucially on the power supply. More powerful batteries are thus becoming a key technology in the drone boom. Not only could the major defense contractors benefit from this, but also suppliers that have received little attention until now.
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Commented by Jens Castner on August 31st, 2026 | 07:25 CEST
Arms Boom Meets Steel Revolution: A New Era for Salzgitter, Strategic Resources and SSAB
Europe is rearming. Above all, the continent needs steel to do so. Tanks, frigates and submarines consume quantities of material that are pushing existing production facilities to their limits. At the same time, a quieter but equally consequential transformation is underway: the shift toward more climate-friendly steelmaking processes. Whoever controls the raw material supply chains behind this transition holds the key to a story that the market has yet to price in. This is where Strategic Resources, a still largely undiscovered small-cap, has all the pieces in place. The Canadian company delivers exactly what German industry heavyweights such as Salzgitter are desperately seeking. Swedish steel and armored steel monopolist SSAB has already begun exploring the opportunity.
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Commented by Tarik Dede on August 31st, 2026 | 07:20 CEST
Above the Clouds: Ryanair, Volatus Aerospace and Air France-KLM in Focus
Freedom is not always limitless above the clouds. High jet fuel prices are putting pressure on airlines' businesses, while rising ticket prices have made summer vacations in 2026 significantly more expensive. This is especially true in Europe, where jet fuel capacity remains limited. Nevertheless, the market is currently showing signs of easing. Since the outbreak of the war, many airline stocks have recovered. It is therefore worth taking a closer look at the shares of low-cost carrier Ryanair and the premium carrier Air France-KLM. For investors who would rather avoid the poor predictability of airline stocks, there is still an opportunity to look to the skies by considering shares of Volatus Aerospace.
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Commented by Matthias Schomber on August 31st, 2026 | 06:55 CEST
Market Opportunities and Contrasts: Novo Nordisk with Weight-Loss Pill, ASIC Concerns at DroneShield, Power Metallic Mines with Breakout Potential
Danish pharmaceutical giant Novo Nordisk has suffered a significant setback in the fierce race for the lucrative weight-loss drug market, but its new weight-loss pill could now prove to be a game changer. At the same time, Australian drone specialist DroneShield is facing regulatory headwinds that are severely testing investor confidence, yet the numbers remain strong. Away from these companies, Canada's resource sector has another standout in Power Metallic Mines, which is demonstrating impressively how a solid polymetallic discovery and excellent drilling results can inject strength and momentum into a stock chart performance. Read on to find out why these three stocks deserve a place on every watchlist right now!
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Commented by Stefan Feulner on August 31st, 2026 | 06:40 CEST
RTX, Almonty Industries, Rheinmetall – The Battle for Tungsten Escalates
Tanks, missiles, radar systems, and AI chips require high-performance materials. One of the most strategically important is tungsten. China accounts for more than 80% of global production and has already tightened its export controls. At the same time, Europe and the US are ramping up their defense production. This is driving not only demand but also political pressure to establish independent supply chains. As a result, Western tungsten projects are gaining strategic importance.
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Commented by Lars Winter on August 28th, 2026 | 07:30 CEST
Almonty Gears Up for the Next Phase, Siemens Energy Plans Spin-Off, Apple Gets a New Leader – 3 Exciting Stocks in the News Roundup
The stock market trades on the future—but eventually, it demands a return on that investment. At Almonty Industries, the tungsten "fantasy" nurtured for years is now set to become a mining business worth billions. Siemens Energy is leveraging its operational momentum to unlock further value through the spin-off of Transformation of Industry. And at Apple, a new generation of leadership is taking the helm just as the company must deliver its response to the AI boom. We take a closer look at these three stocks in our latest stock roundup.
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Commented by Stefan Bode on August 28th, 2026 | 07:10 CEST
Margin Miracles, Mega-Trends, and Tech Doubts - SAP, Südzucker, Volatus Aerospace
Current stock market trends highlight how differently companies respond to global trends. While an established food conglomerate is significantly increasing its profitability through strict cost control despite declining revenue, an up-and-coming systems integrator is benefiting from the booming drone market and growing security budgets. A leading software giant, on the other hand, is struggling to meet the enormous market expectations in the field of artificial intelligence. This commentary examines the opportunities and risks associated with these three stocks.
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Commented by Fabian Lorenz on August 27th, 2026 | 07:35 CEST
Stocks in a Billion-Dollar Frenzy! Siemens Energy at EUR 245? +16% for Deutz! Is Volatus Aerospace Set to Take Off Again?
The stock market is celebrating Deutz's planned billion-euro acquisition. The engine specialist's stock has skyrocketed by 16% in just a few days. With this acquisition, the Cologne-based company aims to diversify its business and gain greater benefit from global defense investments. Volatus Aerospace serves both military and civilian applications with its drone platform. The potential is enormous. The stock market is waiting for major orders, which, according to the Volatus CEO, are on the horizon. This should allow the stock to take off again. Analysts also see significant upside potential for Siemens Energy. The planned spin-off of the industrial business is being well received. Price targets range up to EUR 245.
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Commented by Jens Castner on August 27th, 2026 | 07:15 CEST
Like a Phoenix Rising from the Ashes: Deutsche Telekom, Almonty and Abbott Are Back on Track
For months, Deutsche Telekom, Almonty Industries, and Abbott Laboratories were headed in only one direction: down. Then the quarterly results came in—and with them, a breakthrough. For Deutsche Telekom and Almonty, a combination of growth and share buybacks sparked the initial rally; for Abbott, it was the confirmation that two negative one-time effects were only temporary. A sustained breakout from the downtrend is now a reality for all three stocks. How far is the road back to previous highs, and where do analysts even see potential for new all-time highs?
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