Defense
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.
Read
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.
Read
Commented by André Will-Laudien on June 29th, 2026 | 07:10 CEST
Gold, Defense, Aerospace: Sector Rotation in Full Swing – SpaceX, OHB, Desert Gold, Rheinmetall, and TKMS
Stock markets remain surprisingly resilient as the end of June approaches, but the glossy surface is starting to fade in certain segments. The bull market in aerospace is losing steam, and in the defense sector, after many months of gains, profit-taking is now becoming noticeable. As a result, valuations are gradually re-aligning with fundamentals. For rational investors, market hype is difficult to reconcile with, but one thing remains clear: stocks that become excessively overvalued tend to correct sharply when expectations are pushed to extreme levels without sufficient justification. Just as with Elon Musk's inflated initial valuation, the exit bell has likely rung quite loudly for Rheinmetall as well. In the fall, analysts had been outbidding each other with price targets around EUR 2,200; now they are painfully backtracking. Price declines of 20% in just a few trading hours for the defence sector star, and a 30% drop from its peak for SpaceX. But there are other hot candidates worth a closer look. OHB is drawing attention following a significant capital increase, while TKMS has secured a major naval contract. These developments are actively reshaping market dynamics—we break down what it means in detail.
Read
Commented by Fabian Lorenz on June 29th, 2026 | 06:50 CEST
OHB Caught in the SpaceX Trap! Buy Rheinmetall Now? Almonty Shares Added to the Russell Index Today - Tungsten Outperforms Gold!
Rheinmetall has had a disastrous week. The stock of Germany's largest defense contractor has lost more than 20% over the past five trading days. Is this a buying opportunity? What do analysts say? OHB's stock plummeted by over 30% last week. The German aerospace company shocked shareholders with a major capital increase and the partial exit of a major shareholder. Furthermore, the space hype surrounding the SpaceX IPO appears to be over. Still, the stock is up over 100% so far in 2026. Almonty shares have posted similarly strong gains in 2026. The price of this tungsten high-flyer also consolidated last week. However, the price of tungsten remains at an all-time high. More and more media outlets are reporting on shortages of this critical raw material—even in China. Almonty should continue to benefit from this trend. Incidentally, as of today, the stock is part of the Russell 1000 and 3000 indices.
Read
Commented by Stefan Feulner on June 29th, 2026 | 06:40 CEST
Strategy, DRC Gold, Rheinmetall: Opportunities After the Price Drop
The air is getting thinner for Bitcoin, gold, and many high-fliers on the stock markets. Should valuations come under further pressure, entirely new opportunities could open up for investors. As overheated markets correct, undervalued companies with real assets, promising commodity projects, and solid fundamentals are increasingly coming into focus. It is precisely during volatile market phases that the most attractive entry opportunities often arise.
Read
Commented by Nico Popp on June 26th, 2026 | 07:15 CEST
This Investment Scenario Will Last for Years: Tungsten Giant Almonty and the Demand from Hensoldt, RENK, and Others
On January 1, 2027, the US Department of Defense's import ban on tungsten products from China, Russia, North Korea, and Iran will take effect. Because tungsten is considered an almost irreplaceable element in defense technology, semiconductors, and the aerospace industry, this ban is creating significant time pressure across these sectors. At the same time, the EU is also tightening requirements for raw material sovereignty with the Critical Raw Materials Act (CRMA). China is exacerbating the situation with export restrictions on dual-use materials. As a result, the global tungsten market is sliding into a severe structural shortage. We take a look at where the opportunities lie for investors—and which companies to watch.
Read
Commented by Tarik Dede on June 26th, 2026 | 07:10 CEST
Three Tech Stocks in the Spotlight: Micron Technology, Volatus Aerospace, and First Solar
Will interest rate hikes derail the tech boom? Maybe. But the fact remains: the artificial intelligence-driven sector is growing dramatically. After AI hyperscalers reported their first-quarter results, analysts raised their estimate for industry capex this year alone to more than USD 700 billion. Companies like Google, Meta, Amazon, Microsoft, and others are heavily investing in breakthroughs, believing this is where future profits and monopolies will emerge. Beneficiaries of this trend are not only the hyperscalers themselves but also their vast supplier networks, as data centers require chips, memory, and energy. AI development is also playing a key role in the drone industry. Whether civilian or military, unmanned aerial systems already have a firm place in the world today and are likely to grow in importance. Against this backdrop, we take a closer look at the stocks of Micron Technology, Volatus Aerospace, and First Solar.
Read
Commented by Fabian Lorenz on June 25th, 2026 | 07:15 CEST
Shockwaves in the German defence sector! TKMS Surges! Will drone specialist Volatus Aerospace and Heidelberger Druckmaschinen be next?
The German government has sent shockwaves through the German defence sector. While Rheinmetall's stock briefly plummeted by more than 16% on Wednesday, TKMS's stock rose by over 10%. The trigger was a "Spiegel" report confirmed by the Ministry of Defence. According to the report, the German government is ending the severely delayed and significantly more expensive F126 frigate program. This puts Rheinmetall's medium-term plans at risk. At the same time, TKMS could benefit. Volatus Aerospace is capitalizing on the drone boom. With a new location, the company aims to grow in the civilian and military drone market. If it succeeds in monetizing its 500 million dollar pipeline more effectively, the stock should take off again. Heidelberger Druckmaschinen is in the midst of transforming itself from a printing press manufacturer into an industrial and technology company. In the future, it also plans to get involved in drone defence. While there is still a rocky road ahead, analysts recommend buying the stock.
Read
Commented by Armin Schulz on June 25th, 2026 | 07:05 CEST
Tungsten as a Bottleneck: A Good Entry Point for Almonty Industries? Alarm Bells Ringing at Rheinmetall! Intel on the Rise!
Tungsten prices have skyrocketed in recent months. Inventories are dwindling, and China is curbing exports. Demand from the defense, semiconductor, and medical technology sectors is outpacing supply. Analysts are warning of structural shortages. The price per metric ton unit (MTU)—equivalent to 10 kg—has been above the USD 3,000 mark for some time now. The metal is becoming a critical bottleneck for armour, processors, and high-tech applications. To avoid this dependency, there are only a few Western producers. Almonty Industries, which holds one of the largest tungsten deposits outside of China, is increasingly moving into focus. Alongside this, we take a closer look at the current situation at the defense company Rheinmetall and the semiconductor manufacturer Intel.
Read
Commented by André Will-Laudien on June 24th, 2026 | 08:25 CEST
Defense and Critical Metals: New Investment Opportunities! Rheinmetall, Renk, Almonty Industries, and RTX in Focus
Supply Chain Problems! US President Donald Trump has summoned leading defense contractors to the White House because the US is concerned that its missile and ammunition stocks are too low following its involvement in the Iran War, according to the Wall Street Journal. The meeting will focus on how to quickly ramp up production to rapidly replace, above all, Patriot interceptor missiles, Tomahawk cruise missiles, and other critical munitions. Expected participants include Lockheed Martin, RTX, Boeing, L3Harris, Northrop Grumman, and Honeywell Aerospace, among others. The companies have agreed in principle to expand their capacities but are still waiting for the necessary funding and binding contracts. That is precisely where the problem lies at the moment: The US has a debt problem, and without budgetary funds or a congressional agreement on special appropriations, the planned contracts cannot be finalized legally. At the same time, Trump is urging the industry also to use spare capacity from other sectors—such as automakers—for weapons production. Defense seems to be overshadowing all other major issues in the US. The stock market clearly sees things differently! Where do the opportunities lie for investors?
Read