Defense
Commented by Armin Schulz on July 15th, 2026 | 10:55 CEST
Portfolio Booster 2026: Staying Ahead of NATO's Military Build-Up with Rheinmetall, Volatus Aerospace, and TKMS
The era of tank divisions is largely over. Today, air and sea domains are merging into a networked battlefield where autonomous drones, AI-powered sensors, and maritime surveillance systems are the decisive forces. The NATO summit in Ankara and Germany's record budget of EUR 108 billion are massively accelerating this technological transformation. For investors, this means focusing on the next generation of air and maritime defence. Three companies embody the full scope of this transformation: the full-service provider Rheinmetall, the agile drone pioneer Volatus Aerospace, and the maritime systems partner TKMS.
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Commented by Matthias Schomber on July 15th, 2026 | 08:45 CEST
AI, Oncology, and Defense: TeamViewer, BioNTech, and Antimony Resources—A Great Mix for Your Portfolio!
Created and published on behalf of Antimony Resources Corp.
The stock market is a place of extremes, and today we are looking at a trio—TeamViewer, BioNTech, and Antimony Resources—that comes from three different sectors. There is a German software pioneer that, after painful setbacks, is suddenly showing clear signs of life again. There is a once-celebrated vaccine hero pumping billions into a risky but revolutionary future in cancer therapy—while still holding a substantial cash reserve. And then there is a Canadian mineral explorer digging deep into the earth for a material without which our modern world would simply grind to a halt—one that is also crucial for the defense industry. It is precisely this mix of a software-AI turnaround, a biotech-oncology transformation, and mineral potential that makes the market so incredibly exciting. Join us on a journey through three fascinating corporate stories.
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Commented by Lars Winter on July 15th, 2026 | 08:40 CEST
Almonty, Sandvik, and Airbus: Three Stocks for the Battle Over Critical Raw Materials
Tungsten has long been a niche topic on the stock market. But this extremely hard metal is used, among other things, in cutting tools, semiconductors, aviation, and defense—and China dominates the supply chain. As a result, the critical raw material has become systemically important and is taking center stage in Western industrial and security policy. With Almonty Industries, Sandvik, and Airbus, we present three stocks that allow investors to profit across the value chain.
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Commented by André Will-Laudien on July 15th, 2026 | 08:25 CEST
Booming Energy Markets: News Boosts dynaCERT, While Siemens Energy, Nordex, Rheinmetall, and ITM Power Enter a Consolidation Phase
The Iran conflict is once again dominating headlines, drawing renewed attention from capital market participants to alternatives to oil and natural gas. And the trend is moving in the wrong direction. Brent crude, the world's most widely traded oil benchmark, has surged another 20% in just three days, putting alternative energy technologies back into focus. Business momentum is becoming increasingly tangible for hydrogen specialist dynaCERT, which is now rolling out its emerging markets strategy through Vietnam. Meanwhile, Siemens Energy is fighting to hold the EUR 150 level, while Nordex has been unable to maintain support at EUR 40. At the same time, former market favourite ITM Power is experiencing a full-scale sell-off, while Rheinmetall is once again moving into the spotlight. With so much happening across the sector, investors are facing a market in motion—and a broad range of opportunities. We take a closer look.
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Commented by Jens Castner on July 14th, 2026 | 07:40 CEST
ESCALATION IN THE STRAIT OF HORMUZ: OCCIDENTAL, VOLATUS AEROSPACE, AND PALANTIR IN THE CROSSHAIRS OF STOCK MARKET TRADERS
Hopes for a ceasefire between the US and Iran were premature: peace talks have been put on hold. Instead, the conflict over the Strait of Hormuz is escalating once again—with attacks on tankers, US sanctions against Iranian oil, and retaliatory strikes on both sides. Investors would therefore be wise to take a look at three stocks from three completely different industries, each reflecting a different stage of the same crisis: the oil and gas company Occidental Petroleum as a direct play on energy prices; the Canadian drone specialist Volatus Aerospace, which is benefiting from growing demand for military hardware; and the software manufacturer Palantir, which illustrates where the real value growth is shifting in the age of AI-driven warfare.
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Commented by Matthias Schomber on July 14th, 2026 | 07:25 CEST
Dividend Gem Vonovia, Sell-Off Warning for Siemens Energy, and Almonty Industries on the Verge of a Technical Breakout!
Over the weekend, international financial markets were shaken by a dramatic military escalation in the Middle East that could abruptly paralyze global supply chains and energy corridors. Following attacks by the Iranian Revolutionary Guard in the Strait of Hormuz, US President Donald Trump declared the ceasefire over. In retaliation, the US military struck well over 140 military targets along Iran's southern coast, prompting Tehran to respond with missile and drone attacks on US bases in the Gulf states of Kuwait, Bahrain, and the UAE, and to declare the key sea lane closed. This latest disruption to shipping traffic on the "lifeline of global oil and gas trade" threatens to drive global inflation skyward at a rapid pace. On the stock markets, this shock could trigger a fundamental flight to tangible assets and a reassessment of strategic independence. While the interest-rate-sensitive German real estate giant Vonovia is facing new headwinds due to the looming inflationary and interest-rate consequences of this conflict, despite its high dividend yield, the need for a self-sufficient and secure energy infrastructure provided by Siemens Energy is coming into focus, even though the company is currently struggling with share price declines. However, the spotlight may ultimately fall on Almonty Industries. As a leading Western supplier of tungsten, a metal critical to defence and advanced technologies, the Canadian-American resource company occupies a strategically important position. At the same time, its shares may be on the verge of a technical breakout.
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Commented by Stefan Feulner on July 10th, 2026 | 07:35 CEST
Almonty Industries, DroneShield, Thales: Three Companies Benefiting from the Global Arms Race
Global defense spending is rising to record levels, fueling a long-term investment boom. It is no longer just traditional defense contractors that are benefiting from this trend. At the same time, the supply of strategic raw materials is becoming a critical bottleneck. Metals, which are indispensable for precision weapons, semiconductors, aerospace, and modern defense systems, are becoming increasingly important. Those who can secure Western supply chains in the future or possess key technologies have the potential to be among the biggest winners of this geopolitical turning point.
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Commented by André Will-Laudien on July 10th, 2026 | 07:10 CEST
Swinging Up and Down – Will 2026 Bring More Record Highs? Rheinmetall, TKMS, Kobo Resources, and Hensoldt
The conflict in the Middle East has intensified once again. Efforts to reach a lasting agreement have so far failed, and a ceasefire based on a Memorandum of Understanding (MoU) proved short-lived. Just days after it was announced, reports of renewed attacks on ships in the Strait of Hormuz and on critical energy infrastructure in the Gulf region have once again heightened geopolitical tensions. For oil prices, this is a bullish factor; for the stock market, it means yet another period of heightened volatility with sharp initial losses followed by recovery rallies. Yesterday, Germany's DAX 40 index climbed back above the key 25,000 mark, while defence stocks that had previously come under pressure moved back into the spotlight. At the same time, gold and silver prices weakened, possibly reflecting renewed liquidity pressures in global financial markets. The evolving market dynamics warrant a closer look.
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Commented by Tarik Dede on July 10th, 2026 | 07:05 CEST
Technical Analysis in Focus: Opportunities at Infineon, Volatus Aerospace, and Meta?
Summer is typically a quiet time on the stock markets. Even though quarterly earnings are released in many sectors starting in July, too many investors are already on their summer break. But this year, the markets are proving to be extremely volatile. Across many sectors, including semiconductors, hyperscalers, auto stocks, and sports companies, we are seeing sharp daily swings in either direction. On top of that, the war is returning not only to the Persian Gulf but also to the trading floor. This high volatility calls for technical analysis. That is why we are taking a look today at the stocks of Infineon, Volatus Aerospace, and Meta.
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Commented by Lars Winter on July 9th, 2026 | 07:05 CEST
Volatus Aerospace, TKMS, and Rheinmetall: Three Stocks for the Next Defence Boom
Financial markets had partly priced in a lasting ceasefire in the Persian Gulf, but the conflict has flared up again. U.S. President Donald Trump recently declared the ceasefire with Iran to be over. The global defence boom is far from running out of steam. On the contrary, it continues to gather momentum while constantly shifting its focus. After ammunition, tanks, air defence systems and drones, maritime defence is once again moving into the spotlight. Around the recent NATO summit in Ankara, for example, Canada announced multi-billion-dollar submarine plans involving thyssenkrupp Marine Systems (TKMS). At the same time, rising defence spending across Europe and the technological race in counter-drone capabilities underline the continuing need for military investment. Against this backdrop, investors may find new opportunities—from the more speculative Volatus Aerospace to the more established defence names TKMS and Rheinmetall.
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