Drones
Commented by Armin Schulz on September 25th, 2026 | 09:50 CEST
Volkswagen, HPQ Silicon, AeroVironment: How Investors Can Profit from the Battery and Drone Boom
The lines between defence and automotive are blurring. Defence budgets are reaching record highs, while the auto industry is undergoing a complete transformation. In between, a new value chain is emerging, built on batteries, silicon and autonomous systems. After all, drones and an ever-increasing amount of military technology also require better batteries. Electric mobility needs them too. Those who understand the intersections are a step ahead of the masses. Headlines are of little help here. What counts are supply chains, patents and full order books. That is why we are taking a closer look at Volkswagen, HPQ Silicon and AeroVironment today.
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Commented by Nico Popp on September 25th, 2026 | 07:40 CEST
Drone Warfare Reshuffles the Deck: Rheinmetall Struggles, DroneShield Reinvents Itself and Volatus Aerospace Passes the First Blind Flight
A switch is flipped, and suddenly drones that were once feared lose their bearings. On battlefields around the world, a simple frequency jamming is often enough to disable the GPS navigation systems widely used in drones completely. This situation is forcing the entire drone industry to rethink its approach and is opening up new opportunities. Those who can navigate reliably despite jammers are prepared for the future. We present the latest developments at Rheinmetall, DroneShield and Volatus Aerospace.
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Commented by Matthias Schomber on September 22nd, 2026 | 07:25 CEST
Puma at Rock Bottom, Novo Nordisk Riding the Weight-Loss Boom and Volatus Aerospace in Rebound Mode: Who Is the High-Flyer?
Broadly speaking, the stock market in Germany, as well as across Europe and globally, is currently under considerable pressure. Two wars in Iran and Ukraine, along with discontent in Germany with the current government, are weighing on markets. In other words, the stock market is under significant strain. The major indices are at or near critical technical levels. Puma, for example, is struggling with margins, while analyst price-target cuts and an upcoming change in the company's head of sales are adding pressure. Novo Nordisk, meanwhile, is facing regulatory headwinds and increasing competition in the US despite rapidly growing future markets in the obesity segment. Volatus Aerospace, by contrast, is raising hopes of a rebound with new government contracts for tactical reconnaissance drones. A technical breakout could make the stock an interesting candidate for strong performance. Read on to learn why Puma still requires plenty of patience, which billion-dollar investments are supporting Novo Nordisk's pipeline, and how investors could potentially take advantage of an entry opportunity in Volatus now.
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Commented by Tarik Dede on September 21st, 2026 | 07:10 CEST
Defence Spending Boom: BAE Systems, Volatus Aerospace and AeroVironment in Focus
Governments worldwide have approved major increases in defence spending. This applies particularly to NATO members, but also to other Western allies. Despite its high debt levels, the US remains the most attractive market. Alongside conventional defence systems, however, new technologies are increasingly coming into focus, including drone warfare as well as systems designed to defend against drone attacks. Today, we take a look at the stocks of BAE Systems, Volatus Aerospace and AeroVironment.
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Commented by Lars Winter on September 18th, 2026 | 07:50 CEST
The New Power in the Skies: Volatus Aerospace, Airbus and OHB in a Stock Analysis
The war in Ukraine has shown just how fundamentally drones, satellites and autonomous systems are transforming modern warfare. At the same time, Europe and Canada are seeking to reduce their dependence on the US and China for security-critical technologies. It is not just established aerospace companies that stand to benefit from this trend. Volatus Aerospace, a small Canadian provider, is also positioning itself in this future-oriented market. Add to that Airbus, the European heavyweight, and OHB, a speculative bet on Europe's sovereignty in space. We take a closer look at these three aerospace specialists in our stock analysis.
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Commented by Stefan Bode on September 17th, 2026 | 07:35 CEST
A Nervous Market + Six Stock Market Stories—Apple, Circle, Coinbase, Qorvo, Skyworks Solutions and Volatus Aerospace
Amid political headwinds, future markets worth billions, and fresh takeover speculation, it is clear just how quickly investment themes can shift on the stock market in a matter of days. Sometimes regulation triggers price declines; sometimes a government contract opens up new avenues for growth; and sometimes a merger drives valuations higher. Anyone looking to understand the signals behind the latest moves in these six stocks will find the opportunities and risks currently shaping each of them.
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Commented by Armin Schulz on September 16th, 2026 | 07:05 CEST
DroneShield, Volatus Aerospace, Kratos Defense: Those Protecting the Airspace Are Reaping the Benefits of the New Budgets
A single drone can bring an airport to a standstill. The failed drone attack on Leipzig/Halle Airport in August 2026 sent shockwaves through Berlin, Brussels and Washington. The incident has jolted policymakers into action. The German government is preparing a package of measures against sabotage, and between January and September 2026, contracts for drone defense totaling more than USD 53 billion were publicly announced worldwide. What was niche technology yesterday is now moving squarely into defense budgets. We therefore take a look at three companies that detect and defend against drones and protect mobile targets: DroneShield, Volatus Aerospace and Kratos Defense.
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Commented by André Will-Laudien on September 15th, 2026 | 10:25 CEST
Defence Stocks Ride the NATO Wave: Boeing, Volatus, Dassault, RTX and DroneShield in Focus
Since Russia's initial actions in Central Europe, the European Union has faced a massive wave of rearmament driven by new NATO requirements, giving the defence industry a significant boost. EU Defence Commissioner Andrius Kubilius called for an unprecedented expansion of European capabilities in Brussels to match Russia's enormous production capacity. To achieve this goal, the EU is aiming to produce up to 10 million state-of-the-art FPV drones and 130,000 jet-powered drones annually. In addition, the defence industry is expected to roll out about 1,700 ballistic missiles per year. Industry giants such as Boeing and Dassault are likely to benefit significantly from this massive technological rearmament initiative. At the same time, specialized drone pioneers like Volatus and DroneShield are stepping into the spotlight as demand for unmanned systems and their countermeasures rises dramatically. A newly formed drone alliance between the EU and Ukraine is now set to accelerate the development of these next-generation systems massively. Which stocks could see the biggest gains?
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Commented by Matthias Schomber on September 15th, 2026 | 07:45 CEST
Megatrends and Future Market Stocks For The Portfolio: Can BASF, Porsche and HPQ Silicon Deliver the Breakthrough?
Today, we take a closer look at three companies at pivotal decision points. First, we examine the chemical heavyweight BASF. The Ludwigshafen-based company is currently fighting tooth and nail for a global turnaround and surprising the markets with innovative new technologies. The technical level of EUR 55 is crucial here. Next, we turn our attention to the immense structural challenges facing Porsche AG and ask whether the automaker will succeed in making a breakthrough following Volkswagen's radical restructuring—or not. Last but not least, we focus on an exciting technology developer from North America: HPQ Silicon. With new milestones in the battery and drone industries, the company could soon attract more attention. The stock is currently trading at a level that would have been unthinkable just months ago. Read on to discover the opportunities these three stocks offer.
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Commented by Fabian Lorenz on September 15th, 2026 | 07:40 CEST
Panic at DroneShield! AI Power Behind Bloom Energy Stock! Robotics Newcomer First Hydrogen Targets Trillion-Dollar Market!
Is panic now setting in at DroneShield—both within the company and among its shareholders? In any case, the stock's downward trend shows no signs of ending. In such an environment, a CFO change can quickly lead to the next price debacle. That is why DroneShield has paired the personnel change with a strong operational announcement. However, this did not provide any positive momentum for the stock. Investors are also waiting for a positive price reaction from First Hydrogen. The company continues to move full steam ahead as it enters the robotics and autonomous systems market. It has secured the worldwide exclusive rights to further develop and commercialize a mobile, AI-powered ground robotics platform. In addition, First Hydrogen is acquiring a majority stake in a robotics specialist. The market for humanoid robots alone has trillion-dollar potential. Bloom Energy's stock has recently staged an impressive comeback, surging sharply within just a few days. Investors continue to bet that AI will drive up energy consumption.
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