Gold
Commented by Tarik Dede on October 5th, 2026 | 07:25 CEST
Bucking the Market Trend: Opportunities at Mercedes, First Hydrogen and Barrick Mining
The Nasdaq 100 hit a new all-time high last week. The tech index is driven primarily by AI stocks, leading to astonishing valuations. For example, the combined value of all publicly traded German stocks currently amounts to about 52% of the market capitalization of AI champion Nvidia, as one analyst calculated. However, some sectors are currently underperforming. For investors who like to take a contrarian approach, this presents opportunities—for example, in the automotive and gold sectors or in hydrogen stocks. That is why today we are taking a look at the stocks of Mercedes, First Hydrogen and Barrick Mining.
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Commented by Matthias Schomber on October 5th, 2026 | 07:15 CEST
Portfolio Booster Wanted? Deutz, TKMS and DRC Gold – Three Stocks With Potential
The stock markets are buzzing, and many investors are already fearing early signs of a crash—but we are not there yet, because investors are always looking for new opportunities. Sometimes the best opportunities are hiding in plain sight; sometimes, you have to dig deeper. Today, we have done exactly that and identified three stocks worth a closer look. First up is Deutz, which is reinventing itself and pushing into alternative drive technologies. Next, we dive into TKMS, where defence-sector spending is fueling fresh market interest and driving sharp share price moves. Finally, DRC Gold offers exposure to a gold exploration story that could be developing into something much bigger beneath the radar of the major mining companies. Three very different companies, three distinct market stories — and potentially three ways to give a portfolio fresh momentum. The key, as always, is timing.
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Commented by Fabian Lorenz on October 5th, 2026 | 07:00 CEST
The Race in Quantum Computing, Energy and Gold: D-Wave Quantum, 2G Energy and Lahontan Gold in Focus
The AI race is electrifying the stock market. Energy is a crucial factor. 2G Energy is increasingly benefiting from this trend. Order intake in the third quarter of 2026 has soared. A key driver is a new major order for 275 MW from the data centre industry, which exceeds 2G's total production for fiscal year 2025. While the gold price continues to take a breather at high levels, Lahontan Gold is in the home stretch toward the planned start of gold production next year. An exciting update was provided in a recent interview. The resource is growing and still has further upside potential. The mine is to be financed largely with debt, while the high gold price is expected to enable rapid repayment. Lahontan shares should benefit from this. Quantum stocks are currently out of the spotlight. In the race for industry leadership, however, the finish line appears to be shifting. D-Wave Quantum's latest announcement shows the company is among the frontrunners.
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Commented by Stefan Bode on October 2nd, 2026 | 07:00 CEST
Between Stock Lows, Optimism and the Launch of a Funding Round - CTS Eventim, Desert Gold and Hypoport
Sudden management changes, historically low share prices, and high-risk expansion projects are testing investor confidence in the capital markets. While established growth models are suffering sharp price declines despite solid operating metrics, analysts are betting on dramatic recovery scenarios with significant upside potential. At the same time, companies in the commodities sector are accelerating their transition from developers to producers to capitalize on global price rallies. This market report analyzes three compelling cases amid short-term price setbacks and long-term turnaround opportunities.
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Commented by Stefan Feulner on October 2nd, 2026 | 06:50 CEST
Equinox Gold, Lahontan Gold, B2Gold – The Hunt for the Next Million Ounces
Gold remains one of the big winners in the commodities markets. High prices not only boost producers' profits but also increase the value of undeveloped deposits. Deposits that previously received little attention can suddenly become economically attractive. Consequently, mining companies are once again investing heavily in exploration. In this context, it is increasingly important to identify companies that can expand their resources, discover new deposits, and bring additional ounces into production as cost-effectively as possible.
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Commented by Jens Castner on October 1st, 2026 | 08:00 CEST
Beneath the Surface: Why the Market Is Overlooking the True Value of Nike, Desert Gold and Vonovia
With an iceberg, only the tip protrudes from the water; the vast majority remains hidden. The situation is similar right now with Nike, Desert Gold Ventures and Vonovia - their true value lies beneath the surface. Analysts estimate their fair value to be two to seven times their current stock prices. But how long will it take for the stock market to discover these hidden values? For Nike, the future outfitter of the German national soccer team, the moment of truth arrives today—even as the Nations League match between Germany and Serbia is underway in Munich. For Desert Gold, the upcoming start of production is likely to provide the impetus, while Vonovia must brace itself for a waiting game following the election results in Berlin.
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Commented by Stefan Bode on October 1st, 2026 | 07:30 CEST
Trends Put to the Test: Where Fundamentals Meet a Share Price Rally—2G Energy, Hapag-Lloyd and Lahontan Gold
Geopolitical upheavals, the enormous energy demands of digital infrastructure, and the global search for real tangible assets are shaping the 2026 stock market year. Remarkable dynamics are emerging on international trading platforms. Cyclical market leaders are reporting repeated upward revisions to their forecasts, innovative power plant builders are recording historic record orders, and promising mineral resource developers are on the verge of transitioning to industrial-scale production. But which price drivers have real sustainability, and where might operational risks lurk?
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Commented by Armin Schulz on September 30th, 2026 | 10:05 CEST
Micron, Kobo Resources, MP Materials: Stocks with Upcoming Catalysts in AI, Gold and Rare Earths
The stock market trades on expectations. Between now and the end of the year, three companies across different market segments have upcoming milestones that could reset expectations. Artificial intelligence has significantly fueled demand for memory chips. The quarterly results on September 30 will show how much of that demand is here to stay. A gold explorer is set to release its first mineral resource estimate, revealing how much of the precious metal lies underground. As of January 1, the Pentagon's procurement rules for magnets will become stricter, which could benefit manufacturers with supply chains outside China. We are therefore taking a closer look at Micron Technology, Kobo Resources and MP Materials.
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Commented by Stefan Feulner on September 30th, 2026 | 07:20 CEST
Smartbroker Holding, Aspermont, Goldgroup – Data Is the New Gold
Information is becoming increasingly valuable in the capital markets. Investors must filter out the key signals from a flood of share prices, corporate announcements and geopolitical developments. At the same time, artificial intelligence is transforming the way information is processed and monetized. This is particularly evident in the commodities sector. Billions are flowing into gold, critical metals and new mining projects. Anyone who can reach investors, access exclusive data, or mobilize capital for attractive projects sits at a crucial intersection of this boom.
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Commented by Nico Popp on September 30th, 2026 | 07:15 CEST
West Africa's Gold Rush: How Desert Gold Is Forging Its Own Path Alongside Barrick Mining and B2Gold in Mali
The price of gold keeps hitting new record highs, yet a state of emergency continues to prevail in key mining regions such as West Africa. While the precious metal promises high margins on the global market, established mining companies in Mali increasingly face government crackdowns. Although these developments are not halting day-to-day operations, they do require strong negotiating skills from the major producers. It is precisely in this operational environment that agile Africa experts are positioning themselves with smart strategies. We shine a spotlight on Barrick, B2Gold and Desert Gold.
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