Hydrogen
Commented by Nico Popp on August 24th, 2026 | 07:40 CEST
Robot Frenzy Surrounding Yushu Technology, SpaceX Rides the Starlink Wave, First Hydrogen Takes a Risk
When bold visions become reality, even the typically sober financial markets regularly go into a frenzy. The spectacular debut of Chinese robotics pioneer Yushu Technology on the Shanghai Stock Exchange has shown the market just how high a valuation premium forward-looking technology concepts can command. Whether it is bipedal machines, interplanetary spaceflight, or zero-emission freight transport: venture capitalists and individual investors reward companies that consciously blaze new trails. We introduce three such companies.
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Commented by Matthias Schomber on August 19th, 2026 | 07:30 CEST
Earnings Check: Why Zefiro Methane Could Shine Alongside Plug Power and Allianz
The geopolitical situation is currently creating renewed uncertainty. In Ukraine, the drone war is intensifying, while Russia and Ukraine continue to step up their attacks. At the same time, the conflict between the US and Iran remains unresolved. According to Iran, the Strait of Hormuz remains closed, while Trump claims otherwise. For the markets, however, all of this is highly dangerous: oil prices continue to rise as uncertainty over energy supplies and shipping through the Strait of Hormuz increases. While geopolitical risks, energy prices, and Trump's unpredictable statements are "shaking up" the major stock indices in both directions, opportunities are simultaneously emerging for companies poised to benefit from energy supply, infrastructure, and technological transformation. We take a closer look at Plug Power, Allianz and Zefiro Methane from the perspective of which companies could benefit from the geopolitical state of emergency, rising energy demand, and the new industrial reality.
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Commented by Jens Castner on August 19th, 2026 | 07:30 CEST
BASF, dynaCERT, Andritz: Three Strategies, One Goal—and Up to 600% Upside Potential!
High energy costs in Germany, weak growth in Europe, and US tariffs that are making life difficult for exporters: for many companies, their traditional markets are becoming a trap. Three examples show how they can break free. The German chemical giant BASF is betting billions on China; the Canadian cleantech specialist dynaCERT is on the verge of a breakthrough in Vietnam; and the Austrian plant manufacturer Andritz is proving that the strategy pays off. Investors who take this bold path have the chance to earn attractive dividends and price gains of up to 600%.
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Commented by Tarik Dede on August 18th, 2026 | 07:35 CEST
AI, Robotics, Hydrogen and Copper: SanDisk, First Hydrogen, and Lundin Mining in Focus
The AI boom continues, driving major indices such as the S&P 500 toward new all-time highs. Chart analysts believe the 8,000-point mark could soon be within reach. But there is much more going on behind the scenes. Where robotics, AI, drones and energy converge, opportunities can emerge for prudent investors. However, it is important to bear in mind that volatility is currently extremely high, particularly among stocks closely tied to the AI theme. Nevertheless, today we take a closer look at the shares of SanDisk, First Hydrogen and Lundin Mining.
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Commented by Fabian Lorenz on August 18th, 2026 | 07:20 CEST
Nel ASA Hopeless? dynaCERT Poised for a Comeback — While SFC Energy Is Already Taking Off
Is there still hope for Nel ASA? At present, there appear to be few short-term catalysts for the stock. Growth remains limited, while losses are rising sharply. Analysts have also recently slashed their price targets. In contrast, there are strong indications that dynaCERT's stock is poised for a comeback. The cleantech company has once again reported progress in marketing its technology for reducing fuel consumption and emissions from existing diesel engines in Asia. This could prove the analysts right. They see significant upside potential for dynaCERT. SFC Energy provides an example of what a powerful comeback can look like. Analysts have raised their price targets and continue to see further upside even after the rally of more than 50%.
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Commented by Jens Castner on August 18th, 2026 | 07:15 CEST
HPQ Silicon, Wacker Chemie, Cabot: Three Stocks, One Material — and a Billion-Dollar Market Few Investors Know
It is found in toothpaste, car tires and even the paint coating on kitchen cabinets, yet few investors have ever heard of it. Fumed silica (pyrogenic silica) is an inconspicuous white powder that has quietly supported entire industries for decades, from cosmetics and adhesives to food production. This multi-billion-dollar niche market is divided among a few established players, including Germany's Wacker Chemie and its US counterpart Cabot—two names that stand for solidity and scale on the stock market. Now, a small Canadian challenger is looking to enter the market: HPQ Silicon aims to break into the sector with a new, more cost-effective production process while also having a second, at least equally exciting technology up its sleeve.
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Commented by Stefan Feulner on August 17th, 2026 | 07:25 CEST
BYD, dynaCERT, Lucid: New Models and New Markets Fuel Share Price Potential
The mobility transition is in full swing, but the internal combustion engine will not disappear overnight. While electric vehicle manufacturers are making inroads with new models, longer ranges, and ever-shorter charging times, millions of trucks, construction machines, and industrial power units worldwide will remain in use for years to come. This creates a massive transition market. New propulsion systems must grow, while existing engines must become more efficient and produce fewer emissions. Three companies are tackling different aspects of this transformation.
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Commented by André Will-Laudien on August 14th, 2026 | 08:20 CEST
Drones, Energy Crisis and NASDAQ! DroneShield, HPQ Silicon, Siemens Energy and Nordex in Focus
All quiet on the western front! Whether it is war, bankruptcies, or new tariffs, the party goes on! The drone sector, booming thanks to increased defence spending, stands in stark contrast to the simmering EU energy crisis, which continues to pose major challenges for Brussels. Counter-drone specialist DroneShield is experiencing a massive surge in demand and orders in the field of electronic warfare, yet its share price is falling significantly. Canadian company HPQ Silicon is also benefiting from the West's need to independently establish critical supply chains for high-purity silicon and innovative battery materials. Siemens Energy also sits at the epicentre of the infrastructure transition, with its historically full order books serving as an unshakable engine of growth amid the energy crunch. This sustained rebound is flanked by Hamburg-based wind power pioneer Nordex, which is reporting double-digit margin improvements. This compelling combination of high-tech defence, clean energy generation, and raw material sovereignty is attracting substantial capital directly into investors' coffers. We take a closer look at four future-oriented sector favourites.
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Commented by Stefan Bode on August 14th, 2026 | 07:15 CEST
Three Industrial and Tech Stocks on the Verge of a Breakout? dynaCERT, TKMS and Viscom in Focus
The stock markets are currently dominated by three megatrends: technological innovation, the green transition, and geopolitical security. It is precisely within this market environment that three exciting industrial and tech stocks are operating, all of which are on the verge of decisive turning points. Whether it is bulging order books in the defense sector, cleantech solutions for heavy-duty transportation, or turnaround potential in inspection technology for AI hardware—these stocks combine enormous opportunities with specific risks. It is worth taking an analytical look at the latest figures.
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Commented by Fabian Lorenz on August 13th, 2026 | 07:55 CEST
Plug Power Shows Light and Shadow! Siemens Energy Back Above EUR 200? Drone Potential at HPQ Silicon!
The US is under increasing pressure when it comes to military drones. China and Iran are ruthlessly exposing the US's need to catch up. Washington is pushing to build its own supply chains. HPQ Silicon could benefit from this. Several potential customers in the drone and defence sectors are already testing the company's advanced battery technology. The stock hasn't yet drawn much attention. Siemens Energy is a long-term performer in the AI boom. The company once again delivered strong results last quarter. Analysts believe the stock could break through the EUR 200 mark. There are also positive signs in Plug Power's quarterly report. But the big question remains: how will liquidity be secured until the company turns a profit?
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