Hydrogen
Commented by Tarik Dede on June 8th, 2026 | 07:25 CEST
Cleantech Shows Strength: A Look at Nordex, Pure One, and Linde
Few sectors are bringing as many new and established companies back into the spotlight as cleantech. From solar and wind power to innovative technologies that can make the world a better and often more efficient place. For those who identify emerging trends early, the opportunities can be substantial. That is why we are taking a look today at Pure One, a company that appears poised for significant growth in the hydrogen sector. At the same time, established players also deserve attention. Industry heavyweight Linde, which has long since moved beyond supplying traditional industries, has built itself a formidable competitive moat. Investors may also want to revisit Nordex. Following its strong comeback year in 2025, the Hamburg-based company appears firmly back on a growth trajectory.
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Commented by André Will-Laudien on June 8th, 2026 | 07:10 CEST
7.5% NASDAQ Weekly Correction: Infineon, AMD, HPQ Silicon, and Siemens Energy in the Spotlight
After 14 months of the NASDAQ's steep rise of over 100%, investors celebrated the new era of AI data centers and the associated chip boom. Adding to the general euphoria was the closure of the Strait of Hormuz, which sent prices skyrocketing, particularly in the high-tech sector. As a result, CPU manufacturer AMD now expects to double its revenue by 2028, with EBIT projected to triple. Apparently, the bulls believe these new scarcity-driven prices will persist into the near future. However, since commodity and energy prices are currently trending downward, production costs are likely to fall again in the long run. This would make price competition more likely than a continuation of the unusual hype. Cautious investors are therefore hitting the brakes on well-performing stocks like Infineon, AMD, and Siemens Energy in favour of less highly valued sectors. Here are a few facts about the sector.
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Commented by André Will-Laudien on June 8th, 2026 | 07:00 CEST
Will NASDAQ Shockwave Burst AI Bubble? Major Movements at Nel ASA, Oklo, dynaCERT, SpaceX, and ITM Power
It has finally happened—a 7.5% drop on the tech exchanges in just three trading days. Yet, only last Tuesday, the NASDAQ 100 index had reached a new all-time high of 30,730 points. In a sudden realization, market participants understood that the central bank's next move will be a "rate hike." After all, the new Fed Chair, Kevin Warsh, makes no secret that inflation near 4% is a disaster for the US dollar and economic stability. Although Donald Trump has repeatedly hinted in the media at an interest rate cut, the central bank governors—including former Fed Chair Jerome Powell—are unanimously leaning toward hikes to curb high inflation. In addition to economically measurable inflation, voices are growing louder that excessive price increases on Wall Street paint a picture of the economy that does not align with reality. The daily gains of billions in stock market wealth, combined with the extreme increases in long positions, harbour the potential for disappointment in the near future. Whether the initial spark of a correction was set in motion last week must therefore be closely analyzed.
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Commented by Jens Castner on June 5th, 2026 | 08:05 CEST
WHILE THE WORLD WAITS FOR ELECTRIC VEHICLES, DYNACERT, INNOSPEC, AND OC OERLIKON ARE MAKING DIESEL CLEANER
Different technological approaches, one shared objective – improving the efficiency and emissions profile of existing diesel engines. Three companies are pursuing fundamentally different paths to reduce fuel consumption and emissions: Canadian cleantech pioneer dynaCERT relies on a hydrogen unit that operates directly on the engine; US specialty chemicals company Innospec Inc. develops fuel additives designed to optimize fuel efficiency; and Swiss industrial group OC Oerlikon coats engine components at the factory with a layer thinner than a human hair yet as hard as metal. The result is the same in all three cases: improved energy efficiency, lower emissions, and longer engine life.
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Commented by Tarik Dede on June 5th, 2026 | 07:10 CEST
Three Tech Stocks for Your Portfolio: SanDisk, HPQ Silicon, and Nokia Oyj
The tech sector is booming like never before thanks to the expansion of AI data centers. The situation on the stock markets is often compared to the dot-com bubble around the turn of the millennium. However, analysts see the possibility that this trend could continue for a few more years. And now even Google's parent company, Alphabet, is tapping the capital markets to raise more than USD 80 billion. So the boom is unbroken, and the AI hyperscalers are ready to invest heavily. The superstar of the past 18 months is SanDisk, which we are taking a closer look at today, along with the Finnish tech veteran Nokia. It is also worth taking a look at the Canadian company HPQ Silicon, which plans to commercialize three groundbreaking technologies over the next two years.
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Commented by Fabian Lorenz on June 4th, 2026 | 07:50 CEST
Plug Power in Rally Mode! Robotics Potential at RENK and First Hydrogen
Plug Power's stock has more than doubled since late February. It broke through the USD 4 mark earlier this week. But the rally will eventually need to be backed up by operational news. At least there was a recent capital increase. At First Hydrogen, the revaluation has only just begun. The company aims to make its mark in robotics and drones. It is targeting an interesting niche within the multi-billion-dollar markets. The stock does not appear expensive. Analysts recommend buying RENK, though the price target has been lowered. However, as is the case across the entire defence sector, momentum is lacking. But this could change soon. A defence trade show is coming up, and RENK is offering an interesting outlook.
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Commented by Lars Winter on June 4th, 2026 | 07:00 CEST
Second-Tier Energy Winners: Why dynaCERT, 2G Energy, and SFC Energy Are Poised for Strong Growth
Artificial intelligence, the energy transition, decarbonization, and geopolitical tensions are currently transforming the global economy. Energy demand is rising, while at the same time, requirements for supply security and climate protection are growing. It is precisely at this intersection that exciting investment stories are currently emerging for investors. The shares of dynaCERT, 2G Energy, and SFC Energy appear particularly interesting. The three companies pursue different approaches but benefit from the same megatrend: making energy more efficient, secure, and independent.
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Commented by Fabian Lorenz on June 3rd, 2026 | 08:00 CEST
Caution with Rheinmetall, US Contract for DroneShield, and HPQ Silicon Impresses!
Caution is advised with Rheinmetall! The stock of Germany's largest defence contractor appears to have ended its recovery and is once again heading toward its annual low. A positive analyst comment failed to provide any meaningful momentum. Perhaps a partnership in the US could provide a catalyst? There is more positive news from the world's largest defence market for DroneShield. The stock rose slightly yesterday. Is it now heading toward an all-time high? The CEO of HPQ Silicon made a strong impression at an investor conference. The company is currently transitioning from the research phase to commercialization. Its next-generation battery technology is impressing in drone tests. Additionally, the company aims to revolutionize hydrogen production. The share is definitely worth adding to your watchlist.
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Commented by Carsten Mainitz on June 3rd, 2026 | 07:35 CEST
The Future of Mobility: Why There Will Not Be Just One Winner – dynaCERT, BYD and Nel in Focus
High oil prices are accelerating the adoption of electric vehicles. Nevertheless, market realities, infrastructure constraints, and economic considerations all point to a future in which multiple propulsion technologies coexist. The classic diesel engine is far from obsolete. In heavy-duty transportation, mining, agriculture, and power generation, it is likely to remain indispensable for the foreseeable future. At the same time, bridge technologies are gaining importance. Here, the cleantech company dynaCERT stands out. The Canadian company's innovative retrofit solution uses hydrogen-assisted technology to improve the efficiency of existing diesel fleets while reducing emissions. BYD has established itself as a dominant force in the electric vehicle industry but continues to face intense price competition in its home market, China. Next year, the company plans to launch a new generation of battery technology. Meanwhile, hydrogen pioneer Nel aims to set new cost benchmarks for the industry, potentially strengthening its competitive position in the rapidly evolving hydrogen market. Against the backdrop of multiple competing mobility solutions, which company is best positioned to come out ahead?
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Commented by André Will-Laudien on June 1st, 2026 | 07:15 CEST
Are AI and Data Centers Boosting Plug Power and Nel ASA? RE Royalties and Nordex Under the Microscope
Rising oil and gas prices have dominated the stock market landscape in recent months. But now there are signs of a de-escalation in the Middle East. Commodity markets are already pricing in this relief, even though no political solutions have yet been reached. This means a breather for the recent winners and a chance for fresh investor capital to flow into stocks that have not yet seen their run. "Sustainable energy production" is a buzzword, because in wind energy, for example, it is highly controversial whether the widespread destruction and densification of open spaces and forests makes a positive contribution overall—especially now that a costly electricity surplus has emerged, which taxpayers must subsidize due to long-term funding commitments to investors. The production of green hydrogen is even viable at high energy prices, but in the long term, the technology must become at least 50% cheaper. At the center of these developments is RE Royalties with an innovative financing approach that supports energy projects. We delve a little deeper.
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