Space
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 André Will-Laudien on August 20th, 2026 | 07:15 CEST
From AI Data to Autonomous Launch Vehicles! SpaceX, Deutsche Telekom, Aspermont and Vodafone on the Rise
The convergence of artificial intelligence and massive data streams is rapidly revolutionizing global infrastructure, from the Earth's surface to orbit. At the forefront of this technological evolution is the space company SpaceX, which, with its "Direct to Cell" service through its telco division Starlink, is redefining global connectivity by linking ordinary smartphones directly to satellite networks. A crucial cog in the global mobile communications backbone in space is Deutsche Telekom, which bridges the gap between terrestrial networks and space through AI-powered network infrastructures and strong partnerships. The British telecommunications giant Vodafone is also demonstrating how it maximizes the efficiency of global data connections by intelligently analyzing massive amounts of data using big data analytics. The commodities-focused B2B platform Aspermont is also benefiting from this digital disruption in the network sector, operating at the intersection of mining and artificial intelligence. The media company monetizes its decades-old data sets in the mining and energy sectors through customized solutions. For investors, this represents a highly lucrative and innovative investment opportunity.
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Commented by André Will-Laudien on August 17th, 2026 | 07:50 CEST
New Drones and Space Acrobatics? SpaceX, Power Metallic, Thales and Heidelberger Druck in Flight Mode
The global aerospace and defence industry is currently experiencing an unprecedented technological boom that is completely upending traditional market dynamics. From autonomous systems in the stratosphere to revolutionary launch vehicles in orbit, more and more industries are reaching for the stars. To survive in this fiercely competitive environment, established industry giants and visionary tech pioneers alike must forge new alliances and radically expand their core competencies. A look at current market trends impressively demonstrates that innovation today arises primarily from the synergy between radical high-tech development and high-precision industrial scaling. While NASDAQ newcomer SpaceX is pushing the boundaries of what is possible in space with spectacular feats, specialized players like the European Thales Group are driving the modernization of defence systems with advanced sensor and drone technologies. Heidelberger Druck is also showing surprisingly strong momentum as it successfully adapts its time-honoured precision engineering for the future drone production market. And then there are the indispensable critical metals: Power Metallic aims to join the North American supply chain soon. Exciting!
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Commented by André Will-Laudien on August 11th, 2026 | 07:50 CEST
AI Infrastructure Rally 3.0: Siemens Energy, A.H.T. Syngas, Nordex, and SpaceX in Focus
By 2035, Europe plans to fundamentally transform its electricity mix toward renewables to achieve near-complete climate neutrality and drastically reduce its dependence on fossil fuel imports. This ambitious project requires a perfectly coordinated interplay of massive large-scale infrastructure, smart grid technology, and decentralized energy solutions. Wind power pioneer Nordex SE is driving the rapid expansion of onshore capacity as the technological leader. Infrastructure giant Siemens Energy AG is an indispensable full-service provider, stabilizing fluctuating green power production with state-of-the-art transformers and grid connections and meeting the massive energy demands of AI data centers. To close the remaining gaps in weather-dependent generation, flexible, local backup is becoming increasingly important. Here, the specialist A.H.T. Syngas Technology fills the strategic gap for small and medium-sized enterprises by using compact gasification plants to convert industrial waste streams into clean synthesis gas and cost-effective green hydrogen right where it is generated. With this selection, investors can build a crisis-resistant, CO₂-free power grid of the future. If you are looking for an extra touch of speculative upside, there is always SpaceX—although investors should carefully consider which direction that particular bet is headed.
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Commented by Fabian Lorenz on August 11th, 2026 | 07:15 CEST
Sell Rheinmetall Shares? Over 20% Gains in One Week! Buy Rating for OHB! Bayer Partner MustGrow Begins Re-Rating
Created and Published on Behalf of MustGrow Biologics Corp.
MustGrow Biologics shares climbed more than 20% last week, potentially marking the beginning of a long-awaited re-rating. Analysts believe significantly higher prices are achievable. Revenue is expected to multiply over the coming years, with the company also targeting substantial profitability. MustGrow could also benefit from milestone payments from its partner, Bayer. These potential payments are not included in current analyst estimates, potentially providing additional upside. At Rheinmetall, analysts are lowering their 2028 revenue estimates. Experts also see risks regarding cash flow and margins. As a result, they have downgraded the shares of Germany's largest defence contractor from "Hold" to "Sell." Analysts are considerably more optimistic about OHB. A key element of the investment case is the expectation that the German space-industry hopeful will secure major contracts over the coming months.
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Commented by André Will-Laudien on August 5th, 2026 | 09:05 CEST
Drone Economy 2.0: Wars, Fires, and Delivery! SpaceX, DroneShield, Volatus Aerospace, and Lufthansa in Focus
The next phase of growth in the skies is just taking off! The global drone economy is completely reshaping itself into a multi-billion-dollar megatrend and revolutionizing traditional industries through the convergence of AI, logistics, and defence. While the space company SpaceX, with its Starlink network, provides the indispensable, crisis-proof communications infrastructure for global drone operations, the defence specialist DroneShield is benefiting directly from the rapidly rising military demand for sophisticated counter-UAS systems against asymmetric threats. Canadian company Volatus Aerospace is also making a quantum leap from traditional small drones to highly profitable, government-funded aerial wildfire suppression in North America through a new strategic partnership for the autonomous heavy-lift large aircraft FlyOx 1. Then there were poor earnings figures from Lufthansa yesterday. Despite the negative headlines, compelling buying opportunities may be emerging for investors.
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Commented by Nico Popp on July 30th, 2026 | 09:30 CEST
SpaceX's Environmental Mess, Occidental Petroleum's Battle Against Windmills, and Zefiro Methane's Billion-Dollar Opportunity
When SpaceX's rockets soar toward orbit, the public gazes spellbound at the evening sky. The fact that rocket launches release enormous amounts of greenhouse gases is only noted critically in passing. Yet even SpaceX is doing everything it can to reduce its environmental footprint. There is still plenty of potential for savings right here on Earth. Plugging abandoned and orphaned wells from the oil and gas industry is one such opportunity. If these avoided emissions are systematically tracked and converted into carbon credits, this would build a bridge between the traditional oil and gas industry and the space sector. We shed light on this development and show where investors can look for opportunities.
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Commented by Nico Popp on July 22nd, 2026 | 07:40 CEST
Why the Tungsten Shortage Threatens SpaceX and Siemens Healthineers—and How Almonty Is Becoming the West's Top Supplier
When technical necessity meets scarcity, it is not just engineers who take notice—the capital markets, too, have long been grappling with supply chains and their vulnerability to crises. This is particularly evident in the case of tungsten. This heavy metal is equally essential for modern space travel and innovative medical technology. Because Beijing is tightening the reins on tungsten exports, a metal also considered military-grade, the high-tech industry, from SpaceX to Siemens Healthineers, is feeling the heat. The search for crisis-resistant sources of raw materials is becoming a matter of survival for these corporations. Almonty, the leading Western tungsten producer, is perfectly positioned to benefit from this situation.
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Commented by Matthias Schomber on July 17th, 2026 | 07:15 CEST
Crash Risk or Buying Opportunity? SpaceX Slides, BMW Eyes a Rebound, and Desert Gold Shines on the Charts
The situation in the Middle East has continued to escalate, with attacks around the Strait of Hormuz driving up oil prices. Brent crude has recently climbed to around USD 85 per barrel, adding another layer of uncertainty to global financial markets. For investors searching for opportunities in the current environment, it is important to look beyond individual stocks and keep a close eye on geopolitical developments. In this article, we examine three companies from very different sectors and highlight where potential opportunities may be emerging. First, we look at BMW, whose shares are currently trading at what many consider an attractive valuation and may be positioned for a rebound. We also examine SpaceX, whose stock has entered what many investors would describe as crash territory, with the share price falling below its IPO level. Finally, we turn to Desert Gold Ventures, a small West African gold explorer that has continued to make steady operational progress largely independent of broader market turbulence—and largely without attracting much attention. Could this overlooked company represent a significant opportunity for investors?
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Commented by Fabian Lorenz on July 16th, 2026 | 07:00 CEST
100% Upside Potential, a Downgrade, and a Sell-Off: Renk, OHB, and Almonty
Analysts see around 100% upside potential in shares of Almonty Industries. Following discussions with the company's CEO, they have raised both their earnings estimates and their price target to USD 33. Even under what they describe as conservative assumptions, the stock is expected to trade at a 2027 P/E ratio of below 10. Analysts are less optimistic about Renk Group. While the transmission manufacturer is expected to deliver solid growth, its valuation is no longer considered attractive. In addition, the long-term shift in defense procurement from tanks toward drones could become a headwind for the company. As a result, the stock has been downgraded. The situation at OHB is even more dramatic. The aerospace company's shares have fallen by more than 50% in roughly two months. Following the recently completed capital increase, investors are now expected to refocus on the company's underlying operational performance.
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