Technology
Commented by Carsten Mainitz on December 22nd, 2025 | 07:25 CET
The Next Big Thing! US banks have their sights set on the trillion-dollar tokenization market – pioneer Finexity in pole position! Commerzbank and Deutsche Bank left behind?
Larry Fink, CEO of BlackRock, the world's largest asset manager, made a powerful and significant statement in which he declared tokenization to be the "next generation of markets." Furthermore, the entry of the largest US bank, JPMorgan, into this area highlights its great potential. With the help of tokenization, real-world assets (RWA) are divided into digital tokens and mapped on a blockchain in a legally secure manner. According to the consulting firm Boston Consulting Group, the RWA market will grow to an incredible USD 19 trillion by 2033. Private markets such as real estate, private equity, and renewable energy are an exciting and rapidly growing sub-sector. Tokenization now makes it possible to trade previously non-fungible assets. This is where German pioneer Finexity comes in, addressing a market worth billions.
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Commented by André Will-Laudien on December 22nd, 2025 | 06:55 CET
Will 2026 start with another surge? We evaluate BYD, NEO Battery Materials, and DroneShield
In December, many market participants start thinking about the next investment period – in this case, the year 2026. The 2025 investment year was one of the best periods of the past 20 years for both the DAX and the NASDAQ, with gains of 18.7% and 20.8%, respectively. Even the Trump tariff crash in April was offset entirely within just two weeks. The drivers of the upswing remain the US administration's policy, which is perceived as "supportive," as well as ongoing geopolitical conflicts and still tolerable interest rates between 2.7% (Bund) and 4.0% (USD Treasury) in the ten-year range. For the coming year, some experts expect another wave of inflation, high commodity prices, and rising energy costs. These are all factors that could once again stifle the economic upturn and bring additional volatility to the markets. And let's not forget: AI and defense seem to be at their peak — so who will lead the next revaluation of the stock markets?
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Commented by Armin Schulz on December 22nd, 2025 | 06:00 CET
The key to billions in profits: High-performance batteries in the spotlight at NEO Battery Materials, Volkswagen, and DroneShield
While sluggish economic data currently dominates, disruptive technologies are unleashing enormous profit potential. Artificial intelligence, electromobility, and new safety requirements are fueling demand for specialized high-performance batteries. These key components are driving not only autonomous vehicles, but also AI infrastructures, robotics, and drone systems, generating growth markets worth billions. We analyse NEO Battery Materials, a manufacturer of high-performance batteries, electric vehicle manufacturer Volkswagen, and drone specialist DroneShield.
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Commented by Nico Popp on December 18th, 2025 | 07:15 CET
Financial revolution: How BlackRock, Bank of America, and Finexity are leveraging the USD 16 trillion potential of tokenization
When one of the key figures at the world's most powerful financial regulatory authority talks about a historic turning point, Wall Street sits up and takes notice. SEC Chairman Paul Atkins recently described the tokenization of assets as the key market driver for the coming years. This is no longer about speculative cryptocurrencies, but about the digital, legally secure representation of real assets – from real estate and art to government bonds. While US giants such as BlackRock and Bank of America are already pumping billions into this new infrastructure and seeking to divide the market among themselves, a specialized player is positioning itself in Germany that has long since mastered this technology and is making it available to investors: Finexity.
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Commented by Fabian Lorenz on December 18th, 2025 | 07:10 CET
Drone defense and nearly 10% fixed interest! DroneShield, Hensoldt, Bitcoin Group, Nakiki
Is Germany now getting serious about drone defense? A new drone defense center was opened in Berlin yesterday, aiming to provide a nationwide overview of the situation and a coordinated response to drone incidents. DroneShield and Hensoldt are among the beneficiaries on the stock market when it comes to drones and their defense. Will the shares now receive new momentum? Bitcoin is not currently experiencing any momentum. However, this is actually a desirable scenario for Nakiki SE. The Company plans to buy Bitcoin in the coming months and become Germany's first pure play Bitcoin Treasury company. To this end, Nakiki is currently issuing a corporate bond. Investors can secure a fixed interest rate of almost 10% p.a. and diversify their portfolio. The CEO explains why the Bitcoin bond is interesting. In contrast, Bitcoin Group has missed the boat, and now short sellers are also getting involved.
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Commented by Nico Popp on December 18th, 2025 | 07:00 CET
Are Palantir and Meta facing an AI crash? Tailwind from billionaires for Power Metallic Mines
Will the AI bubble burst, or not? NVIDIA's latest figures initially reassured investors last week, but ultimately prompted profit-taking. Palantir and Meta shares are also strongly driven by AI fantasies. At the same time, the costs of AI development and the associated infrastructure are exploding. Some observers already see the early signs of a bubble, as major tech companies continue pouring billions into next-generation AI solutions at a relentless pace. The key question is: How long can this continue? And is there perhaps a sector that could quietly benefit from this dynamic?
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Commented by Carsten Mainitz on December 17th, 2025 | 07:35 CET
Winners for 2026: RZOLV Technologies, Evotec, Mutares have what it takes – which developments are crucial?
The 2025 stock market year was full of exciting developments. Bull markets in commodities, interest rate cuts, and geopolitical tensions. However, some companies, such as Evotec, had to deal with many home-grown problems and lagged behind the positive performance of the overall market. Mutares saw its coffers fill up, but its share price could have done better this year. Next year could be very successful for RZOLV Technologies. The Canadians are solving a major problem in gold mining.
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Commented by Nico Popp on December 17th, 2025 | 07:30 CET
The Pentagon gets serious for Boeing and Co.: US government backs Korea Zinc and ignites the turbo for Antimony Resources
Antimony was long a metal that attracted little attention. But that has changed abruptly with China's recent export restrictions and geopolitical escalation. The semi-metal is indispensable for the defense industry, from ammunition to high-tech alloys used by Boeing. To break its dependence on Beijing, Washington is now digging deep into the state coffers and supporting the development of domestic capacities through the industrial giant Korea Zinc. This government intervention is fundamentally changing the rules of the market and bringing North American explorers, such as Antimony Resources, which could supply the urgently needed raw material in a few years, into the spotlight of strategic investors.
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Commented by André Will-Laudien on December 17th, 2025 | 07:25 CET
Can AI extend its marathon into 2026? Broadcom, Oracle, Aspermont, and Alibaba now in the portfolio?
Despite all the doom and gloom, the AI sector could once again perform strongly on the stock market in 2026, as the ongoing investment cycle in AI infrastructure is expected to lead to transformative monetization, according to Wedbush analysts. They anticipate high-tech stocks to gain a further 20%. Fidelity analysts calculate positive earnings growth in the IT sector of around 25%, supported by rising profitability driven by AI. Vanguard expects AI to offset negative shocks and drive US growth above widespread consensus forecasts with an 80% probability, thanks to enormous productivity gains. Only Barclays has recently expressed "bubble fears," deeming the hype overblown. How will it really play out? Here are a few indicators.
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Commented by Armin Schulz on December 17th, 2025 | 07:05 CET
How Bayer, WashTec, and Volkswagen will earn more money in the future with digitalization and AI
Artificial intelligence is already generating measurable profits in industry today. In the pharmaceutical and chemical industries, it is revolutionizing research and accelerating the market launch of vital products. Mechanical and plant engineering is tapping into recurring sources of revenue with AI-based services and strengthening customer loyalty. And in the automotive industry, autonomous driving is highly popular and will shape the future. These advances prove that the productive phase of AI has begun. Three companies show how technology translates into competitive advantages and robust margins: Bayer, WashTec, and Volkswagen.
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