Technology
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.
Read
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.
Read
Commented by Armin Schulz on December 17th, 2025 | 07:05 CET
Electric mobility is booming, lithium prices are rising again – An assessment of BYD, Power Metallic Mines, and Volkswagen
The era of the combustion engine is coming to an end. A new ecosystem of technology, raw materials, and manufacturing power is emerging, presenting extraordinary opportunities for early investors. The race toward electrification is in full swing, driven by exploding registration numbers and a rapidly expanding charging infrastructure. But the real leverage lies deeper. Access to critical metals, which are the lifeblood of every battery, is indispensable. As supply chains reorganize, three very different companies are positioning themselves: the emerging giant BYD, the raw materials explorer Power Metallic Mines, and the traditional heavyweight Volkswagen.
Read
Commented by Fabian Lorenz on December 16th, 2025 | 07:00 CET
Great potential in the defense sector! RENK, Hensoldt, NEO Battery Materials
Milestone at NEO Battery Materials! With the lease of its new operational battery facility, NEO Battery is now ready to start commercializing its high-performance battery technology for defense, automotive and energy sectors. The new factory eliminates the need for time-consuming and costly construction. Orders and partnerships are also already in place. It is likely only a matter of time before batteries are also used in tanks. In Germany, RENK, for example, is developing drives for vehicles weighing up to 70 tons. Analysts consider the recent sell-off in defense stocks to be exaggerated. Their current favorite is Hensoldt. However, the sensor specialist is not recommended as a buy by all experts.
Read
Commented by Armin Schulz on December 15th, 2025 | 07:10 CET
The secret profit chain: From zinc ore to steel to premium electric vehicles with Pasinex Resources, thyssenkrupp, and NIO
Metals such as zinc are the invisible foundation of progress. As an indispensable corrosion protection for steel in car bodies and a beacon of hope for new battery generations, this metal connects traditional industry with the technological future. This strategic convergence opens up opportunities along the entire value chain – from raw material extraction to steel refining to the final electric product. Three companies embody this transformative development: Pasinex Resources, thyssenkrupp, and NIO.
Read
Commented by Carsten Mainitz on December 15th, 2025 | 06:00 CET
Attention! Brand new developments at Siemens Energy, NEO Battery Materials, and BYD!
Energy infrastructure, electromobility, innovative battery technologies, artificial intelligence, and robotics are investment themes that will remain exciting in the coming year. These megatrends are establishing themselves thanks to sustained high demand, which is reflected in rising share prices for industry representatives. Innovative battery storage systems are becoming increasingly important. New high-performance batteries store more energy, reduce charging times, and offer greater safety. One promising second-tier company that is often overlooked is Canadian battery specialist NEO Battery Materials. We highlight its potential and that of established players Siemens Energy and BYD.
Read
Commented by Nico Popp on December 10th, 2025 | 07:05 CET
Second hydrogen wave with Linde, BASF, dynaCERT: Why 2026 will be the year of truth
fundamentally from the hype cycles of 2020 and 2021. Back then, enthusiasm was driven largely by visionary PowerPoint presentations rather than real-world progress. The transition to 2026, however, marks the start of a new industrial reality. Investors who have followed the sector for years now recognize a clear shift in market dynamics - one based less on hope and more on regulatory certainty and technological maturity. As Der Aktionär correctly notes, a new tailwind is emerging for industry. We explain what improved framework conditions and the market launch of large-scale plants in Europe could mean for the shares of Linde, BASF, and dynaCERT.
Read
Commented by Fabian Lorenz on December 8th, 2025 | 07:15 CET
RENK better than HENSOLDT? Risk at NOVO NORDISK! Billion-dollar opportunity with RZOLV Technologies!?
Is RENK's stock better than Hensoldt's? That is what analysts are saying. According to them, the transmission specialist is attractively valued at the current level. Hensoldt, on the other hand, is having problems converting its order backlog into revenue growth, leading to a significant reduction in its price target. In contrast, RZOLV Technologies shares have enormous upside potential. The Company aims to replace a toxic chemical used in gold extraction, thereby opening up a billion-dollar market. Development is nearly complete, and patents have been filed. In just a few months, RZOLV could become a hot takeover candidate. Meanwhile, takeovers currently appear to be a way for Novo Nordisk to replenish its drug pipeline, with the Danish company taking risks worth billions - Pfizer, take note.
Read
Commented by Nico Popp on December 8th, 2025 | 07:00 CET
Even in times of peace, these defense stocks have a future: NEO Battery Materials, Hensoldt, DroneShield
There is a lot at stake for Ukraine these days: Will there be a dictated peace, will the war continue, or is a long-term viable solution in sight after all? Some defense stocks have fallen in recent weeks. However, regardless of the current peace negotiations, it looks as if Europe in particular will have to invest heavily in military capabilities in the coming years. We explain why and present some exciting stocks.
Read
Commented by Nico Popp on December 4th, 2025 | 06:55 CET
How suppliers like Aspermont, CATL, and Continental turn the world's complexity into profit
"During a gold rush, don't sell shovels - sell treasure maps." In a world driven by technological disruption, geopolitical tensions, and the trend toward decarbonization, investors need to think one step ahead. Often, it is not the end manufacturers who benefit most, but the specialized suppliers and service providers operating behind the scenes. They take the complexity off their customers' hands – whether it is building an electric vehicle, optimizing tyre compounds, or deciding where to build the next billion-dollar mine. Those who understand this principle will find exciting options on the stock market right now. We present three companies.
Read