hightech
Commented by Jens Castner on July 13th, 2026 | 07:45 CEST
HOT AIR AND HARD FACTS: WHAT SETS SPACEX APART FROM ALMONTY AND THYSSENKRUPP
USD 2 trillion for dreams of Mars? While SpaceX is valued on expectations of its long-term growth and ambitious space exploration plans, Almonty Industries supplies tungsten—and soon molybdenum—critical raw materials used in a wide range of high-performance industrial and aerospace applications. These metals are also important for manufacturers such as thyssenkrupp, the long-established industrial group from Essen that is currently undergoing a major transformation. This analysis compares one company valued largely on future expectations with two businesses positioned at the heart of real-world industrial supply chains.
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Commented by Stefan Feulner on July 10th, 2026 | 07:35 CEST
Almonty Industries, DroneShield, Thales: Three Companies Benefiting from the Global Arms Race
Global defense spending is rising to record levels, fueling a long-term investment boom. It is no longer just traditional defense contractors that are benefiting from this trend. At the same time, the supply of strategic raw materials is becoming a critical bottleneck. Metals, which are indispensable for precision weapons, semiconductors, aerospace, and modern defense systems, are becoming increasingly important. Those who can secure Western supply chains in the future or possess key technologies have the potential to be among the biggest winners of this geopolitical turning point.
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Commented by Tarik Dede on July 10th, 2026 | 07:05 CEST
Technical Analysis in Focus: Opportunities at Infineon, Volatus Aerospace, and Meta?
Summer is typically a quiet time on the stock markets. Even though quarterly earnings are released in many sectors starting in July, too many investors are already on their summer break. But this year, the markets are proving to be extremely volatile. Across many sectors, including semiconductors, hyperscalers, auto stocks, and sports companies, we are seeing sharp daily swings in either direction. On top of that, the war is returning not only to the Persian Gulf but also to the trading floor. This high volatility calls for technical analysis. That is why we are taking a look today at the stocks of Infineon, Volatus Aerospace, and Meta.
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Commented by Lars Winter on July 9th, 2026 | 07:05 CEST
Volatus Aerospace, TKMS, and Rheinmetall: Three Stocks for the Next Defence Boom
Financial markets had partly priced in a lasting ceasefire in the Persian Gulf, but the conflict has flared up again. U.S. President Donald Trump recently declared the ceasefire with Iran to be over. The global defence boom is far from running out of steam. On the contrary, it continues to gather momentum while constantly shifting its focus. After ammunition, tanks, air defence systems and drones, maritime defence is once again moving into the spotlight. Around the recent NATO summit in Ankara, for example, Canada announced multi-billion-dollar submarine plans involving thyssenkrupp Marine Systems (TKMS). At the same time, rising defence spending across Europe and the technological race in counter-drone capabilities underline the continuing need for military investment. Against this backdrop, investors may find new opportunities—from the more speculative Volatus Aerospace to the more established defence names TKMS and Rheinmetall.
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Commented by Nico Popp on July 9th, 2026 | 07:00 CEST
Why the Base Load Bottleneck Threatens SpaceX and Amazon—and How Standard Uranium Stands to Benefit
When you pick up your smartphone from your nightstand in the morning, you rarely give a thought to the massive infrastructure behind the scenes. But the brave new digital world of global data streams and machine-learning algorithms has an energy-hungry, and sometimes dirty, secret. Artificial intelligence consumes so much electricity that power grids are collapsing one after another. When computing power needs to keep pace with AI innovations, solar farms are no longer enough. Base load power is needed—and nuclear power provides it. So high-tech needs uranium, and that is exactly what brings the tech elite together with resource companies. We explain the connections and highlight the opportunities.
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Commented by Fabian Lorenz on July 8th, 2026 | 07:00 CEST
Stock Poised for Multi-Bagger Gains? Rheinmetall, OHB, and MustGrow Under the Analyst Microscope
Created and published on behalf of MustGrow Biologics Corp.
Is Rheinmetall's frigate setback only half as bad as it first appeared? While analysts have trimmed their revenue forecasts, they generally view the overall impact as manageable and continue to recommend the stock as a Buy. For MustGrow's stock, some analysts even see multi-bagger potential. The Canadian company aims to transform agriculture with its mustard-based biological crop protection products. Commercial rollout is now underway, with revenue and earnings expected to grow significantly over the coming years. Its partnership with Bayer is expected to provide additional upside potential. Meanwhile, OHB's capital increase concludes today. Shares in the German space company have come under significant pressure in recent weeks. Although analysts continue to recommend the stock as a buy, they see only limited upside from current levels, while the valuation remains demanding.
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Commented by André Will-Laudien on July 7th, 2026 | 07:30 CEST
DAX at 30,000—Unrealistic? Keep an Eye on DroneShield, Volatus Aerospace, Airbus, and Hensoldt
It has been a long time since global equity markets experienced such a powerful and broad-based bull run. Investors have once again been reminded that geopolitical conflicts do not necessarily trigger prolonged market declines. Instead, they often reinforce expectations of higher defence spending, accelerated technological innovation, and additional government investment. At the same time, public debt continues to climb. Rather than being meaningfully reduced, maturing obligations are typically refinanced by issuing new debt. In the view of many market participants, this ongoing expansion of public borrowing continues to provide liquidity support for financial markets. This trend has persisted since the global financial crisis of 2008. Meanwhile, the influence of major technology entrepreneurs and capital allocators on politics and industry has become increasingly apparent. Figures such as Elon Musk play a far greater role in shaping industrial policy and technological development than would have seemed conceivable only a decade ago. Valuation, however, remains a growing concern. The cyclically adjusted Shiller P/E ratio for the S&P 500 has averaged roughly 17.4 over the long term. At around 39.5, it currently stands approximately 127% above that historical average. That places the market among the most richly valued periods in modern history, exceeded only by the peak of the dot-com bubble in 1999. Whether traditional valuation metrics remain fully applicable in today's AI-driven and highly liquid market environment has therefore become an increasingly debated question among investors.
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Commented by Stefan Feulner on July 7th, 2026 | 07:10 CEST
Saab, Antimony Resources, Rheinmetall: Billion-Dollar Defence Orders and Gold Discoveries Drive Share Price Potential
Created and published on behalf of Antimony Resources Corp.
The world continues to rearm, and at the same time the battle for strategic raw materials is intensifying. As governments raise their defence budgets to record levels, demand is also rising for critical metals indispensable to ammunition, air defence, semiconductors, artificial intelligence and modern energy technologies. At the same time, multi-billion-dollar investments in advanced weapons systems and the development of independent Western supply chains are creating a powerful long-term growth story. Those who invest early in companies from the defence and critical raw materials sectors could benefit from one of the strongest structural trends of the coming years.
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Commented by Nico Popp on July 7th, 2026 | 06:55 CEST
Tungsten Emergency: Why Almonty Is Exceptionally Positioned - Sandvik and Lockheed Martin Under Pressure
Beijing's tightened export controls on critical raw materials such as tungsten show how heavily the West depends on established supply chains. China still controls around 80% of global tungsten production. In response to this threat, from January 1, 2027, the US will ban the import of tungsten from China, Russia, Iran, and North Korea for military purposes. This regulatory turning point and a surge in demand from the defense sector drove the world market price for ammonium paratungstate (APT) from historic lows in the low triple-digit range per metric tonne unit (MTU = 10 kg) to well over USD 3,000 per MTU. We take a closer look at the market and show how investors can profit from the tungsten emergency.
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Commented by Armin Schulz on July 6th, 2026 | 07:30 CEST
Forget Short-Term Hysteria—Win Long-Term with Rheinmetall, Almonty Industries, and RTX
After a breathtaking rally, defense stocks have come under pressure. Hopes for peace, profit-taking and new competitors have driven prices into a recent correction. For short-term-minded investors, this may look threatening, yet the structural drivers – depleted arsenals, aging systems and Europe's push for military sovereignty – remain intact. The current markdowns resemble a technical breather rather than a break in the trend. It is precisely this discrepancy between short-term volatility and long-term necessity that opens an entry window for strategic investors. This is the moment to set your sights on companies with thick order books and systemic relevance. While Rheinmetall benefits from Europe's rearmament, Almonty Industries, as a tungsten supplier, secures critical raw materials for production, and the US group RTX delivers technological superiority in aviation, drones and cyber defense.
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