hightech
Commented by Jens Castner on July 30th, 2026 | 10:05 CEST
DRONESHIELD IN TURBULENCE – CLEAR RUNWAY FOR VOLATUS AEROSPACE AND RED CAT HOLDINGS
A crash landing is dragging down the entire drone industry. When DroneShield's stock slipped on Tuesday despite what were actually strong numbers, other stocks in this young, forward-looking sector also came under pressure—even though their businesses have little to do with the Australian company's problems. This is precisely where a massive opportunity could lie for investors—at least if analysts are to be believed. The experts' price targets signal more than 100% upside potential for Volatus Aerospace and Red Cat Holdings.
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Commented by Lars Winter on July 30th, 2026 | 09:55 CEST
Almonty Industries, PVA TePla, and GEA Group: Three Growth Stocks with Powerful Catalysts
With the start of production at the Sangdong mine, Almonty Industries is entering a new era. Meanwhile, PVA TePla and GEA Group also have compelling investment cases, supported by strong order intake and upgraded guidance. We take a closer look at all three stocks.
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Commented by Matthias Schomber on July 30th, 2026 | 09:45 CEST
Infineon, LPKF Laser, and Strategic Resources: Three Stocks on the Verge of Decisive, Trend-Setting Moves
While the German chip, semiconductor, and technology sector is struggling to weather severe setbacks following a rapid roller-coaster ride, investors are also turning their attention to other sectors. Semiconductor giant Infineon is currently grappling with massive price declines following its spectacular rise, even though billion-dollar deals in Asia should be providing a tailwind. At the same time, the specialist LPKF Laser & Electronics is also seeking to find a stable footing in a highly volatile market environment. While these and other established high-tech stocks are giving back their gains and stumbling, a new growth story may be taking shape among smaller small-cap stocks. The Canadian company Strategic Resources is positioning itself as a key player in green steel and battery metals through groundbreaking regulatory approvals in Quebec and partnerships in Finland. Are we on the verge of a major turning point in the tech markets, and does Strategic Resources' stock even offer the potential to double in price?
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Commented by Stefan Bode on July 28th, 2026 | 10:00 CEST
Cloud Rally, Drone Boom and a Historic Crash: Evotec, SAP and Volatus Aerospace in Focus
The temporary suspension of US airstrikes against Iran has eased market tensions, presenting investors with stark contrasts once again. In this report, we analyze three technology companies at pivotal moments in their development. An established software giant is impressing investors with strong cloud performance, helping to dispel AI concerns of recent months. An innovative drone company is benefiting from the high-margin growth market for autonomous aerial systems. Meanwhile, a research services provider is struggling to regain the confidence of its remaining investors after issuing a severe profit warning that sent its shares to a 10-year low. Discover in our market analysis where attractive entry opportunities may be emerging and where the risk of catching a falling knife looms.
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Commented by Stefan Feulner on July 28th, 2026 | 07:50 CEST
Almonty Industries, Boliden, Teck Resources: The Pullback Presents a Major Opportunity
Commodity stocks have lost significant ground following the recent market correction—even though the fundamental outlook for many companies has continued to improve. Rising demand for tungsten, copper, and other strategic metals, driven by AI, defense, the energy transition, and digitalization, is meeting with tight supply. For long-term investors, this pullback could therefore present an attractive entry opportunity. Companies with advanced projects, strong balance sheets, and rising production are now back in the spotlight.
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Commented by Stefan Feulner on July 28th, 2026 | 07:30 CEST
SAP, Miivo AI and Oracle: SAP Delivers—Could This AI Hidden Gem Be Next?
Created and Published on Behalf of Miivo AI Inc.
Artificial intelligence is fundamentally transforming enterprise software. While large corporations are investing billions to automate business processes and make data-driven decisions, small and medium-sized enterprises are now benefiting from this trend as well. Modern AI platforms analyze customer behaviour, optimize sales and finance, and deliver well-founded recommendations for action in seconds. It is precisely this trend that opens up attractive growth opportunities for both established software giants and innovative specialists.
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Commented by André Will-Laudien on July 27th, 2026 | 07:45 CEST
Artificial Intelligence: Full Speed Ahead for Software, Cloud, and Tech! SAP, ServiceNow, Miivo AI, and Oracle in Focus
Created and Published on Behalf of Miivo AI Inc.
In recent months, there has been a great deal of skepticism surrounding the business models of major software companies and cloud giants, and as a result, their stock prices took a significant hit. However, sentiment has been shifting since the latest earnings reports from SAP and ServiceNow. There were already initial signs of a turnaround at the end of last week. SAP was up 10%, ServiceNow up 6%; only Oracle has yet to complete its turnaround. The sector is once again attractive to long-term investors, as the massive bull run in growth markets completely bypassed these stocks. However, the exuberant rally in chip stocks is currently stalling, which could breathe new life into other sectors as part of a sector rotation. Despite the sector-wide slump, Canadian software provider Miivo AI is showing noticeable upward momentum. The company focuses holistically on small and medium-sized enterprises. With a compelling business model, significant growth can still be expected here. We take a closer look at the sector.
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Commented by Fabian Lorenz on July 27th, 2026 | 07:40 CEST
Buy Recommendations for Almonty, Micron, and TKMS! Defense, Commodities, and Semiconductors with Upside Potential!
Compelling buying opportunities are emerging across several sectors. In commodities, Almonty Industries stands out as it ramps up production at its tungsten mine in South Korea, with revenue and earnings expected to accelerate sharply in the second half of the year. Analysts forecast a net profit of CAD 854.6 million next year, implying a forward P/E ratio of just 4.34—a valuation many consider too low for the only significant Western tungsten supplier. Analysts recommend buying. TKMS appears well positioned among the struggling defense companies. Analysts highlight its substantial order backlog, which is expected to provide strong earnings visibility well into the 2040s. Micron remains a higher-risk opportunity. Following its historic share price rally, investors are concerned about potential overcapacity. Micron is also investing billions, but analysts remain reassuring.
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Commented by Nico Popp on July 27th, 2026 | 07:15 CEST
The Drone Revolution: Palantir and Lockheed Martin Forced to Innovate—Volatus Aerospace Follows Ukraine's Lead
The days when tanks weighing several metric tons or extremely expensive fighter jets determined victory or defeat on the battlefield are over. As a look at modern warfare shows, it is now primarily the seamless interaction between hardware and software that determines actual success. Those who cannot coordinate algorithms and sensor technology in real time will fall behind. Ukraine is currently demonstrating this impressively, as it now launches more drones for counterattacks against Russia than the aggressor itself. This illustrates that, for NATO, security also means building an agile defence industry that can respond flexibly to requirements. We take a look at three companies in the industry and highlight opportunities.
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Commented by Stefan Feulner on July 24th, 2026 | 08:55 CEST
AeroVironment, Volatus Aerospace, Kratos Defense—Canada Takes on the US Drone Giants
Drones have evolved from a niche product into one of the defence industry's most important future markets. Billions are pouring into autonomous reconnaissance systems, combat drones, and modern defence technologies. While established US corporations are winning ever-larger government contracts, a Canadian challenger, backed by civilian cash flow, NATO business, and new production capacity, could be on the verge of its next growth spurt.
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