hightech
Commented by Armin Schulz on September 2nd, 2026 | 07:15 CEST
How Investors Can Profit from the Drone Threat — Rheinmetall, Volatus Aerospace and Lockheed Martin in Focus
On the night of August 5, 2026, the quick action of a bus driver helped avert a catastrophe. The drone attack ushered in a new era of threats. The foiled attack on Leipzig/Halle Airport involving an explosive-laden drone is no longer an isolated incident. This escalation, which is now attracting attention at the highest levels of the security establishment, is putting a multibillion-dollar market for effective counter-drone solutions and autonomous weapons systems firmly in the spotlight. For investors, the question is who will benefit most from this "drone supercycle". We take a closer look at three promising candidates: Rheinmetall, Volatus Aerospace and Lockheed Martin.
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Commented by Lars Winter on September 1st, 2026 | 07:05 CEST
Potential Double-Baggers in the Drone Boom, EV Upside and a Takeover Bet: What Volatus Aerospace, BYD and Delivery Hero Offer Investors
Three stocks from three different sectors, each driven by a powerful catalyst: Volatus Aerospace is targeting the multibillion-dollar drone market and aims to evolve into an integrated aerospace and defense company. BYD is countering the slowdown in China's auto market with an aggressive export strategy. And at Delivery Hero, operational progress is converging with takeover speculation. Three shares with plenty of potential – but also significant risks. In this stock check, we take a closer look at the three companies, highlighting where the biggest opportunities lie, what analysts recommend, and which types of investors each stock may be best suited to.
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Commented by Tarik Dede on August 31st, 2026 | 07:20 CEST
Above the Clouds: Ryanair, Volatus Aerospace and Air France-KLM in Focus
Freedom is not always limitless above the clouds. High jet fuel prices are putting pressure on airlines' businesses, while rising ticket prices have made summer vacations in 2026 significantly more expensive. This is especially true in Europe, where jet fuel capacity remains limited. Nevertheless, the market is currently showing signs of easing. Since the outbreak of the war, many airline stocks have recovered. It is therefore worth taking a closer look at the shares of low-cost carrier Ryanair and the premium carrier Air France-KLM. For investors who would rather avoid the poor predictability of airline stocks, there is still an opportunity to look to the skies by considering shares of Volatus Aerospace.
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Commented by Stefan Feulner on August 31st, 2026 | 06:40 CEST
RTX, Almonty Industries, Rheinmetall – The Battle for Tungsten Escalates
Tanks, missiles, radar systems, and AI chips require high-performance materials. One of the most strategically important is tungsten. China accounts for more than 80% of global production and has already tightened its export controls. At the same time, Europe and the US are ramping up their defense production. This is driving not only demand but also political pressure to establish independent supply chains. As a result, Western tungsten projects are gaining strategic importance.
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Commented by Lars Winter on August 28th, 2026 | 07:30 CEST
Almonty Gears Up for the Next Phase, Siemens Energy Plans Spin-Off, Apple Gets a New Leader – 3 Exciting Stocks in the News Roundup
The stock market trades on the future—but eventually, it demands a return on that investment. At Almonty Industries, the tungsten "fantasy" nurtured for years is now set to become a mining business worth billions. Siemens Energy is leveraging its operational momentum to unlock further value through the spin-off of Transformation of Industry. And at Apple, a new generation of leadership is taking the helm just as the company must deliver its response to the AI boom. We take a closer look at these three stocks in our latest stock roundup.
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Commented by Stefan Bode on August 28th, 2026 | 07:10 CEST
Margin Miracles, Mega-Trends, and Tech Doubts - SAP, Südzucker, Volatus Aerospace
Current stock market trends highlight how differently companies respond to global trends. While an established food conglomerate is significantly increasing its profitability through strict cost control despite declining revenue, an up-and-coming systems integrator is benefiting from the booming drone market and growing security budgets. A leading software giant, on the other hand, is struggling to meet the enormous market expectations in the field of artificial intelligence. This commentary examines the opportunities and risks associated with these three stocks.
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Commented by Fabian Lorenz on August 27th, 2026 | 07:35 CEST
Stocks in a Billion-Dollar Frenzy! Siemens Energy at EUR 245? +16% for Deutz! Is Volatus Aerospace Set to Take Off Again?
The stock market is celebrating Deutz's planned billion-euro acquisition. The engine specialist's stock has skyrocketed by 16% in just a few days. With this acquisition, the Cologne-based company aims to diversify its business and gain greater benefit from global defense investments. Volatus Aerospace serves both military and civilian applications with its drone platform. The potential is enormous. The stock market is waiting for major orders, which, according to the Volatus CEO, are on the horizon. This should allow the stock to take off again. Analysts also see significant upside potential for Siemens Energy. The planned spin-off of the industrial business is being well received. Price targets range up to EUR 245.
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Commented by Carsten Mainitz on August 26th, 2026 | 07:15 CEST
Perspective Shift: Long-Term Growth at a Discount? Almonty Industries, Renk and Rheinmetall After the Correction
The Western defense boom is running into an often-overlooked bottleneck: tungsten. While China dominates the global market and has restricted exports, Almonty is ramping up operations at the strategically important Sangdong mine in South Korea. At full capacity, the mine is designed to supply around 40% of global tungsten demand outside China. This strategic position, record-high tungsten prices, and a substantial cash reserve, which the company is currently using for share buybacks, underpin Almonty's significant strategic flexibility. Renk and Rheinmetall, as defense contractors, provide the industrial counterpart. Packed order books, rising margins, and a defense cycle that could extend well beyond the current decade support the sector. But can these companies actually handle such enormous growth? Does the recent share price correction now offer an opportunity, or have future expectations simply become too ambitious?
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Commented by Stefan Bode on August 25th, 2026 | 07:10 CEST
Between Billion-Dollar Deals and Geopolitics: Almonty Industries, Deutz, CATL and Schaeffler
Global financial markets are undergoing massive structural change. Whether it is the volatile transition to e-mobility, securing systemically critical raw materials amid geopolitical tensions, or a long-established company's historic entry into the booming defense sector—adaptability is key. We take a closer look at three exciting stock picks that are currently making headlines with billion-dollar acquisitions, strategic alliances, and massive share buybacks in the triple-digit million USD range. Which of these stocks currently offers an attractive risk-reward ratio?
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Commented by Nico Popp on August 25th, 2026 | 06:45 CEST
Drone War Coming to Our Doorstep? BAE Systems, Volatus Aerospace and Kratos Defense Set for a Boom?
More and more drones are being spotted and neutralized in NATO territory—some now even equipped with explosives. The relentless war of attrition between Russia and Ukraine, along with the aggressor’s threats, are forcing strategists in the West to rethink their approach. Costly weapons systems are no longer sufficient when swarms of inexpensive drones overwhelm air defenses. What began as a necessity-driven commitment to drones has long since evolved into a full-fledged industry in the West. We present key players and current developments.
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