semiconductor
Commented by Tarik Dede on September 14th, 2026 | 07:55 CEST
Infineon, HPQ Silicon and First Solar: Opportunities Again?
The markets remain extremely volatile. At times, they move sharply higher, only to fall just as quickly. Now markets are bracing for a rate hike. Almost all major investment banks on both sides of the Atlantic expect the Federal Reserve to raise interest rates this week and anticipate another hike before the end of the year. Last week's latest inflation data from the United States likely confirmed analysts' views. This is not good news for the stock markets. Nevertheless, opportunities remain for investors. Some stocks, such as Infineon, HPQ Silicon, and First Solar, have come under significant pressure in recent weeks. We take a closer look at where it might be worth buying in now.
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Commented by Tarik Dede on September 9th, 2026 | 07:20 CEST
Comeback, Orders, Monopolies: Rheinmetall, Almonty Industries and Micron Technology in Focus
The summer was highly volatile and eventful for the stock markets. War, oil prices, the dollar, interest rates, and extreme moves in chip stocks drove share prices and generated plenty of headlines despite the summer lull. The fact is, however, that the real trading season is only getting underway now. With Labor Day on Monday in North America, the unofficial summer break is effectively over. Many investors have returned to their screens and are likely looking for attractive stocks. Trading volumes should therefore pick up significantly across the markets. The extreme price swings have created opportunities. Some of the most promising opportunities are likely to be found primarily in AI, defence, and commodities. That is why today we are taking a look at the stocks of Rheinmetall, Almonty Industries, and Micron Technology.
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Commented by Lars Winter on September 8th, 2026 | 07:55 CEST
Between the Commodity Rally and Brand Crisis: Almonty, Broadcom and Lululemon in Focus
At first glance, tungsten, AI chips and yoga pants have little in common. On the stock market, however, Almonty Industries, Broadcom and Lululemon are currently facing the same question: can these companies live up to the high expectations – or is too much future growth already priced into their shares? While Almonty needs to make the leap from mine developer to major producer, Broadcom continues to deliver record numbers. Lululemon, meanwhile, is struggling to restore the brand appeal it has lost. Three shares, three completely different starting points. We take a closer look at all three stocks in our share review.
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Commented by Stefan Bode on September 8th, 2026 | 07:45 CEST
Growth Potential vs Valuation Reality – Broadcom, Deutsche Telekom, Volatus Aerospace
This report examines three companies that could provide fresh catalysts for their stocks in the future. Here, growth and innovation potential meet regulatory, geopolitical, and operational challenges. Market data, quarterly results and strategic partnerships provide indicators of sustainable growth drivers beyond individual news events. This analysis combines sector trends, capital allocation and the respective risk profiles. It also demonstrates how margins, dependence on major customers, and investment cycles shape valuations and where long-term trends are already emerging.
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Commented by Tarik Dede on September 5th, 2026 | 05:00 CEST
Three Stocks for a Speculative Portfolio: SanDisk, MustGrow Biologics and Super Micro Computer
Created and Published on Behalf of MustGrow Biologics Corp.
Conservative investors tend to favour cash-generative stocks and dividend payers. However, every portfolio should also have a little spice. After all, blue-chip stocks do not always deliver outperformance, although they often provide greater stability. These additional returns can come from both small and large companies. At present, concerns about higher interest rates are weighing on many of the high-flyers of recent months and years. Some stocks have suffered significant pullbacks, even though their outlook remains bright. Today, we therefore take a look at three more speculative but high-growth stocks: SanDisk, MustGrow Biologics and Super Micro Computer.
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Commented by Armin Schulz on September 3rd, 2026 | 08:45 CEST
AI Needs Chips, Power and Server Racks: AMD, NU E Power and Super Micro Computer in Focus
Created and Published on Behalf of NU E Power Corp.
Artificial intelligence is not being held back by complex algorithms, but by a lack of high-performance chips, sufficient power and efficient server racks. As demand explodes, manufacturers are sometimes struggling with long lead times, while liquid-cooled rack systems and GPUs are also becoming increasingly scarce. Big Tech companies are investing trillions, but the physical energy infrastructure is lagging. This is precisely where exceptional profit opportunities are emerging for investors who keep the entire value chain in view. We take a look at three companies, AMD, NU E Power and Super Micro Computer, that are looking to capitalize on these bottlenecks.
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Commented by Fabian Lorenz on September 2nd, 2026 | 06:55 CEST
AI is Booming and Needs More Energy Infrastructure: News from Nebius, Micron and NU E Power
Created and Published on Behalf of NU E Power Corp.
The expansion of AI data centres continues to boom, creating opportunities across the entire AI value chain. This was evident not only in Nvidia's quarterly results. Nebius delivered strong numbers and is seeing high demand, while investors are snapping up bonds issued by the data centre operator. However, energy is becoming an increasingly critical issue for operators. NU E Power aims to capitalize on this. In recent months, the Canadian energy infrastructure developer has focused on regions with growing electricity demand driven by data centres, AI infrastructure, and energy-intensive industries. Micron has been one of the standout performers of recent years. In recent months, the semiconductor manufacturer has even stolen the spotlight from Nvidia on the stock market. Billions are being invested to keep that momentum going. However, analysts are urging investors to temper their enthusiasm somewhat.
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Commented by Carsten Mainitz on August 28th, 2026 | 07:25 CEST
From Chip Shortage to Oversupply? Micron, Infineon and Strategic Resources in the Cycle Check
Concerns that the multi-billion-dollar expansion of new chip factories and AI data centers could outpace demand and trigger a classic "hog cycle" marked by oversupply, price pressure, and a freeze on investment had recently cast a shadow over the tech boom. However, Nvidia's blockbuster quarterly earnings have temporarily alleviated those concerns. Demand for computing power remains high, doubts about the profitability of massive AI investments are receding into the background, and the rally can continue. Micron benefits directly from the rapidly growing demand for high-performance memory, while Infineon enables energy-efficient power supply for data centers. Strategic Resources focuses on the raw materials and resources without which the expansion of the physical infrastructure of the AI era would not be possible, with a particular emphasis on high-quality iron ore and vanadium.
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Commented by Jens Castner on August 26th, 2026 | 10:10 CEST
Amazon, Volatus Aerospace and SUSS Microtec: Three Stocks, One Pattern - And Up To 100% Upside Potential
First came the euphoria, then the disappointment. A pattern has recently emerged in the stock market: even strong quarterly results rarely sustain the initial share price surge. That is because, upon closer inspection, question marks often arise—for example, regarding Amazon's investments, SUSS MicroTec's conservative full-year outlook, or the restructuring of Volatus Aerospace's business model. The three companies represent very different applications of artificial intelligence: cloud infrastructure, manufacturing equipment for the semiconductor industry, and AI-powered autonomous drones. The good news: following these setbacks, analysts once again see significant upside potential—25%, 50%, or even 100%.
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Commented by Matthias Schomber on August 26th, 2026 | 07:05 CEST
Thrills and Opportunities in the Markets: Why Infineon, XPeng and Desert Gold Could Make Waves Now
Futuristic visions and fundamental security converge in one place: the stock market. The global AI boom demands ever more powerful computing capabilities, and semiconductor companies like Infineon are essentially providing the silicon brain behind this technological revolution. Electric vehicle manufacturers like XPeng are already ushering in and igniting the next stage. The company is defying the fierce price war and aims to usher in the era of humanoid robots with spectacular billion-dollar moves in robotics. But the faster this high-tech spiral spins, the more pressing the question becomes of finding the right shield for one's investment portfolio should something go wrong in this world. We have known just how fragile this system is — not just since the mortgage crisis; history repeats itself every few years or decades. This is precisely where gold comes into play as the ultimate crisis currency and timeless hedge. In the desert sands of West Africa, Desert Gold may be on the verge of causing a minor sensation. The exploration company is on the cusp of becoming an active gold producer. In this exclusive report, discover how the highly explosive mix of artificial intelligence, humanoid robot hype, and tangible asset protection not only makes your portfolio "storm-proof" but also equips it with enormous upside potential.
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