semiconductor
Commented by Fabian Lorenz on July 14th, 2026 | 07:45 CEST
Buy TUI? Sell Siltronic? And Is Power Metallic Mines at a Turning Point?
Should investors sell shares of Siltronic ahead of its upcoming quarterly results? That is what the analysts at mwb are advising. One point in particular stands out: despite the booming market, the German semiconductor company is still expected to report a loss. Meanwhile, Power Metallic Mines is targeting long-term value creation through the development of its copper and polymetallic projects. The first mineral resource estimate is scheduled for publication in July. That could finally be the turning point for the stock. Analysts continue to see significant upside potential. Despite the unresolved conflict in the Middle East, analysts recommend buying TUI shares and are even raising their price targets. The tourism group plans to open additional hotels this summer. This will extend value creation and boost margins. The focus is on Asia.
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Commented by André Will-Laudien on July 7th, 2026 | 07:20 CEST
Over 200% Chip Rally Over? Are Takeovers Coming Now? AMD, Power Metallic, Infineon and Aixtron in Focus
Over the past two years, the Philadelphia Semiconductor Index (SOX) has staged a historic rally, gaining around 125% on balance. Driven by the massive boom in artificial intelligence, the index reached an all-time high of over 14,600 points in June 2026 before entering a sharper consolidation. This past week, the closely watched index left volatile trading at 12,626, with a hefty daily loss of 5.4%. Reports of looming overcapacity in AI data centers are putting pressure on the recently exploded share prices of industry heavyweights such as Micron, AMD and Applied Materials. The two German chip hopefuls Infineon and Aixtron were also hit hard. With the NISK project, Power Metallic Mines holds a promising polymetallic property in Québec focused on copper, nickel and platinum group metals. The correction in this stock is already complete, and for the past few days it has been climbing steeply again. A closer look is worthwhile!
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Commented by Armin Schulz on July 6th, 2026 | 07:20 CEST
Tap Into Booming Markets! Why Micron Technology, Zefiro Methane, and D-Wave Quantum Belong on The Watchlist
Retail investors who invest in structural growth trends often earn returns that leave the market well behind. The key lies not in speculation, but in the smart analysis of real economic data, from contracts to margins to operational scaling. Booming sectors are defined by sustained demand and limited supply, which have historically been strong return drivers. It is exactly this promising constellation of technological progress, regulatory tailwind and real business expansion that is currently on display at Micron Technology, Zefiro Methane and D-Wave Quantum.
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Commented by Matthias Schomber on July 6th, 2026 | 07:00 CEST
Burry's Short Attack on Micron Technology, BioNTech's Radical Overhaul and Strategic Resources: a Still-Quiet Commodities Player!
While the AI boom continues to promise enormous profits, the first cracks are beginning to appear. High-profile investors are suddenly betting against some of Wall Street's former—and in some cases already fallen—favourites. Will Micron Technology stage a successful turnaround, or is a deeper correction still ahead? At the same time, Germany's biotech sector is undergoing a period of profound change. Cost-cutting programs worth billions of euros and sweeping strategic realignments are putting investors' conviction to the test. Away from the spotlight, a potentially transformative story is also unfolding in the commodities sector. Investors seeking early exposure to the long-term trend in industrial decarbonization may want to take a closer look at Strategic Resources. We examine three companies from three very different industries—each offering a distinct investment opportunity.
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Commented by Jens Castner on July 3rd, 2026 | 08:10 CEST
TURNAROUND AFTER YEARS OF STRUGGLE: SOFTBANK, STRATEGIC RESOURCES, AND AIXTRON UNDER THE MICROSCOPE
SoftBank has done it. After more than two decades in the shadow of its own dot-com excesses, the Japanese technology investor is once again the most valuable company on the Tokyo Stock Exchange. Meanwhile, German semiconductor equipment manufacturer Aixtron is once again approaching its record high from 2000. Both cases demonstrate that even stocks once considered massively overvalued can stage a remarkable comeback after years of underperformance—provided they are supported by a genuine structural growth trend. This is a pattern that could also play out for Strategic Resources. The key difference is that its share price has collapsed despite never having reached the kind of extreme valuations seen in the other two cases.
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Commented by Carsten Mainitz on June 29th, 2026 | 06:30 CEST
Physical AI Outshines Everything Else: First Hydrogen, XPeng, and Schaeffler Are Benefiting from the "Next Big Thing"
Experts agree that humanoid robots are among the largest future technology markets of the coming decades. Physical AI refers to AI systems that not only process information but also enable machines to perceive their environment, make decisions, and act autonomously in the real world. This forms the technological foundation for applications such as humanoid robots, autonomous vehicles, drones, and a new generation of intelligent production systems. Physical AI is thus an ecosystem that connects semiconductors, software, sensor technology, robotics, and automation. But it is not just manufacturers of humanoid robots that stand to benefit—numerous suppliers along the value chain will as well. We look at what this means specifically for First Hydrogen, XPeng and Schaeffler.
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Commented by André Will-Laudien on June 24th, 2026 | 08:45 CEST
AI and Chip Sell-Off! Watch Out for SMCI, AMD, and Infineon; First Hydrogen in the Innovation Race
The stock market is currently showing no mercy. After months of gains in AI, high-tech, and chip stocks, the market has now shifted into profit-taking mode—and, at times, even sell-off mode. What analysts have been predicting for quite some time is increasingly coming to pass. The global stock market rally, driven by the NASDAQ, is taking its toll. While the long-term earnings outlook may be solid, short-term price surges of up to 2,000% in just 12 months no longer indicate a healthy market trend. So, while it comes as no surprise, it may be unwelcome for many market participants: a sharper downward move—one that, however, also brings new opportunities in its wake. We examine the fundamental framework of the key players and highlight alternatives for getting off to an innovative start today. The stock market keeps turning—just a little slower at times!
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Commented by Matthias Schomber on June 23rd, 2026 | 07:35 CEST
Crash or Buying Opportunity? The Truth About BMW, Chart Star Aixtron, and Strategic Resources—a Hidden Gem in the Commodities Sector!
The stock markets are currently showing their wildest side. While established German automakers like BMW are suffering from a severe sales crisis and desperately searching for a way out, technology suppliers like Aixtron are riding the massive wave of artificial intelligence from one record high to the next. But without strategic raw materials and green steel, neither new electric vehicles nor gigantic AI data centers will hit the road. We take a look behind the scenes at three stocks that perfectly illustrate the current contrasts in the global economy. Read on to discover which stock(s) might hold the greatest potential for a surprise right now.
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Commented by Jens Castner on June 19th, 2026 | 07:40 CEST
CHIPS, WAFERS, AND BATTERIES: TSMC DOMINATES, SILTRONIC STRUGGLES, HPQ SILICON GOES ON THE OFFENSIVE
The global technology industry is facing its greatest test yet. The battle for supremacy in microchips and battery materials has long since taken on a highly explosive geopolitical dimension. While nearly the entire tech sector is dependent on the Taiwanese giant TSMC, the operational hurdles faced by the German wafer specialist Siltronic reveal just how vulnerable Western supply chains really are. But away from the billion-dollar conglomerates, a new generation of challengers is quietly emerging. A prime example is the Canadian cleantech company HPQ Silicon, which is preparing to tackle dependence on Asian raw material monopolies at the root through disruptive plasma technologies.
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Commented by André Will-Laudien on June 18th, 2026 | 08:05 CEST
AI and Semiconductors Soaring with SpaceX! AMD, Broadcom, Microsoft, and Aspermont in the Spotlight
With SpaceX's IPO, one thing is clear: the tech rally continues! This brings the favourites of recent weeks back into the spotlight: chip and AI stocks. Leading the way in the return rankings are semiconductor giants AMD and Broadcom. After repeatedly testing the USD 550 mark, AMD recently suffered significant daily losses. Broadcom also set its sights on USD 500 but fell short just before reaching it. We are also keeping an eye on Aspermont. There was an interesting pullback here, and now institutional investors can finally step in. Things certainly remain exciting, as SpaceX had already gained for four consecutive days before correcting for the first time yesterday. Its initial market capitalization of USD 1.8 trillion was heavily criticized, but now Elon Musk's latest venture is valued at USD 2.8 trillion and has caught up to Microsoft quite quickly. We are diving even deeper!
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