AI
Commented by Fabian Lorenz on June 12th, 2026 | 07:15 CEST
2G Energy Slides! Cameco CEO Bullish on Uranium! Profit from the AI Boom with American Atomics!
Will we soon see a price rally in uranium? That is certainly what Cameco's President & COO expects. In an interview, he expressed extreme optimism about the uranium market and three-digit prices. While the spot market remains at around USD 87 per pound, long-term contracts are already being paid at USD 120. The key driver behind these price increases is growing concern over supply security. The structural supply deficit is precisely the reason for investing in uranium explorers. An interesting candidate is American Atomics. The company is pursuing a strategy of vertical integration in the uranium value chain in North America. Most recently, it reported significant progress on the Blue Streak project in the US state of Colorado. The booming AI industry cannot wait for new nuclear power plants. German company 2G Energy is also benefiting from this trend. However, the stock has declined in recent days. At the same time, analysts have significantly raised their price targets for the company.
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Commented by Carsten Mainitz on June 12th, 2026 | 06:55 CEST
Do Market Leaders Still Outperform the Market? Is Zefiro Methane in the Fast Lane, While SAP and TeamViewer Continue to Stumble?
Stock market investors are betting on tomorrow's winners. But will today's market leaders remain among them? How are AI, digitalization, the energy transition, and geopolitical uncertainty changing the landscape? SAP is trying to leverage its strong position in enterprise software to position itself as an AI winner. However, the stock's performance reflects investors' skepticism. The market views TeamViewer even more critically and wonders whether the company can defend its top position against the industry's corporate giants. Zefiro Methane is a different story altogether. The Canadians impress with a strong position in a multi-billion-dollar market. Zefiro addresses one of the most pressing environmental issues of our time—reducing methane emissions from abandoned oil and gas wells. This business segment is not only socially relevant but also benefits from regulatory tailwinds and rising investments in climate protection. The significantly undervalued stock remains under the radar of investors.
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Commented by Armin Schulz on June 11th, 2026 | 07:35 CEST
AMD, American Atomics & Super Micro Computer: How to Capitalize on the Multi-Billion-Dollar AI Infrastructure Trend
Artificial intelligence requires chips and electricity. Data centers already consume as much energy as all of Japan, and demand is surging. According to the International Energy Agency (IEA), global electricity consumption by these centers could rise to over 945 terawatt-hours in 2026. The problem is that renewable energy sources do not provide a constant base load. The solution is nuclear power. Tech giants like Google have long been relying on old nuclear reactors and mini-reactors. For investors, this creates a multi-billion-dollar infrastructure supercycle. Three companies are addressing it from different angles: AMD with high-performance AI accelerators, American Atomics with the critical uranium supply chain, and Super Micro Computer with highly efficient, liquid-cooled server technology.
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Commented by Nico Popp on June 11th, 2026 | 07:30 CEST
Autonomous Warfare: AeroVironment and Palantir Challenged – Analysts Give Volatus Aerospace the Thumbs-Up
The war on the front lines in Ukraine has changed significantly. Large-scale coordinated drone swarms are becoming increasingly rare, as local jammers block bandwidth and slow down Starlink. The result: drones no longer function or make errors. Ukraine's defence strategy is thus forcing a shift from purely cloud-based systems to decentralized architectures with local computing power directly in the drone. Defence contractors and the military must implement these innovations quickly and remain agile. We explain which companies are perfectly positioned for this.
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Commented by Matthias Schomber on June 9th, 2026 | 08:30 CEST
Almonty Industries: Rebound After the Bond Shock? Deutsche Telekom Shifts to AI, Munich Re Buys the Dip!
The stock markets in June 2026 remain volatile and dynamic. While established blue chips such as Deutsche Telekom AG are upgrading their networks with artificial intelligence ahead of the upcoming FIFA World Cup, Munich Re is navigating the challenges of climate volatility and declining share prices. Against this turbulent backdrop, Almonty—which is becoming increasingly important strategically—is causing a huge stir in the markets. The tungsten specialist recently placed a large-scale bond issuance. The market reacted with a sharp sell-off last Friday, initially driven by shock over the announcement. However, this apparent setback could now be creating a compelling opportunity for discerning investors. We take a look behind the scenes at these three stocks.
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Commented by Stefan Feulner on June 8th, 2026 | 07:40 CEST
RWE, American Atomics, Venture Global: The Winners of the New Energy Order
The Western world's energy supply is on the verge of a profound transformation. Several forward-looking industries stand to benefit from this. Liquefied natural gas remains in demand as a reliable energy source, nuclear energy is making a strong comeback as a carbon-free baseload source, and the multi-billion-dollar expansion of power grids is becoming key to the energy transition. For investors, attractive opportunities could arise from these megatrends, as the next energy rally is likely to gain momentum again following the current correction.
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Commented by Armin Schulz on June 8th, 2026 | 07:30 CEST
Plug Power, A.H.T. Syngas, and Constellation Energy: The Hidden Winners of the Power Hunger No One Is Talking About
For a long time, the energy transition was a matter of faith. Today, order books determine success. While artificial intelligence is driving data center electricity consumption to new heights, heavy industry is struggling to decarbonize processes that cannot be easily electrified. In 2026, the market will separate winners from losers. Companies with financed projects and secured offtake agreements will succeed, while those relying on vision alone will fall behind. Three very different players illustrate how investors can position themselves for this megatrend: Plug Power, A.H.T. Syngas, and Constellation Energy.
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Commented by André Will-Laudien on June 8th, 2026 | 07:00 CEST
Will NASDAQ Shockwave Burst AI Bubble? Major Movements at Nel ASA, Oklo, dynaCERT, SpaceX, and ITM Power
It has finally happened—a 7.5% drop on the tech exchanges in just three trading days. Yet, only last Tuesday, the NASDAQ 100 index had reached a new all-time high of 30,730 points. In a sudden realization, market participants understood that the central bank's next move will be a "rate hike." After all, the new Fed Chair, Kevin Warsh, makes no secret that inflation near 4% is a disaster for the US dollar and economic stability. Although Donald Trump has repeatedly hinted in the media at an interest rate cut, the central bank governors—including former Fed Chair Jerome Powell—are unanimously leaning toward hikes to curb high inflation. In addition to economically measurable inflation, voices are growing louder that excessive price increases on Wall Street paint a picture of the economy that does not align with reality. The daily gains of billions in stock market wealth, combined with the extreme increases in long positions, harbour the potential for disappointment in the near future. Whether the initial spark of a correction was set in motion last week must therefore be closely analyzed.
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Commented by Carsten Mainitz on June 5th, 2026 | 08:30 CEST
Volatus Aerospace: An Underrated Drone Champion at the Intersection of NATO, AI, and SaaS
Volatus Aerospace's investment story extends far beyond the traditional drone market. The Canadian company combines regulatory barriers to entry, defence contracts, proprietary technology platforms, and recurring software revenue into a business model that is benefiting from significant tailwinds in the geopolitical landscape. With this positioning, the company ranks among the most exciting stocks in the North American security and defence sector. The company is rapidly transforming into a major integrated defence tech provider with recurring software and training revenues. Compared to competitors, the stock is undervalued. Takeover speculation could lead to a revaluation.
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Commented by André Will-Laudien on June 5th, 2026 | 08:00 CEST
AI and Quantum Wonders Keep Happening: TeamViewer, SAP, and Aspermont Soaring, Palantir Sidelined
Quantum technology is considered one of the most significant waves of innovation of the 21st century and could completely turn entire industries upside down. At the same time, this same technological progress poses significant risks to digital security, as powerful quantum computers could one day overcome established encryption methods. Software and hardware companies are equally challenged. But while the tech titans from Silicon Valley are securing the physical and digital foundation of the AI economy, the valuation fantasies of individual high-flyers like Palantir are coming under increasing pressure from reality following a sharp correction. At least established software companies like SAP and TeamViewer are stabilizing in their new roles as AI integration and automation providers for businesses. Away from the mainstream, Aspermont is taking a radically different approach: there, data is not merely processed but transformed into an actual commodity within a raw materials-driven market environment. In the future, whoever controls access to relevant information will no longer decide merely on competitive advantages—but on market positions themselves.
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