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07.08.26 - 15:54
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Uran-Engpass: Milliarden-Rückenwind für diese US-Aktie (Der Aktionaer)
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Die Renaissance der Kernenergie nimmt Fahrt auf. Doch zwischen neuen Reaktoren und zusätzlicher Stromproduktion liegt ein kritischer Flaschenhals: die Urananreicherung. Westliche Kapazitäten sind knapp, russische Lieferungen politisch unter Druck. Davon könnte eine bislang wenig beachtete US-Aktie überproportional profitieren....
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07.08.26 - 12:12
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Cheveley: Copper Record High Driven by Technical Details (Bloomberg)
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Copper headed for a record close in London after strong gains fueled by signs of tighter supply across the global market. George Cheveley, Natural Resources Portfolio Manager at Ninety One spoke to Bloomberg's Abeer Abu Omar on Horizons Middle East & Africa on the performance of the metal as high volume keeps getting exported to the US. (Source: Bloomberg)...
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07.08.26 - 07:06
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Iron Force Industrial posts weaker first half as it pushes AI server cooling parts (Digitimes)
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Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results. The Taiwan-based manufacturer said gross margin fell to 22% and net profit after tax dropped 40.32% to NT$139 million, while it moved to expand the AI server cooling components business as a new growth area....
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07.08.26 - 04:48
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BMI′s Chowdhury on Copper, Gold, Oil Markets (Bloomberg)
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Sabrin Chowdhury, Head of Commodities Research at BMI, discusses the outlook for precious metals and oil markets following reports that Iran attacked “hostile targets” in the Strait of Hormuz. She speaks with Haidi Stroud-Watts on Bloomberg: The Asia Trade. (Source: Bloomberg)...
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