Volatile day on Wall Street, major indices finish little changed
"It seems to be reasonably clear at this point that this wasn't enough to get the Fed off of another cut, or get it going on a cutting cycle," Scott Ladner, chief investment officer at Horizon Investments told CNBC Thursday.
"I think people are just like, yeah, this was not a great PPI print, certainly not what you want to see. But we're going to want to see a couple of them before we really think that we're getting sort of a reaccelerating inflation environment, which is really the thing that can knock the Fed off course," Ladner said.
Stocks were volatile, trading well into the red before bouncing back Thursday, however at the end the major indices were little changed.
The Standard and Poor's 500 posted a modest gain, rising 1.96 points to close at 6,468.54, an increase of 0.03 percent. The index continues to hover near record highs, supported by strength in the technology and healthcare sectors.
The Dow Jones Industrial Average edged slightly lower, slipping 11.01 points to finish at 44,911.26, a decline of 0.02 percent. Traders noted some profit-taking in cyclical stocks after a strong run earlier in the week.
The tech-heavy NASDAQ Composite also ended virtually unchanged, dipping just 1.80 points to 21,711.34—a decline of 0.01 percent. Despite the flat session, the index has held onto most of its recent gains fueled by strong corporate earnings in the AI and semiconductor sectors.
Investors are now looking ahead to key economic indicators scheduled for release on Friday, including U.S. consumer sentiment data , which could provide further insight into the direction of monetary policy in the months ahead.
Global Forex Markets Mixed on Thursday as U.S. Dollar Strengthens Against Most Majors
The global foreign exchange market posted mixed results on Thursday, with the U.S. dollar advancing against most major currencies amid renewed optimism over US economic resilience and expectations of a prolonged interest rate pause by the Federal Reserve.
The euro weakened against the greenback, with the EUR/USD pair falling 0.50 percent to trade at 1.1647. The decline came as traders weighed softer-than-expected industrial production data out of the eurozone and looked ahead to key inflation figures due next week.
The British pound also slipped versus the dollar. The GBP/USD pair dropped 0.27 percent to 1.3537 as concerns about slowing growth in the UK continued to weigh on sentiment, despite some recent hawkish signals from the Bank of England.
In contrast, the U.S. dollar posted gains against the Japanese yen. The USD/JPY pair rose 0.30 percent to 147.81, supported by rising U.S. Treasury yields and dovish commentary from the Bank of Japan regarding future policy tightening.
The U.S. dollar similarly strengthened against the Canadian dollar, with the USD/CAD exchange rate climbing 0.39 percent to 1.3812. The Canadian dollar was pressured by a modest dip in crude oil prices and a lack of strong domestic economic data.
Against the Swiss franc, the dollar edged higher as well. The USD/CHF pair increased 0.31 percent to 0.8074, continuing a trend that has seen the franc lose ground in recent sessions amid signs of easing inflation in Switzerland.
Commodity-linked currencies were broadly weaker. The Australian dollar fell sharply, with AUD/USD down 0.72 percent to 0.6497, pressured by declining iron ore prices and concerns over a slowdown in Chinese demand.
The New Zealand dollar also posted a notable decline. The NZD/USD pair dropped 0.87 percent to 0.5919, making it one of the weakest performers of the day as market participants reacted to softer business confidence data and risk-off sentiment in Asia-Pacific markets.
Global Stock Markets Mixed on Thursday; European Indices Post Gains While Asia and Pacific Lag
Stock markets across the globe closed with mixed results on Thursday, with most major European indices finishing in positive territory, while several key Asian markets ended the session in the red.
Canada's S&P/TSX Composite Index underperformed its U.S. counterparts, falling 77.44 points to settle at 27,915.99, a loss of 0.28 percent. Weakness in energy and materials stocks contributed to the decline, as commodity prices pulled back from recent highs.
In London, the FTSE 100 edged higher by 12.01 points to close at 9,177.24, a gain of 0.13 percent. Germany's DAX Performance Index saw a more substantial rise, climbing 191.91 points to 24,377.50, an increase of 0.79 percent. France's CAC 40 also performed well, gaining 65.37 points to settle at 7,870.34, up 0.84 percent.
The EURO STOXX 50 Index, which tracks leading blue-chip companies in the Eurozone, added 46.45 points, or 0.86 percent, to end at 5,434.70. Similarly, the Euronext 100 Index moved up by 10.34 points to 1,607.63, marking a 0.65 percent increase. Belgium's BEL 20 rose 32.98 points, finishing the day at 4,779.13—up 0.69 percent.
In contrast, Asian markets displayed a less optimistic tone. Hong Kong's Hang Seng Index dropped 94.35 points to 25,519.32, a decrease of 0.37 percent. Singapore's STI Index fell 16.24 points to 4,256.52, down 0.38 percent.
Australia saw modest gains, with the S&P/ASX 200 advancing by 46.70 points to close at 8,873.80, a 0.53 percent rise. The broader All Ordinaries added 46.00 points, or 0.51 percent, to finish at 9,149.10.
China's Shanghai Composite Index ended the day lower by 17.02 points at 3,666.44, a loss of 0.46 percent.
India's S&P BSE SENSEX closed marginally higher, gaining 57.75 points to reach 80,597.66, up 0.07 percent. Meanwhile, Indonesia's IDX Composite climbed 38.34 points to 7,931.25—an increase of 0.49 percent.
Malaysia's Kuala Lumpur Composite Index slid 5.55 points to 1,581.05, a drop of 0.35 percent. The S&P/NZX 50 Index in New Zealand gained 67.54 points, closing at 12,834.08, up 0.53 percent.
South Korea's KOSPI Composite Index was nearly flat, adding just 1.29 points to 3,225.66, a gain of 0.04 percent. Taiwan's TWSE Index dropped by 131.92 points to 24,238.10, a loss of 0.54 percent.
Finally, Japan's Nikkei 225 faced the steepest decline among major indices, shedding 625.41 points to finish at 42,649.26, down 1.45 percent on the day.
In the Middle East, Israel's TA-125 Index posted a strong session, rising 25.76 points to 3,032.29—up 0.86 percent. Egypt's EGX 30 Index took a sharp fall, declining 278.90 points to 35,576.40, a drop of 0.78 percent.
In South Africa, the Top 40 Index (JN0U.JO) declined by 49.80 points to close at 5,773.26, down 0.86 percent.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Globe and Mail
3 hours ago
- Globe and Mail
Stock Market News for Aug 18, 2025
Wall Street closed lower on Friday, pulled down by tech and financial stocks. Investor mood remained subdued on falling chip stocks and weak consumer sentiment numbers. A Fed official remained cautious in his remarks about expected rate cuts. Two of the three benchmark indexes closed in the red, while one remained virtually unchanged. How Did the Benchmarks Perform? The Dow Jones Industrial Average (DJI) remained virtually unchanged, rising less than 0.1%, or 34.86 points, to close at 44,946.12. Seventeen components of the 30-stock index ended in negative territory, while 13 ended in positive. The tech-heavy Nasdaq Composite fell 87.69 points, or 0.4%, to 21,622.98. The S&P 500 lost 18.74 points, or 0.3%, to close at 6,449.80. Five of the 11 broad sectors of the benchmark index closed in the red. The Financials Select Sector SPDR (XLF), the Technology Select Sector SPDR (XLK) and the Industrials Select Sector SPDR (XLI) declined 1%, 0.8% and 0.5%, respectively, while the Health Care Select Sector SPDR (XLV) gained 1.7%. The fear gauge CBOE Volatility Index (VIX) increased 1.8% to 15.09. A total of 16.3 billion shares were traded on Friday, lower than the last 20-session average of 18.2 billion. Decliners outnumbered advancers by a 1.30-to-1 ratio on the NYSE, and by a 1.36-to-1 ratio on the Nasdaq. Chip Stocks Weigh on the Markets On Friday, while the broader market awaited the results of the meeting between President Trump and President Putin in Alaska with bated breath, chip stocks ended lower on Wall Street as a mix of corporate and political pressures weighed heavily on the sector. The biggest catalyst was President Donald Trump floating the possibility of raising tariffs on imported semiconductors to as high as 300%. The prospect of such extreme trade barriers rattled investors, as it would disrupt supply chains, inflate costs and dampen global competitiveness for U.S. chipmakers. Shares of AMD, NVIDIA and Broadcom slipped over 1% each, as investors weighed the risks of escalating protectionism on an industry that relies heavily on international production and distribution. One exception within the sector was Intel Corporation INTC, which bucked the downward trend and gained nearly 3%. Reports suggested that the company could benefit from increased U.S. government support through CHIPS Act funding, a factor that temporarily insulated it from the wider selloff. Yet, the combination of weak earnings guidance, tariff threats and profit-taking left most chip stocks struggling, making semiconductors one of the day's weakest corners of the market. Consequently, shares of Advanced Micro Devices, Inc. AMD and Broadcom Inc. AVGO fell 1.9% and 1.6%, respectively. While AMD currently carries a Zacks Rank #3 (Hold), AVGO carries a Zacks Rank of 2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Goolsbee's Cautious Inflation Warning Tempers Rate-Cut Hopes Chicago Fed President Austan Goolsbee left open the possibility of a rate cut in September or later this fall, but urged caution due to recent surges in services and producer inflation, calling them a potential 'note of unease' that warrants more reassuring data before the Fed moves forward. His cautious tone, paired with unexpected inflation data, lifted Treasury yields while tempering Wall Street's rate-cut expectations. Weekly Roundup Last week, Wall Street extended gains as all three major indexes advanced. The Dow Jones rose about 1.7%, the S&P 500 added roughly 0.9% and the Nasdaq gained 0.8%. The optimism was fueled by softer inflation data, which reinforced expectations for a potential Fed rate cut in September. A strong batch of corporate earnings further lifted sentiment, showing resilience despite lingering inflationary pressure. Though Friday ended with modest pullbacks, the week overall reflected confidence in economic stability and monetary policy support. Economic Data Per a Fed report, Industrial Production for July decreased 0.1% in July after rising 0.4% in June. The number for June was revised up from the previously reported 0.3% increase. Capacity Utilization decreased to 77.5% in July. The number for June was revised up to 77.7% from the previously reported 77.6%. The U.S. Census Bureau reported that Retail Sales for July had increased 0.5%. The number for June was revised to a 0.9% increase from the previously reported 0.6%. Core retail sales increased 0.3% in July after increasing 0.8% in June. Per the Census Bureau, Business Inventories for June increased 0.2% after remaining unchanged in May. A New York Fed report suggested that the NY Empire State Index for August had come in at 11.9, after coming in at 5.5 in July. Per a preliminary report by the University of Michigan, Consumer Sentiment for August had decreased to 58.6, after coming in at 61.7 in the month prior. Free Report: Profiting from the 2nd Wave of AI Explosion The next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives. Investors who bought shares like Nvidia at the right time have had a shot at huge gains. But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies. Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI's next leap forward. Access AI Boom 2.0 now, absolutely free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC): Free Stock Analysis Report Broadcom Inc. (AVGO): Free Stock Analysis Report
The Market Online
4 hours ago
- The Market Online
Hydrogen versus nuclear power – 300% with Plug Power and dynaCERT, caution advised with Oklo and NuScale
Fuel cells have long been seen as a beacon of hope in propulsion technology, though they have only gained limited traction in the automotive sector. While batteries dominate the mass market, fuel cells score points primarily in heavy-duty and long-distance transport due to their range and short refueling times, as well as in stationary systems. Plug Power is working on infrastructure projects, while dynaCERT is making existing drives more efficient with hydrogen systems, thus serving as a bridge to the next era. At the same time, small modular reactors (SMRs) from suppliers like Oklo and NuScale are gaining in importance as they promise a stable, low-carbon energy supply for industry and hydrogen production. This opens up opportunities for investors in two future markets: sustainable mobility and scalable energy solutions – both enjoying political tailwinds and high growth potential. How should investors proceed with their portfolios? This article is disseminated in partnership with Apaton Finance GmbH. It is intended to inform investors and should not be taken as a recommendation or financial advice. Plug Power – It does not look too bad Plug Power remains synonymous with the highs and lows of the hydrogen industry, with a 2,000% rise followed by a 95% sell-off. The US company also posted mixed figures in Q2 2025. On the one hand, it reported strong revenue growth, but on the other hand, it continued to post high losses. Investors are now wondering whether the stock has finally bottomed out or whether the turnaround is still a long way off. **In detail, Plug Power increased its quarterly revenue by 21.4% to just under USD 174 million. The electrolyser business stood out particularly positively, with sales tripling year-on-year and now contributing around USD 45 million in revenue. This technology is central to the production of green hydrogen, as it splits water into oxygen and hydrogen using renewable electricity, which is key to decarbonizing energy-intensive industries. On the earnings side, however, the picture remains mixed. Although Plug Power was able to reduce its net loss slightly compared to the previous year, the deficit is still considerable at USD 228.7 million (EPS: USD -0.20). A year ago, the loss was even higher at USD 262.3 million. The cost-cutting measures are therefore beginning to have an effect, but are still far from sufficient to break even. In terms of chart analysis, the stock is now in a delicate phase: between USD 1.50 and USD 2.10, it will be decided whether Plug Power can lay the foundation for a trend reversal. A break above USD 2.15 could unleash new momentum, while a break below USD 1.45 would dash hopes of a bottoming out. dynaCERT – This could soon go through the roof dynaCERT (TSX:DYA) delivers pure hydrogen solutions with immediate emission effects. The Canadian company specializes in hydrogen optimization for diesel engines and continues to push forward with innovation and expansion. The patented HydraGEN™ system enables fuel savings of 5–15%, depending on the application, while achieving measurable reductions in emissions. A standout feature: the technology is eligible for VERRA certification, allowing fleet operators and companies to generate carbon credits through verified emission reductions. Recent installations in the port of Rochefort and for vehicles participating in the 2025 Dakar Rally highlight the versatility and reliability of the technology. dynaCERT is particularly well-positioned in the global mining and transportation sector. Several open-pit mining operations in South America and Canada have already been equipped with specially developed 4C and 6C HydraGEN™ devices, including Caterpillar haul trucks and large diesel generators. Numerous transport service providers, construction companies, and logistics companies also use HydraGEN™ to meet increasingly ambitious ESG requirements. The technology is robust enough for demanding conditions such as extreme temperatures and high altitudes, which has led to its widespread acceptance in industry. With over 1,000 new devices in pre-production and the new listing on the NASDAQ OTCQB, the Company is laying the foundation for strong revenue growth and increased trading liquidity. With German management and international experts such as Seth Baruch on the advisory board, a competitive market strategy is being pursued that will firmly establish dynaCERT as a sustainable solution and promising investment story for mining, transportation, and many public ESG projects. At the beginning of July, CAD 5 million in financing was secured, which should now be reflected in sales. The next quarterly figures are likely to show the first effects. For responsible investors, DYA shares represent climate protection in its purest form – for speculators, they offer a clear 500% opportunity to reach the GBC analysts' price target of CAD 0.75! Here you can find the latest interview with COO Kevin Unrath on Stockhouse about the planned rollout of the new HydraGEN™ systems. NuScale Power versus Oklo – The clear difference Hydrogen and nuclear power are considered combinable green energy building blocks. NuScale Power has already cleared the decisive hurdle with its SMR design: The US Nuclear Regulatory Commission (NRC) has approved the first reactor. This process took over 10 years and has now been finalized since 2025. NuScale is therefore ready to start construction and is targeting specific markets such as data centers, AI operations, the conversion of old coal-fired power plants, industrial process heat, hydrogen production, and seawater desalination, all with real customer interest and robust projects. Oklo, on the other hand, is still in its infancy. The Company is dependent on government support, Pentagon contracts and, ultimately, the NRC license. Oklo is currently in the pre-application process for its first Aurora plant. There is no revenue yet, and initial revenue is not expected until 2028 at the earliest. Nevertheless, Oklo's stock has risen by over 700% in the last 12 months and is trading at an extremely high price-to-book ratio of 36.8, significantly higher than NuScale at 26.3. Investors are paying for hope for the future, not for substance. While NuScale is already regulated and ready for commercialization, making it a solid investment case with medium-term growth potential, Oklo remains a bet on the distant future for the time being. Those looking for security are likely to be better off with NuScale. Oklo is suitable for investors who are willing to take high risks in order to potentially reap above-average returns at the end of the decade. Analysts on the LSEG platform expect average 12-month price targets of USD 67.45 for Oklo and USD 38.75 for NuScale. Oklo has already risen above USD 80 and only corrected noticeably for the first time last Friday. Tech boom 3.0 is on its way!** Over the past six months, SMR hopefuls Oklo and NuScale from the US have really delivered. Investors flocked to these stocks in their thousands, despite lofty valuations. Plug Power and dynaCERT also quietly made their way up. The worst seems to be over, as the charts are pointing slightly upward. Source: LSEG as of August 17, 2025 Global stock markets continue their record-breaking run, creating attractive conditions for technology-driven growth stocks. Oklo and NuScale have already performed well, and Plug Power could be on the verge of a noticeable turnaround. dynaCERT is excellently positioned in this phase to benefit from rising investment in sustainable mobility and efficient industrial processes. For investors focusing on greentech and sustainable infrastructure, the stock remains an exciting investment case with potential for multiple gains. Conflict of interest Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as 'Relevant Persons') currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a 'Transaction'). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company. In this respect, there is a concrete conflict of interest in the reporting on the companies. In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships. For this reason, there is also a concrete conflict of interest. The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies. Risk notice Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such. The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user. The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use. Stockhouse does not provide investment advice or recommendations. All investment decisions should be made based on your own research and consultation with a registered investment professional. The issuer is solely responsible for the accuracy of the information contained herein. For full disclaimer information, please click here.
The Market Online
6 hours ago
- The Market Online
Hydrogen renaissance – Plug Power, Pure Hydrogen, and Nel ASA want a slice of the USD 680 billion pie
The global hydrogen economy is on the verge of a breakthrough. This is being driven by multi-billion-dollar decarbonization targets, the quest for independence from fossil fuels, and falling costs for renewable energy. Demand could increase fivefold by 2050. By 2035, 60% of energy demand is expected to come from clean production, supported by over 1,500 large-scale projects worldwide. Despite gaps between planning and implementation, investments of up to USD 680 billion in the coming years and groundbreaking industry contracts signal an irreversible transformation. Amid this momentum, three key players are strategically positioning themselves: Plug Power, Pure Hydrogen, and Nel ASA. This article is disseminated in partnership with Apaton Finance GmbH. It is intended to inform investors and should not be taken as a recommendation or financial advice. Plug Power – Why the hydrogen pioneer could turn the corner Plug Power is finally showing tangible improvements. Revenue climbed 21% to USD 174 million in the second quarter, driven by a tripling of its electrolyser business. More importantly, the once-disastrous gross margin has improved from -92% to -31%. This is a quantum leap, even if the Company continues to post losses. The drivers are the rigorous efficiency program 'Project Quantum Leap,' lower service costs, and optimized supply contracts. This operational progress is no coincidence, but the result of consistent cost management. For investors, this signals that a fundamental turnaround is feasible. Major international projects and strong partners such as Uline are opening up new markets for Plug Power. Over 230 megawatts (MW) of electrolyzer projects are currently in the pipeline in Europe, Australia, and North America. At the same time, the government is providing planning security. The US 'One Big Beautiful Bill' cements long-term tax advantages for green hydrogen. This combination of strategic alliances and regulatory tailwinds reduces risks and lays the foundation for sustainable growth. The Company is leveraging its pioneering role to establish itself as a system provider for industrial hydrogen solutions. Management has often disappointed in the past, but recently, the executive bodies have shown confidence in their own company. Notable insider purchases, particularly by the CFO, demonstrate conviction in the turnaround. Although cash consumption remains high, liquidity is secure. With USD 140 million in cash and an additional USD 300 million in available credit lines, Plug Power has breathing room for the coming quarters. Government loan guarantees alleviate short-term insolvency fears. This financial stability, coupled with a clear roadmap to gross margin neutrality by the end of the year, gives the Company time to implement its plans. The conditions for a turnaround are better than they have been for a long time. The share price is currently USD 1.70. Pure Hydrogen – Name change as a strategic move Australian company Pure Hydrogen (GREY:PHCLF) plans to change its name to Pure One, which could prove to be a smart move. The new name reflects the Company's expanded focus. It no longer wants to offer just hydrogen, but the entire spectrum of low-emission transport solutions. The Company retains its brand recognition with 'Pure,' while 'One' signals leadership and innovation. The proposal met with broad internal approval, but shareholders still have to approve it at the upcoming annual general meeting. This deliberate move away from a single variant of zero-emission vehicles creates scope for future diversification without unsettling partners or shareholders. Commercial vehicles remain at the heart of the business, but now with a broader choice of technologies. In addition to hydrogen fuel cells (HFC), Pure is increasingly focusing on battery electric vehicles (BEV) and newly developed hybrids. On August 11, the Company announced new orders worth more than AUD 3 million for hydrogen trucks in Australia. Scott Lovatt Transport has ordered two TS70-400 'Taurus' prime movers worth over AUD 2 million, subject to the finalization of funding. Heidelberg Materials has also ordered a second 8×4 concrete mixer. Deliveries are scheduled for 2026. The orders point to growing demand for hydrogen trucks in the heavy-duty segment. The latest quarterly figures also showed positive cash flow from operating activities for the second quarter in a row. The internationalization strategy is bearing fruit. In Australia, renowned customers such as Heidelberg Materials and Barwon Water are securing hydrogen trucks. At the same time, strong government incentives in North America are opening up the market for HFC solutions. In the US, the Company is working with Riverview International. In addition, there are distribution agreements with partners such as GreenH2 LATAM in Mexico and now also in Argentina with FRN Enterprise for the whole of South America. This region-specific approach—BEV where infrastructure and subsidies are suitable, HFC where it makes sense—maximizes market reach and reduces the risk of one-sided dependencies. Analysts at MST Access see a target price of AUD 0.27. The share is currently trading at AUD 0.105. Nel ASA – Why the hydrogen pioneer is not yet finished Nel is in the midst of a deep crisis. Revenue has halved, order intake has slumped by 74% and production has been partially halted. The alkali business is particularly suffering from a lack of major projects. Many hydrogen projects are simply not profitable, and subsidy programs are slow to get off the ground. But while the quarterly figures are alarming, the solid cash reserve of NOK 1.9 billion provides breathing space. This financial robustness gives management time to continue the cost-cutting measures already initiated and to push ahead with strategic priorities. This is not sugarcoating, but a necessary basis for the turnaround. This is Nel's greatest strength. The Company remains a global leader in technology. The parallel development of highly efficient alkali and PEM electrolysers, supported by highly automated production as in Herøya, is a clear competitive advantage. Nel is currently working intensively on the next generation of equipment. Progress with prototypes and test runs is encouraging. In addition, strategic partnerships with industry giants such as GM and Reliance show that leading players continue to rely on Nel's expertise. This technological depth is crucial for attracting future large orders once the market recovers. Nel's future depends less on quarterly figures than on the big picture. The global hydrogen market is growing in the long term, driven by decarbonization targets and billion-dollar subsidy programs in the EU and the US. Nel has strengthened its position through capital increases and has become more efficient through focusing measures such as the spin-off of its filling station division. The decisive factor will be whether political incentives finally translate into concrete investment decisions. The growing pipeline of preliminary studies suggests that this is the case. If these projects are realized, Nel is well-positioned to benefit massively thanks to its scalability and technological leadership. The turnaround seems possible, but it will take time and a stable market environment. The share is currently available for NOK 2.392. The global hydrogen market, with USD 680 billion in investments, is on the verge of a breakthrough, driven by decarbonization and falling renewable electricity costs. Three players are strategically positioning themselves in this momentum. Plug Power is showing credible signs of a turnaround with strong revenue growth, a sharp improvement in gross margin, and operational discipline. Pure Hydrogen (soon to be Pure One) is wisely expanding its portfolio with low-emission transport solutions and tapping into international markets through regional partnerships. Despite dramatic slumps in revenue and order intake, Nel ASA is weathering the crisis with technological leadership, a strong cash position and focus, but remains dependent on external triggers. The industry is moving irreversibly forward, but the pace and success of the players vary considerably. Conflict of interest Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as 'Relevant Persons') may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a 'Transaction'). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company. In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships. For this reason, there is a concrete conflict of interest. The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies. Risk notice Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such. The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user. The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use. Stockhouse does not provide investment advice or recommendations. All investment decisions should be made based on your own research and consultation with a registered investment professional. The issuer is solely responsible for the accuracy of the information contained herein. For full disclaimer information, please click here .
