Market Reports
Large Rotation From Chips to Hyperscalers – Wall Street Returns to Cautious Stability While Trump’s Iran War Pushes the Global Interest Rate Path Upward for Years and the Fed Opens Its Minutes Under the Restrictive Kevin Warsh This Wednesday - DAX Tests the 25,900-Point Mark for the First Time Before Profit-Taking Slows the Ascent – TKMS Explodes in the Wake of a Canadian Submarine Contract – TeraWulf Seals a $19 Billion Deal With Anthropic – Broadcom Extends Its Apple Alliance Until 2031
USA & MACRO ENVIRONMENT The US stock exchanges return to cautious stability after the long holiday...
DAX starts friendly into the new trading week - Schott Pharma significantly firmer after Deutsche Bank upgrade - Nemetschek benefits from buy study - Renk in focus after Buy rating by Jefferies - Chip stocks under pressure following weak signals from Asia -
The DAX can also continue its strong performance from the past trading days on Monday. After a hesitant...
US Markets Closed on Independence Day – Political Turmoil from Trump’s Broadside – Oil Prices Drop After OPEC Quota Increase – Uber Sacrifices European Expansion for Delivery Hero Deal – Micron Expands in Japan and Attracts Short Seller Burry – Credit Card Giants Escalate the Battle for Luxury Lounges – Tesla Caps AI Expenses and Announces News – SpaceX Set for Index Inclusion and End of Quiet Period
The US markets remained closed on Friday, July 3, 2026, due to Independence Day. Since Independence Day...
Weak US Job Data Eases Fed's Rate Pressure – Wall Street Celebrates Independence Day, Yet Futures Show Relaxation in AI Trading – Gold Climbs for the Third Day in a Row – Seoul’s Memory Kings SK Hynix and Samsung Pull KOSPI Out of Crash Mode – DAX Storms to a Fresh Record High – Kioxia Rolls Out Its Tenth Chip Generation
USA & MACRO-OUTLOOK The US stock markets are closed due to Independence Day …but the futures...
DAX Continues on Record Course at Week's End - JPMorgan Expects Strong Numbers from Auto1 Group - GEA Group Up After RBC Upgrade - E.ON Benefits from Goldman Study - Metzler Downgrades Asset Manager DWS Group - Genuine Parts Strong on Speculations of Billion-Dollar Offer for Auto Parts Division!
The DAX can continue its strong performance from the previous day on Friday. After the DAX broke out...
US Labor Market Drastically Cools – Bitcoin Reclaims $62,000 Mark – Nvidia Revolutionizes AI Financing with Revenue Shares – Microsoft Invests Billions in New AI Unit Frontier – Meta Attempts Risky Balancing Act Between Cloud Business and Margin Pressure – OpenAI Offers US Government Billion-Dollar Stake – Amazon Advances Satellite Network Leo – Lockheed Martin on the Verge of Billion-Dollar Acquisition of Ultra Maritime – Robinhood Brings AI Agents for Stock Trading
After the most recent trading day on Thursday, July 2, 2026, the US markets presented a significant sector...
Weak US Labor Market Eases Interest Pressure on the Fed – Wall Street Mixed – Nasdaq Under Pressure As Gold Rises on Easing Interest Risks – Meta’s Cloud Initiative Sends Asian Chip Values Tumbling and Drags SK Hynix Down – DAX Surges Towards Record for the Third Day in a Row, Driven by Bayer and Deutsche Bank – SoftBank Enters NeoCloud Business
USA & MACRO-ENVIRONMENT Wall Street recovers after a weak Wednesday The S&P 500 rises slightly,...
DAX remains well supported despite correction in the semiconductor sector - Chip stocks under pressure after profit-taking at Micron and SK Hynix - Bayer benefits from Deutsche Bank study - CTS Eventim rises after upgrade by Oddo BHF - iPhone manufacturer Apple ahead of model offensive - Progress Software rallies after earnings and forecast revision!
The DAX is holding up well on Thursday despite rather mixed signals from the US technology sector. After...
US and Iran negotiate over Strait of Hormuz - OpenAI considers US government's stake - Robinhood's global megacoup - Palantir ends loss streak through Nvidia alliance
On Wednesday, July 1, 2026, US markets started the second half of the year on a weaker note. The Dow...
Wall Street Starts Cautiously Into the Second Half of the Year – Nasdaq Under Pressure As the Semiconductor Rally Meets Michael Burry’s Spectacular AI Crash Bet Against NVIDIA and Tesla – Fed’s Interest Rate Concerns Weigh on Gold - Bloom Energy Quintuples Its Brookfield Deal While Nike Collapses Under a Gloomy Outlook and the DAX Lethargically Wrestles Around the 25,000 Mark
USA & MACRO-OUTLOOK The Wall Street opens the second half of the year with the brakes on The...
DAX remains stable at midweek after strong US cues - Rheinmetall favored after stock setbacks - Siltronic benefits from strong US cues and Jefferies study - Nordex firmer after Deutsche Bank Buy rating - LEG Immobilien under pressure after Exane study - Bloom Energy surges after partnership with Brookfield - Nike disappoints with weak outlook!
The DAX is holding steady at midweek thanks to strong cues from US leading indices the previous evening....
US Markets in AI Frenzy and Climate Stress – Supreme Court Delivers Trump Defeat on Birthright – Iran Dictates Oil Prices after End of US Blockade – Trump Administration Declares Power Emergency for PJM Grid – Amazon Invests Billion in New AI Strike Force – Nike Masks Operational Weakness with Tariff Refunds – Datadog Acquires AI Startup Adaptive ML – Alphabet Launches New AI Image Model and Major Contract with MediaTek – SK Hynix Pushes for $29 Billion IPO on Nasdaq – Bloom Energy Quintuples AI Infrastructure Deal with Brookfield
After the most recent trading day on Tuesday, June 30, 2026, the US markets continued their upward movement...
Bargain Hunters Propel Wall Street to Its Strongest Quarter in Six Years – Semiconductor Comeback Led by AMD, While CoreWeave and Oracle Attempt a Recovery – Hopes for Peace in the Gulf Uplift Sentiment, but the JPY Plummets to 40-Year Low - AeroVironment Surges on Drone Numbers, Enphase Races on AI Electricity Fantasy, and Dax Grapples With the 25,000 Mark
USA & MACRO-ENVIRONMENT Wall Street heads towards a conciliatory close on the last trading day...
Positive US cues propel DAX significantly - Siemens Energy firmly up after price target increases from Jefferies and BofA - Chip stocks rise after US tech rally - Knorr-Bremse moves higher after Oddo BHF study - Nemetschek under pressure following Goldman study - AeroVironnement fireworks after strong Q4 results!
The DAX is showing noticeable gains on Tuesday after positive cues from Wall Street. After a initially...
Nasdaq on strong recovery - Yen falls to lowest level since 1986 - Alphabet and the harsh reality of server shortages - AeroVironment shatters revenue records and celebrates a spectacular comeback - Raid in Taiwan burdens Supermicro stock
On Monday, June 29, 2026, the US stock markets made significant gains. The Dow Jones rose by 0.6% to...
Bargain Hunters Defy the Tech Correction and Lift Wall Street Back Into Positive Territory As the Quarter Ends – Semiconductors Recover While South Korea Launches a Trillion-Won Offensive for AI Dominance - The Warsh Fed Keeps Interest Rate Hike Bets Simmering – Oil Climbs – DAX Remains Below 25,000 Points While Nagarro Explodes by 90% After a Billion-Dollar Offer – Comcast Splits, Rocket Lab Acquires Iridium for $8 Billion
USA & MACRO-OUTLOOK After a grueling previous week, the US markets are finding their footing again...
DAX remains stable at the start of the week - Nagarro soars after takeover bid - Infineon firm after positive analyst comments from HSBC and Barclays - Nordex in focus after US large order - Automotive sector weak again - ON Semiconductor under pressure after Synaptics acquisition - AbbVie in view following approval recommendation for Upadacitinib!
The DAX presents itself at the beginning of the week with slight gains. After a robust opening, the...
US Markets with Slight Losses – Ceasefire between the US and Iran – Devastating Earthquake in Venezuela Claims Thousands of Lives – GE Vernova Sold Out by 2029 – Eli Lilly on the Brink of Billion-Dollar Windfall through Medicare – Storage Crisis Forces Microsoft to Raise Prices – Alphabet Reduces AI Capacities for Meta – Elon Musk Tests Grok 4.5 at SpaceX and Tesla – Nvidia and Firmus Technologies Forge Billion Dollar Alliance for AI Infrastructure
After the latest trading day on Friday, June 26, 2026, the US markets showed a slight consolidation phase....
The AI Trade Splits and Ends a Torturous Week in the Red – Another Crash in Semiconductors Drags the Nasdaq 100 and S&P 500 Down – the Warsh Fed Activates the Dollar and Fuels Interest Rate Hike Bets, While Gold Grapples Around the $4,000 Mark and AMA Falls to Its Lowest Level Since November – Brent Drops Below $74 – SoftBank Plunges in Double Digits As OpenAI’s IPO Falters – ON Semiconductor Goes for Synaptics
USA & MACRO-ECONOMIC SITUATION Wall Street finishes a horrible week in the red The S&P...
US Markets Mixed - Escalation in Gulf of Oman Halts Evacuation Plans - Stubborn US Inflation Forces Fed on the Defensive - Alphabet Ramps Up in AI Race and Joins Dow Jones - Apple Shocks with Massive Price Increases for MacBooks and iPads - Tesla Launches Catch-Up Campaign in Grünheide - SpaceX Allegedly Considers Takeover of T-Mobile - Bayer Celebrates Historic Breakthrough Before Supreme Court - BlackBerry Accelerates as a New AI Beneficiary
After the most recent trading day on Thursday, June 25, 2026, the US stock markets found themselves in...
Micron's fateful numbers ease AI fears – the relief rally lifts: Nasdaq 100 and S&P 500 turn positive – Brent recovers sharply after erased war gains, gold remains firm – SK Hynix sparks historic $30 billion Nasdaq debut – Qualcomm doubles its data center ambitions with Meta and Microsoft – DAX jumps, Rheinmetall remains grounded after frigate shock, Bitcoin plummets below $60,000
USA & MACRO-ENVIRONMENT Wall Street recovers The outstanding numbers from Micron Technology...
US Markets Captivated by Geopolitics and Sector Rotations – Geopolitical Thaw at the Persian Gulf Drives Oil Prices Down – Crypto Shakeout Takes Bitcoin and Trading Platforms Down – Amazon Scales Robotaxi Fleet and Celebrates Prime Day Records – Micron Crushes Expectations and Becomes Margin King – Qualcomm Launches Aggressive Data Center Offensive with Billion-Dollar Goals – Broadcom and OpenAI Unveil New AI Chip Jalapeño – Microsoft Dismantles Global Cybercrime Network with AI Assistance – SK Hynix Plans Giant Nasdaq Debut
After the latest trading day on Wednesday, June 24, 2026, the US markets presented themselves in a tension...
AI Bet is Heating up and Might be on the Verge of Breaking – Wall Street Recovers Before Micron's Fate Data, Goldman Warns of the "Same Bus" and Dotcom Déjà Vu – DAX Slips Below 25,000 Mark, Rheinmetall Crashes up to 20% After Frigate Cancellation, TKMS Cheers – SK Hynix Plans Historic $29 Billion Listing in New York – Meta Sends Kylie Jenner into the AI Glasses Race
USA & MACRO-ENVIRONMENT After the severe tech sell-off of the previous day, a fragile calm returns...