Market Reports
Hope for Iran Drives S&P 500 to Longest Winning Streak Since 2023 – DAX Touches the 25,000 Mark – Infineon Soars Above €70 for the First Time Since 2000 – Dell Launches AI Mega Offensive in Data Centers – Estée Lauder Halts $40 Billion Mega Merger with Puig – Workday Doubles AI Agent Customers – Zoom Sees 184% Growth in AI Companion Users – Ross Stores with a Quarterly Surprise
USA & MACRO-OUTLOOK Wall Street heads into the weekend with noticeable tailwinds The S&P...
DAX remains strong despite Middle East crisis - Chip and semiconductor stocks continue to be in demand thanks to AI rally - Deutsche Post rises on Deutsche Bank upgrade - LANXESS under pressure after downgrades - Spotify impresses with optimistic forecast - Birkenstock experiences share fireworks after buyback program - Workday sees double-digit gains after strong quarterly results!
The DAX is showing a slight increase towards the end of the trading week. After starting the morning...
Iran examines US deal – $165 billion in tariff refunds – US with ExportAI initiative for American AI – $2 billion for quantum computers – Microsoft poised for $5 billion deal with Anthropic – Take-Two confirms GTA VI release in November – Deckers strong thanks to brands like HOKA and UGG – Spotify launches major assault – Walmart held back by high fuel costs
The US markets defended their positive tone on Thursday, May 21, 2026, igniting new enthusiasm especially...
Iran Crisis Drives Oil Above 102 USD and Topples Wall Street – DAX Fails at 25,000 Mark – NVIDIA Reports Record Numbers – Trump Distributes 2 Billion USD to Quantum Pioneers – Applied Digital Secures 7.5 Billion USD Hyperscaler Deal – Nebius Closes 2.6 Billion USD Energy Pact with Bloom Energy – Ralph Lauren Shines with Asia Boom – Intuit Cuts 17% of Workforce – AMD Invests 10 Billion USD in Taiwan's AI Ecosystem – SpaceX Files Mega-IPO
USA & MACRO-ENVIRONMENT Wall Street is under pressure as the geopolitical risk premium returns...
DAX remains stable despite Middle East crisis - Semiconductor stocks gain attention after optimistic NVIDIA statements - Süss Microtec benefits from Metzler Buy rating - RWE slightly weaker after Exane downgrade - Intuit tumbles after weak outlook and job cuts program - Applied Digital sees significant gains following hyperscaler contract!
The DAX is showing slight gains on Thursday after a hesitant opening, following the business numbers...
US Tightens Pressure on Cuba with Charges Against Raúl Castro - SpaceX Plans Historic Nasdaq IPO - OpenAI Could Break Trillion-Dollar Valuation at IPO - Record Numbers and Dividend Deluge Hit Nvidia's China Setback - Shock for Intuit Shareholders - Tesla Launches FSD in China
The US stock markets surprised on Wednesday, May 20, 2026, with a powerful counter-movement, impressively...
Wall Street rebels ahead of NVIDIA numbers – DAX approaches the 25,000 mark with Infineon at the top – Intel rally gets a new boost – Immunovant jumps due to strong rheumatology data – CAVA significantly raises annual forecast – 8x8 reports first profitable year since 2015 – Toll Brothers beats consensus – Meta cuts 8,000 jobs – Alibaba challenges NVIDIA with new Zhenwu M890 chip
USA & MACRO ENVIRONMENT Wall Street finds its footing ahead of the highly anticipated quarterly...
DAX before NVIDIA numbers in waiting position - Pfisterer significantly firmer after Buy rating from Metzler - Defense values continue to be in focus - LANXESS under pressure after Jefferies downgrade - Keysight with record results - CAVA Group with gains after strong numbers and forecast increase!
Concerns about a possible further escalation in the Middle East are weighing on sentiment in the DAX...
US Markets in Reverse – Trump Cancels Attack at the Last Minute – US Treasury Bonds Heading into the Danger Zone – Alphabet Showcases Agentic AI Era at Google I/O Event – Apple Accelerates Transformation of Its Ecosystem – CAVA Experiences Strong Customer Surge – Microsoft Unveils New Surface Laptops – Keysight Achieves Strongest Quarter in Its History – OpenAI Co-founder Joins Anthropic
The US stock exchanges presented themselves once again weaker on Tuesday, May 19, 2026, continuing to...
Iran Relaxation Drives DAX Towards 25,000 – Chip Selloff Pressures Nasdaq – Alphabet Forms $25 Billion AI Cloud Alliance with Blackstone – Microsoft Breathes a Sigh of Relief: OpenAI Wins Against Musk – Amer Sports Raises Annual Targets After 33% Revenue Jump – Agilysys Celebrates Record Quarter – Dell Expands AI Factory – Home Depot Beats Consensus Despite Housing Crisis
USA & MACRO-OUTLOOK On Wall Street , a solid rotation from the recently celebrated semiconductor...
DAX Surges Again Following Relaxation Signals in the Middle East Conflict - Software Heavyweights in Demand After US Trends - AIXTRON Announces Major Order from Lumentum - Knorr-Bremse Benefits from Citigroup Upgrade - Agilysys Soars Double Digits After Strong Results and Forecast Upgrade!
The DAX can continue its strong performance at the start of the new trading week on Tuesday, showing...
Trump postpones attack on Iran - Trump and Xi usher in a new phase of stability - Xi expands his role as a geopolitical power broker - Uber's master plan to a global logistics power - Elon Musk outlines a future of pure autonomy for Tesla
The US stock markets showed mixed and nervous behavior on Monday, May 18, 2026, influenced by geopolitical...
Iran Hope Drives DAX Above 24,000 Points – Brent Plummets to $108 – Berkshire Quake Costs UnitedHealth 2%, Delta and Macy's Benefit – NextEra Swallows Dominion – Regeneron Crashes After Study Flop – Sartorius Share Price Jumps After the Elliott Coup at Bio-Rad – ServiceNow Launches Next Level with AI Control Tower – Baidu Buffers Advertising Weakness with Cloud Growth – Ford Sends the Bronco to Europe – Micron Benefits from Samsung Strike Threat
USA & MACRO-OUTLOOK On Wall Street a fragile stabilization is emerging after the weakest trading...
DAX Remains Strong at the Start of the Week Despite Rising oil Prices - Süss Microtec in Demand Following Jefferies Study - JENOPTIK Benefits from Metzler Buy Rating - Citigroup Gives a Thumbs Up for Rheinmetall - Dominion Energy Targeted by NextEra Energy - LiveRamp Surges After Publicis Takeover Offer!
The DAX remains well-supported at the beginning of the new trading week, after the German benchmark index...
US Markets Take a Breather – Cautious Results After US-China Meeting – Trump Issues Ultimatum to Iran – Silver Sees Significant Decline – Berkshire Hathaway Restructures Portfolio – Mastercard Enters Partnership with JD.com – NextEra on the Brink of a Gigantic $66 Billion Acquisition of Dominion Energy – Further Layoffs at Starbucks – SpaceX Executes Stock Split Ahead of IPO
On Friday, May 15, 2026, the US markets fell significantly following a strong previous week. The Dow...
Inflation Worries Crush Tech Rally – Oil Climbs To $104 – Trump-Xi Summit Without Iran Breakthrough – Dax Loses the 24,000 Point Mark – Figma Explodes With 46% Revenue Growth – Pershing Square Star Ackman Enters Microsoft – Servicenow Ignites Agentic Ai Phase With Experian Alliance – Applied Materials Delivers Record Numbers – Cerebras Celebrates Ipo Rocket – Starbucks Intensifies $2 Billion Cost-Cutting Program
USA & MACRO-OUTLOOK Sentiment on Wall Street shifts noticeably at the end of the week The S&P...
US Markets Set New Records - China to Further Open Markets for the US - Clarity Act Boosts Crypto Industry - Cerebras Makes Strong Stock Market Debut - Nvidia Benefits from China Approval - Ford Focuses on New Battery Business - Applied Materials Reports Record Numbers - Historic Stock Surge at Cisco - Apple Utilizes Intel as iPhone Backup
The US stock markets continued their impressive rally on Thursday, May 14, 2026. The Dow Jones rose...
Xi warns of trap at Trump Summit in Beijing - Iran war pressures Trump's China trip - Cisco significantly raises AI targets - Cerebras achieves mega IPO in AI boom - Apple considers AI agents for the App Store
On Wednesday, May 13, 2026, the US markets showed mixed results, with technology stocks once again leading...
Inflation shock returns – PPI explodes to 6% – Oil trades near 102 USD – Trump-China summit with Musk, Cook, and Huang generates tech fantasy – DAX reclaims 24,000 points – Merck raises forecast – Jenoptik soars to a new record high – EchoStar monetizes spectrum for 40 billion USD to SpaceX and AT&T – Nebius shocks with sevenfold increase in revenue – Micron storms the AI server market with 256 GB DDR5 module – Oklo receives NRC breakthrough for Aurora reactor – Alibaba impresses with cloud growth
USA & MACRO-ENVIRONMENT Wall Street operates in a highly sensitive environment between inflation...
Trump Travels with Business Leaders to China – Kevin Warsh Confirmed as Fed Chair – Core Inflation Rises Sharply – Alphabet Launches AI Offensive with Laptops and Data Centers in Space – eBay Rejects Acquisition Offer – Boeing with Strongest Deliveries Since 2014 – Amazon Expands 30-Minute Delivery – Qualcomm Plummets After Chip Hype
On Tuesday, May 12, 2026, the US stock markets closed mixed, as hotter core inflation data and rising...
Inflation Returns With a Vengeance – Oil Jumps to Over $101 Due to Iran Escalation – Fed Hike Priced In With 70% Probability by April 2027 – DAX Slides Towards 24,000 – Wendy’s Skyrockets by 16% After Peltz Acquisition Rumor - Sea Limited Surpasses $1 Billion Quarterly EBITDA for the First Time – Plug Power Sends Short Sellers Fleeing With +12.8% – eBay Rejects $56 Billion Offer From GameStop – Zebra Technologies Raises Annual Forecast - Quantum Computing Skyrockets by +27% After Revenue Multiplication
USA & MACRO-ENVIRONMENT Wall Street bids farewell to record mode. Stocks and bonds come under...
Trump Invites US Corporations to China Summit - Hopes for Iran Deal Dwindle After Trump's Sharp Criticism - Lumentum in Nasdaq-100 - Constellation Energy in Regulatory Holding Pattern - Hims & Hers Slides After Weak Quarter
The US markets wrapped up the start of the new trading week on Monday, May 11, 2026, with moderate gains,...
Stock Rally Stalls at the Hormus Front, Oil Price Surge Slows Nasdaq Record Run – Inflation Data as Weekly Catalyst – DAX Heavyweights between Takeover Fantasy and Defense Sell-off – AI Story at Qualcomm and monday.com Electrifies Investors
USA & MACRO-ENVIRONMENT Wall Street starts the week in a stalemate, as the unbroken record euphoria...