Market Reports
New Mediation Talks Between the USA and Iran - SpaceX Reaches Earth Orbit with Starship for the First Time - Zuckerberg's B2B Coup - How AMD Secures the Future of Chips with Spatial AI
On Monday, September 28, 2026, US stock markets opened the new trading week with losses. The Dow Jones...
Yield Shock Pushes Wall Street Deeper into the Red, with Brent Plummeting Sharply After Surpassing $105 – Trump and Xi Extend the Trade Truce by Two Months, but Money Markets Are Already Pricing in Three Fed Rate Hikes – Everpure Ignites a Share Price Surge with a Bold AI Outlook, Cintas Breaks Through the $3 Billion Revenue Mark for the First Time, and MGM Plummets After Diller’s Backtracking – the DAX Holds Above 25,250 Points Thanks to a Strong Ifo Index
U.S. & MACRO SITUATION Wall Street continues its decline The S&P 500 is down 0.43%,...
The Big Expiry Day Unleashes a $7 Trillion Options Storm, While the Yield on 10-Year U.S. Treasuries Hovers Around the 5% Mark, Reaching Its Highest Level Since 2007—the AI Trade Makes a Comeback as NVIDIA’s Sales Double, Boosting Semiconductor Stocks, but new Inflation Concerns and a Smouldering Middle East Conflict are Keeping Investors on the Defensive—SoftBank Is Spinning the AI Credit Wheel Faster and Faster with $25 Billion, the SEC Is Opening the Door to Tokenized Stocks, and Warren Buffett Is Stepping Down After Six Decades
U.S. & MACROECONOMIC SITUATION Wall Street is struggling to find its footing as a turbulent...
Fed Raises Interest Rate and Signals Further Step Ahead - Trump Threatens EU with New Tariffs Over Canada Plans - Amazon's Mega Offensive - GE Vernova Defies Interest Rate Pressure
On Wednesday, September 16, 2026, US stock markets came under pressure following the Federal Reserve's...
Houthis attack Saudi Arabia again - Trump calls AI concerns a hoax - Alphabet conquers Las Vegas, Tokyo, and the AI market - Apple's billion-dollar bet
On Monday, September 14, 2026, US markets declined after a weak trading day. The Dow Jones fell by 0.3%...
Houthis Advance on the Red Sea and Threaten Saudi Arabia's Oil Exports - Oracle Raises Revenue Forecast - Adobe Raises Annual Targets and Advances AI Monetization - SpaceX Secures Billion-Dollar AI Hosting Deal
On Thursday, September 10, 2026, US markets faced losses for the fourth consecutive trading day. The...
Trump Promises Americans a $5,000 Dividend - Apple Enters a New Era with Foldable iPhone - OpenAI Agents Apparently Used Other Websites Without Authorization - Salesforce Considering Billion-Dollar Acquisition of Listen Labs
On Wednesday, September 9, 2026, US markets had to accept losses for the third trading day in a row....
Iran attacks U.S. base in Jordan and ships near Hormuz - U.S. escalates trade dispute with Canada through new import bans - Apple set to unveil foldable iPhone Duo for around $2,000 - Meta launches personal AI agent Muse
On Tuesday, September 8, 2026, U.S. markets significantly declined. The Dow Jones fell by 1.2% to 52,786...
Middle East Crisis and Rising Oil Prices Continue to Cause Losses - KION Gains Significantly After Citigroup Upgrade - Nordex Continues Upward Movement After Citigroup Upgrade - DWS Group Firm After Jefferies Price Target Increase - Apple Before New iPhone Release!
Rising oil prices are also causing more substantial losses for the DAX on Tuesday. After a stable trading...
Iran threatens the US with new missiles and economic warfare - Mistral reaches valuation of 24 billion USD - OpenAI secures AI computing power from Nvidia partner Firmus - Anthropic forgoes acquisition of Decart AI
The US stock markets were closed yesterday due to the Labor Day holiday. The DAX futures are trading...
UiPath Sparks Next Growth Surge - Lululemon Under Pressure - Docusign Surprises with AI Tailwind - Zscaler Delivers Strong Results
On Thursday, September 3, 2026, the US markets made significant gains, marking the second consecutive...
Iran attacks Kuwait - Broadcom significantly raises AI outlook - Snowflake raises forecast thanks to strong AI growth - HPE benefits from AI boom and raises growth targets
On Wednesday, September 2, 2026, US markets were able to rebound after three days of losses. The Dow...
A New Oil Shock in the Strait of Hormuz and the Highest Bond Yields in Nearly Two Decades Send Wall Street and the DAX into Negative Territory – Semiconductor Sector Plummets – NVIDIA Cements its Dominance in the AI Ecosystem with a $3.5 Billion Bet on MediaTek, and Anthropic Secures Additional Computing Power from Lambda for $35 Billion – Fed Signals from Kevin Warsh Fuel Speculation About Interest Rate Hikes, While Novartis Surges Nearly 6% on MS Success
US & MACRO SITUATION Wall Street kicks off the seasonally weak month of September sluggishly....
The Iran Shock Drives Oil Prices Up by Almost 3% and Sends Wall Street and DAX Into the Red, While Fed Chair Warsh Raises the Probability of a Rate Hike to 57% – SLB Enters the AI Cooling Market and NVIDIA Solidifies Its AI Ecosystem - Chevron Becomes the Strategic Venezuelan Vehicle of the Trump Administration, Eli Lilly Targets Merida – Huawei Loses 36% of Earnings After the Memory Crunch and Sony’s PS5 Pro Benefits From the GTA VI Trailer
USA & MACRO-ENVIRONMENT An escalation of geopolitical risks dampens the start of the week The...
Oil Price Rise Slows DAX at the Start of the New Trading Week - OHB Strong After ESA Satellite Contract - Chemical Stocks Benefit from Rekindling of the Middle East Crisis - Mercedes-Benz with Billion Buyback - Allianz on the Verge of Billion Purchase in the UK - Protagonist Therapeutics in Focus After FDA Approval!
The DAX starts the new trading week with somewhat clearer declines. In the morning, rising oil prices...
Trump threatens Iran with attack on central oil terminal - Amazon brings leading AI models to the US government cloud - OpenAI cuts access to Cursor after SpaceX acquisition - Nvidia and SpaceX aim to launch AI data centers into space
On Friday, August 28, 2026, US markets experienced slight losses following the strong technology gains...
Wall Street Turns Positive After Kevin Warsh Reaffirms the 2% Inflation Target As „firm and Unwavering” in His First Jackson Hole Speech, While the DAX Reaches a New Record High and Auto and Chemical Stocks Drive the Frankfurt Rally – The AI-Driven Memory Boom Elevates China’s CXMT Above Tencent, SoftBank Supports Its OpenAI Bet With Another $10 Billion Loan, and the PayPal Buyout by Advent and Stripe Spectacularly Collapses
USA & MACRO-ECONOMIC ENVIRONMENT Wall Street turns positive after Warsh's speech The S&P...
DAX starts with significant gains at week's end - RWE stronger after Buy rating from Berenberg Bank - DEUTZ continues rally following DZ Bank buy study - Institutional support for OHB increases - Gerresheimer under pressure after Kepler study - Affirm soars after strong numbers - Fashion chain Gap stronger after figures and forecast increase - PayPal plummets after Bloomberg report on failed acquisition!
The DAX is showing strength on Friday following strong US cues. After a stable trading start, the DAX...
US Markets on the Rise – Trump Renames Lake Ontario to Lake America – Iran Links Hormuz Opening to End of War – US on the Verge of a Giant Oil Deal with Venezuela – Marvell Technology Grows in Data Centers – Affirm Holdings Expands to Australia – Ulta Beauty Defies Consumer Slump – IREN Limited Massively Expands Losses Due to AI Restructuring – Autodesk Raises Forecast After MaintainX Acquisition – Workday Shines with AI Growth
After the most recent trading day on Thursday, August 27, 2026, the US markets presented themselves in...
NVIDIA's Record Outlook Ignites the Next Phase of the AI Trade, While Oil Prices Rise Despite Additional Deliveries via the Strait of Hormuz – Kioxia and Sandisk Invest $31 Billion in Japan, and NVIDIA is Reaching out to Hugging Face for Around $13 Billion – Investors Remain Cautious Ahead of Kevin Warsh's Jackson Hole Appearance – The DAX Holds Just Below 26,400 Points, GFT Technologies Skyrockets by Over 10%
USA & MACRO-ENVIRONMENT NVIDIA is the driver Wall Street continues its upward movement, driven...
DAX holds firm ahead of central bank meeting in Jackson Hole - NVIDIA results lead to significant gains in chip sector - Nemetschek and SAP sought after following Salesforce earnings - Bilfinger strengthens after UBS upgrade - KSB benefits from Metzler study - NVIDIA impresses with strong results - Salesforce sees double-digit gains post earnings report!
The DAX is holding up well on Thursday, buoyed by strong quarterly results from major US companies like...
US Markets in Slight Consolidation – Geopolitical Powder Keg at the Strait of Hormuz – China's Industry Loses Massive Momentum – Nvidia Crushes Expectations with AWS Mega Deal – Salesforce Ignites Stock Surge through Claudeforce Alliance – CrowdStrike Surfs on the Wave of the Myth Moment – Okta Benefits from the Agentic AI Boom – Meta Settles Historic $16.7 Billion Lawsuit – HP Plummets Despite Forecast Upgrade Due to RAMageddon
After the latest trading day on Wednesday, August 26, 2026, the US markets showed a slight consolidation...
Wall Street Stands Still Ahead of the Eagerly Awaited NVIDIA Report As Falling Oil Prices Ease Inflation Concerns, While the DAX Aims for Record Highs –The Surprisingly Firm PCE Price Index Forces Markets to Fully Price in a Fed Rate Hike by December, As the “Bessent Put” Pushes Down US Yields – Deutsche Bank Climbs to Its Highest Level Since 2014, SAP Slows Down After UBS Downgrade, and Meta Settles a Historic Youth Protection Lawsuit for $16.7 Billion
USA & MACRO-OUTLOOK Wall Street remains directionless ahead of the day's dominant event The...