Market Reports
DAX remains well positioned despite Middle East crisis at the beginning of the week - Fraport remains stable despite passenger decline thanks to Buy rating from Exane BNP - TKMS in demand following Kepler study - Rheinmetall with major order from the British Army - Chip stocks under pressure after weak signals from Asia - nLIGHT after US order and Buy rating from Needham in focus!
The DAX started the week well positioned despite the renewed escalation in the Middle East conflict....
US Markets Resist Geopolitical Tremors – Escalation in the Persian Gulf Drives Oil Prices – Apple Sues OpenAI in Spy Thriller – Berkshire Hathaway Hoards $397 Billion Cash – Coca-Cola Outclasses Pepsi and Plans Billion-Dollar IPO – Ford Concludes Unifor Deal Amid Sales Decline – Delta Air Lines Soars Despite Fuel Shock with Record Revenues
After the most recent trading day on Friday, July 10, 2026, the US stock markets showed remarkable resilience...
The AI Trade Fuels Wall Street and Stabilizes Oil Prices After the Iran Shock, While SK Hynix is Oversubscribed by More Than Seven Times in the Largest US IPO of a Foreign Company – Meta Develops Its Own AI Chip "Iris" and Delta Defies Record Fuel Costs – WD-40 Soars by 16% and Amazon Challenges UPS and FedEx, While the DAX Recovers Slightly Above 25,000 Points After Losing Over 1,000 Points and Salzgitter Jumps by 7%
USA & MACRO-ENVIRONMENT Wall Street struggles for direction as the week ends, oscillating between...
US Markets Defy Geopolitical Tremors – Trump Dominates NATO Summit with Iran Shock and Turnaround – Fed Chief Warsh Forms Elite AI Taskforce – Meta Platforms Breaks with Open Source Tradition and Targets Cloud Billions – AMD Accelerates Gigascale AI Factories and Defies China Risks – Applied Materials Profits from Unprecedented AI Investment Cycle – Netflix Plans Live TV Offensive and Targets World Cup Rights – Micron Injects 250 Billion Dollars into US Chip Infrastructure – PepsiCo Struggles with Weak US Consumer
After the recent trading day on Thursday, July 9, 2026, US markets showed resilience in the face of massive...
DAX largely gives up initial gains - Schott Pharma in flight after forecast upgrade - Nordex with strong order intake - chip stocks start significantly firmer after strong cues from Far East - DEUTZ with billion-dollar acquisition - defense sector under significant pressure after downgrades - AeroVironment surprises with ambitious mid-term goals!
The DAX presented itself significantly recovered on Thursday after the German benchmark index had to...
DAX Pre-Market Higher - New US Strikes Against Iran Increase Escalation Risk - Grok 4.5 Focuses on Efficiency Rather Than Just Computing Power - Waymo Expands to 4 More US Cities - Nvidia's Nemotron 3 Ultra Crushes AI Costs
On Wednesday, July 8, 2026, the US markets showed a mixed picture. The Dow Jones lost 1.1% to 52,348...
Trump's Iran Shock Ends the Ceasefire and Drives Oil Prices Up by About 5% – Geopolitics Forces Investors to Reassess, While Ed Yardeni Sees the Fed Returning to Tightening Course – Alibaba Ignites the China Tech Rally with the Biggest Jump Since September, Meta Unveils Its Own Image AI, While the DAX Tumbles Below 25,000 Points and Vonovia Drops by 5%.
USA & MACRO-OUTLOOK Wall Street is under the impression of a suddenly returning geopolitical premium...
Escalation in the Middle Eastern Conflict Pushes DAX Well Below the 25,000 Point Mark - Chip Stocks Under Pressure Following Weak Indicators from Asia - Carl Zeiss Meditec Firm After Upgrade - Basler In Demand After Warburg Study - Lufthansa Suffers from Rising Oil Prices and Citigroup Downgrade - Beam Therapeutics in Focus After HC Wainwright Study!
The DAX presents itself in the middle of the week after the renewed escalation in the Middle Eastern...
US Markets in Geopolitical Stranglehold – Escalation in the Middle East Drives Oil Prices – Alphabet Bets on Nuclear Fusion – Amazon Floods Bond Market with $25 Billion – Rivian Shocks Investors with Massive Dilution – Meta Launches Attack in AI Image Market – Walmart Bows to Trump and Lowers Prices – Penguin Solutions Shines with AI Record Numbers
After the recent trading day on Tuesday, July 7, 2026, US markets presented themselves in deep red amid...
The first AI stress test shakes the chip rally – Samsung's 19-fold earnings explosion is not enough and sends Micron, Sandisk & Co. into a tailspin, while NVIDIA suffers under DeepSeek's own AI chip – DAX dips below the 25,700-point mark after three record days, Siemens Energy crashes by 7% after Barclays downgrade – SpaceX storms into the Nasdaq-100 just 15 days after its IPO – Saab displaces Boeing – Vertex targets Crinetics, while the Iran conflict drives oil prices toward $73
USA & MACRO-ENVIRONMENT Wall Street shifts away from its carelessness The Nasdaq 100 falls...
Weak signals from the Far East and oil price recovery push DAX into the red - Chip stocks pressured after Samsung earnings report - KION benefits from analyst upgrade - FUCHS in focus following Deutsche Bank study - TKMS in focus after submarine contract - SpaceX in focus after bullish studies from Goldman Sachs and Wedbush!
The DAX is presenting slight losses on Tuesday following weak signals from the Far East. After opening...
Khamenei's Funeral Becomes a Power Demonstration for Iran - Samsung's Earnings Jump Fizzles Out Due to Doubts About the AI Boom - SpaceX Aims for the AI Crown and Disrupts the Markets - Vertex Radically Expands
On Monday, July 6, 2026, the US stock markets were able to gain ground as the week began. The Dow Jones...
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....