Wall Street defies geopolitics – DAX recovers at the end of the month – AI infrastructure in focus – billion-dollar acquisitions dominate trading – Nebius expands to Europe – NVIDIA invests in Marvell - Aehr Test Systems receives a transformative major order

USA & MACRO-ENVIRONMENT Wall Street concludes a turbulent stock market month with significant recovery gains. The broad S&P 500 rises by 0.63%, thereby limiting the losses of an overall weak month. It is a conciliatory close – although it does not disguise the structural burdens that have characterized market activity for weeks. At the heart of macroeconomic events is geopolitics According to reports from the Wall Street Journal , the Trump administration is making a significant strategic realignment in the Middle East: US President...