Wall Street is heading towards its strongest month since 2020 – Big tech earnings reveal AI capex shock – Eli Lilly explodes on GLP-1 wave – DAX defies Iran risks - German semiconductor stocks benefit again from AI hype - Caterpillar with record order backlog
Reading Time: 10 minutes
USA & MACRO CONDITIONS Wall Street is heading towards its best monthly gain since November 2020 in the last days of April. The S&P 500 (+0.39 %) is up about +9 % this month and reacts with further gains after surprisingly robust economic data and a flood of strong corporate earnings support the sentiment. The investment dynamics in artificial intelligence are turning out to be the dominant market driver – the four leading U.S. hyperscalers have now raised their combined capex plans for 2026 to over 700 billion USD. Fresh GDP data...
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