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DAX defies Trump threats: AI brings new hope for investors!
Salzgitter lowers annual forecast after weak Q2. Share price collapses by 20%, despite a 37% increase over the year.
DAX defies Trump threats: AI brings new hope for investors!
The last trading day of the week brought the DAX a slight decline of 0.33 percent on Friday, bringing it to 24,289 points. Market activity continues to be strongly determined by the megatrend of artificial intelligence (AI), combined with hopes for a revival of the German economy. At the beginning of the week, the mood was dampened by threats from US President Donald Trump to increase import tariffs. But some investors seem to have reacted calmly to these threats in recent days. Jürgen Molnar, an expert at Robomarkets, believes that many investors rely on negotiated solutions; If there is a lack of agreement, there could also be a risk of turbulence.
This general uncertainty is reinforced by concerns about US Federal Reserve Chairman Jerome Powell, who is always in the focus of investors. Despite these backgrounds, there is high demand for high-performance computer chips in the AI sector, which is giving the market a tailwind. TSMC, the world's largest chip contract manufacturer, recently presented strong business figures, which is driving up the prices of German semiconductor and technology stocks such as Infineon, Aixtron and Kontron. The recent easing of US regulations for semiconductor exports to China further reinforces this positive trend.
Salzgitter and SMA Solar under pressure
Let's take a look at the current business figures: After a weak second quarter, Salzgitter lowered its annual forecast, which led to a dramatic share price decline of 20 percent. Despite these severe setbacks, the share price remained up 37 percent over the course of the year. SMA Solar fared similarly badly, falling by 4.5 percent to 21.02 euros after a downgrade by Jefferies. Analyst Constantin Hesse has lowered SMA's price target to 16 euros. Investors are likely to remain cautious here, as Wacker Chemie also has to come up with pessimistic forecasts.
Signs of recovery at Delivery Hero and Nordex
But not everything is gloomy. Delivery Hero shares are back on track and have recovered by a good 13 percent after positive comments were published by analysts. These improvements in the market share of the South Korean subsidiary Woowa also contribute to the positive development. Things are also looking better at Nordex: shares are rising by around 4 percent, supported by its Danish competitor Vestas, which is up 12 percent after a major order and has received a buy recommendation from JPMorgan.
Overall, the DAX remained relatively stable on Friday: investors are optimistic, but the willingness to enter into new commitments before the weekend is rather low. The MDax rose by 1 percent to 31,332.02 points and the EuroStoxx 50 was just above the previous day's closing level. Geopolitical tensions are increasingly fading into the background for many investors, while at the same time the potential of AI and associated technological advances is being highlighted. This could prove crucial for the future development of the markets.
For more information and details, check out coverage from the shareholder, t online and IT Boltwise to.