Dax defies Trump threats: AI brings new hope for investors!

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 and thus amounts to 24,289 points. The market is still 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 clouded by threats by US President Donald Trump to increase the import duties. However, some investors seem to react rather calmly to these threats in the past few days. Jürgen Molnar, an expert from Robomarkets, believes that many investors rely on negotiation solutions; If there is no types, but turbulence could also threaten.

This general uncertainty is increased by the concerns about US Federal Reserve boss Jerome Powell, who is always in the focus of the investors. Despite these backgrounds, there is a high demand for high-performance computer chips in the AI sector, which give the market tailwind. TSMC, the world's largest chip application, has recently presented strong business figures, which allows the courses of German semiconductor and technology titles such as Infineon, Aixtron and Kontron. The recent relaxation of the US requirements for semiconductor exports to China further increases this positive trend.

Salzgitter and SMA Solar under pressure

we take a look at the current business figures: After a weak second quarter, Salzgitter reduced the annual forecast, which led to a dramatic price decline of 20 percent. Despite these severe setbacks, the share remains in the course of the year with an increase of 37 percent. SMA Solar, who fell by 4.5 percent to 21.02 euros after a gradation by Jefferies, was similarly bad. The analyst Constantin Hesse has reduced SMA's price target to 16 euros. Investors are likely to remain careful here, since Wacker chemistry has to come up with pessimistic forecasts.

recovery sign at Delivery Hero and Nordex

But not everything is cloudy. Delivery Hero's shares show a return to the road to success and can recover by a good 13 percent after positive comments were published by analysts. These improvements in the market share of the South Korean daughter Wowowa also contribute to the positive development. It also looks better at Nordex: the shares increase by about 4 percent, supported by the Danish competitor Vestas, who has grown by 12 percent after a major order and received a purchase recommendation from JPMorgan.

Overall, the DAX remained relatively stable on Friday: Investors are optimistic, but the willingness to enter into new engagements before the weekend is rather low. The MDAX rose 1 percent to 31,332.02 points and the EuroStoxx 50 noted just above the final score of the previous day. For many investors, the geopolitical tensions are increasingly moving into the background, while at the same time the potential of AI and the associated technological advances are emphasized. This could prove to be decisive for the future development of the markets.

For more information and details, take a look at the reporting of The shareholder , t-online and it-boltweise an.