Wall Street: Ölpreis fällt, Sorgen über Finanzierung des KI-Booms wachsen
Die Entwicklungen im Nahen Osten stützen die Börsen. Das chinesische Unternehmen Alibaba verschärft mit seinem neuen Modell den KI-Wettbewerb.
The US stock markets opened unevenly this morning, with the Dow Jones recording strong gains while the Nasdaq saw slight gains. Peaceful developments in the Middle East, combined with a sharp fall in oil prices and lower yields on US Treasury bonds, following Donald Trump's decision to halt a threatened military intervention against Iran and to pursue new negotiations instead, are providing some reassurance.
Marriott, a hotel chain, impressed with solid figures and an upward revision of its annual outlook, but its stock remains under slight pressure. In the technology sector, artificial intelligence (AI) remains the dominant theme: OpenAI reported over one billion active users, while Alibaba strengthened its competition with the new Qwen3.8 Max model.
Simultaneously, concerns are growing over the financing of the AI boom, as hyperscalers have pledged almost $2.4 trillion in investments, putting pressure on free cash flow. Analyst assessments bolster Microsoft, Applied Materials, UPS, and Delta, while NXP Semiconductors and eBay are downgraded. Today's focus is on the ISM purchasing managers' index, followed by the stock figures of Palantir, ON Semiconductor, and Snap after the market closes. A podcast, featured by Handelsblatt.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
