Wall Street: Tech-Aktien erholen sich, Spannung vor Nvidia-Zahlen
Nach den Verlusten stützt die Aufwärtsbewegung bei Tech- und Halbleiteraktien die US-Börsen. Außerdem: Vor den Quartalszahlen steht der Chipkonzern Nvidia im Fokus.
On Tuesday, Wall Street began with a friendly tone, as tech and semiconductor stocks showed signs of recovery after recent losses. The Nasdaq futures rose by around 0.8%, while the S&P 500 and Dow Jones gained approximately 0.4%. Nvidia attempted to stabilize itself after seven consecutive losing days, ahead of its eagerly anticipated earnings release the following day.
Multiple recent stress factors contributed to a sense of relief. The yield of 10-year US Treasury bonds fell to around 4.67%, and Brent oil dropped by about three percent below 90 US dollars, following reports from Pakistan of "significant progress" in talks with Iran. The recently announced sanctions offensive against Iran also proved less specific than anticipated.
Despite these improvements, AI sector risks remain prominent. Rising Nvidia prices, increasing capital raises, political resistance to new computing centers, and the trend towards more affordable open-weight models generate growing skepticism. Broadcom's bond yields and credit spreads are already on the rise, as investors question the balance sheet risks of AI financing models.
Almost everything now hinges on the three major catalysts of the week: PCE inflation and Nvidia on Wednesday, and Fed Chief Kevin Warsh in Jackson Hole on Friday. A podcast featuring Handelsblatt covers the developments.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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