Wall Street: Ölpreis kurz vor 100-Dollar-Marke – KI-Aktien stützen Wall Street

Wall Street opens the week in disarray as the oil price teeters on the brink of the 100-dollar mark. Tensions escalate between the US and Iran, sparking additional military confrontations and severe attacks by the Huthis on energy facilities in Saudi Arabia. As a result, the Brent crude oil price reaches just under 100 US dollars per barrel. Simultaneously, US Treasury yields remain high, with 10-year bonds at approximately 4.8 percent and 30-year bonds at 5.27 percent. Dow and S&P futures mirror the market's anticipation.

Geopolitical tensions persist, but a possible agreement between Iran and Oman may resolve the conflict within days. This agreement could involve a secure corridor for energy deliveries through the Hormuz Strait, while Iran might be willing to prolong the conflict for months. US consumers have already faced roughly 100 billion US dollars in additional energy costs due to the Iran war. Concerns over a Federal Reserve interest rate hike on September 16 remain, with a 60 percent probability assessed.

Despite strong US labor market figures from the previous week, the likelihood of an interest rate hike persists at around 60 percent. In the technology sector, AI remains a beacon of hope. OpenAI's new model, Astra, garners positive reviews and could accelerate the race for greater computing power. However, the competition intensifies with new models from Anthropic, Meta, xAI, and Google, which bodes well for demand for AI infrastructure but may negatively impact margins for model providers.

Apple's upcoming product event also captures attention, with expectations of the first foldable iPhone Ultra, leading to price increases of at least 100 US dollars due to higher memory costs.