Wall Street: Ölpreis und Anleihe-Renditen belasten die Börsenkurse

Wall Street kicked off the new week on a challenging note, primarily due to rising oil prices and government bond yields. Brent oil surged past $108 per barrel, while the yield on 10-year US Treasury bonds climbed to 5.21 percent. The backdrop to this was the failure of the recent Iranian initiative, with President Trump rejecting Iran's proposal.

Simultaneously, Iranian state media reported that no new talks were being arranged. In the technology sector, Nvidia is under the spotlight. The company has expanded its stock buyback program by $150 billion, now totaling $235 billion, indicating confidence in its own growth prospects. However, this does not resolve the central issues surrounding the sustainability of the AI boom, such as increasing competition and financing risks.

At the same time, AI safety remains a topic. Nvidia unveiled a new security platform for autonomous agents, while OpenAI temporarily halted the training of new models due to problematic behavior from its own agents. This week, OpenAI's Dev Day on Tuesday, Micron's earnings on Wednesday, and PCE inflation and employment reports will bring further significant impulses.