Wall Street: Sinkende Ölpreise und Anleiherenditen sorgen für Entspannung an US-Börsen
Die Futures notieren im Plus, obwohl der Inflationsdruck bei Dienstleistungen auf den höchsten Stand seit 2022 klettert. Im KI-Sektor zeigt sich die Nachfrage derweil robust.
US stock market opens pleasantly, with two major sources of pressure now eased. Futures are up, Brent crude has fallen below $99, and the yield on ten-year US Treasury bonds is down from its recent multi-year high to 5.27 percent. Analysts now expect only a small probability of another interest rate increase in October, with investors waiting until December for their next move.
Inflationary pressure remains high, however, with the Services PMI index for October rising to 74 - the highest level since 2022. Demand in the AI sector remains robust, with Advanced Micro Devices projecting very high demand for chips for years and planning a significant expansion of production in 2027. Taiwan Semiconductor is trading at record levels, following new reports of its involvement in Elon Musk's Terafab project.
Additionally, there may be a multi-billion dollar contract between Alphabet and Constellation Energy for nuclear power for data centers.
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