The stock markets are celebrating a possible end to the war in the Iran conflict – and the rally continues to gain momentum.
The NASDAQ is hitting new highs, driven by strong semiconductor stocks like Micron, AMD and Intel. At the same time, the S&P 500 is already achieving – and even exceeding – the annual targets of many analysts. But what is behind the euphoria? Statements by US Secretary of State Marco Rubio indicate an end to military tensions (“Epic Fury is over”) and possible negotiations between the US and Iran provide hope on the markets.
As Big Tech continues to invest heavily in AI, data centers and infrastructure – with planned spending of up to $1.1 trillion by 2027 – skepticism is also growing: record cash holdings at Berkshire Hathaway, a historically high Buffett Indicator and rising bond yields are sending warning signals.
Europe also remains exciting: the DAX is about to break out, while Infineon and Siemens are benefiting from the AI wave. At the same time, Siemens Healthineers is struggling with cost increases, tariffs and currency effects.
Is the end of the war the starting signal for the next rally – or are we approaching a dangerous overvaluation?
On the finanzen.net podcast, Hot Bets, we talk about the buffet indicator, stress on the bond market and opportunities at Siemens. For more details, have a listen.
The values discussed are not investment recommendations. The stocks, ETFs and leveraged products discussed here involve a high level of risk due to high volatility!
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