Opening Bell: FedEx, Microsoft, LivePerson, Credit Suisse, UBS, Tractor Supply, MSCI, Lam Research

Hello and a warm welcome to the

opening

bell

, yes, as we won, the recovery that we saw yesterday in the DAX and perhaps especially the recovery that we saw this morning has already disappeared, uncertainty has returned to the market, we'll take a look Immediately look at the Frankfurt Stock Exchange to our correspondent behind you Hello Kübler, we can see that the Dax has headed south again today he is also drooling witch and apparently the day lives up to his name and reputation. Good day. Marco hello, yes that's right, prices are falling here, points are falling, how do you say that the DAX returns profits? losses on the leading German index and why the US futures, so to speak, slipped into the red area, the root began to trade at a loss, so today is not the

opening

wave, but we have already mentioned it this week, so I don't want to go into details. that simply due to the time difference um yes the DAX is there lost its gains from the previous day and lost a few points, 1% weaker on Friday afternoon and is currently slightly above the 14,000 800 point mark, but it's not just witch drooling, again it's the fault of the banking sector, yes, there was simply a loss of trust In this banking life in the last few days at 1:00 p.m., the SWB also reported that it had now officially declared bankruptcy and which is now officially the SBB is the page that also caused a drop in the share price of Credit Suisse and also First Republic Bank, although some large American banks have today offered their help and announced that they want to provide support, but That's why it hasn't been trusted.

It has been sustainably restored. If you want to know more about this, there are now three sources on our Marco site, you also spoke to Fabian strippin about the topic today, I had Volker Hellmeier in an interview about it, the topic is covered in the new shareholder topic and yes , you just want to believe right now, I think I can come back to it tomorrow Yes, you can also talk to us personally about the topic in detail. You haven't had a weekend yet. Tomorrow he will still be in office for us. She will be at the Invest in Stuttgart financial fair and then also on our social media channels.

I will be present on social media, so to speak, I will be live. Instagram sometimes, I'll do some stuff for tiktok. The stories show what happens there, but those who want to experience it up close and in real life are of course cordially invited to the investment in Stuttgart instead of today on Friday and Then tomorrow Saturday you can talk to all of us with our editors For example, Thomas Bergmann is already there, who does the DAX check in the morning? Viola Is Johanna there? Yes and many experts. Alfred Jochen Kaufer has signed up for the stand service, I heard on Saturday that he wasn't even curious if it would be chaotic or not, but I'm looking forward to it.

Of course, I will take some atmospheric photos and then share them on social media, but as I said, I would like to arrive in person. Invited later to have fun in Stuttgart and thanks for the market overview, so feel free to stop by. Invest today and tomorrow in Stuttgart, there we are the ones who start the American trade because they are the colleagues who have already started the trading day and are losing 0.6% at this moment 0.3% of the S&P 500 and the Nasda is trading 0.1% in negative territory so the losses are not too obvious, but at least now we are back on the losing side because yesterday we had significant gains in the US market, the stock market just came out of the market with an increase of 2, 7%.

Today at least he cannot be left out after these gains. We're already looking at some individual topics that are in the spotlight and we have some decent ones. Yesterday, FedEx also presented figures yesterday and they were well received, although they had to avoid a drop in profits, but at least the figures were above expectations and the figure corresponds exactly to the good result that a lot of life compared to the year previous 1.1 billion to now 71 million dollars and revenue fell 6% to 22.2 billion, that is, as I said, a decrease but above experts' expectations. This means that, on the one hand, the quota can increase and, on the other, so can the prospects.

Profit forecasts for the full year also exceeded expectations as good progress was being made in reducing costs, which is why results or forecasts were raised Extreme rise since October last year, has consolidated a bit lately , has moved a little laterally, a little downward, but has remained on the 200-day line, currently it is trading again at $200. at least above that, and as I said today the news is being received positively and also becoming positive. Yesterday they already introduced new AI functions, comprehensive AI functions that are integrated into Microsoft's Office applications, on the one hand in Word, i.e. the word processing program, but also in Outlook for emails, calendars in PowerPoint and also in teams, so the messaging chat app David is getting a makeover with KIS with AI software.

They have also specifically introduced a kind of enterprise chat, also with AI, and the AI ​​will not only be installed as a language model as it could do now, I already know from Jet GPT, but this AI will also be able to access personal data, that is say, calendar entries, emails, chats and then hopefully integrate them. cleverly in some way, being able to reschedule appointments if you add a look and coordinate everything and see that that still makes sense for people with technical knowledge that was presented was well received by investors, the stock is going up and now it is at this level and for therefore just below the February high that we saw a few weeks ago, if this February managed to break through the high of $276 76 and exceed it sustainably, then a new buy signal would emerge here. actions two years ago.

Anyone who has invested should definitely let the profits ride. Microsoft will definitely go off topic this year. AI has inspired us, but I have noticed in recent weeks and months, but not all that glitters is gold. in the area of ​​AI. As an example, I brought a live person with me who is a company that also specializes in AI and in this area is active and yesterday there were also figures and you can't really think about them. You reported weaker sales in the fourth quarter and your forecast for the year as a whole was also well below experts' forecasts.

The reason given was a difficult macroeconomic environment and now we are behind me, the stock reaction yesterday. exceeded 50, almost 60 percent in a downward trend in the course of the numerical workforce, anyway, here the glass rose, somehow it was AI, so you knew that companies were busy dealing with AI and then when all these artificial intelligences were put in, that was also the case with Life Person for a short time, but then it went back down continuously and now down here was the action, like I said, in the deep red area, so let's see the topic of the week: the banking earthquake, financial crisis 2.0 yes or no, we have been thinking about it all week, the bankruptcy is now official, they declared bankruptcy, the SVB triggered everything, the Swiss source is also involved in this earthquake banking Yesterday at the bank behind me the topic arose that the Swiss horses could merge with the Swiss competitor UBS.

Meanwhile, at least in internal circles it is said that both banks have rejected this and it is said that UBS is facing its own. Continue with the strategy and concentrate on it and you also have to worry about the risks related to Credit Swiss, which then you bring home, so to speak, and that they are creative, but they also say who would like to take their time and solve the problems themselves, they control themselves, this week he received liquidity support from the Swiss National Bank and he thinks he can't solve it alone now that the banks are supposed to merge them and they have mentioned this merger as the last possible step and it is not necessary to take it yet, that's why.

A bit of dissatisfaction has returned, although that is only one of the reasons, but the little Swiss is now back in the red by a double. digit percentage today. This morning was even better since the deal listed 3% in the plus now 10% in the red for the year 74% minus the problems are not new so the recent collapse is just a drop in the ocean obs actually lies in the positive range when considered throughout the year it is also very thin it is a bank of course it was also recently used by The banks are being dragged down by the uncertainties in the banking sector and because there is so much uncertainty and because at this time it is possible that you don't know what stocks you can bet on right now, that's what I thought and something else at the end of the week classic again, something that is less risky, what about dividends?

Everything is clear if not I don't know what they really are. Dividends refer to companies that have increased their dividends for at least 25 years in a row. The best-known companies that belong to them are Procter and Gamble Johnson & Johnson McDonald's Coca Cola Market Watch So you know them, they are already dividends, everything is total, but MarketWatch has analyzed which companies are on the starting grid and who could become in the total in the future, who has the best possibilities, the best prospects, you have the complete for it. We searched the PI composite 1500, which is an expanded version of the S&P 500 with only 1,500 companies.

You examined them all, ran them through a sieve, so to speak, and applied various criteria. First of all, of course, He took out all the above and they were already there. Everything is clear, so you have taken out all the companies that have a market capitalization of less than 8 billion dollars and then those that do not pay dividends, of course, or where dividends are now below one percentage point, are also those that have not increased the dividend continuously recently. And finally, out of the 1,500 companies, there were 122 left and then we looked at where in the whole thing we basically put it through a performance check and looked at which companies had the highest five-year average growth rates in terms of annual dividends and this company had that.

Now on the far left is Traktor Supply, a farm machinery manufacturer that has a percentage rate of 30.7% and is therefore number one on the market watch list. On the market watch list, the others two are in second and third place, so that's number 2. I think MSCI knows that it is a US financial services provider, the MSCI World index is world famous, especially the index ETFs are the classics. par excellence and Lahm Research is a company that manufactures process engineering equipment and systems for the semiconductor industry, so Applife shows the first place, MSCI, the second place and Lahm Research the third place in terms of the prospects that you can become a promising dividend aristocrat.

Last but not least, I have a message for you, a video tip that also revolves around the topic of safe stocks, how can you position yourself right now? What can you bet? Video about the stock market. My colleagues at BÖRSE ONLINE have done this before: they took a close look at the global stock market, applied different criteria and saw which stocks that performed well in the past proved to be crisis-proof. Then I have filtered out five and 20 25 of the safest stocks in the world and I present exactly five of them in this video. What does the company do?

Is it crisis proof? What are the perspectives?, etc. So I'm happy. to take a look here, I can help you. I would love it if you wanted to link everything here below this video here on YouTube Like Comments Leave your opinion in the comments or you can also direct message me on Instagram Frame anytime you like That's all for this week It's been a tough week, let's see What happens next week with the banking sector and the market in general. I would love for you to be there. I'll say goodbye, but now it's time for the weekend.