Opening Bell: Bitcoin, Microsoft, Meta Platforms, Amazon, Gamestop, Nike, Nvidia, Intel

Welcome to the US Stock Exchange Everything, but really everything, today we are looking forward to this afternoon and taxes, we are already looking at what the US central bank is doing here, but first to Frankfurt, to my colleague Johanna Krämer, it's a good day. As for the DAX, it is actually quite stable and moving, how is the atmosphere in Frankfurt? The mood is not that bad, especially considering that tonight the Federal Reserve will, of course, show exactly how it will react with interest rates. Come on, Martin, were you there? We would all have been hairdressers at the Invest, of course I went to the hairdresser, it looks great just before reaching the Federer Reserve.

At Invest we had the so-called wheel. of the fortune that the lovely and charming colleagues and colleagues were allowed to take care of after I turned it around and was able to win something and I have heard several times that if there is not a meet and greet with Martin knows how to win, I will get out of the queue . Then I just took the liberty of selling you for the next one at Invest in 2024. We'll talk about all the details after the

opening

bell

, now we'll move on to the markets. Today we see the DAX just below the 15,000 mark, but a large part, of course, assumes that interest rates will rise by 0.25.

A very small number will increase points. A very small number think there is a zero round. Of course, stock market optimists and a small group assume that interest rates will rise by half a percent. I think it will be the middle point. We will know more, but only after the negotiation this afternoon, when Jerome. Paul takes the floor and will say exactly how he will master the tightrope when it comes to raising interest rates in the fight against high inflation, but he also won't talk too much about another banking crisis or driving more financial institutions into bankruptcy, as we can see today.

Of course, the general atmosphere is tense and we are still in the week where we have not yet switched to daylight saving time, which means that the Americans are still with us before this week, next week Wall Street will start again 3:30 p.m., but now we also see relatively little movement on Wall Street and we are wet and eating a lot of responsibility, treading water a little, we are slightly in negative territory, shortly before I was connected here for the broadcast and we see in individual values ​​today. which are driven by analyst comments, BASF benefits from positive analyst comments and BASF and Covestro and we see vonovia on the losing side, although it must be said that real estate values ​​in general are lower today.

There is pressure and consequently wohnovia is again today we are entering negative territory by more than four percent, so by the way, it is not true that we do not have a say, we just never have a say, I don't want to do no bets on it, but hey, then I still have to make phone calls and I definitely wish you a nice afternoon in Frankfurt and then we'll meet and see why I'm boring, so the US stock markets are currently in a wait-and-see attitude and see, that's nothing I can change. in a very short time and that will change in a very short time depending on what Jerome Paul is doing and he really has to pull off a balancing act between raising interest rates to control inflation, on the one hand, but not shutting down the financial system. that we do not further disrupt the financial picture, it will be very interesting what words you will find here or, believe me, each word will be put on the golden scale, although before I would have liked to Say that we are here, we are actually in favor of ensuring that nothing happens , but we will still look very closely and perhaps also in the direction of the next central bank meetings that will be held at the end of the year.

There isn't too much. What to say today about the stock market and what is happening in the stock market for the reasons mentioned, except maybe Bitcoin continues to go up, I had it with me this morning because it is a bit of a breakthrough as men to run now towards 30,000 The rally we saw was absolutely worth seeing and of course the coinbase was active as well. By the way, we picked up the topic with the new shareholder, my colleague Nicolas Kessler, who is really our crypto expert here. I'll also tell him what stocks he can bet on, what else Microsoft has.

He would have some values. I'm not sure if there is any particular reason for that. Of course, Microsoft has been extremely strong lately, there were a few things. That was happening with Activision Blizzard, then the rumors or what the rumors mean, the announcement. Hey, if we beat that, then we'd have our own Gamestop. We will implement the games app store and that perhaps also contributed a little to the general good mood. so probably also a little bit for the evaluation man, they are safe havens that float the money, yeah, if I don't know where to put my money, I'll take it right now and packages that Microsoft of course will still have in the future.

In the future, for me of course it is still worth buying the hype about artificial

intel

ligence at the current level. In reality, they are always worth buying. I had already shown it before, there is still a while before you can see the old highs again, so the Hunt could almost double now after the small setback around the 16th and the measures to reduce costs, especially in personnel, not only are being applied in them, but also in many other companies. This is paying off and so it should also calm the activist down. Investors in the group had kind of said, hey, stop throwing money away and focus on the fact that there are also investors who would like to see some of the gains, so it's going up pretty well right now and certainly It is an Attention-grabbing, since Amazon is the last or the next.

Current round of job cuts, this time 9000 jobs were affected, there was also a corresponding note or a corresponding letter from the board of directors to the employees where it said again, we are sorry, we will miss you too, but of course we have We have to prepare for the future and that will simply require us to be increasingly agile and, of course, even more efficient. Now there are analysts who have just done it. estimated the cost savings to be over a billion dollars, and that means obviously Amazon didn't save on the small employees here, but on annual salaries exceeding $100,000, which is probably why it had to work with the programmers. from AWS. mentioned over and over again, but also, for example, the division that deals with Alexa.

So, it's definitely something that investors are honoring. They see that the stock has risen a little bit recently and of course if there is a positive environment now. For stocks and tech stocks, then it could certainly continue here, as we've seen over the very long term. Anyway, for 20 years, the situation is that Amazon is currently in a long-term bullish trend, so from our point of view, in the long term, absolutely a buy recommendation from a long-term perspective , Gamestop is up 44% today, which is why the company has its first profit since reporting for two years, so I thought okay, 44% is giving you a real slap in the face now, but there is no growth in the sales, it is stagnant, in fact it has even decreased slightly to 2.23 billion dollars, yes, they have a winning economy and of course the others are happy with it, the investors who have been waiting for so long for something finally arrives.

Bottom line: you shouldn't forget that we are not talking about a growing company, we are talking about a company that continues to struggle to survive and that, of course, has to try to increase sales in some way. At the moment, only profits. This is because costs have been greatly reduced. Some markets have withdrawn. Other markets are closing. This is also a way to become profitable, but it also leads to this. Companies are becoming less and less visible and in this area they now want to expand their range towards toys with higher margins, yes, but if I sell toys, then of course I have to be present in all areas. so that people have the opportunity to take my brand and then maybe also buy the toys so that the whole story still doesn't make sense to me 44 percent that is of course one word, the market is always right and let's see if there may be a rude awakening the whole story doesn't convince me anyway I know the ropes, it's all nice, there's a certain amount of damage in everything, especially if you're a little bit behind 80, but in principle none of that really convinces me.

At Nike we have seen a significant increase in sales and they practically have the forecasts. The forecasts were literally wiped off the table, but the profit has fallen because they have to go on the market right now with such deep discounts to be able to. They emptied their warehouses and there is still inventory under them, worth $9 billion. This will now also be tried in the coming months, so the group will try to reduce the corresponding discounts here as well, of course this is also possible out. the points and that's why I saw the stock a little weaker yesterday, moving up significantly in anticipation of the numbers, but right now there's never been anything weaker on the way to how this will play out in the coming days, otherwise , clearly on the way up ki -half - the head of

nvidia

said that currently we have an iPhone as far as artificial

intel

ligence is concerned, yes yes, maybe yes, you could definitely say that, but now I finally want to see what brings that and for me the use of these trips in data centers, that is very good, but at some point I need such sensitive applications zdp was one of them.

I guess I can imagine it with pictures too, but I always need something that's a little more tangible than us. Now they are too abstract and say yes in the data centers and here, somewhere, are our chips. The stock, of course, has recently rallied very strongly from 150 to 160, so I don't think that's the case. There is no need to worry about it at this point, as long as the uptrend is behind it and even if a minor correction was seen, everything would be fine as long as the stock continued to rise. Not in this area, I think it should be $200, but as long as it doesn't fall, in principle I find the whole topic very interesting, but as I said, now I need something that even the simplest natures can do with something so I can get a little Of something.

I think it's really exciting. It's hard to imagine because there's no travel at the moment for the last two days, but overall it doesn't look too bad and the jump over the 200 day line hasn't quite been filed yet, it's just this afternoon I'll see what the US central bank will say. Ciao, it's still exciting anyway. It was a journey through different values. I think you can definitely have some individual things on your screen. and then what will be decided tonight we will talk about it tomorrow morning we will see it later we will notice it developed until then good time, greetings goodbye