Feiertagswoche beginnt mit Tech-Bounce

// This video is not investment advice and does not constitute a buy recommendation! // ► To the Opening Bell+: https://bit.ly/360wallstreetpc * Wall Street started the shortened trading week on a firmer note. After last week's weakness, investors are once again buying tech stocks, while the situation between the US and Iran, following new attacks, is shifting back toward talks and a ceasefire. The focus is primarily on major AI and space-related topics. SpaceX will be added to the Nasdaq 100 on July 7, Google will join the Dow Jones, and Honeywell has successfully spun off its aerospace division. At the same time, the AI ​​story remains contradictory: Google is limiting Meta's use of Gemini models due to limited computing capacity, while new concerns are emerging about capital requirements, IPOs, and financing the AI ​​boom. Investors are also looking ahead to the ECB's Sintra conference this week, where Christine Lagarde will speak today and Fed Chair Kevin Warsh on Wednesday. Wall Street will be closed on Friday for Independence Day. 00:00 Overview | Short Trading Week 00:50 Tech Bounce | Index Changes | Honeywell 03:19 Geopolitics: Ceasefire & Oil Markets 05:16 Weekly Outlook: Speeches & Economic Data 07:51 News: Warsh | Trump | AI vs. Infrastructure | Apple and more 14:21 China: AI Model Catching Up | Baidu IPO 15:57 Washington Regulates ChatGPT & Anthropic Mythos | Google 18:21 News: SpaceX | Rocket Lab | Comcast | GameStop | VW 22:18 Analysts: Analog Devices | Intel | Marvell | Robinhood 25:35 Announcement Interview with Wieland Arlt ________________________________ ► Opening Bell+: https://bit.ly/360wallstreetpc * ► Instagram:   / kochwallstreet   ► Podcast: https://apple.co/3ehK4mP ► Website: https://www.markuskoch.de/ *Advertisement