Nasdaq feiert bestes Quartal in 6 Jahren | Wells Fargo bullish für den Juli

// This video is not investment advice and does not constitute a buy recommendation! // ► To the Opening Bell+: https://bit.ly/360wallstreetpc * Wall Street opened trading on a positive note. Following yesterday's recovery, the Dow, S&P 500, and Nasdaq are all slightly higher in pre-market trading. The S&P 500 and Nasdaq are heading for their strongest second quarter since 2020, even though the Magnificent 7 lost approximately $2.3 trillion in market capitalization in June. Today's focus is on new economic data, including housing prices, the Chicago Purchasing Managers' Index, consumer confidence, and the JOLTS job vacancy figures. Lower inflation data from Germany and France in Europe, as well as slightly improved Purchasing Managers' Indices from China, are providing a boost. At the same time, AI remains the key market driver: Investors are increasingly differentiating between hyperscalers and the "pick-and-shovel" beneficiaries of AI infrastructure. In earnings season, the key question will likely be whether the major tech companies maintain their investment plans or signal a slowdown. Nike and Constellation Brands, among others, will report after the market closes. 00:00 Overview 01:12 Q2 ends strong 03:07 Wells Fargo bullish | Factors for positive outlook 07:52 Economic and inflation data: Europe & Asia | Yen 12:07 Fed: Lisa Cook cannot be fired 13:04 Aerovironment 14:21 News: lower smartphone sales | Supermicro | Uber, etc. 19:08 Analysts: Applied Materials | Booking Holdings | Hertz 21:31 Outlook: Nike | Labor market & economic data, etc. ________________________________ ► Opening Bell+: https://bit.ly/360wallstreetpc * ► Instagram:   / kochwallstreet   ► Podcast: https://apple.co/3ehK4mP ► Website: https://www.markuskoch.de/ *Advertisement