Many politicians are currently trying to position themselves against Donald Trump and are already going into defense mode. Investors, however, are already celebrating the new US president and his announcements almost effusively. Any warnings and political fears about tariffs against the European Union are currently fizzling out without effect. The result is further record highs of the German benchmark index without even the slightest sign that a reversal could be imminent. The first discordant notes can already be heard in the new political friendship between Elon Musk and Donald Trump. Trump's statements on AI cannot please Musk, as it is his new hobby to shoot against OpenAI, as it once did against Twitter. His argumentation goes so far that Stargate's investors do not have enough capital together. The markets seem to welcome this dispute, because debates can ultimately also produce improvement.
Siemens Energy a winner of Trump's investments?
Investors in Siemens Energy shares were particularly pleased, as they were able to take off by a whopping 6.5 percent in the wake of this announcement and thus finally ended their flat correction and have broken out accordingly, or are on the verge of a breakout. According to analysts, Siemens Energy is offering the entire energy chain for the AI investment in infrastructure expansion and could therefore be the beneficiary in this situation. Nothing stands in the way of a further run of the share to new records. This performance also represents the day's victory for Siemens Energy shares, followed by the Adidas share with a price premium of 6 percent and the share of the reinsurer Munich Re, which rose by 4.2 percent.
Europe's equities in the frenzy of momentum
The Euro Stoxx also celebrated a record day. A strong end to the day on Wednesday brought the European stock index to over 5,200 points at times, confirming the strong momentum. In Europe, you could almost describe it as a flight forward. Strong corporate results and the hope of supporting the ECB should Trump target the European Union with punitive tariffs.
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