AIXTRON

The DAX dropped 0.5% to 25,441 points after rising yields and a further-strengthening oil price. AI-related stocks came under pressure after leading AI managers called for a slowdown in development and OpenAI delayed its IPO; AIXTRON lost around 11.2%, with Infineon and Siemens Energy also down significantly. Markets are pricing in a 25-basis-point rate hike by the US central bank at about 90%, while software names like SAP emerged as the day's winners. » More on finanzen.net

Shares of AIXTRON and other chip-equipment suppliers dropped significantly worldwide on Monday after leading AI figures called for a slower pace of development. The catalyst were warnings about autonomous-AI risks and demands that powerful models undergo independent assessments; these calls were supported by Elon Musk and Sam Altman. Experts expect short-term declines due to valuation doubts and, in the long term, higher political risk for investments and liability rules across the AI value chain. » More on finanzen.net

Weak cues from Asia, the escalated Iran conflict, higher oil prices and worries about interest rates are putting Aixtron and other German chip stocks under pressure. Infineon, Aixtron and Suss Microtec fell on Monday; US names such as Micron and Samsung also pulled back. Aixtron has defended the important 200‑day moving average and continues to benefit from its position in equipment for communication lasers, while Nvidia’s reports on Wednesday are likely to determine the short‑term direction of the sector. » More on deraktionaer.de