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DAX Eases After Nvidia Beat, Hovering Near 25,000

Strong results from the chipmaker did not restore the broader enthusiasm for AI shares.

Overview

  • The German benchmark slipped about 0.2% to roughly 25,132 on Thursday, pausing after it reclaimed the 25,000 threshold the day before.
  • Nvidia exceeded Wall Street expectations with quarterly revenue of $68.1 billion, yet investor caution increased following remarks about possible longer-term pressure from Chinese competitors.
  • Earlier AI-driven optimism was fueled by Meta’s plan to purchase AMD AI chips worth up to $60 billion and options that could lift its AMD stake to as much as 10 percent.
  • German earnings updates drove mixed moves, with Allianz softer despite a record profit and a buyback plan, Munich Re lower after missing analyst forecasts, and Deutsche Telekom holding roughly steady.
  • Oil prices edged higher, with Brent near $71 and WTI around $66, as traders monitored planned U.S.–Iran talks in Geneva and the risk of escalation.