Mag 7 Rallye, Airline & Pharmaceutical Stocks: Trendticker

00:00 Speaker A

Now time for some of today's trend kickers. We observe great stocks, airlines and pharmaceuticals. Let's first talk about this great 7 rally after the United States and China had agreed to achieve tariff reductions. The stocks rose by almost 20% here on April 8th. And there you take a look at Nvidia, Apple and Tesla on your screen. Um, and then maybe we can take a look at them here. Amazon was of course one that we turned upside down here in front of the market. And here is a kind of part of the negotiations and the shops that we wait even more details and that still have to be negotiated completely. However, if you look back and try to use the 2020 deal as a measurement item, there could be significant progress for these technology companies, at least in the protection of intellectual property, what if you think about how many of you try to either ensure that your products remain available in China, or in the Asian -Pacific region in which the region remains available in the Asian -Pacific area, Concern the prerequisites in the Asian -Pacific area, and that smartphones. A procedure against fake was that improved protection for business secrets and then UH measurements exists against some of these forced technology transmissions. And if you areolating this and offering you some of these protective measures, this could possibly be a blessing that does not have to charge us as much, which you do not have to meet in China to the USA and vice versa to meet your production in China from production in China or to meet more tariffs.

03:09 Speaker B

Yes, it is interesting this morning, not only because it increases next to the rest of the market, but also on the basis of this announcement at increased UH prices, i.e. according to Wall Street Journal this morning, in which sources are listed that Apple could raise the iPhone prices, and not to tariffs because they want to attach these headings with the iPhone prices, because they do not lend tariff prices because they do not lend tariffs here. But interesting to see how the entire basket moves up. In particular, NVIDIA is interesting because we have not received any headlines for exporting controls to chips, but it moves next to the wider basket, the Magn 7S, which is currently on the way to be in a bull market if it continues to move upwards.

04:08 Speaker A

Only other things that I will say here on the magazine 7 could have been one of the largest like WTF moments that the white house had to be considered as part of the broader trade negotiations when it took some measures that were finally referred by Amazon when the Amazon testimony listened to a report on how to increase prices to collective bargaining. was annoyed, and the white house that is upset and that the white house dealt with the White House. And so that could have been one of the other big moments in this wider type of timeline that we continued to follow here. And ultimately, um, interesting to see how Amazon naturally can get into the e-commerce platform here, of course.

05:32 Speaker B

Absolutely. Next, let us look at the airlines, one of the biggest winners this morning after the US and China had temporarily hit lower tariffs after the US government announced the plans to spend $ 10 billion to improve the country's flight connection system. Take a look at all of these shares that are up to date. The interesting Kevin Gordon by Charles Schwab pointed out that he will be with us later. Services will be an area in which consumers still feel that they can spend in the future, even if they try to bring the toothpaste back into the tube when it comes to tariffs.

06:20 Speaker A

This is difficult because they think about the summer travel season and how many consumers still try to find out how much they have in recent years. We came out of the years of revenge trip, even the demand for lead. And now take a look at a consumer who is extremely discretent with regard to the travel and experience economy you shop into, be it in parks and resorts. And of course, Disney, they could actually come out and a little bit of a better light in relation to some of the investments they make in the future. Um, but for all airlines they were in the air about what the instructions and the short -term, I'm sorry, I had to do it. They were in the air about how you can communicate exactly with the street, where there is confidence in your guidance, and where you only have to accept expectations and reduce expectations so that you can also surpass some of these lower bars.

07:50 Speaker B

Absolutely.

07:53 Speaker A

Finally, let's talk about a little pharmaceutical stocks, while President Trump swears to reduce drug prices by more than 50%. Trump says he will set up a policy that is known as the most preferred nation in which the US government plans to pay prices for drugs that are bound to the prices paid by other countries. They see that stocks of some of the largest UH health shares are actually going down here. This would essentially mean that in some of these margins they cannot extract so much or calculate higher prices that then form these margins.

08:44 Speaker B

Absolutely. And there is obviously criticism of the US pharmaceutical companies that are able to make a large part of the F&E that enable some of these drug development to be an elevator for these shares. And partly what the president will address. He will speak east here at 9:30 a.m. We may have more headlines on these pharmaceutical stocks that come from these comments.