Siemens Energy Rally, Earnings Season, Global X SuperDivi...

What this episode covers

In Folge 12 von Economy First sprechen wir über Siemens Energy, die laufende Earnings Season und einen Dividenden-ETF mit 10% Rendite, über den wir uns ordentlich streiten.Diese Woche berichten über 170 S&P-500-Unternehmen. Wir picken die Highlights raus: ServiceNow mit Double Beat aber 17% Kursabsturz nach den Zahlen, SAP glänzt mit 27% Cloud-Wachstum, Intel feiert ein Comeback ("Totgesagte leben länger"), Tesla enttäuscht trotz Beat und alle US-Großbanken schlagen die Erwartungen.Dazu ein voller Deep Dive in Siemens Energy: Wie wird aus einem 7-Euro-Wert innerhalb von zwei Jahren ein DAX-Star bei 187 €? Wir gehen durch Zahlen, Segmente und die ehrliche Frage: Jetzt noch einsteigen?Und dann der Streit: Global X SuperDividend ETF (WKN: A3DEKS) mit 10% Dividendenrendite, monatliche Ausschüttung, zwei von drei Hosts investiert. Aber kein KI-Modell empfiehlt ihn. Wer hat recht?Zum Abschluss erklären wir, was ein REIT ist. Immobilienrendite ohne Grundbucheintrag.⏱ KAPITEL00:00 Intro01:14 Iran-Update: Verhandlungsstand & Marktlage05:28 Spritpreisbremse 2025: 15 Cent ab 1. Mai + 1.000 € Prämie bis 202709:02 Earnings Season Q1 2025: Überblick13:22 ServiceNow Aktie: Double Beat, trotzdem -17%15:46 SAP Aktie: +27% Cloud-Wachstum22:18 Tesla Aktie: FSD-Probleme, Robo-Taxi & Volatilität29:12 Ausblick: Meta, Amazon, Alphabet, Apple, Microsoft Earnings36:44 Siemens Energy Aktie: Die Rally erklärt40:57 Siemens Energy: Zahlen, Segmente & erste Dividende seit 4 Jahren48:01 Siemens Energy Bewertung: KGV 86 — noch kaufen?53:55 Global X SuperDividend ETF A3DEKS: Analyse & Risiken57:08 Was KI-Modelle zum ETF sagen — und warum wir trotzdem investiert sind1:05:39 Ölpreis-Szenario & Währungsrisiko im ETF1:08:46 Dividenden reinvestieren vs. Sparplan1:22:38 REIT einfach erklärt: Was ist ein Real Estate Investment Trust?1:28:58 Outro⚠️ Keine Anlageberatung. Alle Inhalte dienen der Unterhaltung & Information. Gemäß § 85 WpHG: Die Hosts können in genannte Wertpapiere investiert sein. Keine Haftung für Investitionsentscheidungen.

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How long is this episode of Economy First?

This episode is 1 hour and 29 minutes long.

When was this Economy First episode published?

This episode was published on April 25, 2026.

What is this episode about?

In Folge 12 von Economy First sprechen wir über Siemens Energy, die laufende Earnings Season und einen Dividenden-ETF mit 10% Rendite, über den wir uns ordentlich streiten.Diese Woche berichten über 170 S&P-500-Unternehmen. Wir picken die Highlights...

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