✈️ Trade der Woche: Warum Fraport jetzt spannend wird – plus KI- und SpaceX-Update

from Hot Bets - der Podcast über heiße Aktien · host finanzen.net

Die neue Börsenwoche startet mit jeder Menge Spannung: Der Konflikt im Nahen Osten flammt erneut auf, doch der Ölpreis bleibt überraschend stabil. Gleichzeitig geraten US-KI-Unternehmen unter Druck, nachdem chinesische Anbieter ihre Modelle massiv verbessert haben. OpenAI verschärft den Zugang zu GPT-5.6, während AWS die Preise für KI-Rechenleistung anhebt und Google erste Kapazitätsgrenzen zieht. Außerdem im Fokus: SpaceX steht kurz vor der Aufnahme in den Nasdaq-100. Fließen tatsächlich rund 4 Milliarden US-Dollar an ETF-Geldern in die Aktie – oder wird das Ereignis zum Non-Event? Gleichzeitig sorgen schwache Anleihekurse und Berichte über einen verschobenen OpenAI-Börsengang für Gesprächsstoff. Im zweiten Teil analysieren wir die Chancen bei Fraport. Mit dem neuen Terminal 3, steigenden Cashflows, sinkenden Schulden und einer attraktiven Bewertung könnte der Flughafenbetreiber vor einer neuen Wachstumsphase stehen.

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This episode was published on June 29, 2026.

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