According to $JPM (-0,26 %) the neuen Zölle
$GM (+0,9 %) could cost up to 14 billion US dollars, which would eat up almost the entire forecast global EBIT of 12.5-14.5 billion US dollars for 2025. For $F (-0,92 %) is expected to have an impact of around USD 6 billion, which corresponds to approximately 75% of the estimated global EBIT of USD 7.75 billion for 2025.

$GM (+0,9 %) imports around USD 56 billion worth of vehicles annually from Mexico and Canada, resulting in estimated tariffs of around USD 10 billion on finished vehicles and an additional USD 4 billion on parts, totaling USD 14 billion.

The tariffs could increase vehicle prices by $3k to $12k, potentially reducing US sales by 500k units.

$JPM (-0,26 %) has lowered the price target for $GM (+0,9 %) from 64 US dollars to 53 US dollars and for $F (-0,92 %) from 13 US dollars to 11 US dollars

$BARC (+1,35 %) warns that the tariffs could make car manufacturers "structurally unprofitable" if they remain unchanged.

1. energy consumption of data centers and the role of RWE

One user shared a detailed analysis on the increasing energy demand of data centers, especially due to Artificial Intelligence (AI) applications. He emphasized that companies like RWE could benefit from this growing energy demand, as they play a key role in supplying this infrastructure as an energy provider. The article highlights that RWE is well positioned to benefit from this trend by providing power to data centers and investing in renewable energy.

2nd target price adjustment by Berenberg

According to an article on Getquin, Bank Berenberg has lowered its target price for RWE from €46.50 to €42, but maintains its Buy recommendation. This adjustment could be due to current market conditions or company-specific factors.

3 RWE's exposure to CO₂ utilization

In a discussion on carbon capture and utilization (CCU), RWE is mentioned as one of the companies that filters and compresses gases with CO₂ from the air and makes them usable for industrial purposes. This commitment underlines RWE's efforts to integrate more sustainable practices into its business models.

4. expected dividend increase

Another article points out that RWE is one of the companies expected to increase its dividend. This expectation could be interesting for investors looking for stable and growing dividend yields.

🔥In summary, the discussion on Getquin shows that RWE is active in various areas, from adapting to increasing energy demand through technological developments to implementing sustainable practices and the prospect of financial benefits for investors.

$RWE (+2,1 %)
$EOAN (+0,9 %)
$JPM (-0,26 %)
#energy
#energie
#strom

No, it's not old news. Quarterly dividend is being increased again 🚀

https://www.marketbeat.com/instant-alerts/jpmorgan-chase-co-nysejpm-declares-dividend-increase-140-per-share-2025-03-18/

$JPM (-0,26 %)

Porsche suffers from quarterly figures

The Porsche share $P911 (-0,98 %) suffered a severe setback following the publication of the latest quarterly figures. While the general market sentiment this week was positive and the DAX was stable going into the evening, Porsche was hit hard by the disappointing figures. Investors had hoped for more and the reaction to the figures was correspondingly strong. In addition to Porsche, investors also focused on companies such as Siemens Energy, NEL and Plug Power. These companies are also struggling with their own challenges. On the other hand, however, there are also rays of hope: Rheinmetall increased its dividend after a jump in profits, which is creating a positive mood among investors. PUMA, on the other hand, is facing a decline in profits, which is unsettling investors and raising questions about future developments.

JPMorgan Chase investors enjoy high profits

In the USA, investors who invested in JPMorgan Chase three years ago $JPM (-0,26 %) three years ago can look forward to an impressive increase in value. At the time of investment, the share price stood at USD 128.89. With an investment of USD 10,000, investors would have 77,586 shares in their portfolio today. These shares would be worth around USD 17,777.95 on March 11, 2025, which corresponds to a remarkable increase of 77.78 percent. This shows how dynamic the financial markets can be and how important it is to choose the right time to invest. The current market valuation of JPMorgan Chase is an impressive USD 649.13 billion. However, it is important to note that this calculation does not take into account stock splits and dividend payments, which could still affect the actual result.

Sources:

https://www.finanzen.net/nachricht/zertifikate/porsche-hohe-kursverluste-nach-quartalszahlen-14312064

https://www.finanzen.net/nachricht/cfd/porsche-hohe-kursverluste-nach-quartalszahlen-14312065

https://www.finanzen.net/nachricht/aktien/dow-jones-30-industrial-titel-jpmorgan-chase-aktie-so-viel-haetten-anleger-an-einem-jpmorgan-chase-investment-von-vor-3-jahren-verdient-14311588

Wells Fargo $WFC (-0,41 %) has filed a lawsuit against JPMorgan $JPM (-0,26 %) over a $481 million real estate loan. According to the complaint, which was made public on Monday, JPMorgan allegedly turned a blind eye to fraudulently inflated financial metrics during due diligence. Wells Fargo, as trustee for the affected investors, alleges that JPMorgan knew of the inflated historical net operating income, which was actually 25% higher than the realistic figure. Despite this alarming information, JPMorgan approved the loan, causing substantial losses to the investors who relied on the exposure to this loan.

At the center of this conflict is the loan that JPMorgan granted to the Chetrit Group. This group had acquired a total of 43 residential properties in several states in 2019. But the adventure took a turn: The borrower defaulted in 2022 and still owes more than USD 285 million today. Wells Fargo is now demanding that the loan be repaid or at least compensation for breach of contract. Surprisingly, both JPMorgan and the Chetrit Group have so far remained silent about the allegations, which only makes the situation even more tense.

In the US, credit risk ratios are at an all-time high this year, further fueling concerns about the economic situation. The Markit CDX North American Investment Grade Index has widened by 4.11 basis points and is on the verge of its highest close since August. These uncertainties, compounded by future spending, potential tariff changes and job cuts, are causing the bond market to decline. The Nasdaq 100 Index experienced a decline of almost 4%, the largest since 2022, and experts are warning of a looming recession that could be exacerbated by a drop in consumer spending. The situation remains tense and it remains to be seen how things will develop.

Sources:

https://finance.yahoo.com/news/wells-fargo-sues-jpmorgan-over-174511407.html

https://finance.yahoo.com/news/us-credit-risk-rises-tariffs-125354998.html

I took a closer look at Berkshire's trades for today's video. And during my research I came across massive sales by the CEO and deputy CEO of JPMorgan. Are they waiting for a crash?

#berkshirehathaway
#jpmorgan

$BRK.B (+0,41 %)
$JPM (-0,26 %)

In case anyone is specifically interested... I looked at the purchases with Aktien.Guide:

https://youtu.be/8oUpZ5CBqgw?si=vtRldJm23QGv-9zq