# Exxon schlägt NVIDIA, Chinas Rendite-Falle & Nestlés 5-Mrd-Deal | Beyond the Noise

Page: https://stenobird.com/podcast/asset-class-832643/exxon-schl-gt-nvidia-chinas-rendite-falle-nestl-s-5-mrd-deal-beyond-the-noise
Text version: https://stenobird.com/podcast/asset-class-832643/exxon-schl-gt-nvidia-chinas-rendite-falle-nestl-s-5-mrd-deal-beyond-the-noise.md
Podcast: [Asset Class](https://stenobird.com/podcast/asset-class-832643)
Published: 2026-04-02T13:59:00+00:00
Episode link: https://podcast4e0691.podigee.io/161-exxon-schlagt-nvidia-chinas-rendite-falle-nestles-5-mrd-deal-beyond-the-noise
Audio file: https://audio.podigee-cdn.net/2434734-m-be3120a0c7d3f5da58eba75c04a293d9.mp3?source=feed
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JSON: https://stenobird.com/v1/public/podcasts/asset-class-832643/episodes/exxon-schl-gt-nvidia-chinas-rendite-falle-nestl-s-5-mrd-deal-beyond-the-noise
Duration seconds: 896

## Resource

Ist Energie das neue Tech? Wir analysieren, warum Exxon Mobil plötzlich mit NVIDIA verglichen wird und Öl-Aktien als geopolitische Versicherung dienen. Außerdem decken wir auf, warum das gewaltige chinesische Wirtschaftswachstum fast spurlos an den Aktionären vorbeiging und warum Nestlé sein Wassergeschäft für fünf Milliarden Euro an Private Equity abstoßen will. Erwähnte Aktien aus der Folge im Scalable Broker: Exxon Mobil (US30231G1022): [https://de.scalable.capital/broker/security?isin=US30231G1022](https://de.scalable.capital/broker/security?isin=US30231G1022) NVIDIA (US67066G1040): [https://de.scalable.capital/broker/security?isin=US67066G1040](https://de.scalable.capital/broker/security?isin=US67066G1040) TGS (NO0003078800): [https://de.scalable.capital/broker/security?isin=NO0003078800](https://de.scalable.capital/broker/security?isin=NO0003078800) Nestlé (CH0038863350): [https://de.scalable.capital/broker/security?isin=CH0038863350](https://de.scalable.capital/broker/security?isin=CH0038863350) Kapitalanlagen bergen Risiken. Keine Anlageberatung.

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