SpaceX's $175 Billion Question: Adam Jonas Sees the Revenue, but the Cash Comes in 2031
Jonas raised SpaceX's 2027 revenue forecast to $175 billion but kept his $300 target; Q3 capex of $19.6 billion topped revenue with free ...
boerse-global.de, 04.11.26 22:31 UhrGold's 3% Pop Has a Dollar Story and a Demand Story — and They Don't Match
Gold rose as much as 3.4% to $4,060.82 an ounce on a softer dollar and lower Treasury yields but traders still price an 82% chance of ...
boerse-global.de, 04.11.26 22:31 UhrInfineon's Factory Floor Tells a Different Story Than Its Headlines
Infineon reports fiscal 2026 results Nov 10 with guidance expected as it invests EUR 1.1 billion in gallium nitride production in Villach. ...
boerse-global.de, 04.11.26 22:31 UhrNvidia Slips as Washington's Shifting Winds Meet a Packed Infrastructure Calendar
Nvidia dropped 3.3% as AI-linked shares slid on fears Democratic midterm gains could bring tougher AI rules and data-centre delays.
boerse-global.de, 04.11.26 22:30 UhrVanguard's All-World ETF Grinds Higher as Washington Gridlock Trumps AI Spending Worries
Vanguard FTSE All-World ETF rose 0.4% to €168.74 as a split US Congress eased AI regulation fears though tech earnings and Nvidia's ...
boerse-global.de, 04.11.26 22:21 UhrNebius Stock: A $3.5 Billion Credit Line, a Piper Sandler Cut, and the November 12 Earnings Test
Nebius shares slid 6.8%–6.9% as midterm election results pressured data-center stocks despite a $3.5 billion Citi-arranged credit facility. ...
boerse-global.de, 04.11.26 22:21 UhrNovo Nordisk's Wegovy Pill Is Winning the Volume Battle. The 2027 Price Cut Is the War
Novo Nordisk's Q3 2026 shows oral Wegovy offsetting injectable declines but planned 2027 US list-price cuts put future cash flow in focus. ...
boerse-global.de, 04.11.26 22:21 UhrMicron's Slide Is a Bet on Tomorrow's Pricing Power, Not Today's Balance Sheet
Micron shares drop 5.9% to €719.30 as investors weigh CXMT's validated 4F² DRAM samples though mass production and pricing impact remain ...
boerse-global.de, 04.11.26 22:11 UhrSK Hynix's US Blueprint Hits a Paperwork Wall in Dalian
US Commerce Department has not approved chipmaking equipment SK Hynix needs for its Dalian China facility a delay that could affect Solidigm's ...
boerse-global.de, 04.11.26 22:11 UhrBioNTech's Raised Guidance Only Shifts the Question to the Pipeline
BioNTech shares gained 3.1% after it raised the low end of its 2026 revenue forecast to EUR 1.7-1.9 billion but pipeline setbacks keep ...
boerse-global.de, 04.11.26 22:11 UhrSiemens Energy: A 210 MW Mexican Electrolyser and a Hokkaido Wind Pact Sit Behind the AI Sell-Off
Siemens Energy fell 5.6% as AI regulation worries weighed on the stock. No orders were cancelled; investors await 2027 guidance with Q4 ...
boerse-global.de, 04.11.26 22:02 UhrRheinmetall Trims 2026 Outlook as Arminius Order Slips, Setting a Lower Bar for Recovery
Rheinmetall lowered its 2026 revenue and margin outlook citing a delayed Boxer order and slipping artillery ammunition acceptances; shares ...
boerse-global.de, 04.11.26 22:01 UhrPalantir's Blowout Quarter Runs Into a Backlog That Refuses to Budge
Palantir's Q3 2026 revenue rose 96% to $2.31B yet shares fell 3.4% as US commercial contract value growth slowed to 11% and backlog stayed ...
boerse-global.de, 04.11.26 21:40 UhrDeutsche Telekom Rises With the Tape as Investors Brace for November 5 Earnings Test
Deutsche Telekom shares gained 3.1% with the broader market. Q3 2026 results are due November 5; consensus sees EUR 30.58 billion revenue ...
boerse-global.de, 04.11.26 21:30 UhrBayer's Pharma Beat Wins Two Fresh Bull Calls, but the Margin Is Only Half the Story
Goldman Sachs and UBS both raised Bayer's price target to EUR 66 keeping Buy ratings after Q3 results and a guidance raise lifted shares ...
boerse-global.de, 04.11.26 21:21 UhrASML's Slide Is a Sector Story, Not a Company Warning
ASML fell 3.6% amid a broad chip selloff tied to AI spending doubts not a new company warning; its 1.88-euro interim dividend is payable ...
boerse-global.de, 04.11.26 21:10 UhrDeutz Insiders Put Money Behind the Story While an Analyst Backs the Outlook
Two Deutz supervisory-board insiders bought EUR 97,575.64 in shares before the 5 November quarterly statement; an analyst reiterated Buy ...
boerse-global.de, 04.11.26 21:10 UhrModerna's Pipeline Wins Are Piling Up — But the November 6 Balance Sheet Is the Real Verdict
Moderna shares climb 6.8% on myeloma and Ebola vaccine updates but quarterly results due Nov 6 will test the business behind the science. ...
boerse-global.de, 04.11.26 20:51 UhrVonovia's Disposal Engine Becomes the Real Gauge of Its Balance-Sheet Repair
Vonovia sold EUR 900 million in 2026's first nine months targeting EUR 5 billion by 2028 as higher financing costs stretch out property ...
boerse-global.de, 04.11.26 20:50 UhrNovo Nordisk's Oral Wegovy Clears Its First Hurdle — Now Comes the Price Test
Novo Nordisk shares rose 6.3% on a Q3 2026 beat and higher guidance but investors weigh whether oral Wegovy can offset 2027 US list-price ...
boerse-global.de, 04.11.26 20:40 UhrLenzing's Shareholder Register Is Clear — Its Earnings Picture Is Anything But
Lenzing's syndicate holds 52.25% of voting rights but ownership stability says nothing about operations ahead of Q3 2026 results and the ...
boerse-global.de, 04.11.26 20:20 UhrGold's Dollar-Driven Bounce Masks a Two-Speed Buyer Base
Gold rose 3% to $4,046.09/oz as a softer dollar and lower yields lifted prices; central banks and ETFs bought heavily while bar and coin ...
boerse-global.de, 04.11.26 20:20 UhrRheinmetall Cuts 2026 Guidance as Artillery Deliveries Slip Into Next Year
Rheinmetall trimmed its 2026 revenue target to about EUR 13.2 billion and margin outlook to 18.5% citing delayed artillery lot acceptances; ...
boerse-global.de, 04.11.26 20:20 UhrEvonik's 40% Earnings Surge Draws Two Hold Ratings and Only One Higher Target
Deutsche Bank keeps EUR 18 target as Berenberg raises to EUR 22.50 both on Hold after Evonik's Q3 adjusted EBITDA rose 40% to EUR 629 ...
boerse-global.de, 04.11.26 20:10 UhrSpaceX's Long Road to Cash: A Qualcomm Deal, a 2031 Milestone and the Politics in Between
SpaceX picked Qualcomm to power its Starlink Mobile network from 2027, but Morgan Stanley sees positive free cash flow only in 2031.
boerse-global.de, 04.11.26 20:10 UhrOcugen's Q3 Beat, a Provisional Bahamas Nod and a Runway to 2028
Ocugen posted a narrower Q3 loss and $1.95M revenue a provisional Bahamas clearance for OCU400 and first OCU410 Phase 3 dosing with cash ...
boerse-global.de, 04.11.26 20:02 UhrTake-Two's 8.4% Jump Has No Confirmed Trigger — But Two Bank Notes and a Vanguard Filing Do
Take-Two stock gained 8.4% with no confirmed catalyst. Two banks cut targets but kept Buy ratings; Vanguard disclosed a 5.13% stake.
boerse-global.de, 04.11.26 20:02 UhrKioxia's Sold-Out 2027 Output Collides With a Market Already Betting on a Downturn
JPMorgan keeps Overweight on Kioxia with a 43,334 yen target as sold-out 2027 output clashes with fears of an AI-driven memory downturn. ...
boerse-global.de, 04.11.26 20:02 UhrXiaomi's Robot Clock-In and Daiwa's Target Hike Leave the Revenue Question Unanswered
Xiaomi s robot trial and Daiwa s HK$35 target offer optimism but with Q3 revenue estimates cautious November 24 results remain the real ...
boerse-global.de, 04.11.26 20:02 UhrOHB Wins EUR 554 Million ESA Contract for Next-Generation Topography Satellites
ESA taps OHB to lead Sentinel-3 Next Generation Topography development in a deal worth over EUR 554 million; shares rose 4.3% on the award. ...
boerse-global.de, 04.11.26 19:50 UhrInfineon's Industrial Build-Out Meets the AI Revenue Question
Infineon's three-year Vertiv supply agreement has no disclosed value leaving investors to weigh strategic signals against hard numbers ...
boerse-global.de, 04.11.26 19:50 UhrSNP SE Raises Outlook for the Full Year 2026
