XPeng's Commercial Reckoning: Robotaxi Economics, Robot Factories and a Paris Order Book
XPeng stacks robotaxi, robot and G9L milestones into 2027, but breakeven, external sales and demand remain unproven.
boerse-global.de, heute 13:11 UhrAlmonty's Sangdong Ramp-Up: Tight Tungsten Market Meets the Discipline of Delivery
Almonty's investment case rests on a booked Oct 24 tungsten shipment an ongoing Sangdong ramp-up Phase II work and about US$48 million ...
boerse-global.de, heute 13:11 UhrDeutsche Bank and RBC cut Commerzbank ratings citing priced-in drivers and UniCredit bid risks. Q3 results due Nov 5 EU ruling by Nov ...
boerse-global.de, heute 13:01 UhrToshiba's Quiet Retreat Leaves Kioxia Standing on Its Own
Toshiba trimmed its Kioxia stake to 11.80% as of October 1; Kioxia's Q2 FY2026 results are set for October 30 and its TOPIX free-float ...
boerse-global.de, heute 13:01 UhrNebius Stock: Higher GPU Rates, a 12-Year Capacity Deal and the Inference Bet Behind the Headlines
Nebius raised rates on selected NVIDIA GPU instances won NVIDIA Exemplar Cloud status and signed a binding 50 MW data center agreement. ...
boerse-global.de, heute 13:01 UhrSK Hynix Slips 2.4% in Seoul as Lockup Expiry Loosens Supply and Solidigm IPO Chatter Builds
SK Hynix closed down 2.4% at 1 681 000 KRW just 0.2% above its 50-day average as Samsung's miss and a US lockup expiry weighed on sentiment. ...
boerse-global.de, heute 12:52 UhrDroneShield's Citigroup Register Shift Was a Bookkeeping Move, Not a Retreat
Citigroup s disclosure change was an internal allocation shift, not an exit. DroneShield s $500M JIATF-401 ceiling carries no guaranteed ...
boerse-global.de, heute 12:52 UhrTKMS Wins Berlin's Backing for Eight Frigates as €4.7 Billion Damen Claim Casts a Shadow
Germany's Bundestag budget committee approved all eight MEKO A-200 DEU frigates, with the first delivery promised for December 2029.
boerse-global.de, heute 12:52 UhrBayer's Ohio Bet and FDA Filings Take a Back Seat to November 3
Bayer shares gained 2% on broad European market recovery. JPMorgan stays Overweight at €61; Q3 results due November 3.
boerse-global.de, heute 12:52 UhrXPeng Rides a China-Only Tailwind as YOYO Signups and a Paris Debut Await Their Own Verdict
XPeng shares gained 3.8% on sector sentiment not company news. G9L Paris debut and YOYO robotaxi signups are the next real checkpoints. ...
boerse-global.de, heute 12:40 UhrPalantir's Record Close Draws Fresh Analyst Conviction — and a Boardroom Sale
Goldman Sachs and Barclays issued bullish calls within 48 hours lifting Palantir to EUR 186.56 just below its 52-week peak of EUR 186.64. ...
boerse-global.de, heute 12:31 UhrRheinmetall Refutes MGCS Exit Talk While Doubling Credit Line to EUR 1.5 Billion
Germany and France confirm the Main Ground Combat System will proceed, as Rheinmetall doubles its credit line to EUR 1.5 billion.
boerse-global.de, heute 12:31 UhrNovo Nordisk's Factory Floor Becomes the Battleground as Buybacks Offset a 22% Slide
FDA extended its Denecimig review over facility remediation not efficacy data; Novo Nordisk keeps 2026 guidance and a 1H 2027 U.S. launch ...
boerse-global.de, heute 12:31 UhrRenk Group's Order Book Gets a Boost as Analysts Square Off Ahead of November Update
Renk Group secured a EUR 30 million Patria gearbox order, but analyst views diverge ahead of its November 5 nine-month report.
boerse-global.de, heute 12:31 UhrSilver Holds Near $60 as Traders Brace for Inflation Data and a Looming 2027 Surplus
Silver rose 2.8% to $61.11 Friday but stays 13% down in 2026 with September US CPI due Wednesday and the Fed meeting on October 27-28. ...
boerse-global.de, heute 12:20 UhrVonovia's Fee-Income Pivot Meets Berlin Resistance as Q3 Report Nears
Vonovia targets 20-25% of Adjusted EBITDA from non-rental activities by 2028 via its new Veveus brand, as shares fall 33% this year.
boerse-global.de, heute 12:00 UhrD-Wave Quantum's Lab Deals Can't Outrun the Bond Market
D-Wave shares closed at EUR 12.99 down 4.07% Thursday and 7.3% over a week as 10-year Treasury yields near 5.36% pressure speculative ...
boerse-global.de, heute 11:50 UhrXiaomi's Order Book Says Buy, China Renaissance Says Sell
Xiaomi stock rose 9.5% Friday after 70 000+ first-month orders for its N70 and N90 models while China Renaissance downgraded the shares ...
boerse-global.de, heute 11:31 UhrSiemens Energy: RBC and DZ Bank Diverge as Buyback Looms Over November 11 Print
Siemens Energy rose 3.2% on market tailwinds as RBC kept Outperform and DZ Bank held Hold, with Q4 results due November 11.
boerse-global.de, heute 11:30 UhrCommerzbank's Real Test Isn't UniCredit's Bid — It's What Comes After
Analysts downgrade Commerzbank as Berlin weighs tighter takeover rules and UniCredit faces demands over HQ Mittelstand lending and jobs. ...
boerse-global.de, heute 11:30 UhrDroneShield's Citigroup Exit Was an Internal Transfer, Not a Vote of No Confidence
DroneShield's $500M US IDIQ framework and new subscription tier have yet to lift the stock, down 44% year-to-date at EUR 1.01.
boerse-global.de, heute 11:20 UhrNel ASA Books $20 Million in Collins Aerospace Submarine Work, but Revenue Sits Years Down the Road
Nel ASA confirms about $20 million in Collins Aerospace-linked marine orders booked in Q3 2026 with its quarterly report due October 15. ...
boerse-global.de, heute 11:20 UhrDeutsche Telekom's German Fiber Orders Can't Answer the SpaceX Question
Deutsche Telekom shares dropped 8.6% Friday as SpaceX's spectrum deal raised US competition worries despite fiber and AI growth plans. ...
boerse-global.de, heute 11:20 UhrLenzing's €300 Million Rights Issue Nears Its Deadline as Suzano Opts Out
Lenzing s €300M rights issue closes 20 October, funding a pivot to nonwovens. Berenberg cut its rating to Hold; Suzano won t fully participate. ...
boerse-global.de, heute 11:10 UhrAllianz's Two-Sided Risk Picture: Costlier Claims Meet a Higher Jefferies Target
Allianz Commercial's claims study shows severity climbing ~30% a year while Jefferies lifted its target to EUR 440 on India gains reinvested ...
boerse-global.de, heute 11:10 UhrAlmonty's Two-Track Story: Los Santos Offtake Locked In, Sangdong Delivery Date Circled
Almonty is developing Sangdong Phase II while Phase I produces with a first concentrate shipment booked for October 24 and buybacks near ...
boerse-global.de, heute 11:01 UhrBYD's Split Personality: Record Exports Offset a Stalling Home Market
BYD stock gained 4.2% to EUR 8.65 as September exports jumped 153.9% offsetting soft China demand and a 3.94% nine-month sales decline. ...
boerse-global.de, heute 11:01 UhrSK Hynix Minority Holders Push Back on Solidigm Listing Talk as Seoul Shares Slip 2.4%
SK Hynix slid 2.4% to 1,681,000 KRW amid rate fears and Samsung's Q3 miss, as Solidigm IPO talk drew shareholder scrutiny.
boerse-global.de, heute 10:51 UhrBayer's Friday Pop Belongs to the Tape, While the Pipeline Waits for November 3
Bayer rose 2.0% Friday on a broad DAX rally not company news. FDA filings a $2.2B Ohio plan and a Q3 report due Nov 3 remain in focus. ...
boerse-global.de, heute 10:51 UhrDeutz Insiders Buy In as Berenberg Backs Defense Pivot and Cologne Weighs Job Cuts
Two Deutz supervisory board members bought EUR 152 940 in shares as the engine maker cuts jobs and expands into defense; Berenberg raised ...
boerse-global.de, heute 10:51 UhrSAP Stacks Up AI Rollouts and a TechWolf Buy-In, With Q3 Results as the Next Yardstick
SAP unveiled Joule AI agents and a planned TechWolf acquisition, but most tools arrive later; Q3 results are due October 21, 2026.
boerse-global.de, heute 10:30 UhrSpaceX's $40 Billion AI Gambit Turns Satellites Into Flying Data Centers
