Cerebras Wins Microsoft Cloud Deal as Revenue Concentration and Margin Gap Frame the 2027 Growth Bet
Cerebras signed a Microsoft cloud contract with first revenue expected in Q1 2027 as it works to dilute customer concentration and triple ...
boerse-global.de, heute 05:40 UhrCommerzbank Builds Fraud-Fighting Alliance While UniCredit Lines Up Its Boardroom Move
Citigroup lowered its Commerzbank price target to €40 from €42 with a Neutral rating as UniCredit seeks board changes and fraud-fighting ...
boerse-global.de, heute 05:22 UhrSK Hynix Balances Safety Certifications and Capacity Deals Against a 38% Price-Target Cut
SK Hynix adds safety and cybersecurity certifications a ?100 trillion capital-return plan and 14-customer supply deals but 2028 supply ...
boerse-global.de, heute 05:22 UhrBioNTech Shifts Development Costs to Roche While Buying Regulatory Speed for $205 Million
BioNTech exercised a Roche/Genentech option to fund future R&D from 2027 and agreed to buy an FDA priority review voucher for $205 million. ...
boerse-global.de, heute 05:22 UhrRocket Lab Analysts Trim Targets but Keep the Faith as Electron Nears Its 100th Launch
Analysts trimmed Rocket Lab price targets but kept buy ratings as Q3 revenue rose 73% and the $3.57 billion backlog faces a margin test. ...
boerse-global.de, heute 05:11 UhrPlug Power's Paper Profit Meets a Skeptical Street as Two Brokers Cut Their Marks
Plug Power shares fell 8.5% to EUR 1.12 as analysts split on Q3 results where USD 192 million in non-cash gains offset a negative gross ...
boerse-global.de, heute 05:10 UhrVolatus Aerospace holds C$50.6M in cash against C$101.7M in contracted work with first 100 systems targeted for late November or early ...
boerse-global.de, heute 05:01 UhrLake Victoria Gold Treads Two Tracks: Imwelo Drilling Advances While HOB Financing Awaits Sign-Off
Lake Victoria Gold plans 6,500m of grade-control drilling at Imwelo while its proposed HOB Energy investment remains non-binding and gold ...
boerse-global.de, heute 05:01 UhrRenk's Insider Buy Lands as Rheinmetall's Warning Tests the Sector
Renk supervisory board member Doreen Nowotne bought 725 shares at EUR 34.00 while order intake rose 33.6% and Rheinmetall's guidance cut ...
boerse-global.de, heute 05:01 UhrCritical Metals Balances $264.5 Million War Chest Against 2027 Feasibility Deadline
Critical Metals closed its European Lithium acquisition on Nov 5 reporting about US$264.5 million in liquid funds and full ownership of ...
boerse-global.de, heute 05:01 UhrMicrovast's Survival Hinges on Lender Talks as Cash Warning Deepens
Microvast says available cash may not cover obligations over the next 12 months as Q3 2026 revenue fell 62.8% and shares dropped 61% in ...
boerse-global.de, heute 04:51 UhrTorm's Retention Bonus and Oman Foray Put Capital Discipline Under the Microscope
Torm awarded executives DKK 266M in retention pay weeks after Hafnia became a shareholder as Q3 profit hit USD 199M and guidance rose. ...
boerse-global.de, heute 04:51 UhrFannie Mae Tightens Playbook for Lenders With AI Rules, Manual Underwriting Overhaul
Fannie Mae adds AI oversight rules revises manual underwriting and multifamily documents with deadlines of Dec 8 2026 and Feb 22 2027. ...
boerse-global.de, heute 04:51 UhrRheinmetall's €900 Consensus: Two Brokers, One Target, and a Guidance Cut That Puts Execution First
Rheinmetall shares dropped 4% as Berenberg cut its target to €900 and BofA downgraded to Neutral with both flagging execution risk after ...
boerse-global.de, heute 04:51 UhrEvercore ISI cut Torm's target to USD 44 from USD 45 while keeping Outperform, as Q3 net profit more than doubled to USD 199 million.
boerse-global.de, heute 04:51 UhrAdesso Analysts Trim Targets but Keep Buying: Nine-Month Earnings Show Why
MPCM and SMC-Research cut Adesso price targets but kept buy ratings as nine-month EBITDA rose 26% to EUR 98.4 million on 13% revenue growth. ...
boerse-global.de, heute 04:51 UhrRWE completed financing for its £12 billion Vanguard West and East wind farms with KKR and reported nine-month adjusted EBITDA of €4.6 ...
boerse-global.de, heute 04:51 UhrStrategy Pushes Back on MSCI's 'Non-Operational' Label While Betting on Round-the-Clock Trading
Strategy contests its MSCI index removal citing 3.1% index-fund ownership while Saylor plans to bring STRC and MSTR securities onto a ...
boerse-global.de, heute 04:41 UhrMutares Trims Bond Debt as Fire-Engine Sale and Oaktree Exit Reshape Portfolio
Mutares repurchased EUR 28 million of its 2023/2027 bond reducing the total to EUR 222 million and plans an exchange offer in the fourth ...
boerse-global.de, heute 04:41 UhrThe Trade Desk Balances Buyback Firepower With a Revenue Growth Gap
The Trade Desk lifted its buyback capacity to $1 billion and eyes more M&A while Q3 revenue fell 0.5% to $736 million and Q4 guidance ...
boerse-global.de, heute 04:41 UhrFujikura Trims Profit Guidance Even as Goldman Keeps the Faith
Fujikura shares slid 3.3% amid a fiber-optic selloff even as first-half revenue rose 55.2% and Goldman cut its target to ¥5,000 but kept ...
boerse-global.de, heute 04:41 UhrAllianz's Asset Management Arm Is Quietly Underwriting the Bull Case
DZ Bank lifted its Allianz fair value to €508 with a Buy rating while UBS kept Neutral at €460 after record nine-month operating profit ...
boerse-global.de, heute 04:41 UhrSteyr Motors' €39 Exit Hinges on Four Regulators as Analysts Trim Their Targets
Steyr Motors shareholders weigh Red Cat's €39-per-share offer pending clearances in Austria Australia Italy and the UK; tender deadline ...
boerse-global.de, heute 04:33 UhrQuantumScape's Osprey Bet: Open Cathodes, Small Cells, and a 2028 Deadline
QuantumScape's Osprey solid-state platform targets ~1,100 Wh/L in lab cells but larger formats licensing deals and manufacturing remain ...
boerse-global.de, heute 04:31 UhrCerebras reports Q3 2026 results after the close as analysts trim targets but keep buy ratings Bilt adopts its AI platform and new stakes ...
boerse-global.de, heute 04:31 UhrE.ON's Grid Spending Stays the Course, and So Does the Market's Disappointment
E.ON posts EUR 2.2 billion nine-month adjusted net profit keeps 2026 outlook and EUR 7 billion grid investment plan; shares recover after ...
boerse-global.de, heute 04:31 UhrAlphabet's Dual AI Bet: $10 Billion Anthropic Stake, New TPUs and a Trimmed Price Target
Alphabet committed $10B to Anthropic unveiled new TPUs and Gemini releases drew a Waymo NHTSA review and raised $3.8B in Asian bonds. ...
boerse-global.de, heute 04:31 UhrRWE Analysts Lift Targets After Nine-Month Beat, But Capex Bill Keeps the Bulls Honest
Santander lifts RWE target to 77.50 euros and Barclays to 73 euros after nine-month earnings jumped with RWE guiding to the top of its ...
boerse-global.de, heute 04:21 UhrD-Wave Quantum: Gartner's Market Shaper Nod Meets a 19% Bookings Slide and a 7.1% Selloff
D-Wave fell 7.1% to EUR 8.91 even as Gartner named it a Market Shaper; Q3 bookings dropped 19% while revenue rose 21% and costs climbed ...
boerse-global.de, heute 04:21 UhrUranium Energy's Long-Term Sales Book Comes With a Spot-Price String Attached
Uranium Energy locked in 1.1 million pounds of sales to two US utilities over six years but pricing stays tied to spot with no floor or ...
boerse-global.de, heute 04:21 UhrTesla's Delivery Trucks, Robotaxis and European Software Bet Face the Same Test: Follow-Through
Tesla ships 50 Semi trucks to Chicago and opens a one-car robotaxi in San Antonio while a December EU vote on driver assistance looms. ...
boerse-global.de, heute 04:21 UhrCarnival Pairs a Ten-Year Caribbean Bet With a $2 Billion Short-Term Lifeline
