TKMS Fights on Two Fronts: Berlin's Procurement Storm and a South American Submarine Duel
TKMS shares closed at EUR 75.20 as the MEKO frigate programme advances and a USD 2.3 billion Argentine submarine contest with Naval Group ...
boerse-global.de, 10.10.26 19:11 UhrSpaceX Weighs $40 Billion Funding Package for Nvidia Chips as Buyback Math Draws Scrutiny
SpaceX weighs a $40B financing package for Nvidia AI chips as investors question how much free cash flow truly funds buybacks.
boerse-global.de, 10.10.26 19:11 UhrFirst Phosphate closed at EUR 1.33 up 10% with no filing. The explorer pitched its LFP mine-to-market plan and hired Sandra Rossignol. ...
boerse-global.de, 10.10.26 19:01 UhrSiemens Energy's 3.2% Advance: Buybacks, a EUR 157 Fair Value and an Unconfirmed Turbine Deal
Siemens Energy shares rose 3.2% on market recovery. Buyback demand and DZ Bank's fair-value upgrade shift focus to November 11 results. ...
boerse-global.de, 10.10.26 18:50 UhrRheinmetall's Defence Pipeline Expands as Berenberg and RBC Square Off Before Q3
RBC keeps Outperform and EUR 1 600 target; Berenberg cuts to Hold and lowers target to EUR 1 020 ahead of Rheinmetall's 5 November Q3 ...
boerse-global.de, 10.10.26 18:50 UhrSamsung's AI-Fueled Profit Boom Collides With a Regulatory Reckoning
Samsung's Q3 2026 operating profit jumped 782.5% on AI memory demand but shares fell 2.4% as foreign and institutional investors sold. ...
boerse-global.de, 10.10.26 18:43 UhrSoftBank Bets on Industrial AI Over Model Hype With Gulf Fund and Sarawak Platform
SoftBank courts Gulf investors for a fund of up to $100 billion targeting AI-driven company overhauls as OpenAI revenue confusion and ...
boerse-global.de, 10.10.26 18:43 UhrSK Hynix Sues Two Patent Licensors While Testing Memory Chips in Orbit
SK Hynix filed a US declaratory judgment suit against Longhorn IP and Mago Barca IP while its memory chips flew on Nuri's fifth launch. ...
boerse-global.de, 10.10.26 18:42 UhrIREN's Growth Story Meets Its Financing Bill
IREN shares drop 15% in a week as dilution negative free cash flow site reliability complaints and sector headwinds raise doubts over ...
boerse-global.de, 10.10.26 18:42 UhrNordex Balances Turkish Order Momentum Against RBC's Cautious Stance
Nordex shares gain 3.8% to EUR 35.66 after 389 MW Turkey and 228 MW Europe orders; RBC keeps Underperform with EUR 36 target.
boerse-global.de, 10.10.26 18:31 UhrPlug Power's Danish Electrolyser Deal Is Signed, but the Switch Stays Off Until Arcadia Signs Off
Plug Power closed at EUR 1.51 as investors await the ENDOR project's final investment decision and the COO handover on 23 October 2026. ...
boerse-global.de, 10.10.26 18:31 UhrMicron's Taichung HBM Line Fires Up as AI Demand Signals Steady the Stock
Micron's Taichung fab starts HBM output in mid-October as new capacity slips to 2027-2028 keeping memory supply tight through fiscal 2028. ...
boerse-global.de, 10.10.26 18:31 UhrDroneShield's US Contract Vehicle Is a Gateway, Not a Windfall — and the Market Knows It
DroneShield joins a US counter-drone IDIQ framework with a USD 500M maximum, while its stock sits 44% lower year-to-date.
boerse-global.de, 10.10.26 18:20 UhrBMW's Product Offensive Collides With a 43% Year-to-Date Slide
BMW hosts a pre-close analyst call on 13 October with shares down 43% in 2026, as Jefferies and UBS both cut targets to EUR 60.
boerse-global.de, 10.10.26 18:10 UhrBranicks Group Faces Insolvency Threat as Shareholder Vote Blocks Rescue Plan
Branicks Group says its survival is at immediate risk after shareholders blocked key advisory contracts leaving talks with major creditors ...
boerse-global.de, 10.10.26 18:10 UhrLenovo's Yoga Pro 9 Sets a Display Benchmark as AI Infrastructure Push Accelerates
Lenovo's Yoga Pro 9 16IPH11 earned the first VESA DisplayHDR True Black 1400 certification, as Q3 2026 PC shipments fell 22.6%.
boerse-global.de, 10.10.26 18:01 UhrPartners Group Reworks Evergreen Line-Up After Investors Back London Trust Wind-Down
Partners Group Private Equity Limited votes 99.89% to wind down its portfolio as Jefferies cuts its target citing delayed AUM recovery. ...
boerse-global.de, 10.10.26 18:01 UhrGold's Record ETF Inflows Collide With Waller's Rate Warning
Gold closed at $4 196.07 up 1.5% as oil's slide and softer yields lifted bullion but Fed rate-hike risk remains ahead of US CPI data. ...
boerse-global.de, 10.10.26 17:52 UhrImmunityBio's 437% Rally Rests on Conference Hopes and Political Guesswork, Not Data
ImmunityBio rose 6.1% to EUR 9.38 with no trial regulatory or partnership news as a conference date and insider selling shape the story. ...
boerse-global.de, 10.10.26 17:52 UhrImmunityBio's 437% Run Leaves Investors Searching for Substance Beyond the Hype
ImmunityBio rose 6.1% to EUR 9.38 without fresh clinical or regulatory news as insider sales and a 437% yearly gain raise valuation questions. ...
boerse-global.de, 10.10.26 17:52 UhrImperial Brands Holds Full-Year Guidance as Buyback Plans Take Shape
Imperial Brands restated its fiscal 2026 guidance and outlined a GBP 1.5 billion buyback for fiscal 2027 as Jefferies repeated its Buy ...
boerse-global.de, 10.10.26 17:52 UhrMercer International's Saale All-Clear Offers Little Solace as Bondholders Hold the Cards
Germany lifts Saale swimming ban after Mercer's Rosenthal mill contamination but shares hit a 12-month low as a US$25.8M coupon stays ...
boerse-global.de, 10.10.26 17:41 UhrMercer International Skips US$25.8 Million Coupon as Recapitalization Talks Stay Open-Ended
Mercer International missed a $25.8M coupon payment and is in restructuring talks with holders of over 75% of its 2028 and 2029 notes. ...
boerse-global.de, 10.10.26 17:41 UhrImperial Brands Wins Fresh Analyst Backing Ahead of Full-Year Results
Barclays and Jefferies reaffirm Buy ratings on Imperial Brands citing buybacks as the tobacco group guides to FY26 profit growth and a ...
boerse-global.de, 10.10.26 17:41 UhrThirty Minutes a Week: The Surprisingly Low Bar for Strength Training to Cut Disease Risk
Research on spaceflight marathon running and muscle stem cells shows the musculoskeletal system responds to modest consistent training. ...
boerse-global.de, 10.10.26 17:41 UhrEvonik rejected a reported €10.3 billion BASF takeover approach; analysts now rate the stock Hold as Q3 results loom on 3 November.
boerse-global.de, 10.10.26 17:40 UhrHeidelberg confirmed first North American Jetfire 50 orders at its Marietta center opening alongside a GBP 12 million UK press order and ...
boerse-global.de, 10.10.26 17:40 UhrNel ASA: Submarine Stack Orders Clash With a Lowered Price Target
Nel Hydrogen US booked about USD 20M in Collins Aerospace orders while SB1 Markets cut its target to NOK 0.30 on 29 September keeping ...
boerse-global.de, 10.10.26 17:40 UhrQuantumScape's Data-Center Pivot Hinges on Execution, Not Multipliers
QuantumScape announced QS PowerBlock a reference design for AI data-center energy storage citing prototype data but no customer orders; ...
boerse-global.de, 10.10.26 17:31 UhrPepsiCo Balances Latin American Push Against Guidance Cut and Global Reshuffle
PepsiCo plans a multimillion-dollar Argentina expansion while Freedom Broker upgrades the stock but cuts its target and Delhi court curbs ...
boerse-global.de, 10.10.26 17:31 UhrBYD's Record Sprint Hinges on 622,800 Monthly Sales as Paris Stage Awaits
BYD shares closed at EUR 8.65 up 4.2% yet remain 30% below their 52-week high as Q4 requires 622 800 monthly sales to hit its 5 million ...
boerse-global.de, 10.10.26 17:31 UhrQuantumScape's AI Data-Center Pitch Meets a Market That Wants Proof
QuantumScape unveiled a solid-state battery reference design for AI data centers but a CTO share sale and Q3 results on October 21 loom ...
boerse-global.de, 10.10.26 17:31 UhrApplied Digital's $70 Price Target Cut Exposes the Financing Squeeze Behind Its AI Land Grab
Needham trimmed its Applied Digital target to $70 from $83 keeping Buy as financing costs weigh on an AI data-center buildout with $36B ...
boerse-global.de, 10.10.26 17:31 UhrVonovia's Berlin Freeze and Veveus Rollout Collide Ahead of November Update
Vonovia shares sit just above their 16.18-euro 52-week low down 33% year to date as Berlin coalition talks and a new services brand shape ...
boerse-global.de, 10.10.26 17:31 UhrLVMH Tightens Model Protections as Investors Brace for October 12 Revenue Report
LVMH and Kering harden model-protection rules, but the luxury group's stock is down 40% this year ahead of Q3 revenue on October 12.
boerse-global.de, 10.10.26 17:20 UhrRheinmetall's Satellite, Drone and Credit Moves Collide With a Tougher Analyst Stance
