IREN's Customers Are Footing the GPU Bill. Wall Street Is Still Arguing Over the Multiple
IREN's new five-year AI contract prices at ~$22M per MW annually with ~90% GPU prepayment but a $15B capex plan leaves a $6B financing ...
boerse-global.de, heute 20:01 UhrRheinmetall Faces Twin Downgrades as Analysts Reprice Execution Risk
Bernstein and Oddo BHF downgraded Rheinmetall after the defence contractor cut its 2026 outlook on Arminius and artillery delays; shares ...
boerse-global.de, heute 20:01 UhrInfineon Piles Up Design Wins While the Market Frets Over AI Spending
Infineon stock fell 8.5% on AI data-centre spending worries, then rebounded 1.3%, as it signed deals with Vertiv, SOLUM and Qualcomm.
boerse-global.de, heute 20:01 UhrSiemens Energy: JPMorgan's 245 Euro Target, a Japanese Wind Accord and the 11 November Reckoning
Siemens Energy stock gained 4.0% to €117.40 despite a weaker DAX as JPMorgan and UBS reiterated Buy-equivalent ratings ahead of Q4 results ...
boerse-global.de, heute 20:01 UhrGold's Official-Sector Floor Holds Firm as Energy-Led Rate Fears Cap the Upside
Gold fell to $4,055.50/oz as higher oil hardened rate expectations offsetting strong ETF and central bank demand; Citi sees $4,800 by ...
boerse-global.de, heute 19:51 UhrNebius Stock: IREN's 182% Cloud Surge Lifts the Sector as Citi Trims Its Target
Nebius shares gained 6.1% on sector recovery and IREN's AI cloud growth while Citi trimmed its target and Microsoft tightened project ...
boerse-global.de, heute 19:41 UhrWienerberger Slips in Vienna as Traders Look Past Leipzig Showcase to November Verdict
Wienerberger stock fell 2.1% to EUR 17.32 in Vienna as investors await 12 November nine-month results strategic review and cost programme ...
boerse-global.de, heute 19:41 UhrCommerzbank posts EUR 2.7 billion net profit for the first nine months up 41% but DZ Bank downgrades the stock on weak net interest income ...
boerse-global.de, heute 19:41 UhrBMW's Credit and Margin Story Diverge as JPMorgan Cuts Target to EUR 68
JPMorgan lowered its BMW target to EUR 68 from EUR 82 while keeping Overweight after S&P cut BMW to A- and BMW trimmed its 2026 margin ...
boerse-global.de, heute 19:41 UhrNvidia Recovers 3% as Lawmakers Request Closed-Door Briefing From Jensen Huang
Nvidia shares rise 3% after a 9% drop as investors weigh AI oversight risk and a requested Nov. 18 House briefing with CEO Jensen Huang. ...
boerse-global.de, heute 19:31 UhrMunich Re's €6.6 Billion Ambition Runs Into a 2027 Pricing Squeeze
JPMorgan downgraded Munich Re to Neutral with a €590 target citing expected price pressure in the January 2027 renewals as ERGO and ...
boerse-global.de, heute 19:31 UhrD-Wave shares rose 15% after IonQ's strong quarter. Its own Q3 results land Nov 10 with the LG CNS pact and faster Stride solver still ...
boerse-global.de, heute 19:31 UhrBioNTech's Pipeline Hands Down Split Verdicts as Roche Picks Up the R&D Tab
BioNTech raised its 2026 revenue floor swung to Q3 profit and will shift Genentech/Roche programme R&D costs to Roche from January 2027. ...
boerse-global.de, heute 19:21 UhrABO Energy GmbH & Co. KGaA / DE0005760029
dgap.de, heute 19:15 UhrOHB Balances a EUR 554 Million ESA Win Against Fresh Strategic Bets as Q3 Results Loom
OHB shares fell 3.7% amid a US tech sell-off but a EUR 554 million ESA Sentinel-3 contract and a 25% MediaMobil stake are the real story. ...
boerse-global.de, heute 19:11 UhrVonovia Trims Guidance as Financing Costs Bite and Analysts Mark Down Targets
Vonovia trimmed its 2026 organic rent growth forecast to about 3.8% as nine-month operating free cash flow fell 34.1%; Goldman Sachs cut ...
boerse-global.de, heute 19:10 UhrFTSE China A50 closes at 12,884.45, down 1.59%
The FTSE China A50 closed Friday at 12,884.45 points down 1.59 percent. A global technology selloff pressured Chinese shares although ...
ad-hoc-news.de, heute 19:08 UhrShenzhen Component closes 2.57% lower at 11,175.78 points
The Shenzhen Component closed Friday at 11,175.78 points down 2.57 percent. Technology shares led a broad retreat although the index still ...
ad-hoc-news.de, heute 19:07 UhrEuro Stoxx 50 closes at 6,170.49, down 0.98 percent on AI concerns
The Euro Stoxx 50 closed Friday at 6,170.49 points losing 0.98 percent as a global technology sell-off spread to European markets. The ...
ad-hoc-news.de, heute 19:06 UhrNasdaq Composite Recovers 1.14% After AI-Driven Sell-Off
The Nasdaq Composite recovered to 24,592.90 on Friday up 1.14 percent from Thursday s close, according to the latest available market data. Chip stocks rebounded after the previous session ...
ad-hoc-news.de, heute 19:05 UhrBIST 100 closes 1.32% higher at 11,482.60 points
The BIST 100 closed Friday 1.32% higher at 11,482.60 points. Gains in metal products and machinery tourism and information technology ...
ad-hoc-news.de, heute 19:04 UhrRenk Insider Buying Lands Alongside a 33.6% Order Jump and a Fresh Submarine Mandate
Renk's CEO bought 6,790 shares for EUR 238,802.94 as the defence contractor reported 33.6% order growth and a record EUR 7.6 billion backlog. ...
boerse-global.de, heute 19:02 UhrDeutz Wins Two Buy Calls but a Thinner Profit Tests the FFG Promise
Berenberg holds EUR 16.50 target, MPCM cuts to EUR 18, as Q3 net profit drops to EUR 6.9 million despite 12.3% revenue growth.
boerse-global.de, heute 19:02 UhrAEX closes at 1,120.55 points, down 0.77 percent after volatile week
The AEX closed Friday at 1,120.55 points extending a volatile week with a 0.77 percent decline. Semiconductor stocks recovered modestly ...
ad-hoc-news.de, heute 19:02 UhrS&P 500 rises 0.81% as chip stocks rebound
The S&P 500 recovered 0.81% in midday trading on Friday after Thursday's sharp technology-led sell-off. Chip stocks rebounded but ...
ad-hoc-news.de, heute 18:58 UhrPSI 20 closes at 9,476.73 points, down 0.07% in Lisbon
Portugal s PSI 20 ended Friday s session slightly lower at 9,476.73 points. Losses in telecoms consumer services and financials outweighed ...
ad-hoc-news.de, heute 18:56 UhrUBS Group stock gains a potential path to capital-rule compromise
A Swiss parliamentary proposal could reduce the bank's additional capital burden. Investors still weigh relocation costs against tougher ...
ad-hoc-news.de, heute 18:55 UhrCAC 40 Closes 0.81% Lower as Tech Sell-Off Spreads
The CAC 40 closed 0.81% lower in Paris on Friday as a global technology sell-off weighed on European equities. Legrand and STMicroelectronics ...
ad-hoc-news.de, heute 18:54 UhrSika stock extends digital push with IndustryOS partnership
Sika stock is in focus after a global IndustryOS partnership expands its digital offering for tunneling and mining customers. The agreement ...
ad-hoc-news.de, heute 18:53 UhrBSE Sensex closes at 81,028.02 after 1,718-point rally
The BSE Sensex ended at 81,028.02 on November 6 extending its winning streak to seven sessions with a gain of 2.17 percent. Private banks ...
ad-hoc-news.de, heute 18:52 UhrUnilever stock shifts to execution after 1 billion euros savings plan
Unilever stock is moving into execution after its investor event. Local markets will gain more responsibility as the group sharpens its ...
ad-hoc-news.de, heute 18:51 UhrBEL 20 falls 0.32% at Friday close as consumer and materials stocks weigh
The BEL 20 ended Friday's Brussels session 0.32% lower. Losses in consumer goods basic materials and financial stocks outweighed gains ...
ad-hoc-news.de, heute 18:51 UhrAllianz Slips as Reinsurance Pricing and AI Fears Converge Ahead of November 12 Print
Allianz stock fell 2.8-2.9% amid a European sell-off and JPMorgan's cautious reinsurance note while Metzler expects an operating-profit ...
boerse-global.de, heute 18:50 UhrOMXS30 Closes at 3,267.88, Down 1.01% After Tech Selloff
