Alphabet's Boardroom Shuffle and a $17 Billion Wyoming Bet
Google s Donald Harrison leaves SpaceX s board after more than a decade; Musk cites Alphabet conflicts as Google reaffirms partnership ...
boerse-global.de, heute 04:02 UhrIonQ's Sold-Out 2027 Capacity Now Faces a Margin Test
IonQ's Q3 2026 revenue jumped 336% to $173.8M but gross margin fell to 21.9% as the company works to convert a $1.2B backlog into profitable ...
boerse-global.de, heute 03:51 UhrBloom Energy's Order Book Is Outrunning Its Delivery Calendar
Bloom Energy rose 5% amid an AI-infrastructure rally with a 900 MW NTT DATA deal a planned 702 MW Google project and a Barclays upgrade ...
boerse-global.de, heute 03:51 UhrIREN's $20.3 Billion Backlog Is Fully Contracted — the Question Is Whether It Arrives on Schedule
IREN posted $228M quarterly revenue with AI cloud at $200M, but a $263M net loss and a $6B funding gap weighed on shares.
boerse-global.de, heute 03:51 UhrSoftBank's Robotics Deal Hinges on Whether a Smaller ABB Package Can Still Make Sense
Beijing blocked SoftBank s purchase of ABB s robotics business in China; carve-out and alternative-buyer options are under discussion. ...
boerse-global.de, heute 03:51 UhrBroadcom's Anthropic Bet Hinges on Capital Access, Not Just Chip Demand
Broadcom faces a $43B contingent liability tied to its Anthropic AI financing with 2027 shipments and political scrutiny shaping the risk ...
boerse-global.de, heute 03:40 UhrHensoldt's Record Order Haul Fails to Shield Stock From Rheinmetall Fallout
Hensoldt posted 76.7% order growth and raised its 2026 revenue outlook to about EUR 2.8 billion yet shares fell 3.8% as a Rheinmetall ...
boerse-global.de, heute 03:20 UhrEvotec's Horizon Savings Run Ahead of Schedule as Vertex Taps Firm for povetacicept Production
Evotec says Horizon cost cuts run ahead of plan, Vertex selected it for povetacicept manufacturing; shares closed Friday up 4.0%.
boerse-global.de, heute 03:20 UhrAMD's 9.5% Bounce Is the Easy Part — the Helios Ramp Is the Real Test
AMD's Q3 revenue rose 45% to $13.4B on record data-center sales but growth durability hinges on customer infrastructure build-out and ...
boerse-global.de, heute 02:50 UhrNebius Stock: An 8.4% Rebound Meets a Lower Citi Target and a Financing Gap That Won't Close Itself
Nebius shares gained 8.4% Friday but Citigroup trimmed its target to $265 while keeping a buy rating ahead of Q3 results on November 12. ...
boerse-global.de, heute 02:50 UhrCATL Backs Buyback With Aviation and Home-Storage Pacts as Margin Questions Linger
CATL repurchased about 19.6 million A-shares for roughly RMB 5.4 billion through October 31, within its authorized buyback range.
boerse-global.de, heute 02:50 UhrXPeng's Research Lab, Korean Showroom and Robotaxi Fleet All Face the Same November 16 Reckoning
XPeng shares rose 7.2% on sector sentiment. Q3 results land Nov 16, with Korea leadership named and robotaxi trials approved.
boerse-global.de, heute 02:41 UhrVonovia Guides to Low End of 2026 Range as CFO Grosse Declines Second Term
Vonovia expects 2026 adjusted EBITDA in the lower half of its €2.95bn–€3.05bn range; CFO Philip Grosse will not extend his contract ...
boerse-global.de, heute 02:40 UhrXiaomi's Factory Robots Put in Eight-Hour Shifts While Analysts Puzzle Over the Profit Line
Xiaomi's humanoid robot completed an eight-hour sorting shift as Goldman Sachs cut and Daiwa raised targets ahead of Q3 results due 24 ...
boerse-global.de, heute 02:40 UhrRoth Capital Opens Microsoft Coverage With a Buy as Capacity Discipline Takes Centre Stage
Roth Capital initiated Microsoft at buy after a sector-wide AI selloff. Azure's 48% growth and a tighter review of data-centre partners ...
boerse-global.de, heute 02:30 UhrSiemens Pushes Healthineers Split and UK Rail Hub as Valuation Gap Clouds the Outlook
Siemens will ask shareholders at February 2027 AGMs to approve the Healthineers carve-out, as Q4 results loom on November 12.
boerse-global.de, heute 02:20 UhrServiceNow Trims Headcount While Betting Its Future on AI Agents and a ChatGPT Foothold
ServiceNow confirms layoffs across the UK US and India as it shifts toward AI with investors watching whether the realignment lifts contract ...
boerse-global.de, heute 02:20 UhrVW preferred shares closed at €69.84 down 2.5% amid an AI and chip selloff after a €5.8 billion Q3 loss and a pause on the electric ...
boerse-global.de, heute 01:30 UhrXPeng's 50,237-Delivery October Record Meets a Robotaxi Permit and a Korean Leadership Hire
XPeng shares gained 7.2% amid a sector rebound. October deliveries hit a record 50,237 with robotaxi and Korea plans now the key tests. ...
boerse-global.de, heute 01:30 UhrNokia shares gain 3.5% in an AI-led rebound as the vendor forecasts AI at 44% of network traffic by 2035 and wins a North Carolina build. ...
boerse-global.de, heute 01:20 UhrMercedes-Benz Hands Its European Charging Network to Electra as Investors Weigh a Thinner Margin
Mercedes-Benz transfers 47 charging parks to Electra while investors weigh its cut 2–3% Cars margin target and a 3.3% stock drop.
boerse-global.de, 07.11.26 22:01 UhrInfineon Steadies After AI-Fuelled Slide as Investors Train Sights on November 10 Results
Infineon shares rose 1.8% to €45.85 after a 10%+ sell-off as Bernstein called the reaction overdone and JPMorgan kept its Overweight ...
boerse-global.de, 07.11.26 21:50 UhrVonovia Balances Rental Growth Against Costlier Debt as CFO Opts Out
Vonovia s finance chief won t extend his contract past 2027 as the landlord trims its medium-term targets on higher financing costs and ...
boerse-global.de, 07.11.26 21:41 UhrCommerzbank Keeps Buying Back Its Own Stock While Wall Street Rethinks the Price
Commerzbank bought 3.3 million own shares from 26-30 October, extending its buyback, after Q3 net profit rose 45% to EUR 859 million.
boerse-global.de, 07.11.26 21:40 UhrSiemens Energy: A Buyback Past the 5.9 Million Mark, Two Bullish Brokers and the 11 November Test
Siemens Energy has repurchased 5.9 million shares since 24 September; JPMorgan and UBS remain bullish ahead of Q4 results and Gamesa outlook ...
boerse-global.de, 07.11.26 21:30 UhrOcugen Completes OCU400 Enrollment as Bahamas Access Plan Takes Shape
Ocugen finished enrolling 140 patients in its OCU400 Phase 3 trial reported a Bahamas provisional authorization and expects first summary ...
boerse-global.de, 07.11.26 21:20 UhrBioNTech's Clinical Win Carries a Caveat That Analysts Can't Ignore
Wells Fargo and Morgan Stanley cut BioNTech price targets while staying Overweight after a Phase 3 win with moderate efficacy and a lung ...
boerse-global.de, 07.11.26 21:11 UhrXRP Whale Accumulation Runs Into an ETF Wall as Ledger Closes a Token Permission Loophole
Large XRP holders bought about 60 million tokens while US spot ETFs saw no fresh capital; XRP traded near $1.16 amid a weak crypto market. ...
boerse-global.de, 07.11.26 21:11 UhrTake-Two's GTA VI Preload Date Lands as Wall Street Trims Targets and Zelnick Talks Piracy
Rockstar parent sets Nov 10 preload for GTA VI; Macquarie starts at Outperform with $300 target while BTIG and Roth MKM trim targets but ...
boerse-global.de, 07.11.26 21:11 UhrBYD's Overseas Surge Masks Earnings Shortfall as Brussels Pressure Builds
BYD's October overseas deliveries jumped 102.8% to about 170,000 offsetting softer China demand while Q3 profit rose 28.08% but missed ...
boerse-global.de, 07.11.26 21:10 UhrHensoldt's Strong Nine-Month Run Meets a Sector in Retreat
Hensoldt shares fell 3.8% even as nine-month revenue rose 21.3% and order intake jumped 76.7%; analysts split on the stock ahead of its ...
boerse-global.de, 07.11.26 21:02 UhrPlug Power's 9.5% Rally Is a Sector Bounce, Not a Verdict
Plug Power shares gained 9.5% with fuel-cell peers, but the move reflects sector sentiment. Q3 2026 results are due November 9.
boerse-global.de, 07.11.26 21:01 UhrD-Wave Quantum: IonQ's Upbeat Outlook Lifts Shares 19% as Attention Turns to November 10
D-Wave shares rose 19% on a quantum sector rally after IonQ's strong quarter. Q3 2026 results are due November 10; LG CNS deal remains ...
boerse-global.de, 07.11.26 21:01 UhrASML Rebounds 5.6% as AI Regulation Fears Ease and Musk Flags Faster Terafab Deliveries
