AMD's Record Data-Center Quarter Is Already Banked — Wall Street Is Now Arguing About the Multiple
AMD's Q3 revenue hit $13.4B and Q4 is guided near $17B, but BofA cut its target on lower sector multiples despite raising estimates.
boerse-global.de, heute 05:41 UhrRocket Lab's 16% Jump Came With the Crowd — the November 9 Print Will Show If It Can Stand Alone
Rocket Lab shares rose 16% with space peers before Q3 2026 results due Nov 9 as investors weigh sector sentiment against its booked Electron ...
boerse-global.de, heute 05:41 UhrNokia Charts AI's Network Future From Japan to North Carolina as Shares Rebound 3.5%
Nokia closed at €7.00 up 3.5% amid a broad tech recovery and a wave of AI network announcements including a 2035 traffic forecast and ...
boerse-global.de, heute 05:41 UhrAtlassian's $4.75 Billion Backlog Meets a Slower Cloud: Inside the 15% Slide
Atlassian shares dropped 15% after cautious guidance. Backlog rose 44% to $4,746 million but cloud growth failed to reaccelerate for the ...
boerse-global.de, heute 05:41 UhrRedcare Pharmacy Wins on Prescriptions but Pays for It in the Share Price
MPCM raised its Redcare Pharmacy price target to EUR 125 from EUR 120 citing valuation and a convertible bond adjustment while keeping ...
boerse-global.de, heute 05:41 UhrSilver's Physical Cushion Meets the Fed's Shadow
Silver gained 5.6% in a week, but a strong October US jobs report revived rate-hike bets ahead of the 10 November inflation print.
boerse-global.de, heute 05:41 UhrSK Hynix's Locked-In Order Book Faces a Washington Stress Test
SK Hynix shares dropped 10% with the chip sector as investors weigh whether tighter US rules could delay AI data center build-out and ...
boerse-global.de, heute 05:41 UhrLeonardo Lifts Order Target to €29.5 Billion but Leaves Profit Guidance Untouched
Leonardo raised its full-year order intake guidance to about €29.5 billion but left revenue and EBITA targets unchanged pressuring shares. ...
boerse-global.de, heute 05:31 UhrRheinmetall's Shadow and a Record Backlog: Hensoldt's Split-Screen Quarter
Hensoldt stock dropped 3.8% to €77.78 as Rheinmetall's profit warning weighed on defence shares overshadowing record orders and a raised ...
boerse-global.de, heute 05:31 UhrSAP's €2 Billion AI Efficiency Drive Collides With a Global Tech Retreat
SAP closed at €209.40 down 3.4% amid a worldwide AI and chip selloff; the company plans cheaper AI models and a €2 billion efficiency ...
boerse-global.de, heute 05:31 UhrRWE Fires Up 34 MW Hydrogen-Capable Turbine in Lingen as BlackRock Trims Stake to 7.12%
RWE begins a multi-month hydrogen test at its Lingen gas turbine and has won grid awards for three hydrogen-ready plants totaling around ...
boerse-global.de, heute 05:22 UhrMorgan Stanley downgraded OMV to Underweight while lifting its price target to EUR 67 as refining margins and new geothermal and eMethanol ...
boerse-global.de, heute 05:22 UhrPalantir s US commercial revenue hit $984M in Q3 2026, surpassing government s $953M as 148% commercial growth reframes the investment ...
boerse-global.de, heute 05:22 UhrD-Wave Quantum: A 19% Sector Lift, Two Trimmed Targets and a Lawsuit Window That Closes in December
D-Wave reports Q3 2026 results Nov 10 as analysts cut targets and a securities class action deadline looms Dec 15.
boerse-global.de, heute 05:11 UhrSiemens Energy: A 3.8% Gain, Two Reaffirmed Bull Calls and the Low Bar Set for 11 November
Siemens Energy gained 3.8% Friday as JPMorgan kept Overweight at 245 euros and UBS reiterated Buy at 210 euros ahead of Q4 results on ...
boerse-global.de, heute 05:11 UhrNebius Stock: Microsoft's Scrutiny, a 50 MW Site in Spartanburg, and the November 12 Verdict
Nebius shares gained 8.4% as AI stocks rebounded but Microsoft's tighter project oversight and unfinished financing cloud its data-center ...
boerse-global.de, heute 05:11 UhrMicrosoft Tightens Grip on Third-Party AI Capacity as IREN's January Deadline Looms
Microsoft is reviewing outside data-centre contracts with Nebius IREN and Nscale weighing further deals as Azure growth and capacity timing ...
boerse-global.de, heute 05:11 UhrTeradyne's India Opportunity and Robotics Bet Test Investor Patience
Teradyne shares gained 3.5% amid a chip-sector recovery. Q4 revenue guidance of $1.25B-$1.35B and India demand across three customer groups ...
boerse-global.de, heute 05:05 UhrLogitech Faces a Two-Front Test: Supplier Disruption and a Marketing Firestorm
Logitech guided Q3 fiscal 2027 revenue to $1.36–1.43 billion citing a $70–80 million hit from a chip supplier plant shutdown and a ...
boerse-global.de, heute 05:05 UhrRio Tinto Restarts Oyu Tolgoi Underground Work as Copper Sentiment Sours
Rio Tinto stock gained 1.7% Friday even as copper hit its weakest since July with Oyu Tolgoi output 10% above plan offsetting demand worries. ...
boerse-global.de, heute 05:05 UhrAndritz Balances Order Dip With Revenue Growth as New Projects Come Online
Andritz posts 9.2% Q3 revenue growth to 2,059.6 MEUR and 10.3% higher EBITA while orders slip 0.6%; full-year 2026 guidance unchanged. ...
boerse-global.de, heute 05:05 UhrPartners Group Splits €6.6 Billion Fund Into Old and New Pools as Withdrawal Requests Pile Up
Partners Group asks investors to approve splitting its €6.6 billion Global Value SICAV into two portfolios as redemption requests mount. ...
boerse-global.de, heute 05:02 UhrUPM-Kymmene Insider Purchase Masks Underlying Earnings Pressure
UPM's comparable operating profit fell 8% to EUR 131 million in Q3 2026 as the EU extended its Sappi graphic papers review to 8 January ...
boerse-global.de, heute 05:02 UhrLumentum's Stock-Swap Math Now Ties Its Fate to Marvell's Share Price
Lumentum shares rose 6.6% Friday but with a fixed 4.500 Marvell share exchange and a 2028 close valuation hinges on Marvell and delivery. ...
boerse-global.de, heute 05:02 UhrJ&J's Oral Psoriasis Drug Clears Late-Stage Hurdle as Orthopedics Deal Talks Collapse
J&J's oral ICOTYDE met Phase 3 psoriatic arthritis endpoints with 58% achieving ACR20 versus 41% on placebo supporting a $5 billion-plus ...
boerse-global.de, heute 05:02 UhrLumentum's 6.6% Rebound Masks a Harder Question: What Are Marvell Shares Actually Worth?
Lumentum shares gained 6.6% Friday but its all-stock Marvell deal with a fixed 4.500 exchange ratio ties valuation to Marvell's price. ...
boerse-global.de, heute 05:02 UhrBAT Slides With London Market as Boardroom Changes and a Goldman Upgrade Draw Focus
British American Tobacco fell 2.5% in a global selloff, while Goldman Sachs upgraded it to Buy and seven executives bought shares.
boerse-global.de, heute 05:02 UhrNvidia's 3.2% Bounce Masks a Harder Question: Who Pays for the AI Buildout?
Nvidia gained 3.2% Friday in a sector-wide chip rebound. Melius cut its target to $315 and about 600,000 H200 chips await China approval ...
boerse-global.de, heute 05:02 UhrNovo Nordisk picked Luigi La Corte as CFO and lifted 2026 guidance to -2% to +2% as Q3 adjusted sales hit DKK 79.2 billion on obesity ...
boerse-global.de, heute 05:02 UhrABB Weighs Plan B for Robotics Unit as Beijing Stands Firm
China s security review opposes SoftBank s $5.4B takeover of ABB's robotics unit; ABB explores another buyer or a listing as talks continue. ...
boerse-global.de, heute 04:54 UhrEli Lilly Balances Alzheimer's Reimbursement Win Against Widening 340B Discount Battle
Canada backs reimbursement for Kisunla; Lilly faces a 340B data lawsuit and Missouri order while guiding 2026 revenue to $91–92 billion. ...
boerse-global.de, heute 04:54 UhrInnodata's Growth Story Now Hinges on Replacing One Customer's Business by Early 2027
Innodata beat Q3 estimates and raised 2026 guidance but a major client program ended in October trimming about $12 million in Q4 revenue. ...
boerse-global.de, heute 04:54 UhrPetrobras Lifts Credit Standing as Sirius Gas Start Slips and Diesel Cargoes Plug Refinery Gaps
Fitch lifted Petrobras' standalone credit profile to bbb+; Q3 output rose 11.7% while the Sirius gas project slipped and diesel cargoes ...
boerse-global.de, heute 04:54 UhrAeroVironment Bolsters Its Balance Sheet as KeyBanc Trims Its Target
