CoreWeave's $129 Billion Backlog Meets Its Toughest Test: Turning Contracts Into Cash
CoreWeave reports Q3 2026 results Nov 10 with $129B+ backlog, $3.45-3.60B revenue guidance and 2032 bonds yielding above 16%.
boerse-global.de, heute 05:52 UhrSuper Micro's $72–82 Billion AI Bet Meets a Wall Street Divide
Super Micro shares rose 6.2% as BofA kept an Underperform rating with a $39 target while Raymond James lifted its target to $65 with a ...
boerse-global.de, heute 05:51 UhrPepsiCo Cuts 2026 Profit Growth Guidance as Gatorade Powder Push Tests Demand
PepsiCo trimmed its 2026 adjusted EPS growth outlook to 1%–2% on October 8; Barclays cut its target to $126 from $133 keeping Equal ...
boerse-global.de, heute 05:51 UhrDeutsche Bank's Cost Puzzle Overshadows a Lifted Revenue Bar
Deutsche Bank shares dropped 3.5% in a European selloff; Goldman raised its target to EUR 47.75 after Q3 revenue beat but costs also rose. ...
boerse-global.de, heute 05:51 UhrBMW's Zero-Margin Tightrope: Brokers Slash Targets but Refuse to Abandon Ship
BMW shares fell 3.0% as a profit warning led JPMorgan and Deutsche Bank to cut targets while keeping positive ratings. Q3 EBIT fell 29.7%. ...
boerse-global.de, heute 05:51 UhrDWS Sits Between a Bull and a Bear as Property Fund Curbs Add a Third Variable
UBS keeps buy and 76-euro target on DWS; Goldman cuts to 64 euros and stays sell. Record inflows softer fees and a gated property fund ...
boerse-global.de, heute 05:51 UhrAMD'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 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 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 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 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 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 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 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 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 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 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 UhrEquinox Gold Heads Into November 9 Results With a Bigger Production Base and a Sector Tailwind
Equinox Gold closed at €10.28 as gold miners rallied. Q3 results are due November 9 after output of 237,019 ounces and reaffirmed 2026 ...
boerse-global.de, heute 05:04 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 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 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 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 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 UhrBAT Slides With London Market as Boardroom Changes and a Goldman Upgrade Draw Focus
