UBS Chief Cools the AI Narrative While Morgan Stanley Circles the Foreign Unit
UBS CEO Ermotti says AI infrastructure build-out will take longer than markets assumed tying the recent stock correction to inflated expectations. ...
boerse-global.de, heute 06:21 UhrOMV Draws a 5% BlackRock Stake as Analysts Diverge on Targets and Ratings
BlackRock discloses a 5.00% OMV voting stake as the oil group lifts 2026 guidance; HSBC, UBS and Morgan Stanley diverge on the stock.
boerse-global.de, heute 06:11 UhrGoogle's Legal Offensive, a $15 Billion Malaysia Bet and the AI Tab Wall Street Is Watching
Google challenges California's under-16 social media law while facing scrutiny over school AI features and investor doubts on AI spending ...
boerse-global.de, heute 06:11 UhrMicrosoft Staff Demand a Say in AI Overhaul as Buyout Window Narrows and a Texas Option Lapses
Microsoft offers buyouts to 60,000 employees and drops a Texas data-centre expansion option, as capex climbs 30% to $45.2 billion.
boerse-global.de, heute 06:11 UhrRheinmetall Analysts Retreat After Guidance Cut, but Papperger Puts €702,780 Behind the Stock
Bernstein and Oddo BHF cut Rheinmetall ratings after the company trimmed its 2026 revenue and margin outlook; CEO Papperger bought shares. ...
boerse-global.de, heute 06:11 UhrTesla Trims 2027 Spending Plan to $20 Billion as Musk Redraws the Texas Factory Floor
Tesla cut 2026 capex to about $20B and plans to end Cybertruck output around mid-2027 for Cybercab capacity as AI chip goals await execution. ...
boerse-global.de, heute 06:11 UhrAxon's Dedrone Delays Force a Reckoning Between Expansion and Execution
Axon trimmed 2026 revenue growth and free cash flow guidance after three delayed Dedrone projects worth about $130 million slipped past ...
boerse-global.de, heute 06:01 UhrSiemens Energy: A 1.34 Million-Share Buyback, a 3.8% Advance and the Low Bar Set for 11 November
Siemens Energy bought 1,337,076 treasury shares from 26 Oct to 1 Nov as JPMorgan and UBS keep Buy calls ahead of 11 November results and ...
boerse-global.de, heute 06:01 UhrBAT fell 2.5% to 54.84 € amid AI-driven risk-off selling; Capital Group cut its voting stake to 17.98% and Goldman Sachs upgraded the ...
boerse-global.de, heute 05:52 UhrBAT's Bangladesh Arm Posts 67% Profit Slump as Capital Group Trims Stake and Goldman Turns Bullish
BAT Bangladesh Q3 net profit dropped 67.28% to Tk99.84 crore; Capital Group cut its BAT voting stake to 17.975584% as Goldman upgraded ...
boerse-global.de, heute 05:52 UhrSuper Micro's Raised Outlook Collides With a Split Analyst Bench
Super Micro closed up 6.2% at 28.76 USD as AI names rebounded. Its fiscal 2027 revenue outlook of 72-82 billion USD now anchors the growth ...
boerse-global.de, heute 05:51 UhrSpaceX targets a Nov. 13 Starship test pending approval as the FAA proposes simpler launch rules and Goldman and Apollo seek buyers for ...
boerse-global.de, heute 05:51 UhrAxon's Cash Flow Cut Exposes the Cost of Its Skydio Ambitions
Axon shares dropped 18% after trimming its free cash flow target to $350-$400 million while announcing a $1.2 billion investment in drone ...
boerse-global.de, heute 05:51 UhrAlmonty's Sangdong Trial by Fire: Ten Hours of Full Operation, Then a Two-Hour Pause
Almonty shares rose 2.5% Friday as CEO Lewis Black detailed a 10-hour Sangdong run a brief equipment halt and a 40 t/h filter press rate ...
boerse-global.de, heute 05:51 UhrLumentum's $5 Billion Order Book Meets Wall Street's Split Verdict on Marvell Takeover
Lumentum rose 6.6% Friday as Marvell's recovery narrowed the deal discount while Raymond James upgraded and Bernstein cut its target. ...
boerse-global.de, heute 05:51 UhrUniCredit Sweeps Transaction Banking Honours as Commerzbank Merger Timetable Takes Shape
UniCredit won four Euromoney transaction banking awards ended home office for Orcel's direct reports and sees Commerzbank deal approvals ...
boerse-global.de, heute 05:51 UhrWienerberger's November 12 Date With Investors: Nine-Month Results and a Cost-Cutting Blueprint
Wienerberger shares dropped 2.0% in a broad European selloff. Investors await Nov 12 nine-month results and a strategy review update.
boerse-global.de, heute 05:41 UhrTesla's Factory Rewrite: A Smaller Cybercab Battery Meets a Regulatory Roadblock
Musk flags a possible 40 kWh Cybercab pack as Tesla plans to convert Texas Cybertruck capacity in mid-2027 with an NHTSA review still ...
boerse-global.de, heute 05:41 UhrJPMorgan Lifts Vonovia Stake Past 5% as Cash Flow Slump and CFO Exit Test the Landlord's Reset
JPMorgan's combined Vonovia holding rose to 5.08% as the landlord posted a 34.1% drop in operating free cash flow and its CFO said he ...
boerse-global.de, heute 05:41 UhrInnodata's 53% Revenue Surge Comes With a Margin Squeeze and a Legal Question Mark
Innodata's Q3 2026 revenue rose 53% to $95.6M but adjusted gross margin fell to 40% and a client program ending in October is set to cut ...
boerse-global.de, heute 05:41 UhrRWE Secures 2.1 GW German Hydrogen-Ready Plant Awards as Lingen Turbine Enters Testing
Bundesnetzagentur backs RWE's three hydrogen-capable power plant projects totalling about 2,100 MW; UBS and Jefferies keep Buy ratings. ...
boerse-global.de, heute 05:31 UhrBP Strikes Hydrocarbons Offshore Brazil While Divestment Drive Gathers Pace
BP reports hydrocarbons at Brazil's Tupinambá well and expects about $9 billion in 2026 divestments after closing the Castrol stake sale. ...
boerse-global.de, heute 05:31 UhrPlug Power's 9.5% Friday Climb Rests on Washington Tailwinds and a Hydrogen Tax Credit
Plug Power closed at €1.31 up 9.5% tracking a fuel-cell sector rebound tied to post-midterm policy hopes. Q3 2026 results are due today. ...
boerse-global.de, heute 05:31 UhrInfineon Locks In AI Power Supply Chain With Vertiv and SOLUM Pacts
Infineon signed a three-year power semiconductor supply deal with Vertiv and deepened AI data centre cooperation with SOLUM via a new ...
boerse-global.de, heute 05:31 UhrCommerzbank's Record Run Cuts Both Ways as Orlopp Sets Her Price for UniCredit
Deutsche Bank Research reiterated its Hold rating and €42 target on Commerzbank after record nine-month profit as UniCredit deal questions ...
boerse-global.de, heute 05:31 UhrLufthansa Insiders and Institutions Align as Broker Upgrades Follow Strong Quarter
Lufthansa board member buys EUR 153,759 in shares as Capital Group lifts its stake to 5.05%; Bernstein and Barclays raise targets after ...
boerse-global.de, heute 05:21 UhrArafura has over US$1.6B in committed equity and debt for Nolans but lenders' final credit approvals and contractual close remain outstanding. ...
boerse-global.de, heute 05:21 UhrHensoldt raised 2026 revenue guidance to about EUR 2.8 billion after 21.3% nine-month growth but Rheinmetall's profit warning dragged ...
boerse-global.de, heute 05:20 UhrIBM Wins Twin Gartner Nods as Agent Identity Goes Live and a Quantum System Boots Up in Chicago
IBM gained Gartner recognition in context engineering and custom software launched Agent Identity in watsonx Orchestrate and unveiled ...
boerse-global.de, heute 05:11 UhrVulcan Energy Spends EUR 88.8 Million on Lionheart as Two Banks Cut Voting Stakes
Vulcan Energy invested EUR 88.8 million in property and equipment in the September 2026 quarter with EUR 209.4 million in cash and deposits ...
boerse-global.de, heute 05:11 UhrD-Wave shares rose 19% amid a quantum-sector rally. The company cited a lung-cancer study a faster solver a training path and a Korean ...
boerse-global.de, heute 05:10 UhrBerkshire's Buyback Spree Draws Safety-Seeking Investors While Insurance Profit Cools
