Amphenol's $4 Billion Buyback and 20% Dividend Hike Put Capital Allocation Under the Microscope
Amphenol posted record Q3 2026 revenue of $10.2 billion up 65% and announced a $4 billion buyback starting January 1 2027 plus a 20% dividend ...
boerse-global.de, 08.11.26 19:22 UhrEnergy Fuels: A Profitable Uranium Arm, a Paper Loss, and a Boardroom Voice for the Numbers
Energy Fuels posts a third straight profitable uranium quarter completes ASM takeover and eyes VAC close in early 2027 as Donald funding ...
boerse-global.de, 08.11.26 19:22 UhrD-Wave Quantum: A 19% Sector Surge, Two Cut Price Targets and a Solver That Runs 15 Seconds Flat
D-Wave shares rose 19% on quantum sector strength but Wedbush and B. Riley trimmed price targets ahead of Q3 2026 results due November ...
boerse-global.de, 08.11.26 19:22 UhrSanDisk's $88.9 Billion Order Book Collides With a Nervous AI Trade
SanDisk shares gained 4.2% Friday as memory stocks rebounded. One analyst upgraded to Strong Buy; Fox Advisors cut to Equal Weight on ...
boerse-global.de, 08.11.26 19:22 UhrSiemens Energy: A 3.8% Advance, a Conditional Mexican Order and the Targets Due on 11 November
Siemens Energy closed 3.8% higher at €117.20 Friday. UBS and JPMorgan reiterated Buy ratings ahead of Q4 results and 2030 targets on ...
boerse-global.de, 08.11.26 19:22 UhrSK Hynix's Locked-In Capacity Meets a Two-Way Bet on AI Demand
SK Hynix slid 10% as AI chip stocks sold off. Foreigners sold 5.4 trillion won while retail and Kiwoom clients bought. Q3 net profit fell ...
boerse-global.de, 08.11.26 19:22 UhrRealty Income Beats Q3 Forecasts, Lifts Guidance as Analysts Split on Valuation
Realty Income topped Q3 2026 FFO estimates lifted full-year AFFO guidance to $4.45–$4.46 per share and drew a target hike from RBC and ...
boerse-global.de, 08.11.26 19:12 UhrIntel's Factory Bet Gets a Fresh Hearing as Insiders Put Money Behind the Story
Lip-Bu Tan's family trust bought 150,000 Intel shares on Nov 2 days after BofA cut the stock to Neutral and as Intel 14A design kit progress ...
boerse-global.de, 08.11.26 19:12 UhrBayer's Split Question Laid to Rest as Broker Targets Diverge Around a 55-Euro Close
Bayer lifted its 2026 EBITDA forecast to €9.8–10.3 billion despite a €0.7 billion Q3 loss; DZ Bank raised its fair value to €64 ...
boerse-global.de, 08.11.26 19:11 UhrLufthansa Cuts 2026 Profit Target on Kerosene Bill, Then Wins Over Two Brokers
Lufthansa lowered its 2026 earnings guidance to EUR 1.7-2.0 billion on high fuel costs; Barclays upgraded the stock and Bernstein raised ...
boerse-global.de, 08.11.26 19:11 UhrLufthansa's Fuel Bill Forces Guidance Trim, but Upgraded Brokers See Relief Ahead
Lufthansa cut its 2026 adjusted EBIT guidance to 1.7-2.0 billion euros on fuel costs as Barclays and Bernstein raised targets and shares ...
boerse-global.de, 08.11.26 19:11 UhrHeidelberg Materials posted 10% Q3 revenue growth to EUR 6.41 billion and 9% RCO growth to EUR 1.28 billion reaffirming its full-year ...
boerse-global.de, 08.11.26 19:11 UhrIntel's Insider Buy and Analyst Downgrade Collide With a Costly Israel Setback
Intel CEO Lip-Bu Tan's family trust bought 150,000 shares for $9.7 million on Nov 2 days after BofA cut Intel to Neutral and a factory ...
boerse-global.de, 08.11.26 19:11 UhrBerkshire Keeps Buying Back Stock Even as Underwriting and Retail Demand Lose Steam
Berkshire spent $9.6B on buybacks in Q3 and about $2B more in October even as operating profit fell to $12.705B and net income declined. ...
boerse-global.de, 08.11.26 19:11 UhrParis approves Louis Vuitton's plan to fund and manage redesign of two streets by its future flagship; LVMH reports buyback and AI rollout. ...
boerse-global.de, 08.11.26 19:11 UhrLufthansa posts EUR 1.41 billion Q3 adjusted operating profit trims 2026 guidance top end to EUR 2.0 billion on fuel costs and signs TAP ...
boerse-global.de, 08.11.26 19:11 UhrIntel's 8.5% Rally Meets a $600 Million Israel Bill as Two Analysts Split on the Same Question
Intel shares rose 8.5% as analysts split on its outlook. A $600M Israel factory blast and soft Q4 guidance test whether capacity gains ...
boerse-global.de, 08.11.26 19:03 UhrGoldman Sachs raised its Heidelberg Materials target to EUR 220 Berenberg cut to EUR 210 RBC lifted to EUR 217 — all keep Buy calls ...
boerse-global.de, 08.11.26 19:03 UhrRail, Energy and Buybacks Offset Berkshire's Underwriting Squeeze
Berkshire s Q3 operating profit fell 5.8% to $12.705B as GEICO s loss ratio rose to 76.6% offset by BNSF and energy growth and $9.6B in ...
boerse-global.de, 08.11.26 19:03 UhrBerkshire's Rail and Energy Units Carry the Load as Underwriting Cools
Berkshire repurchased $9.6B of stock in Q3 2026 and about $2B more in October as GEICO underwriting weakness dragged operating profit ...
boerse-global.de, 08.11.26 19:03 UhrBuybacks Outrun Earnings: Berkshire's Capital Discipline Faces Its First Real Test
Berkshire kept repurchasing shares in October after $9.6 billion in Q3 buybacks even as Q3 operating profit fell to $12.705 billion from ...
boerse-global.de, 08.11.26 19:03 UhrMoody's Restores Nokia to Investment Grade, Citing Cloud and AI Demand
Moody s upgraded Nokia s issuer and senior unsecured ratings from Ba1 to Baa3 keeping a positive outlook as AI and cloud infrastructure ...
boerse-global.de, 08.11.26 19:02 UhrMunich Re's Australian Specialty Foray Meets JPMorgan's Cautious Turn on 2027 Renewals
JPMorgan cut Munich Re to Neutral citing 2027 renewal pricing pressure. Shares fell 4.0% as investors weigh the profit upgrade and Australian ...
boerse-global.de, 08.11.26 19:02 UhrIonQ's $1.99 Billion War Chest Meets a $1.2 Billion Obligation
IonQ shares rose 23% after Q3 revenue hit $173.8 million and 2026 guidance was raised to $505-$515 million putting execution on converting ...
boerse-global.de, 08.11.26 19:02 UhrBMW's Restructuring Math: Brokers See Past the Wreckage Even as Q3 Profit Drops 29.7%
BMW guides 2026 Automotive EBIT margin to -0.5% to +0.5% after Q3 profit fell 29.7%; it still sees above 2.0% excluding restructuring ...
boerse-global.de, 08.11.26 19:02 UhrBerkshire's Buyback Tap Stays Open While GEICO's Loss Math Tightens
Berkshire repurchased $9.6B of stock in Q3 2026 as net income fell to $22.1B and GEICO's underwriting profit dropped 45% on higher claims. ...
boerse-global.de, 08.11.26 19:02 UhrShell's Australian Exit and Greek LNG Pact Take Shape Against a Firmer Crude Backdrop
Shell shares fell as weaker crude prices weighed on oil majors; the company agreed to sell its 16.67% North West Shelf stake to XRG for ...
boerse-global.de, 08.11.26 18:52 UhrVertiv's Doubling Order Book Meets a $2.6 Billion Bet — and a Washington Question Mark
Vertiv posted 61% Q3 revenue growth and raised guidance but must convert a doubling order book while absorbing a $1.45 billion acquisition. ...
boerse-global.de, 08.11.26 18:52 UhrIBM Lifts Cash Flow Target as Chicago Quantum Launch Caps Eventful Stretch
IBM raised its full-year free cash flow growth guidance and opened its first quantum computer in Illinois while shares slipped 0.1% to ...
boerse-global.de, 08.11.26 18:52 UhrVertiv's 4.1% Bounce Masks a Harder Question: Can the Order Book Survive Washington?
Vertiv shares rose 4.1% Friday after a data-center selloff. Q3 revenue hit $4,313 million up 61% but AI infrastructure spending and regulation ...
boerse-global.de, 08.11.26 18:51 UhrCommerzbank Holds Firm on €3.2 Billion Payout as UniCredit Integration Takes Shape
Commerzbank reaffirmed plans to return about €3.2 billion to shareholders for 2026 tied to a pledge of at least €3.4 billion in net ...
boerse-global.de, 08.11.26 18:51 UhrSpaceX's 9.4% Snapback: Qualcomm 5G Deal, a $40 Billion Lease, and Deutsche Bank's $250 Call
SpaceX shares rose 9.4% Friday as Deutsche Bank reiterated its buy rating and $250 target calling political and Texas data center concerns ...
boerse-global.de, 08.11.26 18:51 UhrIBM's Quantum Debut in Chicago Overshadowed by Tech-Wide Selling
IBM's Quantum System Two is operating in Hyde Park as Evercore ISI reiterates Outperform and a $275 target with the US Open partnership ...
boerse-global.de, 08.11.26 18:51 UhrIBM's Chicago Quantum Debut Anchors a Busy Week of Dividends, Deals and a Flat Tape
