Amazon's Texas Nuclear Gambit Puts $220 Billion Spending Plan Under the Microscope
Amazon reaffirmed roughly $220 billion in 2026 capex as trailing free cash flow hit negative $42.4 billion putting capital returns under ...
boerse-global.de, heute 06:31 UhrTake-Two's November Reckoning: GTA VI Launch Hype Meets a Forecast That Must Carry the Rest
Take-Two reports fiscal Q2 2027 results Nov 9 days before GTA VI's Nov 19 launch. Investors want growth beyond one blockbuster title. ...
boerse-global.de, heute 06:31 UhrMarvell's Lumentum Bill Comes Due as Two Brokerages Trim Their Targets
Marvell shares rose 6.2% Friday but two Wall Street downgrades and a $115 billion all-stock Lumentum takeover keep the valuation debate ...
boerse-global.de, heute 06:31 UhrCATL's Overseas Battery Volumes Jump 46.7% as Storage Deals Multiply and Margin Pressure Bites
CATL's overseas battery installations rose 46.7% in Jan-Sep 2026 but shares fell 3.7% on battery tax cost concerns as JPMorgan cut forecasts. ...
boerse-global.de, heute 06:31 UhrDiginex Puts Two Clocks on the Table: A Takeover Deadline and a Capital Vote One Day Apart
Diginex pushed its Resulticks purchase deadline to 19 November 2026 with a 20 November EGM on capital measures that stand apart from the ...
boerse-global.de, heute 06:21 UhrASML's Order Book Runs to 2030, but Delivery Capacity Is the Bottleneck
ASML shares gained 5.6% Friday after a sector rebound. Investors now weigh buyback execution against whether delivery capacity can meet ...
boerse-global.de, heute 06:21 UhrEvotec's Horizon Savings Beat the Clock, but Deutsche Bank Won't Buy the 2030 Story
Evotec says its Horizon cost programme is ahead of plan as Q3 revenue hits EUR 164.9 million adjusted EBITDA improves and 2026 guidance ...
boerse-global.de, heute 06:21 UhrMunich Re Shares Retreat 4% as JPMorgan Turns Neutral on 2027 Renewal Pricing
JPMorgan downgraded Munich Re to Neutral on expected 2027 renewal pricing pressure sending shares down 4% as European insurers fell 2.6%. ...
boerse-global.de, heute 06:21 UhrBerkshire's Buyback Brake: Price Discipline Meets a Weaker Underwriting Quarter
Berkshire repurchased $9.6B of stock in Q3 2026 but reports suggest buybacks may have paused after shares rallied testing Abel's valuation ...
boerse-global.de, heute 06:11 UhrVertiv Locks Down Chip Supply as Its Order Book Runs at Triple-Digit Growth
Vertiv shares gained 4.1% to €163.88 as AI and data-centre stocks rebounded while a three-year Infineon partnership underpins power ...
boerse-global.de, heute 06:11 UhrBioNTech Puts Its Cash to Work as Pipeline Delivers Mixed Readouts
BioNTech repurchased $463.3M in ADSs posted Q3 revenue of €1.29B and net profit of €184.5M and reported early pumitamig lung cancer ...
boerse-global.de, heute 06:11 UhrCommerzbank's Record Nine-Month Haul Faces a Two-Front Test
Commerzbank reported record nine-month operating profit of EUR 4,037 million but trimmed its full-year net interest income forecast to ...
boerse-global.de, heute 06:11 UhrUniCredit Holds Capital Buffer Steady as Orlopp Backs Value Case for Commerzbank Tie-Up
UniCredit reports Q3 and nine-month 2026 figures on 9 November as its ECB capital requirement stays at 200bp and two internal mergers ...
boerse-global.de, heute 06:11 UhrHealthineers Puts Four New Board Names Forward as Olyrian Carve-Out and Siemens Split Take Shape
Siemens Healthineers proposes four new supervisory board members for its 2027 AGM as it carves out Olyrian Diagnostics and prepares a ...
boerse-global.de, heute 06:11 UhrVolkswagen recalled about 72,700 EVs paused ID. Golf work and guided to a 2026 operating return of up to 1% while raising EUR 1.95 billion ...
boerse-global.de, heute 06:11 UhrRecord Mine Output Masks a Shrinking Gold Supply as Central Banks Step Up
Gold settled at USD 4,063.65 an ounce as investors weigh October US inflation data due 10 November and the durability of central bank ...
boerse-global.de, heute 06:11 UhrSanofi Signals Appetite for Bigger Deals as Analysts Lift Targets
Sanofi's CFO signaled openness to deals above its usual $2–5B range as Q3 sales rose 14.3% and Dupixent brought in €5.7B; full-year ...
boerse-global.de, heute 06:04 UhrABB's Robotics Sale Hits a Chinese Wall, and the Bill Comes Due
ABB's $5.4B robotics sale to SoftBank faces a Chinese regulatory hurdle forcing talks on revised terms and weighing on its dealmaking ...
boerse-global.de, heute 06:04 UhrReplimune stock gained 5.8% after filing an amended 10-Q/A on 10b5-1 plans; Q2 fiscal 2027 net loss fell to $57.1 million from $83.1 million. ...
boerse-global.de, heute 06:04 UhrApple's $7.5 Billion Bond Lands as Wall Street Rewrites Its Profit Math
Apple closed a $7.5 billion bond sale as analysts weigh whether balance-sheet room offsets margin pressure from memory costs and Siri ...
boerse-global.de, heute 06:03 UhrOHB's Order Book Meets Its Earnings Test: Sentinel-3 Option, Hera Milestones and a November Calendar
Jefferies reiterates buy rating and EUR 280 target as OHB preps nine-month results on 12 November buoyed by a EUR 554 million ESA contract ...
boerse-global.de, heute 06:02 UhrBASF's Evonik Stance Hardens as Analysts Tweak Targets and Buyback Rolls On
BASF stock slid 2.9% amid AI-led selling while Evonik s interim CEO restated its rejection of BASF s takeover approach and LBBW nudged ...
boerse-global.de, heute 06:02 UhrShell Offloads Australian Shelf Stake for $1.45 Billion as Buyback and LNG Deals Roll On
Shell agreed to sell its 16.67% North-West Shelf interest to XRG for $1.45 billion base consideration with the deal expected to close ...
boerse-global.de, heute 06:02 UhrIREN's $20.3 Billion Order Book Has No Penalty Clause for Late Delivery
IREN shares rose 21% on quarterly results and AI cloud growth but Microsoft network redesign delays its infrastructure delivery with no ...
boerse-global.de, heute 06:02 UhrAixtron's Order Book Is Doing the Talking While the Chip Sector Sets the Volume
Aixtron shares gained 5.4% as AI data-center demand drove Q3 2026 orders up 122% to EUR 274.9 million with full-year guidance unchanged. ...
boerse-global.de, heute 06:02 UhrArgus Lifts Pfizer Target to $40 as Pipeline Wins Meet a Muted Market
Argus raised Pfizer's price target to $40 citing an improved outlook as investors weigh Q3 results 2026 guidance and oncology progress. ...
boerse-global.de, heute 05:52 UhrCoreWeave'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 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 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 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 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
