UBS's 14.8% Return Faces a November Reckoning in Bern
UBS closed down 0.8% after a USD 2.7 billion quarterly profit as investors await November parliamentary talks on a USD 16 billion capital ...
boerse-global.de, heute 04:32 UhrInfineon Charts €1.1 Billion GaN Expansion in Villach as AI Power Deals Pile Up
Infineon signed AI data-centre power agreements with SOLUM and Vertiv and unveiled a EUR 1.1 billion GaN plant in Villach ahead of results ...
boerse-global.de, heute 04:32 UhrBioNTech Balances Buybacks and a Works Council Letter Against a Profitable Quarter
BioNTech posts Q3 2026 profit and EUR 403.5 million in buybacks, but analysts trimmed targets and works council concerns linger.
boerse-global.de, heute 04:32 UhrAirbus Locks In 500-Aircraft Services Backlog With New Alpha Component Solutions Venture
Airbus and Air France-KLM formed a 50-50 A350 component-support joint venture Alpha Component Solutions with contracts covering over 500 ...
boerse-global.de, heute 04:24 UhrIBM's Quantum Roadmap Now Faces Two Verdicts: DARPA's Audit and the Customer's Purchase Order
IBM's quantum hardware error-correction work with Oak Ridge and AMD and AI security tools now hinge on independent DARPA review and 2028 ...
boerse-global.de, heute 04:23 UhrVoestalpine Waits Out US Pipe Ruling as Donawitz Dust Data and Furnace Progress Take Shape
Voestalpine shares fell 3.0% to EUR 40.06 as US OCTG dumping margin stays preliminary and Donawitz dust study flags coarse dust exceedances. ...
boerse-global.de, heute 04:23 UhrAlphabet's Wyoming Buildout, a €6 Billion Bond Sale and Two Trimmed Price Targets
Google bought land in Wyoming for its first data center there and launched a €6 billion euro bond sale as analysts trimmed targets and ...
boerse-global.de, heute 04:23 UhrEnergy Fuels: Rare Earth Qualification, a $52.4 Million Loss, and the A$200 Million Question
Energy Fuels posted a $52.4M Q3 2026 net loss including a $35.3M non-cash charge as rare earth expansion and Donald project financing ...
boerse-global.de, heute 04:23 UhrAmphenol's Defensive Label Gets a Stress Test as Orders, Buybacks and Upgrades Pile Up
Amphenol shares gained 4.6% after Evercore ISI grouped it among defensive tech names following record Q3 revenue and a raised 2026 outlook. ...
boerse-global.de, heute 04:23 UhrLufthansa Board Member's €153,759 Share Purchase Caps a Week of Deals and Upgrades
Lufthansa supervisory board member buys €153,759 in shares; Barclays lifts rating to Equal Weight and target to €8.40 after TAP deal ...
boerse-global.de, heute 04:23 UhrBASF's Automotive Plastics Wins Land as Sector-Wide Tech Selloff Bites
BASF took three SPE Automotive Innovation honours with Stellantis Toyota and Ford while its shares fell 2.9% amid a global AI and chip ...
boerse-global.de, heute 04:23 UhrBerkshire's Cash Mountain Grows as GEICO's Underwriting Profit Nearly Halves
Berkshire's cash and Treasuries rose to $377.4 billion in Q3 2026 as buybacks hit $14.4 billion while operating profit fell 6% on GEICO ...
boerse-global.de, heute 04:14 UhrIBM's Quantum Build-Out Meets Its Auditor: DARPA Stage C Becomes the Real Scorecard
IBM's quantum push includes a live Chicago system and a DARPA benchmarking review with technical execution the key test for investors. ...
boerse-global.de, heute 04:14 UhrLenzing Keeps Indonesian Exit Alive While Weighing Sale Options for Two European Plants
Lenzing reviews value-optimised sale options for its Heiligenkreuz and Grimsby sites while pressing ahead with the Indonesian divestment. ...
boerse-global.de, heute 04:13 UhrAllianz Looks Past a One-Day Slide Toward a November 12 Earnings Reckoning
Allianz stock fell 2.7% amid a 2.6% European insurance retreat; Metzler raised its target to EUR 490 ahead of Q3 2026 results on November ...
boerse-global.de, heute 04:13 UhrAixtron's Order Book Is the Real Test of Its AI Story, Not Friday's Rally
Aixtron Q3 2026 order intake rose 122% to EUR 274.9 million on AI data-center laser demand; Jefferies and Kepler Cheuvreux rate buy with ...
boerse-global.de, heute 04:13 UhrMarvell's 6.2% Bounce Masks a Harder Question: Can the Lumentum Deal Earn Its Keep?
Marvell shares rose 6.2% in a sector-driven rebound ahead of Dec. 1 Q3 results as analysts cut targets on dilution risk from the planned ...
boerse-global.de, heute 04:13 UhrLVMH Extends Winning Streak as Paris Sign-Off and Shrinking Fashion Sales Tell a Divided Story
LVMH stock gains 7% over seven sessions on sector rally and US midterm optimism as Q3 fashion and leather goods revenue fell 5% organically. ...
boerse-global.de, heute 04:13 UhrVertiv's Supply Chain Bet Tests Whether Demand Can Actually Be Delivered
Vertiv rose 4.1% Friday and signed a three-year Infineon power-chip supply pact as Q3 revenue jumped 61% and orders more than doubled. ...
boerse-global.de, heute 04:13 UhrVanguard's FTSE All-World ETF kept attracting retail money as AI jitters and US midterm fears hit markets with the fund down 2.2% over ...
boerse-global.de, heute 04:02 UhrHealthineers proposes four new supervisory board members and plans a Siemens deconsolidation vote in February 2027 alongside a €300 ...
boerse-global.de, heute 04:02 UhrSiemens Healthineers Holds Dividend at €1.00 as It Builds a €300 Million Buffer for Its Breakup
Siemens Healthineers proposed an unchanged €1.00 dividend for fiscal 2026 and guided fiscal 2027 adjusted EPS to €2.20–€2.40 below ...
boerse-global.de, heute 04:02 UhrAlphabet's Boardroom Shuffle and a $17 Billion Wyoming Bet
Google s Donald Harrison leaves SpaceX s board after more than a decade; Musk cites Alphabet conflicts as Google reaffirms partnership ...
boerse-global.de, heute 04:02 UhrIonQ's Sold-Out 2027 Capacity Now Faces a Margin Test
IonQ's Q3 2026 revenue jumped 336% to $173.8M but gross margin fell to 21.9% as the company works to convert a $1.2B backlog into profitable ...
boerse-global.de, heute 03:51 UhrBloom Energy's Order Book Is Outrunning Its Delivery Calendar
Bloom Energy rose 5% amid an AI-infrastructure rally with a 900 MW NTT DATA deal a planned 702 MW Google project and a Barclays upgrade ...
boerse-global.de, heute 03:51 UhrIREN's $20.3 Billion Backlog Is Fully Contracted — the Question Is Whether It Arrives on Schedule
IREN posted $228M quarterly revenue with AI cloud at $200M, but a $263M net loss and a $6B funding gap weighed on shares.
boerse-global.de, heute 03:51 UhrSoftBank's Robotics Deal Hinges on Whether a Smaller ABB Package Can Still Make Sense
Beijing blocked SoftBank s purchase of ABB s robotics business in China; carve-out and alternative-buyer options are under discussion. ...
boerse-global.de, heute 03:51 UhrBroadcom's Anthropic Bet Hinges on Capital Access, Not Just Chip Demand
Broadcom faces a $43B contingent liability tied to its Anthropic AI financing with 2027 shipments and political scrutiny shaping the risk ...
boerse-global.de, heute 03:40 UhrHensoldt's Record Order Haul Fails to Shield Stock From Rheinmetall Fallout
Hensoldt posted 76.7% order growth and raised its 2026 revenue outlook to about EUR 2.8 billion yet shares fell 3.8% as a Rheinmetall ...
boerse-global.de, heute 03:20 UhrEvotec's Horizon Savings Run Ahead of Schedule as Vertex Taps Firm for povetacicept Production
Evotec says Horizon cost cuts run ahead of plan, Vertex selected it for povetacicept manufacturing; shares closed Friday up 4.0%.
boerse-global.de, heute 03:20 UhrAMD's 9.5% Bounce Is the Easy Part — the Helios Ramp Is the Real Test
AMD's Q3 revenue rose 45% to $13.4B on record data-center sales but growth durability hinges on customer infrastructure build-out and ...
boerse-global.de, heute 02:50 UhrNebius Stock: An 8.4% Rebound Meets a Lower Citi Target and a Financing Gap That Won't Close Itself
