Aixtron's Record Orders and a Trimmed Price Target Tell Two Different Stories
MPCM upgraded Aixtron to Buy but cut its target to EUR 42. Strong Q3 orders contrast with unchanged 2026 guidance and sector weakness. ...
boerse-global.de, heute 18:21 UhrVertiv's Ten-Week Bet: Virtual Blueprints, a Norwegian Proving Ground, and the October 28 Reckoning
Vertiv touts faster AI data center builds with Dassault and NVIDIA but Q3 results on October 28 will show whether the strategy pays off. ...
boerse-global.de, heute 18:21 UhrYttrium Crunch Meets Market Mystery: Inside the Rare Earth ETF's Rough October
VanEck's rare earth ETF fell 3.3% to EUR 9.12 just 1.8% above its 52-week low even as yttrium supply tightens and China curbs exports ...
boerse-global.de, heute 18:21 UhrMutares: Analyst Upgrade Meets a Portfolio of Half-Finished Exits
MPCM raised its Mutares price target to EUR 45 with a buy rating citing Nord Gas value while Natura and Lapeyre sales remain pending. ...
boerse-global.de, heute 18:21 UhrATB Cormark starts Volatus at speculative buy C$1.00 target; first NATO drone batch delivered as US$10.5M AISPECO takeover awaits TSX ...
boerse-global.de, heute 18:11 UhrRolls-Royce Waits on a ÂŁ200 Million Decision as Oil and Retail Data Weigh on London
Rolls-Royce shares fell 3.2% as weak UK retail sales and rising oil prices hit the London market while a report says grant talks for the ...
boerse-global.de, heute 18:11 UhrVolatus delivered its first ISR drone batch to a NATO customer which is exercising a second-tranche option; AISPECO deal and analyst calls ...
boerse-global.de, heute 18:11 UhrRolls-Royce's UltraFan 30 Grant Talks and Service Upgrades Put Valuation Under the Microscope
Rolls-Royce shares drop 3.2% in a London selloff while talks over a ÂŁ200 million UltraFan 30 grant and service upgrades draw investor ...
boerse-global.de, heute 18:11 UhrHeidelberg Druck's Order Book Gets Louder While the Market Listens to Something Else
Heidelberg stock fell 2.5% amid a broad German market retreat not company news. Customer wins and product launches await the Nov 12 half-year ...
boerse-global.de, heute 18:11 UhrLVMH Dips 2.1% as Hermès Miss Exposes the Split Inside Its Own Sales
LVMH fell 2.1% on Hermès read-across, not its own news. Q3 revenue rose 1% organically, but fashion and leather goods fell 5%.
boerse-global.de, heute 18:02 UhrCommerzbank: A Deposit War, a Strike Call and Two November Dates That Won't Move Together
Barclays cuts Commerzbank to Equal Weight on softer Q3 net interest income and German deposit competition ahead of results on 5 November. ...
boerse-global.de, heute 18:02 UhrRheinmetall's Two Clocks: Telford's Barrels Are Turning While Rome's Order Stays on Paper
Rheinmetall's Telford barrel plant is already producing while a reported EUR 3.7 billion Italian army order remains unconfirmed and unquantified. ...
boerse-global.de, heute 18:02 UhrSAP Extends Legacy Energy-Market Support to 2030 While AI Accounting Stays a Riddle for Investors
SAP extends optional fee-based support for German energy solutions through 2030 excluding new rules like MaBiS Hub as Q3 cloud revenue ...
boerse-global.de, heute 18:02 UhrLVMH's Open-Door Weekend Can't Mask a Fashion House Losing Traction
LVMH stock dropped 2.1% on Hermès' weak China read-across, though LVMH's own Q3 showed 1% organic growth and a 5% fashion decline.
boerse-global.de, heute 18:02 UhrMicron's Taiwan Labor Standoff Is a Boom-Time Argument About Who Shares the Upside
Micron shares gained 3.3% with chip stocks, but Taoyuan pay talks, a 6F² DRAM decision and supply-chain bets define the real story.
boerse-global.de, heute 18:02 UhrRolls-Royce's Narrowbody Ambitions Rest on a Grant That Has Yet to Be Signed
Rolls-Royce shares dropped 5.1% on weak aerospace sentiment while a report said it is nearing a UK subsidy of up to ÂŁ200 million for ...
boerse-global.de, heute 18:02 UhrBrockhaus Technologies AG / DE000A2GSU42
dgap.de, heute 18:00 UhrHeidelberg Materials Rides Sector Tailwind as GeZero Pause Reframes Carbon Strategy
Heidelberg Materials shares gained 3.1% as Holcim's raised guidance lifted the sector while Deutsche Bank trimmed its target to EUR 206. ...
boerse-global.de, heute 17:52 UhrLVMH Slips 2.1% as Kering's Plunge and Rising Oil Weigh on Luxury Sector
LVMH fell 2.1% as Kering's results weighed on luxury stocks. Q3 revenue was EUR 18.504B up 1% organically with fashion and leather goods ...
boerse-global.de, heute 17:52 UhrShell's Deal Calendar Packs Three Deadlines Into One Week
Shell plans to sell its French fuel retail network to DCC Energy its buyback broker contracts expire and the UK clears Jackdaw's licence ...
boerse-global.de, heute 17:52 UhrShell's Sonnen Write-Off and DCC Fuel Deal Show Two Ends of the Same Portfolio Pruning
Sonnen Shell's former German home-battery unit filed for insolvency about seven years after Shell bought it for roughly EUR 500 million. ...
boerse-global.de, heute 17:41 UhrLenovo's AI Buildout Meets a Two-Part Market Verdict: Cheaper Credit, Costlier Dilution
Lenovo fell 12% amid a Hong Kong tech rout as Citi cut its target 20% on dilution risk while the company rolled out AI use cases and Nvidia ...
boerse-global.de, heute 17:41 UhrLenovo's AI Stack Takes Shape While a Shrinking PC Market Caps the Upside
Lenovo stock fell 2.3% as Q3 2026 PC shipments dropped 21.2% and Omdia forecasts a 24% Q4 decline despite AI Library and Nvidia partnership ...
boerse-global.de, heute 17:41 UhrBioNTech's Two Clocks: A Missed Endpoint Ticks On While a Gilead Deal Starts Its Own Countdown
BioNTech's AHEAD-MERIT missed its PFS endpoint while overall survival is still pending; the Gilead pact covers trial design not results. ...
boerse-global.de, heute 17:41 UhrGold's Safe-Haven Status Frays as Energy-Led Inflation Fears Take the Wheel
Gold is set for its steepest weekly drop since June as energy-driven inflation fears keep the Fed's rate path in focus ahead of the Oct ...
boerse-global.de, heute 17:41 UhrTKMS Faces a December 7 Reckoning as Brokers Diverge on Growth and Cash
Deutsche Bank raised its TKMS target to 115 euros Bernstein cut to the same level. Analysts see a guidance beat ahead of the December ...
boerse-global.de, heute 17:31 UhrLenovo's AI Pitch Meets a Shrinking PC Market and a Dilution Discount
Lenovo s AI push meets a 21.2% PC shipment drop, a reported $2B loan and Citi s 20% target cut to HK$40 keeping dilution and demand risks ...
boerse-global.de, heute 17:31 UhrSiemens Healthineers Ties Treatment Planning to AI Partners While Buyback Nears 3.53 Million Shares
Siemens Healthineers reports 3.53 million shares bought back since June 1 and unveils NVIDIA and Paradromics partnerships ahead of November ...
boerse-global.de, heute 17:31 UhrSiemens Healthineers added NVIDIA and Paradromics collaborations in one week but neither is booked business ahead of Q4 fiscal 2026 results ...
boerse-global.de, heute 17:31 UhrAixtron's Order Boom Meets a Market That Won't Pay Up for It
