Nvidia's Demand Story Meets Its Financing Reckoning
Nvidia faces a debate over whether AI infrastructure spending is sustainable as CoreWeave's debt costs rise even as analysts stay bullish ...
boerse-global.de, heute 03:20 UhrSiemens Energy: A EUR 7 Billion Financing Package, Two Analyst Yardsticks, and Two Dates That Matter
Siemens Energy faces reported stake-sale financing talk and rate-driven growth worries, but no confirmed business deterioration yet.
boerse-global.de, heute 03:20 UhrIonQ closed a $2.0 billion stock placement as Morgan Stanley and Rosenblatt cut targets while its Elisity acquisition awaits Q4 2026 closing. ...
boerse-global.de, heute 03:11 UhrUBS Girds for October 28 Earnings as Bern's Capital Overhaul Looms
Swiss lawmakers weigh 'Lex UBS' capital rules; UBS sees up to $33 billion burden as Q3 results loom on October 28.
boerse-global.de, heute 03:11 UhrVulcan Energy: One of 28 Wells Clears a Key Test, but the Full Story Is Still Being Drilled
Vulcan Energy's LSC-3a reinjection well modeled about 64 standard liters per second above the roughly 40 in its field development plan. ...
boerse-global.de, heute 03:11 UhrAMD Slides as Rate Fears Test the AI Trade's Staying Power
AMD dropped 6.2% to EUR 470.50 as rising bond yields and AI spending doubts hit semiconductors; Q3 2026 results are due November 3.
boerse-global.de, heute 03:11 UhrHensoldt Climbs 5.9% as European Defense Sentiment and a Deutsche Bank Bull Case Collide
Hensoldt closed at EUR 87.80 up 5.9% on sector-wide defense buying. Deutsche Bank keeps Buy; Goldman starts Neutral ahead of Nov 5 results. ...
boerse-global.de, heute 03:02 UhrIREN's 11% Drop Is a Sector Move — the Company's Own Scorecard Is Still Blank
IREN drops 11% amid AI infrastructure selloff and financing worries; Morningstar cuts its target to $37 as investors weigh growth plans. ...
boerse-global.de, heute 03:02 UhrDeutsche Telekom's AI Ambitions Meet a US Reality Check
Telekom weighs a state-backed Nvidia AI tie-up with no disclosed terms against T-Mobile US growth that hasn't fully reached parent shareholders. ...
boerse-global.de, heute 03:02 UhrTSMC's Margin Promise Meets a Market That Won't Listen
Barclays raised its TSMC target to $670 keeping Overweight as Q3 revenue rose 50.9% and Q4 gross margin guidance of 65% to 67% becomes ...
boerse-global.de, heute 02:51 UhrAlmonty: A Shipping Date, a Trimmed Price Target, and the Space Between Them
Almonty schedules its first commercial tungsten shipment from Sangdong for October 24 and an investor day for October 19 while Oppenheimer ...
boerse-global.de, heute 02:50 UhrDroneShield's Thermal Detection Gains 44% as Software Push Meets a Skeptical Tape
DroneShield closed up 6.7% at EUR 0.9388 after unveiling a Q4 software update; A$261M of FY2026 revenue is contracted within guidance. ...
boerse-global.de, heute 02:50 UhrASML's Order Book Looks Deep — But the Company Won't Sign Until It Can Deliver
ASML will vet 2029-2030 orders before accepting them as Q3 2026 revenue hit EUR 11.7bn and 2027-2028 capacity is set to fall short of ...
boerse-global.de, heute 02:50 UhrNebius shares dropped 12% amid sector-wide rate and financing concerns, even as it unveiled an AI education partnership with NVIDIA.
boerse-global.de, heute 02:41 UhrBayer's Farm Study and Pharma Pipeline Tell Different Stories Than the Quarter Will
Bayer faces a Nov 3 Q3 report as a farm study FDA filing acceptance and early-stage pharma news sit apart from actual earnings figures. ...
boerse-global.de, heute 02:41 UhrVonovia's Berlin Standoff Cools as Investors Eye November Verdict
Coalition talks pause eases expropriation fears for Vonovia, but shares sit near a 52-week low before the 4 November Q3 report.
boerse-global.de, heute 02:41 UhrCommerzbank: JPMorgan's Rate Assumption, BlackRock's Tiny Nudge, and the November 5 Reckoning
JPMorgan raised 2027-28 Commerzbank earnings forecasts on a 3% ECB rate assumption, keeping its Neutral rating and EUR 39 target.
boerse-global.de, heute 02:40 UhrIngolstadt Trade Body Puts 150 Apprentices Through Machine-Safety Crash Course
Kreishandwerkerschaft Ingolstadt-Pfaffenhofen held a safety seminar for about 150 apprentices across eight trades covering ladders saws ...
boerse-global.de, heute 02:20 UhrBayWa AG relocates its irrigation business from Pfatter to Obertraubling; the separately owned BayWa Bau- & Garten stores closing are ...
boerse-global.de, heute 02:10 UhrEvotec's Interim Beat Leaves Analysts Divided Over What the Final Quarter Holds
Evotec's preliminary nine-month figures topped consensus but RBC and Deutsche Bank drew opposite conclusions as full-year guidance stayed ...
boerse-global.de, heute 01:50 UhrCounting Sick Days Is Not Enough: Courts Across Europe Push Back on Dismissals
Rulings in Lucca The Hague and Albacete show suspicion of malingering is not proof while Cologne upheld a dismissal over 60 days of absence. ...
boerse-global.de, heute 01:30 UhrAMD's AI Buildout Meets Wall Street's New Math
AMD shares fell to EUR 476.05 amid a chip selloff but Scaleway's Sweden AI supercomputer and the Helion rack design show demand beyond ...
boerse-global.de, heute 01:10 UhrDiginex's Resulticks Deal: A Target Date, a Lender Clause, and the Difference Between the Two
Diginex shareholders backed the Resulticks takeover but closing by October 30 still hinges on lender consents and Nasdaq listing approval. ...
boerse-global.de, heute 01:00 UhrA 37-year-old worker suffered forearm injuries when a flash fire broke out while shutting down hot fogging equipment in a 1.5-metre-deep ...
boerse-global.de, heute 00:52 UhrBrazil's NR-1 Overhaul: Psychosocial Risks and Home Office Work Enter the Regulatory Spotlight
Brazil's revised NR-1 brings psychosocial risks and remote work into employer duties but court suspensions have paused fines on psychosocial ...
boerse-global.de, 16.10.26 23:30 UhrCAC 40 closes 0.3 percent higher as yields ease
CAC 40 ends at 7,957 points as lower yields support European stocks; French bond auctions are due Monday at 1:00 p.m. CET.
ad-hoc-news.de, 16.10.26 23:26 UhrMOEX Russia closes 39 points higher on oil and peace hopes
MOEX Russia closed at 2 426 points after oil and geopolitical hopes lifted shares; the Bank of Russia's next rate decision is October ...
ad-hoc-news.de, 16.10.26 23:22 UhrRussell 2000 falls 1.7 percent as chip selloff deepens
Russell 2000 ends at 2,721 points after chip stocks slide; Monday's housing sentiment data are due October 19 at 9:00 a.m. ET.
ad-hoc-news.de, 16.10.26 23:20 UhrSDAX closes 1.4 percent higher as Verbio surges
SDAX closed at 18,206 points after rate and AI concerns eased; German factory orders arrive Monday at 8:00 a.m. CEST.
ad-hoc-news.de, 16.10.26 23:17 UhrIBEX 35 gains 149 points as Fed cools rate fears
IBEX 35 ends at 19,326 points after the Fed cools October rate fears; China GDP and Spanish business data are due Monday.
ad-hoc-news.de, 16.10.26 23:16 UhrTecDAX gains 1.1 percent as Nordex lifts tech stocks
TecDAX ends at 4,015 points after Nordex earnings; German factory orders are due Monday at 8:00 a.m. CEST in the next session.
ad-hoc-news.de, 16.10.26 23:14 UhrMDAX closes 1.5 percent higher as Nordex leads
MDAX ended at 30,657 points on Friday after Fed rate concerns eased; German factory orders are due at 8:00 a.m. CEST Monday.
ad-hoc-news.de, 16.10.26 23:12 UhrBUX closes 0.7 percent higher as OTP leads rally
BUX ended at 145,471 points after OTP gained 1.9 percent, while Hungary's central bank decision is due Tuesday at 2:00 p.m. CEST.
ad-hoc-news.de, 16.10.26 23:09 UhrAEX closes 0.9 percent higher as chip stocks recover
AEX finished at 1 143 points after ASML and banks led gains; China GDP data are due Sunday at 8:00 p.m. CEST before Amsterdam opens Monday. ...
ad-hoc-news.de, 16.10.26 23:08 UhrS&P / TSX Composite gains 39 points as Denison leads
S&P/TSX Composite ended at 36 177 points after commodity gains; Canada CPI is due Monday at 8:30 a.m. ET ahead of the Bank of Canada's ...
ad-hoc-news.de, 16.10.26 23:07 UhrEuro Stoxx 50 closes 0.6 percent higher as ASML rebounds
