SAP's €2 Billion AI Efficiency Drive Collides With a Global Tech Retreat
SAP closed at €209.40 down 3.4% amid a worldwide AI and chip selloff; the company plans cheaper AI models and a €2 billion efficiency ...
boerse-global.de, heute 05:31 UhrMorgan Stanley downgraded OMV to Underweight while lifting its price target to EUR 67 as refining margins and new geothermal and eMethanol ...
boerse-global.de, heute 05:22 UhrPalantir s US commercial revenue hit $984M in Q3 2026, surpassing government s $953M as 148% commercial growth reframes the investment ...
boerse-global.de, heute 05:22 UhrRWE Fires Up 34 MW Hydrogen-Capable Turbine in Lingen as BlackRock Trims Stake to 7.12%
RWE begins a multi-month hydrogen test at its Lingen gas turbine and has won grid awards for three hydrogen-ready plants totaling around ...
boerse-global.de, heute 05:22 UhrMicrosoft Tightens Grip on Third-Party AI Capacity as IREN's January Deadline Looms
Microsoft is reviewing outside data-centre contracts with Nebius IREN and Nscale weighing further deals as Azure growth and capacity timing ...
boerse-global.de, heute 05:11 UhrNebius Stock: Microsoft's Scrutiny, a 50 MW Site in Spartanburg, and the November 12 Verdict
Nebius shares gained 8.4% as AI stocks rebounded but Microsoft's tighter project oversight and unfinished financing cloud its data-center ...
boerse-global.de, heute 05:11 UhrD-Wave Quantum: A 19% Sector Lift, Two Trimmed Targets and a Lawsuit Window That Closes in December
D-Wave reports Q3 2026 results Nov 10 as analysts cut targets and a securities class action deadline looms Dec 15.
boerse-global.de, heute 05:11 UhrSiemens Energy: A 3.8% Gain, Two Reaffirmed Bull Calls and the Low Bar Set for 11 November
Siemens Energy gained 3.8% Friday as JPMorgan kept Overweight at 245 euros and UBS reiterated Buy at 210 euros ahead of Q4 results on ...
boerse-global.de, heute 05:11 UhrTeradyne's India Opportunity and Robotics Bet Test Investor Patience
Teradyne shares gained 3.5% amid a chip-sector recovery. Q4 revenue guidance of $1.25B-$1.35B and India demand across three customer groups ...
boerse-global.de, heute 05:05 UhrLogitech Faces a Two-Front Test: Supplier Disruption and a Marketing Firestorm
Logitech guided Q3 fiscal 2027 revenue to $1.36–1.43 billion citing a $70–80 million hit from a chip supplier plant shutdown and a ...
boerse-global.de, heute 05:05 UhrRio Tinto Restarts Oyu Tolgoi Underground Work as Copper Sentiment Sours
Rio Tinto stock gained 1.7% Friday even as copper hit its weakest since July with Oyu Tolgoi output 10% above plan offsetting demand worries. ...
boerse-global.de, heute 05:05 UhrAndritz Balances Order Dip With Revenue Growth as New Projects Come Online
Andritz posts 9.2% Q3 revenue growth to 2,059.6 MEUR and 10.3% higher EBITA while orders slip 0.6%; full-year 2026 guidance unchanged. ...
boerse-global.de, heute 05:05 UhrEquinox Gold Heads Into November 9 Results With a Bigger Production Base and a Sector Tailwind
Equinox Gold closed at €10.28 as gold miners rallied. Q3 results are due November 9 after output of 237,019 ounces and reaffirmed 2026 ...
boerse-global.de, heute 05:04 UhrUPM-Kymmene Insider Purchase Masks Underlying Earnings Pressure
UPM's comparable operating profit fell 8% to EUR 131 million in Q3 2026 as the EU extended its Sappi graphic papers review to 8 January ...
boerse-global.de, heute 05:02 UhrPartners Group Splits €6.6 Billion Fund Into Old and New Pools as Withdrawal Requests Pile Up
Partners Group asks investors to approve splitting its €6.6 billion Global Value SICAV into two portfolios as redemption requests mount. ...
boerse-global.de, heute 05:02 UhrLumentum's Stock-Swap Math Now Ties Its Fate to Marvell's Share Price
Lumentum shares rose 6.6% Friday but with a fixed 4.500 Marvell share exchange and a 2028 close valuation hinges on Marvell and delivery. ...
boerse-global.de, heute 05:02 UhrJ&J's Oral Psoriasis Drug Clears Late-Stage Hurdle as Orthopedics Deal Talks Collapse
J&J's oral ICOTYDE met Phase 3 psoriatic arthritis endpoints with 58% achieving ACR20 versus 41% on placebo supporting a $5 billion-plus ...
boerse-global.de, heute 05:02 UhrLumentum's 6.6% Rebound Masks a Harder Question: What Are Marvell Shares Actually Worth?
Lumentum shares gained 6.6% Friday but its all-stock Marvell deal with a fixed 4.500 exchange ratio ties valuation to Marvell's price. ...
boerse-global.de, heute 05:02 UhrBAT Slides With London Market as Boardroom Changes and a Goldman Upgrade Draw Focus
British American Tobacco fell 2.5% in a global selloff, while Goldman Sachs upgraded it to Buy and seven executives bought shares.
boerse-global.de, heute 05:02 UhrNvidia's 3.2% Bounce Masks a Harder Question: Who Pays for the AI Buildout?
Nvidia gained 3.2% Friday in a sector-wide chip rebound. Melius cut its target to $315 and about 600,000 H200 chips await China approval ...
boerse-global.de, heute 05:02 UhrNovo Nordisk picked Luigi La Corte as CFO and lifted 2026 guidance to -2% to +2% as Q3 adjusted sales hit DKK 79.2 billion on obesity ...
boerse-global.de, heute 05:02 UhrAeroVironment Bolsters Its Balance Sheet as KeyBanc Trims Its Target
AeroVironment expanded its revolver to $450M and added Leonardo DRS and Elsight partnerships while KeyBanc trimmed its price target to ...
boerse-global.de, heute 04:54 UhrPetrobras Lifts Credit Standing as Sirius Gas Start Slips and Diesel Cargoes Plug Refinery Gaps
Fitch lifted Petrobras' standalone credit profile to bbb+; Q3 output rose 11.7% while the Sirius gas project slipped and diesel cargoes ...
boerse-global.de, heute 04:54 UhrABB Weighs Plan B for Robotics Unit as Beijing Stands Firm
China s security review opposes SoftBank s $5.4B takeover of ABB's robotics unit; ABB explores another buyer or a listing as talks continue. ...
boerse-global.de, heute 04:54 UhrEli Lilly Balances Alzheimer's Reimbursement Win Against Widening 340B Discount Battle
Canada backs reimbursement for Kisunla; Lilly faces a 340B data lawsuit and Missouri order while guiding 2026 revenue to $91–92 billion. ...
boerse-global.de, heute 04:54 UhrXiaomi's Record EV Month Collides With a 58% Profit Slide Ahead of Q3 Report
Xiaomi Auto delivered over 50,000 EVs in October its best month of the year. Citi keeps buy UOB trims target ahead of 24 November Q3 results. ...
boerse-global.de, heute 04:52 UhrNordex Lifts 2026 Margin Guidance as Buy and Underperform Camps Hold Their Ground
Nordex raised its 2026 EBITDA margin guidance to 11.5%-12.5% after Q3 profit doubled; Deutsche Bank and Jefferies say Buy RBC stays Underperform. ...
boerse-global.de, heute 04:52 UhrBMO Opens Lynas Coverage at Outperform as Record Prices Meet a Soft Revenue Print
BMO Capital initiated Lynas Rare Earths at Outperform with an A$17 target days after Q1 FY2027 revenue rose 55% but missed consensus. ...
boerse-global.de, heute 04:52 UhrAxa Wins Moroccan Approval for Staff Share Issue as UK Terror Cover Goes Digital
AMMC cleared Axa s employee-only share prospectus in Morocco, covering up to 58.95 million shares; UK arm joins Pool Re s SME terror cover ...
boerse-global.de, heute 04:52 UhrFujikura Gains 5.7% as Sector Rebound Masks a Busy Corporate To-Do List
Fujikura shares gain 5.7% in a broad Japanese AI and semiconductor recovery; the company also plans to sell its Nishi Nippon Electric ...
boerse-global.de, heute 04:52 UhrBayer Bulls and Cautious Voices Diverge After a Week of Upgraded Targets
Bayer closed at €55.08 as Jefferies kept a Hold while UBS and DZ Bank stayed bullish; Q3 pharma strength lifted full-year EBITDA guidance. ...
boerse-global.de, heute 04:52 UhrDeutsche Telekom Turns RAN Software Into a Revenue Line While Lifting Payout and 2026 Targets
Telekom is marketing its RAN controller to Vodafone and TelefĂłnica weighs an MSS spectrum bid and posted 5.5% organic revenue growth ...
boerse-global.de, heute 04:52 UhrTesla's Texas Two-Step: Extra Cybertruck Shift Buys Time as Political Ground Shifts
