IBM's Quantum Bet Meets Its Auditor as Cloud and AI Tools Roll Out
IBM enters DARPA's Quantum Benchmarking Initiative Stage C while rolling out cloud AI and security products; quantum validation is the ...
boerse-global.de, heute 06:03 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 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 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 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 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 UhrIonQ's Order Book Is Full. Its Gross Margin Is the Story Nobody Wants to Read
IonQ's Q3 2026 revenue outlook rose and 2027 capacity is sold out but gross margin fell to 21.9% from 46.7% as dilution and execution ...
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 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 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 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 UhrAtlassian's $4.75 Billion Backlog Meets a Slower Cloud: Inside the 15% Slide
Atlassian shares dropped 15% after cautious guidance. Backlog rose 44% to $4,746 million but cloud growth failed to reaccelerate for the ...
boerse-global.de, heute 05:41 UhrNokia Charts AI's Network Future From Japan to North Carolina as Shares Rebound 3.5%
Nokia closed at €7.00 up 3.5% amid a broad tech recovery and a wave of AI network announcements including a 2035 traffic forecast and ...
boerse-global.de, heute 05:41 UhrRocket Lab's 16% Jump Came With the Crowd — the November 9 Print Will Show If It Can Stand Alone
Rocket Lab shares rose 16% with space peers before Q3 2026 results due Nov 9 as investors weigh sector sentiment against its booked Electron ...
boerse-global.de, heute 05:41 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
MPCM raised its Redcare Pharmacy price target to EUR 125 from EUR 120 citing valuation and a convertible bond adjustment while keeping ...
boerse-global.de, heute 05:41 UhrSilver's Physical Cushion Meets the Fed's Shadow
Silver gained 5.6% in a week, but a strong October US jobs report revived rate-hike bets ahead of the 10 November inflation print.
boerse-global.de, heute 05:41 UhrSK Hynix's Locked-In Order Book Faces a Washington Stress Test
SK Hynix shares dropped 10% with the chip sector as investors weigh whether tighter US rules could delay AI data center build-out and ...
boerse-global.de, heute 05:41 UhrRheinmetall's Shadow and a Record Backlog: Hensoldt's Split-Screen Quarter
Hensoldt stock dropped 3.8% to €77.78 as Rheinmetall's profit warning weighed on defence shares overshadowing record orders and a raised ...
boerse-global.de, heute 05:31 UhrSAP'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 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 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 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 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 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 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
