AstraZeneca Cloud Shift and a Walldorf Concept Store Put SAP's AI Ambitions to the Test
AstraZeneca's RISE with SAP cloud migration and a Walldorf retail lab with VF are the tests SAP investors will watch to judge its AI push. ...
boerse-global.de, heute 05:31 UhrAmazon's Two-Front Week: Chile Cloud Buildout and a Japanese Antitrust Truce
Amazon opened its Chilean cloud region plans over $4 billion in investment as AWS growth and negative free cash flow shape the buildout's ...
boerse-global.de, heute 05:21 UhrLake Victoria Gold Balances Analyst Backing Against Gaps in Imwelo Planning
Atrium Research kept its buy rating and CA$0.65 target on Lake Victoria Gold as grade-control drilling at Imwelo's Area C gets underway. ...
boerse-global.de, heute 05:21 UhrGoldman Sachs Stake in Enapter Tops 5% as Rights Issue Runs Its Course
Goldman Sachs' attributed Enapter position reached 5.16% split between 2.28% in shares and 2.88% via instruments as a EUR 13 million rights ...
boerse-global.de, heute 05:21 UhrRealty Income's 137th Dividend Increase Puts Per-Share Earnings Under the Microscope
Realty Income lifted its monthly payout to $0.2740 and set a $10 billion 2026 investment target but AFFO per share growth is the key test. ...
boerse-global.de, heute 05:21 UhrKontron Insiders and Analysts Align as Delivery Backlog Takes Centre Stage
CEO share purchase and DZ Bank buy rating back Kontron, but EUR 68.6 million in finished goods must ship in Q4 to hit 2026 targets.
boerse-global.de, heute 05:13 UhrStrategy's $20.9 Billion Bitcoin Gain Masks a Revenue Base That Barely Registers
Strategy's Q3 revenue was $125.4M while its Bitcoin fair-value gain hit $20.9B. It bought 1,036 BTC for $81.9M as MSCI weighs index removal. ...
boerse-global.de, heute 05:13 UhrFresenius Locks In EUR 523 Million From FMC Stake Sale as Analysts Rush to Raise Targets
Fresenius placed 13.4 million FMC shares at EUR 39 each trimming its stake to about 20% and raising just under EUR 523 million for growth ...
boerse-global.de, heute 05:13 UhrInnodata Wins New Work but Must Bridge a $12 Million Gap First
Innodata secured an ~$18M Q4 program and flagged $20M+ in 2027 hyperscaler work, but the expired deal cuts ~$12M from Q4 revenue.
boerse-global.de, heute 05:13 UhrBechtle's Order Book Prompts Jefferies to Call 2027 Consensus Too Timid
Jefferies reaffirmed Buy and a EUR 48 target on Bechtle citing a full order backlog after the IT group raised its full-year pre-tax profit ...
boerse-global.de, heute 05:13 UhrTorm's LR2 Newbuild Venture Takes Shape as Earnings Face a Durability Test
Torm weighs an eight-ship LR2 joint venture with a Chinese yard as Q3 2026 profit of $199 million faces questions over market durability. ...
boerse-global.de, heute 05:13 UhrTesla's European Rollout Hits a Population Threshold as Cybertruck Gets a Longer Runway
Finland recognizes Dutch provisional approval for Tesla Assisted Driving but EU-wide sign-off needs 15 member states and 65% of the bloc's ...
boerse-global.de, heute 05:11 UhrCarnival Backs Its Home Ports and Sales Network While Tapping $2 Billion in Short-Term Paper
Carnival filed a $2 billion commercial paper programme with the SEC rated A-3 by S&P alongside community giving and a 2027 Festivale update. ...
boerse-global.de, heute 05:11 UhrTake-Two's GTA VI Preorder Signal Faces Its First Real Audit
Take-Two stock rose 3.7% as GTA VI preorders drew exceptional demand but fiscal 2027 bookings of $8.0–$8.2 billion will decide the thesis. ...
boerse-global.de, heute 05:11 UhrSiemens reports fiscal 2026 Q4 figures on 12 November as JPMorgan removes the stock from its focus list on valuation keeping Overweight. ...
boerse-global.de, heute 05:11 UhrPetrobras Faces a Two-Front Test: Earnings Miss and a R$3.6 Billion Contract Clause
Petrobras Q3 2026 net profit of R$39.8 billion missed the R$46.62 billion consensus; capex and lease guidance rose ahead of the November ...
boerse-global.de, heute 05:04 UhrEli Lilly Faces Lawsuit Over Mounjaro Marketing as Pipeline Momentum Builds
Former sales manager sues Lilly over Mounjaro marketing claims as positive Taltz-Zepbound and Foundayo data meet new FDA eye-risk warnings. ...
boerse-global.de, heute 05:04 UhrLenovo's November 19 Reckoning: CLSA's 13% Earnings Bet Meets a Half-Year Balance Sheet
Lenovo's AI ambitions face a Nov 19 board review of half-year results and a possible interim dividend after CLSA lifted its earnings estimate ...
boerse-global.de, heute 05:02 UhrThe Trade Desk's Measurement Bet Meets a Revenue Reckoning
Trade Desk promises open measurement product by end of 2026 as Q3 revenue slips 0.5% to $736 million and analysts stay Neutral.
boerse-global.de, heute 05:02 UhrNordex Adds Dutch Tower Technology and Albanian Foothold as Goldman, Barclays Revise Targets
Nordex agreed to acquire C1 Connections and won an 84 MW Albania order; Q3 EBITDA was EUR 278.2 million as Goldman and Barclays raised ...
boerse-global.de, heute 05:02 UhrErste Funds Trim Wienerberger Stake to 3.82% as Brickmaker Braces for Cost Squeeze
Erste Asset Management s managed funds lowered their Wienerberger voting stake to 3.82% from 4.22%, as Gerhard Hanke s CEO role was made ...
boerse-global.de, heute 05:02 UhrIREN's $20.3 Billion Order Book Is Signed — the Question Is Who Pays for the Build
IREN shares jumped on sector optimism but its $4 billion revenue goal and a $6 billion funding gap put execution under the spotlight. ...
boerse-global.de, heute 05:02 UhrGoldman Trims Gold Targets as Central Bank Buying Collides With a Hawkish Fed
Goldman lowered its end-2026 gold target to $4,150/oz from $4,650 citing Fed tightening as China extended official purchases to a 24th ...
boerse-global.de, heute 05:02 UhrThe Trade Desk Bets That Better Measurement—and a Veteran's Return—Can Restart Growth
Trade Desk adds a CTO Council under Dave Pickles and plans an open measurement product by end-2026 as Q3 revenue slipped 0.5% to $736 ...
boerse-global.de, heute 04:52 UhrMorgan Stanley Trims E.ON Rating as Capex Discipline and Data-Centre Ambitions Divide the Street
Morgan Stanley downgraded E.ON to Equal-weight on valuation keeping its EUR 21 target as shares fell after flat nine-month operating results. ...
boerse-global.de, heute 04:52 UhrRWE's Gas Tender Ambitions Meet a Trading Desk That Keeps Outperforming
RWE plans a 1.5 GW bid in Germany's second gas plant auction after nine-month adjusted EBITDA rose 35% to EUR 4.6 billion on strong trading. ...
boerse-global.de, heute 04:51 UhrOracle Climbs as CoreWeave Restores Faith in AI Infrastructure Spending
Oracle stock rose 9.6% as CoreWeave's Q3 2026 beat eased AI infrastructure demand and funding worries; Bernstein reiterated Outperform ...
boerse-global.de, heute 04:51 UhrShell's Buyback Momentum Meets a Canberra Gas Test and a 2027 Australian Exit
Shell repurchases shares under its US$5 billion buyback as Australian gas reservation rules and a US$1.45 billion North West Shelf stake ...
boerse-global.de, heute 04:51 UhrRheinmetall's Margin Math: CSG's Warning Exposes the Price Side of the Defence Story
Rheinmetall shares drop after CSG's profit warning on artillery shell prices; BofA and Berenberg cut targets to EUR 900 ahead of 27 November ...
boerse-global.de, heute 04:51 UhrAirbus Kicks Off EUR 5 Billion Buyback With EUR 800 Million Opening Tranche
Airbus began a buyback of up to EUR 5 billion, with an EUR 800 million first tranche, as it won an IRIS contract and a Cathay order.
boerse-global.de, heute 04:42 UhrEnergy Fuels: Uranium Economics, a Non-Cash Charge, and a Rare Earth Build-Out
Energy Fuels posted Q3 revenue of $29.2M and a $52.4M net loss driven by non-cash charges while uranium stayed profitable for a third ...
boerse-global.de, heute 04:42 UhrVolkswagen's Zwickau U-Turn and Anhui's Empty Lines Test the Group's Rebuild
