Alibaba Puts Qwen to Work: Apple, Dakar and the November 19 Verdict
Alibaba reports September-quarter results Nov 19, with investors weighing AI capex against Qwen's Apple and Dakar 2026 deals.
boerse-global.de, heute 03:31 UhrOndas Holdings Balances Two Takeovers and a Counter-Drone Order Book Against a November Reckoning
Ondas signed a binding deal for Germany s Stemme, targeting a Q1 2027 close, while Israel s competition authority approved the Aran purchase ...
boerse-global.de, heute 03:31 UhrBloom Energy's Growth Story Now Hinges on Permits, Not Promises
Google's $17bn Wyoming data center with 702 MW of Bloom fuel cells marks progress but delivery timing and permitting now decide the story. ...
boerse-global.de, heute 03:31 UhrTake-Two Draws a Bull and a Trim in the Same Week as GTA VI Clock Ticks Toward November 2026
Macquarie starts Take-Two at Outperform with a $300 target on GTA VI upside while BTIG trims its target to $262 ahead of the Nov. 9 results. ...
boerse-global.de, heute 03:31 UhrAirbus Tops 600 Deliveries Through October While Racking Up Defence, Satellite and Training Wins
Airbus delivered 74 aircraft to 45 customers in October taking ten-month deliveries to 621 jets and gross orders to 1,376 alongside EUR ...
boerse-global.de, heute 03:21 UhrEnergy Fuels posted Q3 2026 revenue of $29.2M and a $52.4M net loss as it integrates ASM holds a White Mesa permit and awaits Brazil licensing. ...
boerse-global.de, heute 03:21 UhrUEC's subsidiary signed six-year contracts for 1.1 million pounds of U?O? with no floor cap or discount; pricing tracks spot at delivery. ...
boerse-global.de, heute 03:21 UhrSiemens Energy: A 4.2% Rebound, Two Bullish Brokers and the AI Question Hanging Over 11 November
Siemens Energy stock gained 4.2% as JPMorgan and UBS reiterated bullish ratings before Q4 and fiscal 2026 results due 11 November.
boerse-global.de, heute 03:21 UhrAMD's $17 Billion Quarter Is Already Priced — the Balance Sheet Has to Cash the Check
AMD shares rose 9.5% in a chip rebound. Q3 data-center revenue hit $8.5B up 97% but free cash flow fell to $554M as inventory climbed. ...
boerse-global.de, heute 03:11 UhrBayer's Profit Engine Revs Up as Litigation Clock Ticks Toward Christmas
Bayer posted a EUR 672 million Q3 net loss while EBITDA before special items rose 6.9% and full-year EBITDA guidance was lifted.
boerse-global.de, heute 03:11 UhrDeutsche Telekom Lifts 2026 Targets as Q3 Profit Climbs and AI Deals Pile Up
Deutsche Telekom raised its 2026 guidance to about EUR 47.6bn adjusted EBITDA AL after Q3 adjusted net profit rose 12.7% to EUR 3.0bn. ...
boerse-global.de, heute 03:10 UhrCommerzbank Sticks to Its 3.4 Billion Euro Profit Pledge as Deposit Battle Bites
Commerzbank reaffirmed its 2026 net profit goal of at least 3.4 billion euros while trimming its net interest income forecast to around ...
boerse-global.de, heute 03:10 UhrVertiv's Liquid-Cooling Bet Puts the Plumbing Before the Payoff
Vertiv closed its King Environmental acquisition and reported Q3 2026 net sales of $4.313 billion up 61% year over year with organic orders ...
boerse-global.de, heute 03:02 UhrASML's AI Bet Only Pays Off If the Machines Actually Ship
Jefferies says Mistral AI is already lifting ASML's productivity but the EUR 1.3 billion stake pays off only if it speeds EUV and DUV ...
boerse-global.de, heute 03:02 UhrAixtron's Order Book Doubles While the Street Argues Over the Bill
Aixtron stock gained 4.7% with semiconductor equipment peers after a selloff; Q3 2026 orders jumped 122% to EUR 274.9 million on AI data-center ...
boerse-global.de, heute 02:51 UhrUBS Chief Puts Cyber Threat on Par With Credit and Market Risk as Bern Weighs Capital Squeeze
UBS CEO Ermotti says cyber risk rivals credit and market exposures as SNB's Schlegel backs full hard-capital coverage for foreign units. ...
boerse-global.de, heute 02:51 UhrAllianz Faces Twin Headwinds as Reinsurance Gloom Meets a Metzler Vote of Confidence
Allianz shares dropped 2.7% as JPMorgan downgraded reinsurance peers and pricing softened while Metzler expects an operating profit guidance ...
boerse-global.de, heute 02:51 UhrCATL's Project Wins Pile Up While the Profit Question Sharpens
JPMorgan lowered its CATL A-share target to RMB 300 while keeping Overweight as Q3 2026 profit growth slowed to 14.5% and a Hungarian ...
boerse-global.de, heute 02:51 UhrThyssenkrupp's Green Steel Timetable Slips to 2029 as Hydrogen Tender and Wage Talks Take Shape
Thyssenkrupp Steel Europe pushed its Duisburg direct-reduction plant to 2029 from 2027 citing engineering and construction with hydrogen ...
boerse-global.de, heute 02:40 UhrAmazon Bets on Two Fronts: A Sold-Out Cloud and a Chatbot That Shops
Amazon faces a cash flow test as AWS capacity is sold out through 2027 while free cash outflow hits $42.4 billion and Alexa shopping expands ...
boerse-global.de, heute 02:30 UhrIBM Pairs Nighthawk Quantum Chip With Oak Ridge's Umbra While Evercore Keeps Its $275 Target
IBM AMD and Oak Ridge s Quantum Science Center launch a joint platform targeting error correction, feeding IBM s Starling machine due ...
boerse-global.de, heute 02:10 UhrShell Insider Sale Lands Alongside LBBW's Target Hike and a Fresh LNG Offtake
Shell trading chief Andrew Smith sold 33,000 shares for €1.6m as LBBW lifted its target to 4,300p after Q3 earnings and Shell signed ...
boerse-global.de, heute 02:01 UhrUbtech awarded about 1.9587 million new H-shares at RMB1 each to three directors and 360 employees testing dilution against robot progress. ...
boerse-global.de, heute 01:50 UhrSoftBank's AI Ambitions Meet a Harder Question: Where Are the Returns?
SoftBank stock gained 4.4% even as its credit default swap spread hit a four-year high and SB Energy's $50 billion IPO was pushed to December ...
boerse-global.de, heute 01:40 UhrAmsterdam site breach comes as shareholders weigh Azure growth against data-centre construction risks and rising financing costs.
boerse-global.de, heute 01:31 UhrCSG's US Army Opening Hinges on Bids Yet to Be Won, With Kop?ivnice Build-Out Running in Parallel
MSM North America is now a qualified contractor on a five-year $4.2bn shared-ceiling Army framework but value depends on winning individual ...
boerse-global.de, heute 01:30 UhrMicrosoft Trims Third-Party AI Leases While Azure's 49% Target Faces Its Reckoning
Microsoft declined to renew an Oracle AI computing lease and passed on a Nscale option as it tightens oversight of data centre partners ...
boerse-global.de, heute 01:30 UhrServiceNow formed the Control Tower Alliance and raised its 2026 AI contract target to $1.7B but softer cRPO guidance prompted two analysts ...
boerse-global.de, heute 01:20 UhrIonQ Sells Out Superion Capacity for 2027 as BofA Trims Its Price Target
IonQ booked all 2027 Superion-256 capacity and 2028 orders are filling but BofA kept Buy while cutting its target to $50 on sector multiple ...
boerse-global.de, heute 01:10 UhrCATL's Expanding Order Book Meets a Harder Question: Who Absorbs the Battery Tax?
JPMorgan lowered CATL's H-share target to HKD420 and A-share to RMB300 citing battery tax cost pass-through even as overseas EV battery ...
boerse-global.de, heute 01:10 UhrMarvell Narrows Its Own Goalposts as Data Center Dependence Deepens
Marvell holds Q3 FY2027 revenue midpoint and tightens its guidance band to plus or minus 2% with data center at 79% of second-quarter ...
boerse-global.de, heute 01:03 UhrUBS's Real Test: Can 14.8% Returns Outrun Bern's Capital Demands?
UBS posted 14.8% Q3 2026 return on hard core capital as RBC lifted its target to CHF 50, while the SNB backs stricter capital rules.
boerse-global.de, heute 00:50 UhrPalantir's Rebound Has a Catch: Growth Targets Now Depend on Delivery
