Microsoft Lets Nscale Option Lapse and Winds Down Oracle AI Lease as Azure's 48% Growth Sets the Bar
Microsoft declined an Nscale expansion option and let an Oracle AI capacity contract lapse raising questions about capacity discipline ...
boerse-global.de, heute 06:52 UhrCSG's US Army Qualification Carries a Shared $4.2 Billion Ceiling — and No Guaranteed Orders
CSG's MSM North America is a qualified bidder on a five-year $4.2B Army munitions framework but the selection guarantees no orders or ...
boerse-global.de, heute 06:52 UhrSiemens Maps Healthineers Spinoff Vote for February 2027 While Rail and Robotics Orders Pile Up
Siemens plans Healthineers rename and 2027 carve-out with shareholder votes in February 2027; shares fell 2.9% amid an AI stock selloff. ...
boerse-global.de, heute 06:51 UhrDeutsche Telekom's Solid Quarter Meets a Muted Reception as Buyback Falls Short
Deutsche Telekom beat Q3 revenue and profit forecasts but its planned 2027 buyback of up to EUR 2 billion fell short of analyst estimates. ...
boerse-global.de, heute 06:51 UhrSiemens Energy: A 3.8% Rebound, a Split Broker View and the 11 November Earnings Reckoning
Siemens Energy reports Q4 and 2026 fiscal year results on 11 November, with JPMorgan and UBS both positive ahead of the release.
boerse-global.de, heute 06:51 UhrXPeng's 166% Overseas Surge Gives Its AI Ambitions a Hard Number to Beat
XPeng shares gained 7.2% as investors weigh record October deliveries and new AI perception research ahead of Q3 results due November ...
boerse-global.de, heute 06:51 UhrEnergy Fuels posted $29.2M Q3 revenue and a $52.4M net loss as B. Riley and H.C. Wainwright cut targets but kept Buy ratings.
boerse-global.de, heute 06:42 UhrVoestalpine Apprenticeship Intake and Donawitz Dust Study Share the Spotlight as Shares Retreat
Voestalpine stock drops 3.0% amid a European pullback; Styria report finds fine-dust limits met but coarse dust exceedances at Donawitz. ...
boerse-global.de, heute 06:42 UhrUBS Wins Analyst Upgrade as Swiss Parliament Prepares Capital Rule Debate
UBS fell 0.8% after Q3 results as RBC raised its target to CHF 50. A Swiss National Council capital proposal and 200 London job cuts are ...
boerse-global.de, heute 06:41 UhrBayer Draws Fresh Brokerage Support as Pipeline News and Litigation Calendar Converge
DZ Bank lifted Bayer's fair value to EUR 64 and UBS to EUR 66 both keeping buy ratings after Q3 revenue of EUR 10.1 billion and raised ...
boerse-global.de, heute 06:41 UhrIntel's 8.5% Chip Rally Meets a $300 Million Israel Charge as Execution Takes Center Stage
Intel rose 8.5% on a chip-sector rebound and a BofA upgrade, but the real test is its 14A node, Oracle deal and a softer Q4 guide.
boerse-global.de, heute 06:41 UhrD-Wave Quantum: A Lawsuit Window, Two Cut Targets and a 15-Second Solver All Point to November 10
D-Wave reports Q3 2026 results Nov 10 as analysts trim targets but keep Buy ratings; securities lawsuit and commercial execution remain ...
boerse-global.de, heute 06:41 UhrUbtech Robotics Puts Its Hardware to Work in Newsrooms, Factories and Showrooms
Ubtech supplied hardware for two Xinhua robot anchors showed its U1 Pro in Korea unveiled Thinker-Sim and issued 2 million H-shares to ...
boerse-global.de, heute 06:41 UhrServiceNow Weds AI Ambition to Governance as Investors Zero In on Contract Growth
ServiceNow touts governed AI agents with LTM and a new alliance but investors weigh Q4 CRPO growth guidance after October 29 results. ...
boerse-global.de, heute 06:41 UhrMarvell's Lumentum Bill Comes Due as Two Brokerages Trim Their Targets
Marvell shares rose 6.2% Friday but two Wall Street downgrades and a $115 billion all-stock Lumentum takeover keep the valuation debate ...
boerse-global.de, heute 06:31 UhrCATL's Overseas Battery Volumes Jump 46.7% as Storage Deals Multiply and Margin Pressure Bites
CATL's overseas battery installations rose 46.7% in Jan-Sep 2026 but shares fell 3.7% on battery tax cost concerns as JPMorgan cut forecasts. ...
boerse-global.de, heute 06:31 UhrTake-Two's November Reckoning: GTA VI Launch Hype Meets a Forecast That Must Carry the Rest
Take-Two reports fiscal Q2 2027 results Nov 9 days before GTA VI's Nov 19 launch. Investors want growth beyond one blockbuster title. ...
boerse-global.de, heute 06:31 UhrAxon's Skydio Bet Meets a Harsh Reception on Wall Street
Axon stock dropped 18% after soft Q3 results a cut full-year forecast and a $1.2 billion Skydio drone investment; analysts trimmed targets ...
boerse-global.de, heute 06:31 UhrAmazon's Texas Nuclear Gambit Puts $220 Billion Spending Plan Under the Microscope
Amazon reaffirmed roughly $220 billion in 2026 capex as trailing free cash flow hit negative $42.4 billion putting capital returns under ...
boerse-global.de, heute 06:31 UhrTUI Care Foundation's Mallorca project wins a Global Responsible Tourism Award; Allianz partnership extended and Mein Schiff 3 repairs ...
boerse-global.de, heute 06:31 UhrDiginex Puts Two Clocks on the Table: A Takeover Deadline and a Capital Vote One Day Apart
Diginex pushed its Resulticks purchase deadline to 19 November 2026 with a 20 November EGM on capital measures that stand apart from the ...
boerse-global.de, heute 06:21 UhrASML's Order Book Runs to 2030, but Delivery Capacity Is the Bottleneck
ASML shares gained 5.6% Friday after a sector rebound. Investors now weigh buyback execution against whether delivery capacity can meet ...
boerse-global.de, heute 06:21 UhrEvotec's Horizon Savings Beat the Clock, but Deutsche Bank Won't Buy the 2030 Story
Evotec says its Horizon cost programme is ahead of plan as Q3 revenue hits EUR 164.9 million adjusted EBITDA improves and 2026 guidance ...
boerse-global.de, heute 06:21 UhrBerkshire's Buyback Brake: Price Discipline Meets a Weaker Underwriting Quarter
Berkshire repurchased $9.6B of stock in Q3 2026 but reports suggest buybacks may have paused after shares rallied testing Abel's valuation ...
boerse-global.de, heute 06:11 UhrVertiv Locks Down Chip Supply as Its Order Book Runs at Triple-Digit Growth
Vertiv shares gained 4.1% to €163.88 as AI and data-centre stocks rebounded while a three-year Infineon partnership underpins power ...
boerse-global.de, heute 06:11 UhrCommerzbank's Record Nine-Month Haul Faces a Two-Front Test
Commerzbank reported record nine-month operating profit of EUR 4,037 million but trimmed its full-year net interest income forecast to ...
boerse-global.de, heute 06:11 UhrBioNTech Puts Its Cash to Work as Pipeline Delivers Mixed Readouts
BioNTech repurchased $463.3M in ADSs posted Q3 revenue of €1.29B and net profit of €184.5M and reported early pumitamig lung cancer ...
boerse-global.de, heute 06:11 UhrUniCredit Holds Capital Buffer Steady as Orlopp Backs Value Case for Commerzbank Tie-Up
UniCredit reports Q3 and nine-month 2026 figures on 9 November as its ECB capital requirement stays at 200bp and two internal mergers ...
boerse-global.de, heute 06:11 UhrRecord Mine Output Masks a Shrinking Gold Supply as Central Banks Step Up
Gold settled at USD 4,063.65 an ounce as investors weigh October US inflation data due 10 November and the durability of central bank ...
boerse-global.de, heute 06:11 UhrVolkswagen recalled about 72,700 EVs paused ID. Golf work and guided to a 2026 operating return of up to 1% while raising EUR 1.95 billion ...
boerse-global.de, heute 06:11 UhrHealthineers Puts Four New Board Names Forward as Olyrian Carve-Out and Siemens Split Take Shape
Siemens Healthineers proposes four new supervisory board members for its 2027 AGM as it carves out Olyrian Diagnostics and prepares a ...
boerse-global.de, heute 06:11 UhrReplimune stock gained 5.8% after filing an amended 10-Q/A on 10b5-1 plans; Q2 fiscal 2027 net loss fell to $57.1 million from $83.1 million. ...
boerse-global.de, heute 06:04 UhrABB's Robotics Sale Hits a Chinese Wall, and the Bill Comes Due
ABB's $5.4B robotics sale to SoftBank faces a Chinese regulatory hurdle forcing talks on revised terms and weighing on its dealmaking ...
boerse-global.de, heute 06:04 UhrSanofi Signals Appetite for Bigger Deals as Analysts Lift Targets
