SanDisk's Cheap Multiple Hinges on Whether NAND Margins Outlast the Building Boom
SanDisk trades at 2.6x 2028 earnings on Cantor's math but the bet rests on 80% margins and USD 88.9 billion in floor-price contracts outlasting ...
boerse-global.de, vor 48 MinutenD-Wave Quantum: Stifel and Rosenblatt Trim Targets While the Subscription Engine Takes Center Stage
Stifel and Rosenblatt trimmed D-Wave Quantum price targets while keeping buy ratings citing hard-to-forecast revenue and shifted machine ...
boerse-global.de, vor 48 MinutenSiemens Wagers That a Breakup and a Buyback Can Justify Its Premium
Siemens plans to carve out Siemens Healthineers by 2027 with shareholder votes due in February. JPMorgan kept its Overweight rating but ...
boerse-global.de, vor 48 MinutenSiemens Builds a Rail Case in Taiwan and Britain While Preparing to Let Healthineers Go
Siemens weighs rail growth via Chippenham and MERMEC against a 2027 Healthineers spin-off with execution and integration the key tests ...
boerse-global.de, vor 48 MinutenSiemens Stacks Up Rail Orders and Buybacks While Integration Work Looms
Siemens repurchased 359,920 shares on 2-8 November taking its buyback to 5,937,947 since 1 July while pursuing rail acquisitions and a ...
boerse-global.de, vor 48 MinutenServiceNow insiders sold shares under pre-set 10b5-1 plans as investors weigh Q4 2026 cRPO growth guidance of 18.5% down from 20.5% in ...
boerse-global.de, vor 48 MinutenSAP Flags Four Maximum-Severity Flaws as JPMorgan Turns Bullish on AI Payoff
SAP fixed four CVSS 10.0 flaws in its November patch day, while JPMorgan upgraded the stock and raised its price target to €275.
boerse-global.de, vor 48 MinutenMeituan stock: Strong demand lifts offshore bond deal
Meituan stock is tied to a heavily demanded offshore yuan bond issue. The financing extends maturities while keeping debt costs in focus. ...
ad-hoc-news.de, vor 49 MinutenLenovo stock gets Motorola leadership change for 2027
Lenovo stock is set for a Motorola leadership handover as Amar Babu prepares to take charge in January. The change targets premium growth ...
ad-hoc-news.de, vor 50 MinutenFujikura stock gets higher sales outlook as profit surges
Fujikura stock enters the next phase after a sharp first-half earnings increase. Higher sales guidance contrasts with a lower operating-profit ...
ad-hoc-news.de, vor 52 MinutenCSL stock buyback expands with 44,235 shares repurchased
CSL stock repurchased ordinary shares under its on-market program on November 10. The filing adds fresh detail on capital allocation before ...
ad-hoc-news.de, vor 53 MinutenInfosys stock spotlights AI digital twins at Vienna energy event
Infosys stock is showcasing AI-enabled digital twins for energy networks at Enlit Europe in Vienna. The panel links Infosys with E.ON ...
ad-hoc-news.de, vor 54 MinutenAdvantest stock trades above prior report after outlook hike
Advantest stock traded at 182.35 euros on Lang & Schwarz on Wednesday, November 11. That was 2.07% above the prior report's quote.
ad-hoc-news.de, vor 56 MinutenKioxia stock gains 12.36% from the prior report’s quote
Kioxia stock is back in focus as Kitakami samples broaden the AI-storage story. Production expansion and possible US plans remain key ...
ad-hoc-news.de, vor 57 MinutenMunich Re's €6.6 Billion Target Draws a €643 Bull and a Neutral Retreat
Munich Re trades at €570.40 below Metzler's €643 target as JPMorgan downgrades to Neutral ahead of the November 12 quarterly report. ...
boerse-global.de, vor 58 MinutenXiaomi Robot Completes Full Eight-Hour Shift as Board Prepares to Sign Off on Q3
Xiaomi said a humanoid robot completed a full eight-hour shift at its car plant while CPCA reported 50,168 October wholesale deliveries ...
boerse-global.de, vor 58 MinutenMicron's AI Tailwind Meets a Stalled Taiwan Build and a $1 Billion Bet
Micron shares rise 6.5% as CoreWeave's strong quarter lifts AI sentiment while a suspended $4.5 billion Taiwan fab and a $1.0 billion ...
boerse-global.de, vor 58 MinutenPrimary Hydrogen awaits lab results from its first Wicheeda North drill program; Q3 2026 net loss was C$555,779 with going-concern uncertainty ...
boerse-global.de, vor 58 MinutenT-Systems and Sparxity signed a letter of intent on AI data-centre infrastructure as Goldman Sachs and DZ Bank trimmed price targets after ...
boerse-global.de, vor 58 MinutenPanasonic stock: AI demand lifts fiscal 2027 profit outlook
Panasonic stock traded at 18.58 euros on Wednesday as AI demand lifted its fiscal 2027 outlook. Capacity expansion is the next test.
ad-hoc-news.de, vor 59 MinutenMurata Manufacturing stock: Buyback reaches 13.9 million shares
Murata Manufacturing stock remains in focus after a fresh update on its share buyback. The disclosure adds detail on capital returns and ...
ad-hoc-news.de, heute 15:19 UhrSoftBank Group stock faces AI cost test after Q2 loss
SoftBank Group stock faces an AI cost test after a fiscal Q2 loss. Record net asset value and low leverage remain key supports.
ad-hoc-news.de, heute 15:17 UhrFinexity AG: 2026 / 2030 Bond Now Open for Subscription
Finexity AG / DE000A40ET88
dgap.de, heute 15:16 UhrOCBC stock tracks record profit and higher loan-growth outlook
OCBC stock follows record nine-month profit and a stronger 2026 loan-growth outlook. Margin pressure and Great Eastern volatility remain ...
ad-hoc-news.de, heute 15:16 UhrTokyo Electron stock raises FY2027 bar after record first half
Tokyo Electron stock faces a higher execution bar after record first-half growth. A major buyback keeps shareholder returns in focus through ...
ad-hoc-news.de, heute 15:15 UhrZijin Mining stock faces Bor expansion relocation and funding test
Zijin Mining stock is in focus as a Serbian copper expansion raises relocation and funding questions. The project remains in planning. ...
ad-hoc-news.de, heute 15:14 UhrSoftBank Corp stock outlook rises as AI growth lifts FY2026 targets
SoftBank raised its full-year outlook after record first-half results with cloud and AI supporting Enterprise growth. The dividend forecast ...
ad-hoc-news.de, heute 15:13 UhrBASF's €400 Million Gas Headwind Leaves Jefferies Cold on 2027
Jefferies downgrades BASF to Underperform keeping a €44 target warning 2027 operating profit will miss consensus by about 5% on oversupply ...
boerse-global.de, heute 15:12 UhrAMD's Zen 6 Rollout Is Live — Now the Order Book Has to Prove It
AMD's Zen 6 EPYC server chips are shipping with Azure and OCI instances planned. Q4 revenue is guided near $17.0 billion as data-center ...
boerse-global.de, heute 15:12 UhrPartners Group targets 2,000 French rentals launches an ELTIF infrastructure fund and eyes Enerparc with binding solar bids due by end-November. ...
boerse-global.de, heute 15:11 UhrVanguard's All-World ETF Stays Firm Near €170 as Governance Overhaul Takes Shape
Vanguard plans an investor voting programme and a December 10 meeting on liquidity tools while the FTSE All-World ETF drew €965.3 million ...
boerse-global.de, heute 15:11 UhrTD Bank stock faces C$130 million insurance claims burden
TD Bank stock faces a larger insurance burden before its fiscal fourth-quarter report. Results and an earnings call are scheduled for ...
ad-hoc-news.de, heute 15:11 UhrVonovia Leans on Rental Growth as Investors Weigh a Bottom-of-Range Year
Vonovia posted 3.3% adjusted EBITDA growth to EUR 2,187.4 million and guided 2026 profit to the lower half of its ranges leaving little ...
boerse-global.de, heute 15:11 UhrRenk's Record Order Book Faces a Delivery Test as Finance Chief Change Looms
Renk's nine-month orders rose 33.6% to €1.66 billion with a €7.6 billion backlog but shares fell 4.9% as investors focus on hitting ...
boerse-global.de, heute 15:11 UhrWelltower stock draws institutional interest as Bahl & Gaynor adds shares
Welltower stock traded at 223.75 euros on Lang & Schwarz on Wednesday afternoon. A third-quarter filing shows Bahl & Gaynor expanded its ...
ad-hoc-news.de, heute 15:10 UhrQualcomm stock tests diversification as handset revenue falls 26%
