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03.11.26 - 07:57
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Infineon und Aixtron: Was AMD heute Abend liefern muss (Der Aktionaer)
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Der KI-Boom sorgt bei Chipherstellern für volle Auftragsbücher. Davon profitieren auch Infineon und Aixtron. Doch heute Abend richtet sich der Blick der Anleger auf AMD. Der US-Konzern muss nach Börsenschluss zeigen, dass die hohen Erwartungen an sein Geschäft mit KI-Beschleunigern gerechtfertigt sind....
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03.11.26 - 06:30
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AMD: Intel erhöht den Druck (MarktEinblicke)
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Nach Intels Enttäuschung steht AMD nun stärker unter Druck. Warum der Chipkonzern weniger vom PC-Markt abhängt und das Rechenzentrumsgeschäft im Fokus steht....
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03.11.26 - 02:15
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AI Earnings: 3 Reports to Watch This Week (Zacks)
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Given the recent volatility, this week's earnings releases from Super Micro Computer (SMCI), Advanced Micro Devices (AMD), and Arm Holdings (ARM) will undoubtedly be closely watched, particularly concerning the overall AI demand picture....
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02.11.26 - 18:18
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Key Events This Week: Midterms, Jobs, Earnings, Central Banks And More (ZeroHedge)
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Key Events This Week: Midterms, Jobs, Earnings, Central Banks And More
Welcome to the first business day of November, and as DB's Jim Reid writes in his Morning Reid note, the week ahead is a big one in the US and with it for global markets, with tomorrow's midterm elections and Friday's October jobs report the obvious highlights, alongside the ISM surveys and Wednesday's Treasury quarterly refunding announcement. Elsewhere, central-bank decisions are due in Australia tomorrow, Sweden on Wednesday, and the UK and Norway on Thursday, while China's private PMIs, German activity data and Japanese wages will also be in focus. Earnings remain busy too, with Apple and Palantir today, AMD tomorrow, and ARM and a broader slate later in the week. Looking at more depth at the week ahead, tomorrow's midterms will determine control of Congress for the final two years of President Trump's term. Polling suggests Democrats are favored to gain the three seats needed for a House majority, while the...
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