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14.07.26 - 16:12
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IBM bricht katastrophal ein, auch die SAP-Aktie rauscht in die Tiefe! (Ariva)
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Vorläufige Quartalszahlen haben die IBM-Aktie am Dienstag in die Tiefe stürzen lassen. Dem Abverkauf konnte sich auch DAX-Schwergewicht SAP nicht entziehen. IBM stürzt Software-Aktien tiefer in die Krise Gerade erst erweckten Software-Titel den Anschein, von den anhaltenden Gewinnmitnahmen mit zum Teil crashartigen Verkäufen bei Halbleiter- und KI-Infrastrukturwerten profitieren zu können – die in den vergangenen Monaten ......
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14.07.26 - 15:33
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Ericsson Tumbles On Margin Headwinds Sparked By Memory Chip Inflation (ZeroHedge)
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Ericsson Tumbles On Margin Headwinds Sparked By Memory Chip Inflation
Ericsson shares in Stockholm plunged the most in 18 months after the Swedish telecom equipment giant warned that soaring component costs will pressure margins in its core networks business this quarter.
The stock fell as much as 10% in Stockholm after outgoing CEO Börje Ekholm warned about higher input costs, partly driven by AI-fueled demand for memory chips. Citi analysts said the top concern is the margin impact extending into 2027.
"The big challenge in our view is the building component cost pressure and, not so much the near-term impact, but more the pressure to come in 2027," Citi analyst Andrew Gardiner wrote.
Second-quarter adjusted earnings before interest, taxes and amortization tumbled 7% to 6.88 billion kronor, slightly above the Bloomberg Consensus estimate of 6.82 billion kronor. Ericsson has been slashing costs as soft carrier spending weighs on the telecom-equipment industry. It eliminated about ...
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