|
|
|
21.10.26 - 13:49
|
Stocks Rebound on Strong SpaceX Results; AI Bubble Dispute; Tech Earnings on Deck (Bloomberg)
|
|
|
US equity futures rise as SpaceX's quarterly earnings and Elon Musk's remarks on a potential SpaceX-Tesla merger boost investor confidence. Citadel's Ken Griffin warns that investors are "almost certainly" in an AI bubble, while Deutsche Bank's Christian Sewing says he doesn't see one. Jensen Huang speaks at the Nvidia GTC event in Berlin. Tesla, Meta, and IBM are set to report earnings. Kallum Pickering of Peel Hunt joins "Bloomberg Brief" on the risks around debt-financed growth. Bernard Mensah, President of Bank of America International joins Bloomberg's Francine Lacqua for an exclusive conversation at the Berlin Global Dialogue. (Source: Bloomberg)...
|
|
|
20.10.26 - 19:09
|
SpaceX Earnings Preview: Equity Sees $125 Billion, Credit Sees 83 Cents (ZeroHedge)
|
|
|
SpaceX Earnings Preview: Equity Sees $125 Billion, Credit Sees 83 Cents
Today after the close, SpaceX (SPCX) reports its second quarter as a public company, a day ahead of Tesla and (as Deutsche Bank puts it) "surprisingly early." The first one did not go well: the stock slid despite a big revenue beat and closed down 14% the next day, wiping out some $225 billion in market value.
This time, the sellside is mostly looking past the quarter and straight at 2027. Nobody more so than Deutsche Bank's Edison Yu, who in his preview note "Compute-driven state of mind" (available to pro subs) lifts his 2027 forecasts to $125 billion in revenue and $84 billion in EBITDA, materially above consensus of $108 billion and $65 billion. The catch, which Yu flags himself, is that those numbers are "underpinned by > $200bn in capex."
And that's where the other half of the SpaceX story comes in. While equity analysts debate how high 2027 can go, the company's 6.65% notes due 2056 ...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
04.09.26 - 20:42
|
Deutsche Bank: August US Auto Sales Beat Forecasts, But Incentives Remain A Factor (ZeroHedge)
|
|
|
Deutsche Bank: August US Auto Sales Beat Forecasts, But Incentives Remain A Factor
U.S. auto sales came in stronger than expected in August, offering another sign that consumer demand for new vehicles remains relatively resilient despite elevated borrowing costs and broader questions about the economy.
According to Deutsche Bank's auto team, led by Edison Yu, August sales ran at a seasonally adjusted annual rate of roughly 16.9 million vehicles. That was comfortably ahead of the bank's 16.4 million estimate and also above the roughly 16.4 million pace recorded a year earlier.
The headline SAAR number was strong, although the underlying monthly figures were somewhat less impressive. Automakers sold approximately 1.388 million vehicles during August, slightly above July's 1.380 million but below the roughly 1.482 million vehicles sold in August 2025.
Sales among both the Detroit Three and major Japanese automakers were modestly better than Deutsche Bank expected. But Hyundai Group was one of ...
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
