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27.10.25 - 19:18
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Goldman Spots Four Big Takeaways From Last Week′s U.S. Auto, Industrial Tech Earnings (ZeroHedge)
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Goldman Spots Four Big Takeaways From Last Week's U.S. Auto, Industrial Tech Earnings
Goldman analysts highlighted several critical themes, including AI, autonomy, and robotics, alongside solid US auto demand, after last week's earnings from Tesla (TSLA), General Motors (GM), Ford (F), Visteon (VC), Gentex (GNTX), QuantumScape (QS), Mobileye (MBLY), Amphenol (APH), and Vertiv (VRT).
Analyst Mark Delaney found that datacenter capex remains robust, as indicated by earnings reports from Amphenol and Vertiv. He said General Motors and Ford had solid earnings, suggesting that healthy consumer credit performance is tied to prime borrowers. However, he warned that the Nexperia-related mess in the chip industry could disrupt auto supply chains worldwide (read here).
Delaney outlined four key observations after last week's earnings reports:
Datacenter capex trends are robust per Amphenol and Vertiv;
Auto demand is solid in the US, per GM and Ford;
The export restriction on Nexpe...
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24.10.25 - 17:36
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Investor Woche: Ölpreise rauf, Edelmetalle runter, Ford, Coca-Cola, Hensoldt und Intel mit starken Zahlen, Tesla mit Rekordumsatz (Verumo)
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Britische Inflation stagniert, türkische Teuerung steigt. Nexperia-Krise gefährdet deutsche Industrie. Tesla mit Rekordumsatz, jedoch mit geringerem Gewinn. Hensoldt, Coca-Cola, Ford, Intel überzeugen im staken Zahlen. SAP enttäuscht mit Cloud-Prognose. Ambev gilt als renditestarke Burggraben-Aktie....
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24.10.25 - 15:27
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Ford mit Top-Zahlen – Aktie trotz kassierter Prognose kräftig vorne (Der Aktionaer)
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Während Europas Autobauer und deren Aktienkurse schwächeln, liefert die US-Konkurrenz ab: Nachdem General Motors am Dienstag die Erwartungen übertroffen und die Aktie kräftig zugelegt hat, liefert nun auch Ford. Der Konzern übertraf trotz Lieferproblemen ebenfalls die Erwartungen. Trotz gekappter Prognose steigt die Aktie vorbörslich um rund vier Prozent...
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23.10.25 - 23:24
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Ford Motor Co Reveals Advance In Q3 Profit (AFX)
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DEARBORN (dpa-AFX) - Ford Motor Co (F) revealed earnings for its third quarter that Increases, from last yearThe company's earnings totaled $2.447 billion, or $0.60 per share. This compares with $......
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23.10.25 - 19:30
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Tesla′s Record Sales Mask Profit Slide | Open Interest 10/23/2025 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Tesla's profit slump sets a cautious tone ahead of results from Ford and Intel. Oil surges as Trump ramps up pressure on Russia over Ukraine. Wall Street bonuses head for new records — and Blackstone President and COO Jon Gray tells us why he expects a rebound in M&A and IPOs. Plus, American Airlines CFO Devon May on a strong quarter and what's next for travel. (Source: Bloomberg)...
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