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10.10.26 - 06:15
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WDR machte 2025 139 Millionen Euro Gewinn (Apollo News)
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Der Westdeutsche Rundfunk hat 2025 einen Gewinn von 54,5 Millionen Euro erzielt. Das geht aus dem Jahresabschluss hervor, der im ...
The post WDR machte 2025 139 Millionen Euro Gewinn appeared first on Apollo News....
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09.10.26 - 22:00
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"Delayed Revenue, Delayed Cash Flow": Morgan Stanley Warns Oracle Data Center Delays Could Crush Its Debt (ZeroHedge)
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"Delayed Revenue, Delayed Cash Flow": Morgan Stanley Warns Oracle Data Center Delays Could Crush Its Debt
There is a comforting story going around credit desks about Oracle's data center problems: if the buildings are late, the capex is late too, and that buys the balance sheet some time.
Morgan Stanley isn't buying it.
In a new note titled "ORCL Credit: Lighthouse in the Fog" (available to pro subs), MS credit analysts Lindsay Tyler and Benjamin Guerrero pick up where we left off on Tuesday, when we reported that Oracle's 1.3GW "Project Lighthouse" campus in Port Washington, Wisconsin was next in line to slip after Project Jupiter's force majeure.
Their conclusion was blunt: a delay, Tyler told Bloomberg in an interview, "also means delayed monetization and delayed proof of concept, delayed revenue, delayed cash flow." For a company with over $600 billion of future revenue tied to AI data center construction, that's the whole investment case.
That ...
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09.10.26 - 19:01
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Delta Cuts Profit Outlook as Surging Fuel Costs Tighten Grip (Bloomberg)
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Delta Air Lines Inc. reduced its full-year earnings outlook as jet fuel prices remain elevated, signaling mounting pressure on an airline industry whose smaller players are even less equipped to weather spiraling costs. Bloomberg's Chief Correspondent for Global Aviation, Sid Philip, joins to discuss. (Source: Bloomberg)...
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09.10.26 - 18:57
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"Wouldn′t Call That A Surprise": Delta Slashes Profit Outlook As Jet Fuel Prices Near Record Highs (ZeroHedge)
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"Wouldn't Call That A Surprise": Delta Slashes Profit Outlook As Jet Fuel Prices Near Record Highs
Delta Air Lines shares fell as much as 3.5% early in the US cash session after the carrier slashed its full-year earnings forecast as soaring jet fuel costs squeezed margins. The cut isn't totally unexpected given today's jet fuel prices, but it serves as a warning: Delta owns a refinery that helps cushion the refining crisis blow, suggesting smaller carriers without that in-house refining buffer face even greater pressure.
The Atlanta-based carrier now expects adjusted earnings of $5.10 to $5.60 a share this year, down from a July forecast of $6.50 to $7.50. The new forecast lines up with the Bloomberg Consensus estimate of $5.44 this year.
Adjusted third-quarter earnings were $1.72 a share, below the Bloomberg Consensus estimate of $1.82. Adjusted revenue rose 16% to $17.6 billion, roughly in line with consensus estimates.
"I wouldn't call that a surprise to anyone, it's all...
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