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22.10.26 - 19:18
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The AI Spending Profit Test, Blackstone′s Gray sees "Parabolic" Demand (Bloomberg)
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Get a jump start on the US trading day on "Bloomberg Open Interest." Meta tops Wall Street targets, but its AI spending surge raises fresh concerns. Tesla pulls back on spending, while Blackstone President Jonathan Gray pushes back on AI bubble fears. Plus, JPMorgan's Gabriela Santos and Goldman Sachs' Ben Snider break down whether the AI boom can deliver profits and where investors find the next winners. (Source: Bloomberg)...
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22.10.26 - 17:02
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AI Spending Faces the Profit Test (Bloomberg)
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Goldman Sachs Chief US Equity Strategist Ben Snider says concentration in the Magnificent Seven could amplify risk as macro pressures build. Earnings remain strong, but rising costs are weighing on results. Investors are looking to defensive sectors, while the next phase of the AI trade depends on proof that heavy investment can deliver returns. (Source: Bloomberg)...
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22.10.26 - 09:39
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Ottobock-Aktie wieder unter Druck – Goldman mahnt zur Vorsicht (Der Aktionaer)
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Vor gut einem Jahr ging das Listing des Prothesenherstellers Ottobock an der Frankfurter Wertpapierbörse über die Bühne. Emissionspreis: 66 Euro je Aktie. Aktuell notiert der SDAX-Wert lediglich bei gut 50 Euro. Im Laufe der Handelswoche geriet der Titel aufgrund eines etwas pessimistischeren Analystenkommentars unter Druck....
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22.10.26 - 08:46
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Meta: Diese Kursziele lassen aufhorchen (Der Aktionaer)
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Der Technologieriese Meta hat gestern Abend wieder einmal starke Zahlen vorgelegt. Diese kamen bei den Marktteilnehmern gut an. Und auch die Experten von Goldman Sachs und JPMorgan sehen für die Anteilscheine der Facebook-, WhatsApp- und Instagram-Mutter noch reichlich Luft nach oben und raten beide weiterhin zum Kauf....
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21.10.26 - 23:03
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META Jumps After Q3 Earnings Beat, Boosts Guidance (ZeroHedge)
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META Jumps After Q3 Earnings Beat, Boosts Guidance
In our preview of Meta's earnings, we laid out expectations...
Revenue estimate $63.32 billion (Bloomberg Consensus)
Advertising rev. estimate $61.82 billion
Family of Apps revenue estimate $62.75 billion
Reality Labs revenue estimate $517.7 million
Other revenue estimate $1.1 billion
Operating income estimate $20.28 billion
Family of Apps operating income estimate $23.96 billion
Reality Labs operating loss estimate $5.21 billion
Operating margin estimate 32.5%
EPS estimate $3.56
Ad impressions estimate +12.3%
Average price per ad estimate +11.2%
Average Family service users per day estimate 3.66 billion
... and also sketched a setup of what to expect from earnings:
expectations at 9/10,
positioning at 8/10,
Mag 7 exposure at a record,
an implied move that Goldman calls cheap,
a buyside bar for 2027 spending that's $50 billion above the Street,
a product whose growth may already have peaked, and...
an equity rai...
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