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07.07.26 - 14:12
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Samsung Earnings Send Chip Stocks Tumbling as Kospi Triggers Circuit Breaker | The Pulse 7/7/2026 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Jim Reid, Deutsche Bank Research Institute Head and Global Head of Macro and Thematic Research; Marta Prochwicz, European Council on Foreign Relations Deputy Head of the Warsaw office; Pierroberto Folgiero, Fincantieri CEO (Source: Bloomberg)...
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26.06.26 - 15:57
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Futures Drop, Chips Resume Slide As OpenAI IPO Delay Dents Sentiment (ZeroHedge)
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Futures Drop, Chips Resume Slide As OpenAI IPO Delay Dents Sentiment
Futures point to a lower start for cash trading on the last day of the week, as tech stocks dragged global indexes lower following renewed selling in chipmakers, while a report that OpenAI could postpone plans to go public also weighed on sentiment. The volatility reflects a valuation test, profit‑taking and flow-driven positioning, according to Christian Stocker, equity strategist at UniCredit, who suggests it's a “temporary correction within a still-intact long-term AI growth trend.” As of 8:00am ET, Nasdaq 100 futures slid 1.1%, while those on the S&P 500 fell 0.4%. In premarket trading, semiconductor names, including Micron and optical stocks were broadly lower following news of OpenAI's IPO delay; the "chip paying" hyperscalers showing moderate gains as the equilibrium seems to shift away from chip stocks. A selloff in Korean chip giants Samsung Electronics and SK Hynix triggered a second trading su...
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25.06.26 - 18:42
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Börsenradio Schlussbericht, Do., 25.06.2026: DAX fast bei 25.000 - Bayer-Befreiungsschlag +20 % und Micron-KI-Funken +15 % (BRN)
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Der DAX legt kräftig zu und schließt 1,0 % höher bei 24.995 Punkten. Rückenwind kommt aus den USA: Micron Technology übertrifft die Erwartungen deutlich, hebt den Ausblick an und bringt die KI-Fantasie zurück an den Markt. Die Aktie steigt rund 15 %, auch andere Chipwerte legen zu. Zusätzlich helfen neue US-Inflationsdaten, weil sie die Hoffnung auf eine weniger strenge Fed-Politik nähren. In Frankfurt sorgt Bayer für den Tageshöhepunkt: Nach einem wichtigen Erfolg im Glyphosat-Streit vor dem Supreme Court springt die Aktie zeitweise um rund 20 %. Der EuroStoxx 50 steigt 0,7 % auf 6.258 Punkte, der Nikkei erreicht mit +4,6 % auf 72.366 Punkte ein Rekordhoch. Brent-Öl steigt um 1,7 % auf 75 USD, Bitcoin fällt 3 % unter 60.000 USD. Außerdem: Apple erhöht Preise, Tesla baut Grünheide aus, Merck kauft Bio-Techne für 9,9 Mrd. Euro, SMAG plant den Börsengang und Unicredit bekommt kaum Commerzbank-Aktien von Großaktionären. Börsenweisheit des Tages von Philip A. Fisher: "Der Aktienmarkt ist v...
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24.06.26 - 15:03
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ReSource Pro Completes Acquisition of Flow Specialty′s AI Technology and Team, Appoints Founder Sivan Iram to Lead AI Factory (Business Wire)
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This deal brings specialized agentic AI engineering expertise and startup speed into ReSource Pro's operations, accelerating its path toward a hybrid human expert + AI delivery model for the insurance industry.NEW YORK--(BUSINESS WIRE)--ReSource Pro, a leading strategic technology and operations partner for the insurance industry, today announced the acquisition and integration of the technology, intellectual property, and core team from Flow Specialty, an AI-focused wholesale insurance brokerage.
Flow Specialty co-founder and CEO Sivan Iram will join ReSource Pro to lead its AI Factory, the company's dedicated unit for developing and delivering managed agentic services and solutions for clients across the insurance industry.
The deal brings 10 people from Flow Specialty into ReSource Pro, including co-founders Naor Rosenberg, who will serve as the AI Factory's technical lead, and Amit Ben Natan, who will lead product development for the unit. Rosenberg previously held senior engineering leadership rol...
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19.06.26 - 12:42
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Modern Wars Cannot Be Won Without Kamikaze Drones, Paris Defense Show Makes Clear (ZeroHedge)
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Modern Wars Cannot Be Won Without Kamikaze Drones, Paris Defense Show Makes Clear
One of the world's largest defense and security trade shows is wrapping up this week near Paris at the Paris Nord Villepinte exhibition center, where equity analysts from Paris-based Kepler Cheuvreux attended the event.
Eurosatory focuses mostly on land and air-to-land warfare, including tanks, armored vehicles, artillery, drones, counter-drone systems, missiles, air defense, communications, battlefield software, logistics, robotics, military medicine, and homeland security systems.
Fire Point updates their Eurosatory stand this morning. #Ukraine pic.twitter.com/2RwlJlh8fW
— Peter Voinovich (@PeterVoinovich) June 18, 2026
Kepler Cheuvreux equity analyst Aymeric Poulain attended the event and spoke with top executives from European defense giants Thales, Exosens, Leonardo, Hensoldt, and Rheinmetall. He also met with Safran executives at the company's headquarters.
Les guerres d'aujourd'hui ne se gagnent pas ...
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08.06.26 - 13:31
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KI-Boom treibt Strombedarf: Warum NextEra, Iberdrola und Enel profitieren könnten (Aktiencheck)
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Paris (www.aktiencheck.de) - Die Profiteure der Künstlichen Intelligenz kennt noch jeder. NVIDIA, Apple, Microsoft, AMD, NextEra, so Olaf Hordenbach, Chefredakteur des Kundenmagazins "Märkte & Zertifikate weekly" von BNP Paribas Zertifikate.
NextEra? Was sei das? Anlegern unbekannt? Dem Chefredakteur Hordenbach bislang auch, bis er sich vor kurzem die Frage gestellt habe, woher eigentlich der viele Strom komme, den es brauche, um die KI zum Leben zu erwecken. [mehr]...
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