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12.10.26 - 19:31
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Key Events This Week: CPI, PPI, Earnings Start And Warsh Speaks (ZeroHedge)
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Key Events This Week: CPI, PPI, Earnings Start And Warsh Speaks
This week markets will navigate the latest complex geopolitical news amid a barrage of news including the latest US inflation data, with September CPI on Wednesday and PPI on Thursday, the final readings before the Fed's October 28 meeting, alongside a broader US activity pulse from retail sales (Thursday) and industrial production (Friday). After Columbus Day today where US bond markets will be closed but equities open, Q3 US earnings season also gets properly under way tomorrow, led by the big US banks, while across the globe ASML (Wednesday) and TSMC (Thursday) should provide another useful read on the AI capex cycle. Elsewhere, China has September inflation and trade data on Wednesday, UK monthly GDP is due Thursday, and the IMF/World Bank meetings run through the week, with the IMF's latest World Economic Outlook out tomorrow and a long list of central-bank speakers. Thursday we also get what may be a key speech from Warsh ...
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12.10.26 - 18:42
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Why October 14 Could Change Everything for ASML Stock (24/7 Wall St.)
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ASML (NASDAQ:ASML) will report Q3 earnings on October 14, and its booming order book suggests Wall Street may be in for a surprise. The company holds a near-monopoly on the advanced EUV lithography machines powering the AI chip revolution, yet its stock has lagged the broader semiconductor rally. With orders already stretching into 2028 and […]...
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12.10.26 - 14:30
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Nebius Slides 3% Despite Rosenblatt’s New Buy Rating; CoreWeave Slips (24/7 Wall St.)
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Nebius Group (NASDAQ:NBIS) stock is at $214.99, down 3% in morning trading, even as a new Buy rating sits on the AI cloud provider. That decline extends a rough stretch, with Nebius stock down 11% over the past week. Meanwhile, CoreWeave (NASDAQ:CRWV) stock is at $80.91, down 1%, a shallower drop for the larger neocloud […]...
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12.10.26 - 11:42
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Chip Titans Index: Rekordzahlen – diese 3 Aktien jetzt im Blick (Der Aktionaer)
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Für den AKTIONÄR Chip Titans Index beginnt eine spannende Woche: Am Mittwoch legt ASML Zahlen vor, am Donnerstag TSMC. Dazu kommt Micron, trotz Rekordquartal eine der günstigsten Aktien im Indexkorb. Zusammen stehen die drei für 15 Prozent des Index – und für die drei Stufen, an denen jeder KI-Chip vorbeimuss: Maschine, Fertigung, Speicher....
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