Aktien
U.S. stocks fall as jobs data lifts Fed hike odds and Brent tops $99
Dow futures slipped after August payrolls beat expectations and Middle East strikes pushed Brent crude above $99, boosting September Fed rate-hike odds to about 60%.
European chip stocks rise on AI demand as Infineon gets Warburg buy
Infineon rose nearly 7% after Warburg upgraded it to Buy with a 84-euro target, while UBS lifted memory-chip revenue forecasts to $1.65 trillion by 2027.
Barclays bewertet Swiss Re weiterhin als untergewichtet und erhöht das Kursziel auf 123 Franken
Barclays hat das Kursziel für Swiss Re von 116 auf 123 Schweizer Franken angehoben, aber die Bewertung "Underweight" beibehalten. Die Ergebnisse der Versicherungsunternehmen in Europa im ersten Halbjahr verdecken nach Ansicht der Bank schwächerere grundlegende Trends.
Ohio Rep. David J. Taylor Buys, Sells Multiple Stocks in Recent Trades
The Ohio congressman purchased shares of American Electric Power, Broadcom and Fifth Third Bancorp while selling Amgen, Microsoft and Vertex Pharmaceuticals through two brokerage accounts.
California Rep. Gilbert Cisneros trades multiple tech and pharma stocks
The congressman's 150 Main Street Trust account, managed by Bank of America and Wells Fargo Advisors, bought shares in Accenture, AMD, Alkermes and others, while selling Alibaba and several other holdings, with transaction values ranging from $1,001 to over $250,000.
UBS maintains a neutral rating on Ashmore Group following an earnings miss
UBS has kept a neutral rating on Ashmore Group after the company posted an earnings miss.
Goldman Sachs Identifies Four European Telecom Stocks With Up to 62% Upside
The bank’s Digital Infrastructure team turned more bullish on Europe’s telecom sector, highlighting a second phase of free cash flow growth and balance sheet optionality for BT, Deutsche Telekom, Telefonica and Vodafone.
European stocks little changed ahead of ECB decision and US inflation data
European equities were little moved Monday as investors awaited the ECB decision and US inflation data; oil shares rose on Gulf tensions while the SMI fell on Novartis and Swiss Re.
US stocks retreat as oil crosses $100 and yields rise ahead of inflation data
U.S. equities fell as oil prices moved above $100 per barrel and bond yields increased before upcoming inflation figures.
Defensive ETFs und Zertifikate bieten in Zeiten der Marktunsicherheit geringere Volatilität
Da die weltweiten Aktienmärkte bei Rekordhöhen liegen, mit der steigenden US-Schulden, bevorstehenden Wahlen und hohen Ölpreisen wenden sich Investoren zu diversifizierten ETFs und Nachahmerkennzeichen, die darauf abzielen, das Unterschussrisiko zu begrenzen.
CQS New City High Yield Fund issues 3.5m shares at 50.5p
CQS New City High Yield Fund Limited sold 3.5 million ordinary shares at 50.5 pence each, increasing total issued share capital to 723.25 million voting shares.
Galantas Gold Reports Warrant Exercise for 250,000 Shares at C$0.12
Galantas Gold Corporation said warrants over 250,000 ordinary shares were exercised at C$0.12 each on September 4, with new shares expected to trade on AIM around September 11.
DAX slips 0.15% to 26,006 as Brent holds above $97, ECB rate hike expected
Germany's blue‑chip index fell 0.15% to 26,006.53 points, staying just above the 26,000 threshold, while Brent crude traded above $97 per barrel and markets price an ECB rate rise to 2.5%.
SMI falls 0.8% as Novartis and Swiss Re lead losses
Switzerland's benchmark index closed at 14,279 after Novartis and Swiss Re weighed, while ABB, Kühne+Nagel and semiconductor suppliers offset some declines.
Why Fundamentally Oriented Investors Remain Essential for Equity Markets
Passive investing and momentum strategies are reshaping price discovery, making fundamentally driven managers increasingly important as counterweights when valuations detach from fundamentals.
Mirabaud sees Swiss equities as global niche leaders, not just defensive
Daniele Scilingo sees Swiss stocks as global niche leaders, warns AI valuations are stretched, and points to compounders, China adaptation, pharma innovation and UBS.
UBS maintains Neutral rating on Nestlé with CHF 80 price target
UBS kept its Neutral stance on Nestlé, citing a past suboptimal acquisition of the nutrition business that failed to meet expectations, and set a price target of 80 Swiss francs.
EuroStoxx 50 slides 0.8% as oil price rise fuels inflation fears
The Euro Stoxx 50 fell to 6,368.98, its lowest since early August, as higher oil prices and heightened Iran tensions revived inflation concerns and expectations of an ECB rate hike. Swiss and UK indices also moved modestly.
Deutsche Bank keeps Novartis at Buy on positive remibrutinib data
Deutsche Bank Research maintained a Buy rating on Novartis with a 140-franc price target after remibrutinib data in relapsing multiple sclerosis were described as clearly positive.
UBS Keeps Novartis at Neutral, Sets CHF 116 Target
UBS analyst Matthew Weston rates Novartis Neutral with a CHF 116 target, pricing remibrutinib MS success at 50% probability and $4.5 billion peak sales.
Der Schweizer SMI klettert leicht, da Novartis den Markt trotz stärkerer Vorsicht anhebt
Der Schweizer Marktindex schloss am Dienstag leicht fester, angetrieben von Kursstiegen bei Novartis, obwohl die meisten Blue Chips fielen, da die Inflation und steigende Zinssätze das Sentiment belasteten.
RBC beibehält das Underperform-Rating für Swiss Re mit einem Kursziel von 115 CHF
Der Analyst Ben Cohen änderte die Bewertung nach der Aktualisierung seiner Modelle anhand der zweiten Quartalsergebnisse nicht und vermerkte dabei Überkapazitäten im Rückversicherungsgeschäft und die Vorliebe für breitere Konzernstrukturen. Die Prognose für das Rückversicherungsgeschäft von Swiss Re bis zum Jahr 2027 bleibt ein Schlüsselpunkt.
Medtronic, Swiss Life, Gerresheimer and Palo Alto Networks in focus amid AI power surge
A German market briefing highlights upcoming corporate events for four listed firms and warns that AI data centres now need gigawatt‑scale electricity, sparking interest in energy‑related equities.
UBS raises ASML price target to €2,350, sees more than half upside
UBS raised its ASML price target to €2,350 from €2,250 and kept a buy rating, citing pricing power, rising lithography intensity and a growing memory-chip business.