(RTTNews) - thyssenkrupp nucera AG & Co. KGaA (NCH2.DE) said it is being commissioned by the Spanish company Moeve to supply electrolyzers with a capacity of 300 MW for a hydrogen plant in Andalusia, Spain. After the decision in early March, a corresponding Engineering, Procurement, Fabrication and Supply contract is now being awarded to thyssenkrupp nucera. The order volume is in the low three-di...
(RTTNews) - thyssenkrupp nucera AG & Co. KGaA (NCH2.DE) said it is being commissioned by the Spanish company Moeve to supply electrolyzers with a capacity of 300 MW for a hydrogen plant in Andalusia, Spain. After the decision in early March, a corresponding Engineering, Procurement, Fabrication and Supply contract is now being awarded to thyssenkrupp nucera. The order volume is in the low three-digit million-euro range, with order intake expected to be booked during the second half of fiscal 2025/26. In fiscal 2025/26, thyssenkrupp nucera expects this project to have only a minor impact on sales development; the majority of revenue recognition will occur in fiscal 2026/27. Against this backdrop, thyssenkrupp nucera is specifying its outlook for order intake and now expects a figure between 550 million euros and 850 million euros in fiscal 2025/26. Previously, the outlook range was 350 million euros to 900 million euros. At last close, thyssenkrupp nucera shares were trading at 8.56 euros, up 5.68%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Tencent Music Entertainment Group (TME) has been in focus after a recent upswing in its share price, driven by optimism ahead of earnings, recent analyst upgrades, and Apple’s lower App Store commissions in China. See our latest...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Tencent Music Entertainment Group (TME) has been in focus after a recent upswing in its share price, driven by optimism ahead of earnings, recent analyst upgrades, and Apple’s lower App Store commissions in China. See our latest analysis for Tencent Music Entertainment Group. That recent pre earnings optimism now sits against a sharp pullback, with a 1 day share price return of a 24.65% decline and a 30 day share price return of a 28.27% decline. At the same time, the 3 year total shareholder return of 62.61% contrasts with a 5 year total shareholder return of a 63.48% decline, suggesting longer term investors have seen mixed results as expectations around growth and risk have shifted. If Tencent Music has you thinking about where else growth stories could emerge, this is a good moment to scan 64 profitable AI stocks that aren't just burning cash for other potential ideas. With Tencent Music shares sliding despite revenue and net income growth, a value score of 6, and the stock trading at an intrinsic discount of about 48%, investors now face a key question: is this a buying opportunity or is future growth already priced in? Most Popular Narrative: 57.8% Undervalued With Tencent Music shares last closing at $11.37 against a widely followed fair value estimate of $26.92, the valuation gap in this narrative is substantial. Proprietary content development, exclusive partnerships (with Korean labels and Chinese artists), and investments in original artist incubation strengthen content differentiation, support premium pricing, and reduce long-term content costs, contributing to higher gross margins and defensible market share. Read the complete narrative. Curious what earnings profile, revenue trajectory, and profit margins are baked into that fair value, and how far monetization of the fan economy is ...
North Queenslanders could be facing the biggest tropical cyclone “in living memory”, with the massive Tropical Cyclone Narelle expected to cross Cape York on Friday. Narelle formed on Tuesday evening, south of Solomon Islands, and on Wednesday was heading towards the far north Queensland coast. Sue Oates from the Bureau of Meteorology said the storm had a 90% chance of heading west, making landfal...
North Queenslanders could be facing the biggest tropical cyclone “in living memory”, with the massive Tropical Cyclone Narelle expected to cross Cape York on Friday. Narelle formed on Tuesday evening, south of Solomon Islands, and on Wednesday was heading towards the far north Queensland coast. Sue Oates from the Bureau of Meteorology said the storm had a 90% chance of heading west, making landfall likely near Coen on Friday. On Wednesday afternoon, Narelle had intensified to a category 3 cyclone. “An estimate of wind gusts at that time is about 200 to 250 km/h, noting that’s the intense core around the eye of the system, with the destructive winds extending out from that core,” she said. Oates also warned of intense rainfall, flash flooding and strong tides. View image in fullscreen A satellite image from Japanese weather satellite Himawari-8 showing Tropical Cyclone Narelle in the northern Coral Sea. Photograph: Himawari-8 The Queensland premier, David Crisafulli, said the state government was sending emergency services resources to the area. The luxury resort on Lizard Island has been evacuated, with a handful of staff staying behind, he said. Lizard Island is also home to a coral research station run by the Australian Museum. A museum spokesperson said: an Australian Museum spokesperson said the station was monitoring the cyclone and had activated a cyclone management plan. Seven people have departed the island and eight essential staff remain on-site, with cyclone shelter arrangements in place. Vulnerable people are also being flown out of the cyclone zone, such as those who need dialysis or who are pregnant. “This may be the biggest system that many people have seen in living memory, and that’s why we’re asking people to prepare as we have,” Crisafulli said. He urged people to use Wednesday to prepare or evacuate. Queensland police’s disaster coordinator Chris Stream warned of potential loss of life. “This is not the opportunity for you to be outside during th...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. AMD (NasdaqGS:AMD) CEO Lisa Su visited Samsung's chip production facilities, meeting with senior executives to discuss potential collaboration. The talks focused on foundry services and high bandwidth memory supply, both important for AI accelerator manufact...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. AMD (NasdaqGS:AMD) CEO Lisa Su visited Samsung's chip production facilities, meeting with senior executives to discuss potential collaboration. The talks focused on foundry services and high bandwidth memory supply, both important for AI accelerator manufacturing. The discussions highlight possible changes to AMD's supply chain and manufacturing partnerships in advanced semiconductors. For investors watching AMD (NasdaqGS:AMD), this development sits at the intersection of AI demand and chip manufacturing capacity. AMD designs CPUs, GPUs, and AI accelerators, while global chipmakers work to support rising requirements for compute power and memory. High bandwidth memory has become a key component for AI chips, and access to reliable supply is increasingly important for hardware vendors. If discussions with Samsung progress, AMD could gain an additional option for both advanced manufacturing and AI focused memory. That could give the company more flexibility in handling order volumes, product roadmaps, and potential supply disruptions. It also adds another dimension to how investors may think about AMD's positioning against competitors in high performance AI hardware over the longer term. Stay updated on the most important news stories for Advanced Micro Devices by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Advanced Micro Devices. NasdaqGS:AMD Earnings & Revenue Growth as at Mar 2026 4 things going right for Advanced Micro Devices that this headline doesn't cover. Lisa Su’s visit to Samsung’s advanced chip facilities points directly at one of AMD’s key execution questions in AI: how reliably it can source both cutting edge manufacturing and high bandwidth memory for Instinct accelerators and the Helios rack scale platform. AMD has lined up large multi year GPU de...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. AMD (NasdaqGS:AMD) CEO Lisa Su visited Samsung's chip production facilities, meeting with senior executives to discuss potential collaboration. The talks focused on foundry services and high bandwidth memory supply, both important for AI accelerator manufact...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. AMD (NasdaqGS:AMD) CEO Lisa Su visited Samsung's chip production facilities, meeting with senior executives to discuss potential collaboration. The talks focused on foundry services and high bandwidth memory supply, both important for AI accelerator manufacturing. The discussions highlight possible changes to AMD's supply chain and manufacturing partnerships in advanced semiconductors. For investors watching AMD (NasdaqGS:AMD), this development sits at the intersection of AI demand and chip manufacturing capacity. AMD designs CPUs, GPUs, and AI accelerators, while global chipmakers work to support rising requirements for compute power and memory. High bandwidth memory has become a key component for AI chips, and access to reliable supply is increasingly important for hardware vendors. If discussions with Samsung progress, AMD could gain an additional option for both advanced manufacturing and AI focused memory. That could give the company more flexibility in handling order volumes, product roadmaps, and potential supply disruptions. It also adds another dimension to how investors may think about AMD's positioning against competitors in high performance AI hardware over the longer term. Stay updated on the most important news stories for Advanced Micro Devices by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Advanced Micro Devices. NasdaqGS:AMD Earnings & Revenue Growth as at Mar 2026 4 things going right for Advanced Micro Devices that this headline doesn't cover. Lisa Su’s visit to Samsung’s advanced chip facilities points directly at one of AMD’s key execution questions in AI: how reliably it can source both cutting edge manufacturing and high bandwidth memory for Instinct accelerators and the Helios rack scale platform. AMD has lined up large multi year GPU de...
(Bloomberg) — Chinese shares related to OpenClaw jumped, buoyed by bullish comments from Nvidia Corp.’s chief on the potential of artificial intelligence agents. MiniMax Group Inc. (0100.HK), which just released a new self-evolving agent, extended earlier gains to climb as much as 29% to a record high. Knowledge Atlas Technology JSC Ltd., known as Zhipu, rose as much as 23%, while Cloud services p...
(Bloomberg) — Chinese shares related to OpenClaw jumped, buoyed by bullish comments from Nvidia Corp.’s chief on the potential of artificial intelligence agents. MiniMax Group Inc. (0100.HK), which just released a new self-evolving agent, extended earlier gains to climb as much as 29% to a record high. Knowledge Atlas Technology JSC Ltd., known as Zhipu, rose as much as 23%, while Cloud services provider UCloud Technology Co. (688158.SS) also gained in Shanghai. Most Read from Bloomberg READ: OpenClaw - AI Marvel or Cybersecurity Nightmare?: Explainer Chinese AI stocks got a lift after Jensen Huang said Tuesday that OpenClaw is “definitely the next ChatGPT,” describing it as a foundational shift that expands what individuals can do with the technology. The tool has garnered a cult-like following in China, providing a fresh tailwind for the local AI boom kicked off by the launch of DeepSeek more than a year ago. MiniMax’s latest update on the M2.7 model comes ahead of the next-generation M3, expected in the second half. Its M2.5 has consistently ranked among the better-rated Chinese models: on benchmarking site Artificial Analysis, the model trailed the top open-source offerings from rivals including Alibaba Group Holding Ltd. and Zhipu in performance, but its smaller size and lower price made it a popular choice among developers. China’s enthusiasm for the OpenClaw AI agent has sent shares of tech companies that embraced it soaring. But Beijing is now moving to limit its uses at government agencies and some of its largest banks.Source: Bloomberg READ: China Becomes Agentic AI’s Biggest Lab With OpenClaw Stampede “Jensen Huang’s bullish comments about the future of OpenClaw are fueling optimism over AI agents,” said Steven Leung, executive director at UOB Kay Hian in Hong Kong. Nvidia’s plan to launch related products also means the “lobster” — the symbol of OpenClaw — fever is just kicking off, he said. Launched in November, OpenClaw is an agent that leverages large...
Key Points Netflix booked $1.5 billion in ad revenue in 2025, and podcasting could unlock even more sales. Walt Disney keeps building out its experiences division, which delivered record operating income of $10 billion in its fiscal 2025. Both stocks have lagged the S&P 500 over the last year. 10 stocks we like better than Walt Disney › Both Netflix (NASDAQ: NFLX) and Walt Disney (NYSE: DIS) are p...
Key Points Netflix booked $1.5 billion in ad revenue in 2025, and podcasting could unlock even more sales. Walt Disney keeps building out its experiences division, which delivered record operating income of $10 billion in its fiscal 2025. Both stocks have lagged the S&P 500 over the last year. 10 stocks we like better than Walt Disney › Both Netflix (NASDAQ: NFLX) and Walt Disney (NYSE: DIS) are powerhouses of entertainment content, but they also have in common that their stock prices have lagged the S&P 500 (SNPINDEX: ^GSPC) over the last year. However, with each having the potential to tap into a few revenue growth catalysts in 2026, that could change. Here's what to consider when evaluating which company could be the better buy in 2026 and beyond. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Why Netflix could be the better buy When Netflix walked away from its attempt to acquire the bulk of the assets of Warner Bros. Discovery, many shareholders breathed a sigh of relief, as there was a view that the price of its proposed deal was too high. Now, the streaming giant's management team can turn its focus back to building new endeavors like its podcast business and its experiential locations. As Netflix seeks audience-growth opportunities, video podcasting could help it reach more viewers than it has been attracting through its TV series and movies. In addition to increased subscription revenue from adding new subscribers, podcasting offers Netflix an opportunity to boost its advertising revenue beyond the $1.5 billion it generated in 2025. That additional revenue could come in the form of licensing deals and sponsorships. In comparison, Alphabet reported $11.3 billion in YouTube ad revenue in Q4 2025 alone. It may also be taking a lesson from Disney in terms of building out its live experiences...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. CoreWeave (NasdaqGS:CRWV) is partnering with Cerebras and BCE to build a 300-megawatt AI data center in Saskatchewan, Canada. The facility is planned as one of the largest dedicated AI and high performance computing data centers in the country. The project will use Nvidia based GPU systems a...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. CoreWeave (NasdaqGS:CRWV) is partnering with Cerebras and BCE to build a 300-megawatt AI data center in Saskatchewan, Canada. The facility is planned as one of the largest dedicated AI and high performance computing data centers in the country. The project will use Nvidia based GPU systems and specialized cooling to support large scale AI workloads. This move puts CoreWeave directly into the hyperscale infrastructure conversation, alongside established cloud and AI infrastructure providers. For readers, it highlights how the company is leaning into its role as an AI focused cloud platform, with hardware and power capacity that cater to heavy compute clients rather than general purpose workloads. Looking ahead, this Canadian buildout could influence where CoreWeave attracts customers and how it structures long term contracts around high performance computing. The combination of Cerebras systems, Nvidia GPU based clusters and BCE's local presence may affect how quickly the new site functions as a hub for North American AI demand. Stay updated on the most important news stories for CoreWeave by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on CoreWeave. NasdaqGS:CRWV Earnings & Revenue Growth as at Mar 2026 3 things going right for CoreWeave that this headline doesn't cover. For you as an investor, this Saskatchewan project connects directly to CoreWeave’s broader push into high performance, AI focused infrastructure. A 300 megawatt facility, built with Cerebras systems, Nvidia based GPU clusters and BCE’s network and power footprint, gives CoreWeave a large, single site presence in Canada that can serve data heavy clients across North America. It also sits alongside recent moves like the Perplexity agreement, PhysicsX partnership and support for Nvidia’s latest platforms, which all point to a focus on...
Oil & gas prices continued their downward trend as the Iran war widened with further attacks in the region following the death of their national security chief Ali Larijani. The US has stepped up efforts to force the reopening of the Hormuz Strait while oil & gas producing countries look for alternative routes to avoid the waterway. Livia Gallarati, head of Global Gas at Energy Aspects spoke to Bl...
Oil & gas prices continued their downward trend as the Iran war widened with further attacks in the region following the death of their national security chief Ali Larijani. The US has stepped up efforts to force the reopening of the Hormuz Strait while oil & gas producing countries look for alternative routes to avoid the waterway. Livia Gallarati, head of Global Gas at Energy Aspects spoke to Bloomberg’s Horizons Middle East and Africa anchor Joumanna Bercetche about the impact of the war on gas prices in Europe and Asia. (Source: Bloomberg)
Broadcom Inc. (ISIN: US11135F1012) reported record Q1 fiscal 2026 revenue of $19.3 billion, up 29% year-over-year, with AI semiconductor sales soaring 106% to $8.4 billion. The company guided $22 billion for Q2, beating consensus by $1.5 billion, yet shares trade at a perceived discount on Nasdaq in USD. Broadcom Inc. delivered blockbuster fiscal Q1 2026 results on March 4, 2026, smashing expectat...
Broadcom Inc. (ISIN: US11135F1012) reported record Q1 fiscal 2026 revenue of $19.3 billion, up 29% year-over-year, with AI semiconductor sales soaring 106% to $8.4 billion. The company guided $22 billion for Q2, beating consensus by $1.5 billion, yet shares trade at a perceived discount on Nasdaq in USD. Broadcom Inc. delivered blockbuster fiscal Q1 2026 results on March 4, 2026, smashing expectations with $19.3 billion in revenue, a 29% year-over-year increase. AI semiconductor revenue exploded 106% to $8.4 billion, underscoring the chipmaker's central role in the AI infrastructure race. Despite this, the Broadcom Inc. stock on Nasdaq traded around $324.60 USD as of recent sessions, down 8% year-to-date, prompting questions about a valuation gap. For DACH investors, this presents a compelling entry into a hyperscaler-dependent powerhouse with stable margins and aggressive capital returns, especially as European tech exposure grows via AI data center builds. As of: 18.03.2026 By Dr. Elena Voss, Senior Semiconductor Analyst – Broadcom's AI dominance and Q1 beat signal sustained growth for European portfolios tracking US tech leaders. Record Earnings Beat Fuels AI Optimism Broadcom's fiscal Q1 2026 revenue reached $19.3 billion, surpassing Wall Street's $19.14 billion consensus and the company's own guidance. Adjusted EPS hit $2.05 against estimates of $2.02. Semiconductor revenue climbed 52% to $12.5 billion, driven by AI demand from major hyperscalers. Infrastructure software added $6.8 billion, up 1% but providing margin stability. Gross margins expanded to 77%, with adjusted EBITDA at $13.1 billion or 68% of revenue. This blend of high-growth AI hardware and recurring software positions Broadcom uniquely in semiconductors. CEO Hock Tan highlighted AI as the core driver, with custom accelerators and networking chips powering massive data center expansions. The market reacted positively in after-hours, with shares up 5% initially on the news. Yet year-to-date underp...
Earnings Call Insights: Trevi Therapeutics (TRVI) Q4 2025 Management View Jennifer Good, CEO, reported that "2025 was a major inflection point for growth at Trevi, driven by our positive data readouts in both the CORAL trial in patients with idiopathic pulmonary fibrosis or IPF related chronic cough and the RIVER trial in patients with refractory chronic cough or RCC." She stated that the company ...
Earnings Call Insights: Trevi Therapeutics (TRVI) Q4 2025 Management View Jennifer Good, CEO, reported that "2025 was a major inflection point for growth at Trevi, driven by our positive data readouts in both the CORAL trial in patients with idiopathic pulmonary fibrosis or IPF related chronic cough and the RIVER trial in patients with refractory chronic cough or RCC." She stated that the company successfully raised capital, positioning Trevi for the next round of clinical trials. Good highlighted that a positive End-of-Phase 2 meeting with the FDA for the IPF-related cough program has provided what the company believes is "overall alignment on the plan for the remaining development program and pathway to NDA." The company is moving aggressively to initiate two pivotal Phase III clinical trials in parallel for IPF-related chronic cough, with the first trial set to begin in the second quarter of 2026 and the second in the second half of 2026. The first Phase III trial will be a global 52-week trial with a primary efficacy endpoint at 24 weeks and will enroll approximately 300 patients. The second, a confirmatory trial, will have a primary efficacy endpoint at 12 weeks and enroll around 130 patients. Good noted, "IPF-related chronic cough is a new indication for the FDA, and we believe this pivotal program provides robust safety and efficacy data for a potential NDA submission." The company also plans an adaptive Phase IIb trial for non-IPF interstitial lung disease (ILD)-related chronic cough and aims to submit a protocol to the FDA for this indication, targeting a start by the end of 2026. Additionally, a Phase IIb parallel arm dose-ranging trial for refractory chronic cough is planned to commence in the second quarter of 2026, with a sample size reestimation readout built in. Good welcomed David Hastings as the new CFO, noting his impact and experience as the company enters a critical execution phase. David Hastings, CFO, stated, "We ended 2025 with approximately $...