Marcin Frąckiewicz

Why Micron Stock Is Jumping Again: Samsung Strike Risk, AI Memory Shortage and a $1,000 Target

Hvorfor Micron-aktien stiger igen: Risiko for strejke hos Samsung, mangel på AI-hukommelse og et kursmål på 1.000 dollars

Micron Technology jumped 6.5% to $795.33 Monday after Deutsche Bank raised its price target to $1,000, citing AI-driven demand and ongoing supply concerns linked to a labor dispute at Samsung. Samsung and its union failed to reach a deal after nearly 12 hours of talks, with another meeting set for Tuesday. Micron’s Q2 revenue rose to $23.86 billion from $8.05 billion a year earlier. SK Hynix and Samsung shares also gained.
maj 12, 2026
Rigetti Earnings Beat: Quantum Revenue Jumps, But IonQ Gap Stays Wide

Rigetti overgår indtjeningsforventninger: Kvanteindtægter stiger, men afstanden til IonQ forbliver stor

Rigetti Computing reported Q1 revenue of $4.4 million and an operating loss of $26 million, with $569 million in cash and equivalents as of March 31. Shares rose 8.3% after the company beat estimates by a narrow margin, closing at $20.51 before slipping to $20.19 in after-hours trading. IonQ, by comparison, posted $64.7 million in revenue and $3.1 billion in cash. Rigetti continues to report net losses and negative cash flow.
maj 12, 2026
Lynas Rare Earths Stock Is Back in Focus Before Trump-Xi Summit

Lynas Rare Earths-aktien er tilbage i fokus før Trump-Xi-topmødet

Lynas Rare Earths shares fell 2.46% to 19.44 AUD after a surge earlier in 2026, as a U.S.-China rare earths deal remains in force ahead of talks in Beijing. Lynas reported quarterly gross sales of 265 million AUD, more than double last year. The company signed a binding supply agreement with the U.S. government in March, with Pentagon support and a set minimum price for NdPr oxide.
maj 11, 2026
Macquarie Group Profit Surge Has One Catch Investors Can’t Ignore

Macquarie Groups overskud stiger markant – men der er én ting, investorer ikke kan ignorere

Macquarie Group posted a full-year profit of A$4.85 billion, up 30%, its second-best result ever, driven by strong commodity trading and asset sales. Half-year profit hit a record A$3.19 billion, up 93%. The stock closed at A$239.23 in Sydney on Friday, down 1.09%. Net operating income rose 13% to A$19.48 billion, while return on equity increased to 14%.
maj 11, 2026
Mineral Resources Stock Faces a New Debt-Repair Test After COO Move and POSCO Lithium Push

Mineral Resources-aktie står over for ny gældsreparationsprøve efter COO-skifte og POSCO-lithiumfokus

Mineral Resources named Darren Killeen as its first chief operating officer, giving the 17-year company veteran oversight of daily operations. Shares fell 2.5% to A$69.55 Friday as investors watched debt levels and lithium prices. The POSCO lithium joint venture reached formal contracts but awaits regulatory approval, with completion expected in the first half of fiscal 2027.
maj 11, 2026
HSBC Holdings Plc Says $400 Million Fraud Hit Is Isolated. Investors Want to Know Why.

HSBC Holdings Plc siger, at svindel for 400 millioner dollars er et enkeltstående tilfælde. Investorer vil vide hvorfor.

HSBC has nearly completed a review of lending policies after a $400 million fraud-related provision in its UK unit, chairman Brendan Nelson told shareholders. The bank has not disclosed the company involved, but sources link the loss to Market Financial Solutions via Atlas SP. HSBC shares fell in London and Hong Kong but rose in New York on Friday. Barclays also booked a £228 million charge tied to MFS’s collapse.
maj 10, 2026
National Grid Results: The £70 Billion Question Facing the UK Utility Before Earnings

National Grids resultater: Det 70 milliarder pund store spørgsmål, som det britiske forsyningsselskab står overfor før regnskabet

National Grid shares rose 0.33% in London trading Friday ahead of its May 14 annual results, with investors watching U.S. storm costs, a New England regulatory refund, and funding for a £70 billion network expansion. Ofgem approved £28 billion for UK grid upgrades from 2026–31, expected to add £108 to household bills by 2031.
maj 9, 2026
Boeing F-47 Puts Japan’s GCAP Sixth-Generation Fighter Plan Under Fresh Pressure

Boeings F-47 lægger nyt pres på Japans GCAP sjettegenerations jagerflyplan

U.S. Air Force budget documents show F-47 research funding will top $5 billion in FY2027, rising to nearly $5.3 billion in FY2028. Japan, the UK, and Italy have awarded GCAP’s first joint contract, but Tokyo remains concerned about delays and the 2035 retirement of its F-2 fighter. Japan’s defense ministry warns reliance on foreign suppliers could threaten operational control.
maj 9, 2026
Rolls-Royce Stock Faces a New Test as Hybrid Mining Push Moves Beyond Jet Engines

Rolls-Royce-aktien står over for en ny prøve, da hybrid minedrift rækker ud over jetmotorer

Rolls-Royce will begin field tests of a hybrid drive system for mining trucks in autumn 2026, aiming to cut fuel use and CO2 emissions by up to 30%. Power Systems’ order intake rose about 50% year-on-year in Q1, with a backlog of £7.3 billion at March’s end. Shares closed Friday at 1,218.26p, down 3.24% for the day. The company maintained its 2026 guidance for underlying operating profit and free cash flow.
maj 9, 2026
Rheinmetall Stock Falls Below €1,300 After JPMorgan Downgrade: Why the Defense Rally Is Cracking

Rheinmetall-aktien falder under €1.300 efter JPMorgan-nedjustering: Hvorfor forsvarsboomet er ved at knække

Rheinmetall shares dropped below €1,300 after JPMorgan cut its rating and price target, extending Thursday’s losses. First-quarter sales rose 7.7% to €1.94 billion, missing forecasts, while operating profit increased to €224 million. The company’s free cash flow fell by €527 million to minus €285 million due to higher inventories and working capital. Rheinmetall maintained its 2026 outlook despite continued order delays.
maj 8, 2026
Kontron Stock Slides As Foxconn-Backed Ennoconn Edges Toward €1.5 Billion Takeover Move

Kontron-aktien falder, mens Foxconn-støttede Ennoconn nærmer sig opkøb på 1,5 milliarder euro

Kontron shares fell Thursday after news of a possible takeover bid from top shareholder Ennoconn and weak first-quarter sales. Ennoconn’s board approved steps to raise its stake above 30%, triggering a mandatory offer at a rumored €23.50 per share—just 2% above Wednesday’s close. Kontron plans 500 job cuts and expects a €25 million one-off charge from divestments. First-quarter net profit dropped to €14 million from €20.1 million.
maj 8, 2026
PS Plus Deadline Today: Claim Three Free PS5 And PS4 Games Before FC 26 Arrives

PS Plus-deadline i dag: Hent tre gratis PS5- og PS4-spil, før FC 26 udkommer

PlayStation Plus subscribers have until Monday to claim April’s games—Lords of the Fallen, Tomb Raider I-III Remastered, and Sword Art Online Fractured Daydream—before they’re replaced on May 5 by EA Sports FC 26, Wuchang: Fallen Feathers, and Nine Sols. Claimed titles remain accessible only with an active subscription. Sony has not yet announced updates for the Extra and Premium catalogs.
maj 7, 2026
HSBC Shares Tumble After Surprise $400 Million Private Credit Hit

HSBC-aktier falder efter uventet tab på 400 millioner dollars i privat kredit

HSBC shares fell 5.9% in London Tuesday after the bank reported a $400 million fraud-related loss tied to private credit loans, rattling investors and dragging the FTSE 100 lower. The loss stemmed from loans linked to Apollo-backed Atlas SP and the failed lender Market Financial Solutions. HSBC’s Q1 pre-tax profit was $9.4 billion, with credit losses rising to $1.3 billion from $876 million a year earlier.
maj 6, 2026
Carnival plc’s London Exit Hits Today as Cruise Giant Moves to One NYSE Stock

Carnival plc’s London-exit træder i kraft i dag, mens krydstogtgiganten samler sig om én NYSE-aktie

Carnival plc ended trading in London ahead of its shift to a single New York Stock Exchange listing, following court approval on May 1. The London listing will be removed from CREST at 18:00 BST, with official delisting set for May 7. Shareholders will exchange each plc share for one Carnival Corporation share. FTSE Russell will drop Carnival from UK indices on May 6.
maj 6, 2026
RBC and BMO Near $2 Billion Moneris Sale to Verifone Owner, Report Says

RBC og BMO nær Moneris-salg på 2 milliarder dollars til Verifone-ejer, ifølge rapport

Royal Bank of Canada and Bank of Montreal are in advanced talks to sell Moneris to Francisco Partners in a deal valuing the payments firm at over $2 billion, according to Financial Times sources. Moneris handles about a third of all Canadian payment transactions. Negotiations have lasted several months, with a deal possible before summer. None of the parties commented on the ongoing talks.
maj 5, 2026
1 2 3 6