📡 Signal today: Netflix Inc. (NFLX) 52W Low Breakout · ▼ Declining Price at Signal: $65.04 · Signal Strength: 80/100 No price target, no recommendation. All signals today: https://t.co/upS5xw5pA8 #Stocks #Trading https://t.co/hNviYYKhqJ

Deutsche Bank warns against tech valuations: After the long bull market, multiples are stretched, with little upside potential in the short term. RBC sees it similarly. When two major players slow down simultaneously, it’s usually not a contrarian indicator—but the opposite. #DeutscheBank #Tech #Valuation

Tailwind for Erste Group: UBS reaffirms "Buy" and slightly raises fair value—yet, ahead of Q3 earnings on Friday, the stock closed 0.7% lower at EUR 109.40. Analyst praise and market reaction once again moved in opposite directions this week. #ErsteGroup #Banks #Earnings

ECB banking supervision gives the green light: UniCredit is permitted to exceed the 30% threshold at Commerzbank and increase its stake without limit. By year-end, approximately 50% of voting rights are expected to be held. The German champion is becoming Italian—and no one had to consult the workforce first. #Commerzbank #Takeover #Banks

ASML reports Q3 record revenue of €11.7 billion, profit significantly above consensus, third forecast upgrade this year. And then: Stock -2%. The market read the numbers—but also the interest rates. #ASML #Semiconductors #AI

Goldman Sachs reports strong results; stock dips 0.2%. Citigroup significantly beats earnings expectations—stock falls 5.6%. Major U.S. banks collectively report a $56.5 billion net interest income, marking their fifth consecutive record quarter. Yet the market isn’t celebrating. #GoldmanSachs #Banks #Earnings

Meta continues to rise—Truist raises its price target from $763 to $1,000, maintaining a Buy rating. Rationale: Valuation model rolled to fiscal year 27, plus expected contribution from Muse. One analyst, a new fiscal year, and suddenly $237 more value is priced in. #Meta #AI #Upgrade

BASF appears to have submitted a higher bid in its pursuit of Evonik, following the Evonik board’s rejection of the initial offer. The BASF management clarifies: "We are not spending billions on a company just to dismantle its key parts." Reassuring. Spending billions is only problematic if you clean up afterward. #BASF #Evonik #Acquisition

ASML releases Q3 earnings on Wednesday, needing to uphold the thesis that semiconductors and AI infrastructure are still holding the U.S. market together. Rising bond yields are increasing the cost of financing capital expenditures that no longer come close to being covered by ongoing cash flow. #ASML #ChipShortage #Earnings

Weekly Review: ASML remains the bottleneck of the AI industry. EUV lithography is available worldwide from only one supplier—and HBM consumes up to three times the wafer area of standard DRAM. New cleanrooms take years to build. A bottleneck as a business model. #ASML #AI #ChipShortage