AIXTRON

Aixtron shares jumped to €39.67, approaching the round €40 level. Operationally, revenue and EBIT fell in Q2, while order intake recovered strongly, rising 81% to €214.5 million and lifting the order backlog to €456.9 million. The company is counting on a ramp-up in production, larger deliveries in the optoelectronics segment from Q3, and reiterates its full-year target of around €560 million in revenue with improved margins. Free cash flow rose significantly; analysts remain mostly constructive but have differing price targets depending on how the order backlog is executed. » Altro su finanzen.net

The DAX dropped 0.5% to 25,441 points after rising yields and a further-strengthening oil price. AI-related stocks came under pressure after leading AI managers called for a slowdown in development and OpenAI delayed its IPO; AIXTRON lost around 11.2%, with Infineon and Siemens Energy also down significantly. Markets are pricing in a 25-basis-point rate hike by the US central bank at about 90%, while software names like SAP emerged as the day's winners. » Altro su finanzen.net

Shares of AIXTRON and other chip-equipment suppliers dropped significantly worldwide on Monday after leading AI figures called for a slower pace of development. The catalyst were warnings about autonomous-AI risks and demands that powerful models undergo independent assessments; these calls were supported by Elon Musk and Sam Altman. Experts expect short-term declines due to valuation doubts and, in the long term, higher political risk for investments and liability rules across the AI value chain. » Altro su finanzen.net