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Show Notes
On this episode of Stock Movers:
- JPMorgan has a bullish view on European capital goods into 2026, with upgrades for Siemens Energy and Schneider Electric giving it 21 overweight ratings within the sector, compared with only three underweights.
- BofA Global Research raised the recommendation on Mercedes-Benz to neutral from underperform.
-European semiconductor stocks with data‑center and 5G exposure advance after US peer Marvell Technology reassured investors that its custom chip-design unit is winning repeat orders, signaling continued growth as the company benefits from runaway spending on AI computing. STMicro rose as much as 3.8% as of this morning in London.
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