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06 July 2026
CASA
Alphavalue Morning Market Tip
Stake in Banco BPM raised to 29.3%; X read to BMPS and Intesa.
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02 July 2026
Arm's share price rests on 'stories'
A $330 share price, 40x earnings expected five years from now, and growth funded by SoftBank: wh...
19 June 2026
Defence suddenly competitive
European defence is no longer the cozy oligopoly it once was. Rising competition from AI-driven sta...
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11 June 2026
Light steel
European steel stocks have surged on the back of EU carbon border taxes rather than genuine dem...
04 June 2026
Sandoz's escape velocity deserves ovation
Sandoz is riding the biosimilar wave as $320bn worth of biological drugs lose patent protection, stro...
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28 May 2026
It is written on the wall
AI valuations are defying reality. As three mega-IPOs worth $3.5 trillion approach, markets are ignori...
21 May 2026
Time to take AI chips off the table
AI capex is a bubble - tokens sold below cost, no returns in sight, and $1tn invested in 2026 alone wi...
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