Alphavalue Morning Market Tip
Stake in Banco BPM raised to 29.3%; X read to BMPS and Intesa.
A $330 share price, 40x earnings expected five years from now, and growth funded by SoftBank: wh...
European defence is no longer the cozy oligopoly it once was. Rising competition from AI-driven sta...
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European steel stocks have surged on the back of EU carbon border taxes rather than genuine dem...
Sandoz is riding the biosimilar wave as $320bn worth of biological drugs lose patent protection, stro...
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AI valuations are defying reality. As three mega-IPOs worth $3.5 trillion approach, markets are ignori...
AI capex is a bubble - tokens sold below cost, no returns in sight, and $1tn invested in 2026 alone wi...