We never expected our list of European stocks sold on AI fears to go down this fast. It seems to rhyme with what Anthropic says.
Alphavalue Morning Market Tip
Prelim results massive losses due to EUR22bn provisions.
If those bashed businesses keep to their growth convictions in their 2026 outlook, maybe the pressu...
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What are rising inventories telling us? And who needs bigger inventories?
If one is not inclined to cut a bit of each A&D holding, and is intent on retaining all-weather Airb...
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2026 starts as your typical financial year with high eps growth ambitions (+11%), most likely to be tri...
On paper the case is clear: One should pile into Ferrari.