Silver Linings Euro TMT Weekly: EU TMT Sector Specialist Commentary
Report Coverage
- Broker
- JPMorgan
- Region
- Europe
- Report Type
- Industry Report
- Primary Focus
- Silver Linings Euro TMT Weekly
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Report Summary
Scott Silver - Specialist Sales - European TMT AC (44-20) 7134-0412 Europe Specialist Sales J.P. Morgan Securities plc 21 June 2026 It hasn’t exactly been the most peaceful start to the morning, but it was made special by the wonderful cards, thoughtful gifts, and sweet messages from the boys. It’s hard to believe that we adopted them three years ago now. In many ways, though, it
Key Takeaways
- Nokia (OW): Recent ~20% pullback seen as a buying opportunity
- ASML (OW): Main debate is what drives the next leg higher
- Infineon (OW): Auto still matters (~47% of mix). AI thesis intact, but renewed China auto concerns are a headwind
- Dassault (N): Will some go Long into print (again?)
- Capgemini (N): Accenture numbers don’t help
- Deutsche Telekom (OW): DT/T-Mobile US combination
Why This Report Matters
JPMorgan's 10-page analysis on "Silver Linings Euro TMT Weekly: EU TMT Sector Specialist Commentary" provides institutional-grade insights for investors and professionals seeking to understand current market dynamics and investment implications in this space.
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This summary is for users researching the JPMorgan Silver Linings Euro TMT Weekly report. It helps users review Silver Linings Euro TMT Weekly: EU TMT Sector Specialist Commentary coverage, key takeaways, and related broker or sector research paths across AI, Silver, Linings; Scott Silver, Specialist Sales.
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