|
Feb 17
|
|
—
|
SHORT
|
@FirstSquawk
|
JPMorgan lowered its price target for Capgemini to €150, indicating a less favorable outlook for the stock. |
@zerohedge
US Air Force Moves To Quickly Restock 30,000-...
|
|
Feb 14
|
|
—
|
LONG
|
@BarbarianCap
|
consulting is one of the spaces to watch
"generative AI represented more than 10% of the group’s total"
Capgemini Expects AI Demand to Fuel Growth in Year Ahead https://t.co/j8uDGItrb5 |
@BarbarianCap
consulting is one of the spaces to watch
"ge...
|
|
Feb 13
|
|
—
|
LONG
|
Fabiana Fedeli
CIO of Equities, Multi-Asset and Sustainability, M&G Investment Management
|
Applied Materials (AMAT) surged 10% on upbeat sales forecasts driven by demand for AI and memory chips. Capgemini is pivoting to "sovereign AI" infrastructure. The market is struggling to pick winners in software ("losers" are being sold off), but the "enablers" (hardware and infrastructure) have clear visibility. Capgemini benefits from the specific European push for "sovereign" AI and IT independence. LONG. Focus on the "picks and shovels" (Enablers) rather than the software applications which are vulnerable to disruption. Overvaluation in the semi-equipment space if AI capex slows. |
Bloomberg Markets
L'Oreal Falls, Kongsberg Sees Air Defense Sys...
|