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What if it turns out that Europe is home to the world’s most strategic company?

Although AI is often associated with names such as Nvidia, SK Hynix, Samsung or TSMC, behind them all lies a key European player: ASML, whose technological position is unique in the world and which “has no competitor for its most advanced products”. By Alexis Bienvenu The artificial intelligence revolution has its own stars: Nvidia for processors, SK Hynix and Samsung for memory, and TSMC for chip manufacturing. However, behind these…


Amadeus

Consensus expects close to 22% growth in Amadeus’ revenues in 2023, optimistic without a hike in capacity from the airlines

Morgan Stanley | The tech team is expecting a complicated year, with a slowdown in growth and inflation and interest rates still at high levels. Although rates will become more moderate, they believe it will be difficult for stocks to perform well if earnings expectations come under pressure. For that reason, they prefer to stick with defensive stocks. ASML, SAP and Sage. Further along, it will make sense to add…