Investing.com -- Following ASML’s underperformance versus SAP (NYSE:SAP) (ETR:SAPG) in the first quarter, Jefferies sees more upside for ASML (NASDAQ:ASML) (AS:ASML) shares over one- and five-year horizons. However, the firm expects SAP to post strong Q1 results and, given its clearer catalyst path, views it as better positioned in the near term, while uncertainty around ASML is expected to pers ...
Investing.com -- UBS Global Research analysts have examined the European equity market and identified several key drivers for investors.While maintaining a neutral stance on the region as a whole, the firm notes the emergence of single stock opportunities spurred by potential macro and structural catalysts. These catalysts include the possibility of a more pro-growth German government, ...
Investing.com -- U.S. media stocks face a multi-pronged threat from tariffs, with ad-centric firms most exposed, according to a new note from Citi analysts, who outlined three key ways trade policy could pressure the sector in 2025.Tariffs will impact U.S. media in three main ways: through lower personal consumption expenditures, equity market declines, and recession-linked shifts in ad spend ...
Investing.com - U.S. stocks climbed to the end a tumultuous week of trading, with equities whipsawed by a near-constant stream of massive developments in President Donald Trump’s sweeping tariff plans.Following a sharp slide in stocks in the wake of the imposition of new tariffs on a host of countries around the world, as well as a steep sell-off in bond markets, Trump announced a 90-day de ...