TMT Special Sales: Media Coverage and AI Regulation

Goldman Sachs TMT Specialist Sales provides a market wrap highlighting a surge in Semi/AI stocks (Marvell, HPE) and the resumption of European Media coverage using a new AI-moat assessment framework.

Key Takeaways

• 1.Goldman Sachs has resumed coverage on the European Media sector with a new AI framework to test the business moats of agencies and publishers.
• 2.NVIDIA's CEO Jensen Huang highlights Marvell (MRVL) as a potential '$1 trillion company', driving a 32% overnight share price increase.
• 3.A new US executive order on AI regulation signals increased federal involvement in cybersecurity, governance, and security testing of 'frontier models'.

Table of Contents

• TODAY'S WRAP
• EUROPEAN MEDIA
• Prosus
• Regulation
• OpenAI
• Microsoft
• TECH
• TELCOS
• MEDIA & INTERNET
• MACRO AND TRADING
• 2026 EMEA Conferences
• 2026 Conferences
• TMT RESEARCH TEAMS

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial