This report provides a daily summary of equity research ratings, target price revisions, and macro commentary across Americas, Europe, and Asia as of June 11, 2026.
Key Takeaways
- 1.US equities face potential for increased AI capex and higher market volatility.
- 2.European renewables see re-pricing activity with EDPR upgraded to Buy.
- 3.Datacenter demand is significantly impacting the auto and industrial technology supply chain.
Table of Contents
- Macro/Global
- Americas
- Europe
- Asia
- The Macro Round-Up
- ECONOMICS
- STRATEGY
- Rating and Conviction List Changes
- Notable Stock Research to Consider
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Authors
Global Investment Research
Securities
P911_p.DEEDPR.LS
Themes
AI Infrastructure and CapexDatacenter Demand Impact
Regions
North AmericaEuropeAsia PacificUnited StatesJapanChina