TMT Specialist Sales Daily Update

This report highlights a strategic case for the undervalued European media and internet sector amidst rotation and provides updates on AI regulation and TMT industry news.

Key Takeaways

• 1.European media and internet sector is seen as undervalued, offering double-digit EPS growth, low leverage, and significant capital returns.
• 2.Increasing regulatory pressure in the EU and US regarding AI, including cybersecurity supply chain reviews and potential federal safety audits.

Table of Contents

• TODAY'S WRAP
• REGULATION
• OTHER
• TELCOS
• MEDIA & INTERNET
• MACRO AND TRADING
• 2026 EMEA Conferences
• 2026 Conferences
• TMT RESEARCH TEAMS