TMT Specialist Sales Daily Update

Tech stocks saw broad gains following geopolitical easing, while AI infrastructure demand continues to drive intense capital expenditure across memory and semiconductor sectors.

Key Takeaways

• 1.Memory and semiconductor stocks rallied significantly following improved risk sentiment from a U.S.-Iran peace deal.
• 2.AI infrastructure demand remains intense, forcing even cloud hyperscalers like Microsoft to leverage rival AWS capacity.
• 3.AI-referred retail traffic demonstrates significantly higher intent, spending more time on sites and generating 53% more revenue per visit.

Table of Contents

• TODAY'S WRAP
• TELCOS
• MEDIA & INTERNET
• MACRO AND TRADING
• 2026 EMEA Conferences
• 2026 Conferences

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