TMT Specialist Sales Daily Wrap

This report covers TMT-sector updates including hardware demand, semiconductor guidance, and internet industry developments. It also notes a hawkish turn from the FOMC, impacting market sentiment.

Key Takeaways

• 1.The FOMC delivered a hawkish surprise with 9 of 18 members projecting a rate hike in 2026.
• 2.BESI raised long-term revenue and margin guidance in anticipation of its CMD, though market reaction remains mixed.
• 3.High-end MLCC supply is constrained by manufacturing complexity and surging demand from AI ASIC platforms.

Table of Contents

• TECH
• TELCOS
• MEDIA & INTERNET
• MACRO AND TRADING
• 2026 EMEA Conferences
• 2026 Conferences

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