TMT Specialist Sales Update

This report provides a TMT market update covering AI spending trends, hyperscaler capex, and telecommunications M&A speculation. It highlights high cross-strategy correlations and elevated risk appetite as key macro concerns.

Key Takeaways

• 1.OpenAI is considering price cuts to win enterprise market share, signaling increased scrutiny on AI usage costs.
• 2.The GS Risk Appetite Indicator (RAI) has risen above 1.2, signaling high market crowding and potential for synchronized corrections.

Table of Contents

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

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