Silver Sunrise Euro TMT Daily

Latest edition · June 9, 2026

JPM Silver Sunrise Euro TMT Daily

This daily report provides coverage of European TMT sector research, including initiations on GlobalData and updates on Aixtron and Hexagon. It also reviews broader global market volatility and upcoming industry events.

The report highlights key research notes for the European TMT sector, specifically initiating GlobalData at Neutral, detailing Aixtron's operational capacity plans for 2026-2027, and revising Hexagon's price target following corporate restructuring. Market sentiment reflects a tech-led selloff, with notable pressure on US internet and software stocks as concerns regarding hyperscaler capital spending and interest rates mount. Several TMT-focused conferences and marketing events are also scheduled.

Key takeaways from the latest edition

• 1.GlobalData initiation at Neutral with a 135p target, citing balanced risk/reward following a 43% rally since April.
• 2.Aixtron investor meeting highlights: G10 to G4 tool ratio shifting to 70:30 in 2026, with Malaysia capacity expansion planned for 2H 2027.
• 3.Hexagon price target lowered to SEK 85 following the spin-off of Octave and updated financial models for Q2 2026.

What this series covers

• EU TMT TODAY
• QUICK SILVER : SNIPPETS
• Events
• Global TMT Content
• Key Research / Comments
• Trading Recap
• Macro Research
• J.P. Morgan TMT Events
• J.P. Morgan TMT Contacts

Edition archive

• JPM Silver Sunrise Euro TMT Daily

  June 9, 2026

• JPM Silver Sunrise Euro TMT Daily

  June 2, 2026

• JPM Silver Sunrise Euro TMT Daily

  May 28, 2026

• JPM Silver Sunrise Euro TMT Daily: SAP, RELX, TEF, DHER, AG1

  May 14, 2026

• JPM Silver Sunrise Euro TMT Daily

  May 13, 2026

• JPM Silver Sunrise Euro TMT Daily: DHER, OCDO, AIXA + Weekly Email

  May 11, 2026