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Buy the dip on Europe's AI winners, says MS

LIVE MARKETS-Buy the dip on Europe's AI winners, says MS STOXX 600 down 0.9% Volatility above 23 Tech leads fallers Some UK earnings please Wall St futures soft Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com BUY THE DIP ON EUROPE'S AI WINNERS, SAYS MS AI beneficiaries were the first to feel the pain in the recent market sell-off, but Morgan Stanley equity analysts expect them to
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Indian shares rise tracking rebound in Asian markets

INDIA STOCKS-Indian shares rise tracking rebound in Asian markets Updates at 9:50 a.m. IST By Bharath Rajeswaran BENGALURU, Aug 6 (Reuters) - Indian shares rose on Tuesday, following a relief rally in broader Asian markets as U.S. central bank officials soothed investor nerves after a brutal selloff in the previous session. The NSE Nifty 50 index .NSEI rose 1.14% at 24,328.45, as of 9:50 a.m IST, and the S&P BSE Sensex .BSESN added 1.13% at 79,651.57. The Nifty Sensex had logged their worst sess
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Danske Bank, Greggs, HSBC

EUROPE RESEARCH ROUNDUP-Danske Bank, Greggs, HSBC Aug 1 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Danske Bank, Greggs, and HSBC, on Thursday. HIGHLIGHTS * Danske Bank DANSKE.CO : HSBC raises target price to DKK 258 from DKK 257 * Greggs GRG.L : Berenberg raises target price to 3600p from 3340p * HSBC HSBA.L : Berenberg raises target price to 870p from 830p * Kardex Holding AG KARN.S : Berenberg raises target price to CHF 260
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European shares tread higher on ASML, earnings boost

UPDATE 2-European shares tread higher on ASML, earnings boost For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window ASML jumps on report of being exempted from new US trade rule HSBC gains after $3 bln share buyback, upgrades income outlook Airbus rises after better-than-expected Q2 results Updated at 1600 GMT By Pranav Kashyap and Shashwat Chauhan July 31 (Reuters) - European shares gained on Wednesday with heavyweight ASML jumping on a repor
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Schneider Electric up after beat, outlook hike

BUZZ-Schneider Electric up after beat, outlook hike ** Shares in Schneider Electric SCHN.PA are up around 2% after the French group reported better-than-expected H1 earnings and raised its outlook ** Adj. EBITA came in 5% ahead of consensus, J.P.Morgan analysts say in a note ; the firm now sees adj. EBITA margin of 18.1-18.3% vs previously 18.0-18.
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Schneider H1 Adjusted EBITA EUR 3.38 Billion

BRIEF-Schneider H1 Adjusted EBITA EUR 3.38 Billion July 31 (Reuters) - Schneider Electric SE SCHN.PA : SCHNEIDER - Q2 GROUP REVENUE EUR 9.57 BILLION VERSUS EUR 9.51 BILLION IN COMPANY CONSENSUS SCHNEIDER - OUTLOOK: 2024 ADJUSTED EBITA GROWTH OF BETWEEN +9% AND +13% ORGANIC SCHNEIDER - OUTLOOK 2024: ADJUSTED EBITA MARGIN OF AROUND 18.1% TO 18.3% SCH
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France corporate earnings week ahead

DIARY-France corporate earnings week ahead July 26 (Reuters) - Diary of France (.FCHI) corporate earnings for the week ahead FRANCE EARNINGS Start Date Start Time (GMT) RIC Company Name Event Name 30-Jul-2024 AMC TEPRF.PA Teleperformance SE Half Year 2024 Teleperformance SE Earnings Release 30-Jul-2024 AMC OREP.PA L'Oreal SA Half Year 2024 L'Oreal SA Earnings Release 30-Jul-2024 04:30 AIR.PA Airbus SE Half Year 2024 Airbus SE Earnings Release 31-Jul-2024 NTS SAF.PA Safran SA Half Year 2024 Safra
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Data centre boom reveals AI hype’s physical limits

RPT-BREAKINGVIEWS-Data centre boom reveals AI hype’s physical limits The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Yawen Chen LONDON, July 4 (Reuters Breakingviews) - The craze in artificial intelligence has so far focused on chips made by Nvidia NVDA.O and apps like OpenAI’s ChatGPT. Underpinning this frenzy is a rush to build the infrastructure needed to train and run generative AI (GenAI) models.
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Data centre boom reveals AI hype’s physical limits

BREAKINGVIEWS-Data centre boom reveals AI hype’s physical limits The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Yawen Chen LONDON, July 4 (Reuters Breakingviews) - The craze in artificial intelligence has so far focused on chips made by Nvidia NVDA.O and apps like OpenAI’s ChatGPT. Underpinning this frenzy is a rush to build the infrastructure needed to train and run generative AI (GenAI) models.
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French and Benelux stocks-Factors to watch

French and Benelux stocks-Factors to watch June 26 (Reuters) - Below are company-related news and stories from France and Benelux which could have an impact on the region's markets or individual stocks. AIRBUS AIR.PA : Airbus is poised to take over all or part of the operations of four Spirit AeroSystems SPR.N plants as part of an impending deal that involves a carve-up of the U.S.-based aerostructures maker with Boeing BA.N , industry sources said .
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Schneider Electric To Invest $23.8 Million And Create 280 New Jobs In South Carolina

BRIEF-Schneider Electric To Invest $23.8 Million And Create 280 New Jobs In South Carolina June 25 (Reuters) - Schneider Electric SE SCHN.PA : SCHNEIDER ELECTRIC ANNOUNCES $23.8 MILLION INVESTMENT AND 280 NEW JOBS IN SOUTH CAROLINA OPERATIONS AMID ELECTRIFICATION TREND COMPANY FORECASTS 50% SURGE IN U.S. INDUSTRY ELECTRIFICATION BY 2030 ITS INVESTM
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Schneider Electric Launches Offering Of Convertible Bonds

BRIEF-Schneider Electric Launches Offering Of Convertible Bonds June 25 (Reuters) - Schneider Electric SE SCHN.PA : LAUNCHES AN OFFERING OF BONDS CONVERTIBLE INTO NEW SHARES AND/OR EXCHANGEABLE FOR EXISTING SHARES (OCEANES) FOR EUR 750 MLN OFFERING OF SENIOR UNSECURED BONDS IS DUE 2031 NET PROCEEDS OF THE OFFERING WILL BE USED TO FINANCE THE REPURC
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French and Benelux stocks-Factors to watch

French and Benelux stocks-Factors to watch June 21 (Reuters) - Below are company-related news and stories from France and Benelux which could have an impact on the region's markets or individual stocks. Alstom ALSO.PA : French train maker booked a new services order in the AMECA region of around 400 million euros. ATOS ATOS.PA : Atos said it reached an agreement on an additional tranche of facilities of 350 million euros ($375 million).
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US natgas stockpiles seen up 69 bcf in week ended June 14

POLL-US natgas stockpiles seen up 69 bcf in week ended June 14 June 20 (Reuters) - U.S. utilities likely added a smaller-than-usual 69 billion cubic feet (bcf) of natural gas into storage last week as low gas prices earlier this year caused drillers to cut output, a Reuters poll showed on Thursday. That compares with an injection of 92 bcf during the same week a year ago and a five-year (2019-2023) average increase of 83 bcf for this time of year.
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Schneider Electric And Aveva Partner With In-Core Systemes

BRIEF-Schneider Electric And Aveva Partner With In-Core Systemes June 20 (Reuters) - Schneider Electric SCHN.PA : SCHNEIDER ELECTRIC AND AVEVA PARTNER WITH IN-CORE SYSTÈMES TO IMPROVE ELECTRIC VEHICLE BATTERY PRODUCTION PROCESS Source text for Eikon: ID:nBw81VfKNa Further company coverage: SCHN.PA (Gdansk Newsroom)
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European shares advance as French political concerns subside

UPDATE 2-European shares advance as French political concerns subside For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window Novonesis jumps after FY outlook raise Carrefour slides on possible fine for franchise operations STOXX 600 up 0.7%, utilities lead gains Updated at 1600 GMT By Shashwat Chauhan, Jesus Calero and Shristi Achar A June 18 (Reuters) - European shares closed higher on Tuesday, supported by a slip in government bond yields as
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Data centre power demand to boost European capital goods firms, Jefferies says

BUZZ-Data centre power demand to boost European capital goods firms, Jefferies says ** AI-driven growth in the data centre market is set to fuel electricity demand, which will boost capital goods companies in Europe, Jefferies says ** Growing needs from data centres will increase energy consumption and require expansion and upgrades to the power grid, it says ** It expects data centre electricity consumption to reach 17% CAGR in the U.S.
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Givaudan, National Grid, Schneider Electric

EUROPE RESEARCH ROUNDUP-Givaudan, National Grid, Schneider Electric June 18 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Givaudan, National Grid and Schneider Electric, on Tuesday. HIGHLIGHTS * Crest Nicholson Holdings Plc CRST.L : RBC raises target price to 250p from 175p * Givaudan SA GIVN.S : JP Morgan raises target price to CHF 4,200 from CHF 3,800 * National Grid NG.L : Barclays cuts target price to 1120p from 1365p * Schne
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US natgas stockpiles seen up just 74 bcf in week ended June 7

RPT-POLL-US natgas stockpiles seen up just 74 bcf in week ended June 7 Repeats POLL originally published on June 12, no changes June 12 (Reuters) - U.S. utilities likely added a smaller-than-usual 74 billion cubic feet (bcf) of natural gas into storage last week as low gas prices earlier this year caused drillers to cut output, a Reuters poll showed on Wednesday.
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US natgas stockpiles seen up just 74 bcf in week ended June 7

POLL-US natgas stockpiles seen up just 74 bcf in week ended June 7 June 12 (Reuters) - U.S. utilities likely added a smaller-than-usual 74 billion cubic feet (bcf) of natural gas into storage last week as low gas prices earlier this year caused drillers to cut output, a Reuters poll showed on Wednesday. That compares with an injection of 90 bcf during the same week a year ago and a five-year (2019-2023) average increase of 89 bcf for this time of year.
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