On this episode of Stock Movers:
- JPMorgan has a bullish view on European capital goods into 2026, with upgrades for Siemens Energy and Schneider Electric giving it 21 overweight ratings within the sector, compared with only three underweights.
- BofA Global Research raised the recommendation on Mercedes-Benz to neutral from underperform.
-European semiconductor stocks with data‑center and 5G exposure advance after US peer Marvell Technology reassured investors that its custom chip-design unit is winning repeat orders, signaling continued growth as the company benefits from runaway spending on AI computing. STMicro rose as much as 3.8% as of this morning in London.

On this episode of Stock Movers: - JPMorgan has a bullish view on European capital goods into 2026, with upgrades for Siemens Energy and Schneider Electric giving it 21 overweight ratings within the sector, compared with only three underweights. - BofA Global Research raised the recommendation on Mercedes-Benz to neutral from underperform. -European semiconductor stocks with data‑center and 5G exposure advance after US peer Marvell Technology reassured investors that its custom chip-design unit is winning repeat orders, signaling continued growth as the company benefits from runaway spending on AI computing. STMicro rose as much as 3.8% as of this morning in London.

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Listen for five-minute conversations on today's biggest winners and losers in the stock market. Subscribe for analysis on the companies making news on Wall Street.

Listen for news on today's biggest winners and losers in the stock market.

Stock Movers

Schneider Electric Up, Mercedes Upgraded, STMicro Gains

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8c2cd534-673d-4f8d-99f3-b3a90097f3ba/transcript

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