GS TMT Spec Sales

This report covers the latest TMT developments including AI chip manufacturing agreements, European telecom consolidation, and significant M&A activity in the food delivery sector.

Key Takeaways

• 1.Market sentiment remains focused on AI infrastructure and device proliferation, with semiconductor names continuing to see strong demand.
• 2.European telecom consolidation is gaining momentum as regulatory processes advance, with Orange acquiring the remaining stake in MasOrange.
• 3.Delivery Hero faces M&A complexity as Saudi firm Ninja weighs a bid for its Middle East assets, potentially complicating an Uber acquisition.

Table of Contents

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

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