Danilo Masoni

Mostly stocks @reuters Europe

[Danilo Masoni @damasoni]

EU semis slide 💥 after Broadcom ($AVGO) disappoints, sparking profit‑taking🔻 $STMPA −5%; $IFXGn $ASMI $BESI $ASML −2–4% 🔄 Rotation into software: $CAPP $NEKG $DAST $SAPG $SOPR +4–7 💬 AI rally durability in focus
🇺🇸 $AVGO −11% pre‑mkt; $AMD $MU $INTC $QCOM $MRVL lower

[Danilo Masoni @damasoni]

Car supplier Valeo shares soar on bets over data centre growth. Market takeaway: the AI bull run is broadening https://t.co/4KPWTZB4t6

[Danilo Masoni @damasoni]

European #software stocks rally, pushing $SAP to a 10‑week high as a rebound in U.S. peers lifts sentiment after weeks of AI-driven selling. SAP +4.8%; $SGE, $DAST, $NEKG and $TEMN ~+3%. Traders cite short covering and valuation reset, but volatility remains high

[Danilo Masoni @damasoni]

Chipmaker X-FAB surges in retail-driven rally as chip frenzy builds https://t.co/uOfY5XTVi8

[Danilo Masoni @damasoni]

CSG shares jump as solid results wipe out Hunterbrook-driven losses https://t.co/q8WbGggQ9Z

[Danilo Masoni @damasoni]

Tech firm Cint climbs after Triton-backed group announces takeover bid https://t.co/0fe4qPMgwq

[Danilo Masoni @damasoni]

European chip, electrical stocks surge as AI optimism builds on earnings https://t.co/uRTgdlfv9W

[Danilo Masoni @damasoni]

Iran market flux spurs and slows European green energy race https://t.co/ZDYGRI6acd

[Reuters Energy and Commodities @ReutersCommods]

Shares of Western gas exporters reap war windfall as Qatar flows dry up https://t.co/7xHx9c425F

[Danilo Masoni @damasoni]

AI-fuelled optimism meets policy risks for European clean energy stocks https://t.co/zjkKizZxDE

[Reuters @Reuters]

How Schaeffler's bet on humanoids is beating auto sector blues https://t.co/hK1MBWGRRy https://t.co/hK1MBWGRRy

[Danilo Masoni @damasoni]

In euro terms, Nasdaq down 6%

[Danilo Masoni @damasoni]

'Gamestop effect': retail traders seen behind Eutelsat's 650% surge https://t.co/kGIXzm9Xy3 via @Reuters $ETL #stocks

[Danilo Masoni @damasoni]

"Beyond fundamentals": is Europe's arms race priced in? https://t.co/daVyVrBe7r via @Reuters

[Danilo Masoni @damasoni]

Investors favour German midcap shares over blue chips on recovery bets #MDAX vs #DAX #stocks @Reuters https://t.co/G35eOdjYtN

[Danilo Masoni @damasoni]

European stocks step out from US shadow in 2025, but for how long? https://t.co/Zy0hIofccx

[Danilo Masoni @damasoni]

#FTSE100 factoid: with today's drop AstraZeneca loses to Shell its spot as biggest company on the index. They've been locked in a tight race for at least 2 years... HSBC is distant no. 3 $AZN $SHEL $HSBC

[Danilo Masoni @damasoni]

In a Trump win, 'buy-the-dip' opportunity seen in European defence https://t.co/hPpNVYTV6U

[Danilo Masoni @damasoni]

Clean energy has become "a stock-pickers' market" #stocks #ETF #Renewables

[Reuters @Reuters]

Tentative green energy shoots at risk from US vote uncertainty https://t.co/Q9MG1XiC9u

[Danilo Masoni @damasoni]

Europe's laggard stocks sparkle as superstars hit pause https://t.co/N6xUPQWyaI