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Top related persons:
Marcus Morris - 3 Eyton - 2 Morris - 2 that's - 1 ASML - 1 It's - 1 Francois - 1 Xavier Bouvignies - 1
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Europe United States TSMC Belgium Veldhoven Netherlands ASML AllianceBernstein
Top related orgs:
Nvidia - 1 AMD - 1 Intel - 1 Samsung - 1 SK Hynix - 1 U.S - 1 Infineon - 1 BE Semiconductor - 1

Search resuls for: "Eyton"


3 mentions found


☆ This 'quasi monopoly' chip stock will drive AI trend for the next decade, says fund manager
  + stars: | 2024-06-06 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
European chip stock ASML "is almost in a quasi-monopoly position" to drive developments in artificial intelligence over the next decade, according to fund manager Marcus Morris-Eyton. Its customers include TSMC , which makes the AI chips designed by Nvidia , AMD and Intel , as well as Samsung and SK Hynix . Shares fell by 7% on the day as the company provided what analysts labeled "soft" guidance for the current quarter. Earlier this week, the company opened a test laboratory for its next-generation lithography equipment with Belgium chip research firm Imec. "Ultimately, if you need AI, if you need [electric vehicles], if you need data centers, you need more chips," Morris-Eyton added.
Persons: Marcus Morris, that's, ASML, It's, Francois, Xavier Bouvignies, Tammy Qiu, Didier Scemama, Marie Ganneval, Eyton, Morris Organizations: Nvidia, AMD, Intel, Samsung, SK Hynix, U.S, Infineon, BE Semiconductor, Wall Street, UBS, of America, AllianceBernstein's, ASML, CNBC Locations: United States, TSMC, Belgium, Veldhoven, Netherlands, ASML
☆ Europe stocks set to extend losses after worst session for a month
  + stars: | 2024-05-29 | by ( Jenni Reid | ) www.cnbc.com   time to read: +1 min
European stock markets are heading for a lower open on Wednesday following the worst session for a month. The benchmark Stoxx 600 dropped 0.6% on Tuesday, its steepest loss since April 30, as investors focus on the interest rate outlook and monitor rising global bond yields. European marketsA solid crop of first-quarter and full-year earnings has put the Stoxx on course for a monthly gain. "Earnings season was generally better than feared," Marcus Morris-Eyton, portfolio manager for Europe and global growth at AllianceBernstein, told CNBC's "Squawk Box Europe" on Tuesday. "51% of companies beat expectations, but actually two thirds of companies beat or met expectations, and when you dig beneath the surface what is particularly interesting is the margin strength across European companies during the quarter," Morris-Eyton said.
Persons: Marcus Morris, CNBC's, Morris, Eyton Locations: Europe, AllianceBernstein
☆ Europe's earnings season was better than feared, AllianceBernstein portfolio manager says
  + stars: | 2024-05-28 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEurope's earnings season was better than feared, AllianceBernstein portfolio manager saysMarcus Morris-Eyton, portfolio manager for Europe and global growth at AllianceBernstein, discusses the details in the data from recent European earnings season.
Persons: Marcus Morris Locations: Europe
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