BIZARRE: Erste group - You Need To See This

Marvell’s recent selloff has been driven more by valuation than fundamentals, while one of its biggest long-standing risks appears to be fading.

Broadcom’s projected $200 billion Samsung partnership is less about size and more about securing the AI chip supply chain for years to come.

The M&A markets in Poland, Austria, Romania and Lithuania were the most attractive for foreign capital in Central and Eastern Europe in 2025. The region attracted a record inflow despite the war in Ukraine, the slowing German economy and trade tensions.

Upgrades

Morgan Stanley analyst Brian Nowak lowered the price target on Facebook parent Meta Platforms Inc (NASDAQ:FB) to $325 from $360 and reiterated Overweight. The price target implies an upside of 59.7%. Nowak noted lower near-term monetization of Reels. Benchmark analyst Mark Zgutowicz harbored similar feelings and therefore initiated coverage on the stock with a Hold and without any…

Erste Group analyst Hans Engel downgraded Facebook parent Meta Platforms (NASDAQ:FB) to Hold from Buy.  Facebook invested 21.7% of revenue in research and development in the last quarter, and the intended reorientation toward virtual products and services offers new earnings potential in the future. Related Content: Read How Facebook's Metaverse Ambitions Are Shaping Up In Mark…