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Euro-AI 50 — News & analysis

Updates on the Euro-AI 50 — European AI sovereignty index covering chip equipment, model providers, datacenter, and software.

All entries  ·  Methodology

  1. Market wrap US session · Jul 29, 01:16 PM

    Into US open: S&P futures +0.24%, DAX +0.12% — KOSPI -11.6% drags Asia

    KOSPI -11.6% drags Asia. SPY +0.24% · VIX 18.7.

  2. The day ahead US session · Jul 29, 01:00 PM

    Wednesday setup · 1 macro · 30 universe earnings

    1 macro print + 30 universe earnings on the calendar.

    Tagged 000660.KS005930.KS0522.HK2308.TW6857.TAIR.PAAPHARMCLHCMGRUBINEURO-AIHALONASDAQAW25US
  3. Market wrap AS · Jul 29, 05:30 AM

    Asia close: Nikkei -3.04%, KOSPI -11.58% — KOSPI -11.6% drags Asia

    KOSPI -11.6% drags Asia. Nikkei -3.04% · HSI +1.37%.

  4. Earnings drift AH · Jul 28, 11:00 PM

    ALFA.ST PEAD reversal: T+3 ↑LONG faded — T+5 closes +0.2%

    T+3 said ↑LONG at +3.62% CAR; T+5 reverses to +0.2%. The market re-priced the print.

  5. Earnings drift AH · Jul 28, 09:32 PM

    STM · PEAD ↓ 100

    STMicroelectronics reported Q2 2026 EPS of $0.31 on 2026-07-23, beating the $0.26 consensus by $0.05 (+19.2%).

  6. Earnings drift AH · Jul 28, 09:02 PM

    HO.PA · PEAD ↑ 100

    Thales reported Q2 2026 results on 2026-07-23; no EPS actuals are yet in our feed.

  7. Earnings drift US session · Jul 28, 08:33 PM

    DSY.PA · PEAD ↑ 100

    Dassault Systèmes reported Q2 2026 EPS of €0.31 on 2026-07-23, beating the €0.30 consensus by €0.01 (+3.3%).

  8. Earnings drift US session · Jul 28, 08:32 PM

    BESI.AS · PEAD ↓ 100

    BESI reported Q2 2026 EPS of €1.11 on 2026-07-23, missing the €1.14 consensus by €0.03 (-2.6%); no prior-year comparable is available in the current data feed.

  9. Earnings reaction AH · Jul 28, 08:30 PM

    11 universe earnings AMC · July 28, 2026

    11 reports AMC session. 1 beats · 0 misses.

    Tagged AI.PAASM.ASBECSGPEL.PAENPHKLACPHIA.ASSAF.PASTXTERRUBINEURO-AIAW25HALONASDAQ
  10. Market wrap AH · Jul 28, 08:16 PM

    US close: S&P +0.3%, NDX -0.04% — KOSPI -10.1% drags Asia

    KOSPI -10.1% drags Asia. S&P +0.3% · NDX -0.04%.

  11. Market wrap US session · Jul 28, 01:15 PM

    Into US open: S&P futures +0.02%, DAX -0.02% — KOSPI -10.1% drags Asia

    KOSPI -10.1% drags Asia. SPY +0.02% · VIX 18.6.

  12. The day ahead US session · Jul 28, 01:00 PM

    Tuesday setup · 0 macro · 20 universe earnings

    20 universe earnings reporting today. No major macro.

    Tagged 000660.KS3037.TW6861.TAI.PAASM.ASBECARRCSGPECLEL.PARUBINEURO-AIAW25HALONASDAQUS
  13. Earnings drift Europe session · Jul 28, 11:31 AM

    VACN.SW · PEAD ↓ 100

    VAT Group reported Q2 2026 results on 2026-07-22; no EPS actuals are yet available in our feed.

  14. Market wrap AS · Jul 28, 05:30 AM

    Asia close: Nikkei -3.79%, KOSPI -10.1% — KOSPI -10.1% drags Asia

    KOSPI -10.1% drags Asia. Nikkei -3.79% · HSI -0.11%.

  15. Earnings drift AH · Jul 27, 11:00 PM

    SAAB-B.ST PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +15.25%)

    T+3 said ↑LONG at +14% CAR; T+5 extends to +15.25%. Drift survived the classical post-earnings window.

  16. Earnings drift AH · Jul 27, 09:31 PM

    TIETO.HE · PEAD ↑ 47

    Tietoevry reported Q2 2026 EPS of €0.32 on 2026-07-22, missing the €0.35 consensus by €0.03 (-8.6%).

  17. Earnings drift AH · Jul 27, 09:30 PM

    TEMN.SW · PEAD → 1

    Temenos reported Q2 2026 EPS of 1.31 on 2026-07-22, beating the 1.29 consensus by 0.02 (+1.6%).

  18. Market wrap AH · Jul 27, 08:15 PM

    US close: S&P -0.28%, NDX -0.36% — HSI +0.8% leads Asia

    HSI +0.8% leads Asia. S&P -0.28% · NDX -0.36%.

  19. Big mover AS · Jul 27, 08:00 PM

    ATS.VI -13.62% — AT&S

    ▼ ATS.VI -13.62% on the day. In Rubin / Euro-AI.

  20. Big mover AS · Jul 27, 08:00 PM

    NBIS -14.97% — Nebius Group

    ▼ NBIS -14.97% on the day. In Euro-AI.