#Jefferies
articles
Technology
Jefferies: China Will Win AI's Consumer Market Despite Chip Stock Rout
A new Jefferies note argues China is best positioned for AI's mass market, even as semiconductor stocks wobble and big t...
Companies
Heidelberg Materials Price Target Cut to €286 as Jefferies Stays Bullish After Q2 Results
Jefferies lowers Heidelberg Materials target by €4 but expects rising volumes, pricing power, and cost cuts to revive se...
Companies
Jefferies Reiterates Buy on SAP, Sees Company as AI Leader Among Peers
Analyst Charles Brennan maintains EUR 210 price target, citing CEO Klein's AI urgency and SAP's advanced positioning in ...
Markets
Jefferies Tells Investors to Rotate to Dividend Heavyweights as AI Hype Cools
Amid uncertainty over AI returns, Jefferies strategist Desh Peramunetilleke advises rotating to low-volatility U.S. divi...