

Luxury Tariff Fears, Infineon, Repsol Down
Apr 8, 2025
The podcast dives into the challenges facing the European luxury sector, highlighting difficulties in predicting valuations amidst tariff impacts. It discusses JPMorgan's downgrade of Pandora as visibility on earnings remains limited. Infineon Technologies makes a bold move by acquiring Marvell's automotive business for $2.5 billion, solidifying its presence in the market. Meanwhile, Repsol's stock fluctuates after production misses estimates, raising concerns about refinery margins and future consensus cuts.
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