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Public Markets 3h Briefing

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기사 44건 요약 · 마지막 업데이트: v86
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Tech & AI

Morgan Stanley investing.com Morgan Stanley weighs AI disruption risk for US equities, while ASML investing.com cites AI as the main engine of demand growth. Meanwhile, Temenos bloomberg.com lifted targets, downplaying AI fears.

Energy

Nordex wsj.com Nordex surged 16% after beating earnings, citing AI‑driven data center expansion as a catalyst for North American wind demand.

Materials

Cocoa Sales bloomberg.com Cocoa Sales resumed in Ivory Coast after regulator dropped premium, boosting traders. In contrast, Owens Corning wsj.com widened its loss as sales fell across multiple businesses.

Debt

Romania Debt bloomberg.com Romania Debt tapped foreign markets for the first time this year, while Omnicom Debt bloomberg.com raised euro currency debt for the