Prysmian Daily News Update

• Market reacted negatively to increased valuations in the tech sector - Nov 21, 2025

  As of November 21, today’s news sees market fluctuations influenced by both tech stocks and concerns over metals supply. Prysmian experienced a decline, with shares dropping 4.6% as the broader European market reacted negatively to increased valuations in the tech sector and uncertain U.S. monetary policy. In the commodities sector, European manufacturers warned of potential copper shortages due to a surge in scrap exports, particularly to China. Companies highlighted that unless the European Union restricts the export of copper scrap, they may face critical shortages in refined copper necessary for production. This concern was echoed in a position paper by leading industry players, who fear a combined scrap and cathode shortage could hinder semiconductor fabrication. Recent increases in copper scrap exports, which rose 31% since 2022, particularly to the U.S., are alarming industry executives. Aluminium scrap has also emerged as a focal point in the global competition for critical minerals. EU officials are considering measures to retain more recyclable material within the bloc to combat escalating export rates, uniquely tying this issue to geopolitical tensions with the U.S. and China. As trade tensions rise, industry associations are advocating for smart export controls to manage supply. On the technology front, a trend of significant public bond issuance among major U.S. tech companies as they rush to finance AI investments is generating caution among investors. Giants like Alphabet and Meta have collectively raised nearly 90 billion dollars, raising concerns about how this could impact the corporate bond market in the long term. From the international front, President Zelenskiy of Ukraine urged unity in response to a controversial peace plan presented by the United States that demands significant concessions from Ukraine. This declaration underscored the growing pressure on Ukraine as it balances the challenges of maintaining sovereignty while managing relations with powerful allies.

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• AI optimism lifts Nvidia as NKT slides on downgrade - Nov 20, 2025

  As of November 20, today’s news features sharp market reactions in the cable manufacturing sector and renewed momentum in the AI industry. NKT falls as much as 3.9%, the most since September and trimming some of Wednesday’s 17% surge, after Kepler Cheuvreux cut its recommendation to reduce from hold. The analyst notes that the shares are currently trading at a “significant” premium to peers such as Prysmian and Nexans. Meanwhile, Nvidia CEO Jensen Huang said he does not see an AI bubble, but rather a tipping point. In his view, the kind of computing his company specializes in will come to suffuse everything from writing code to running legions of robots in the everyday world, stoking investor optimism and sending Nvidia shares up nearly 5% in premarket trading today. Turning to market updates, Siemens Energy announced a 6 billion dollars share buyback program, propelling its stock to a record high after previously raising its mid-term targets due to robust demand for gas turbines and energy grids. Furthermore, Schneider Electric Canada announced the inauguration of a new 20 million dollars state-of-the-art Albesol facility in Mississauga, Ontario. Launching on November 20, the new location marks a key milestone in their shared mission to strengthen Canada’s energy infrastructure and supply chain resilience. Meanwhile, China's rare earth magnet exports saw a 5.2% decline in October, while shipments to the United States surged to a nine-month high following China's decision to suspend measures for a year as part of a trade de-escalation promise made at a recent summit. In the context of broader macro trends, the ongoing COP30 climate summit in Belem, Brazil, is marked by stalled negotiations and increasing concerns about the pace of the energy transition. Despite high fossil fuel demand and significant geopolitical factors, nations are struggling to agree on a path away from fossil fuels. Many fear that the lack of consensus could undermine investor confidence in sustainable market strategies.

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• Ceasefire buzz moves markets. Prysmian, NKT rally - Nov 19, 2025

  As of November 19, today’s news sees geopolitical developments around a potential U.S.-brokered Ukraine peace plan and the resulting market reactions across European industrial and defense stocks. According with two people familiar with the matter, Washington is urging Kyiv to accept a U.S.-drafted peace framework that would involve territorial concessions and a smaller army, while a Politico report on an imminent ceasefire plan triggered mixed reactions in European markets. Defense stocks fell sharply, whereas several industrial names benefited from the shift. In this context, Prysmian stood out among the top gainers, rising about 5%. Meanwhile, NKT shares jump as much as 12%, the most since April and to a fresh record high, after the Danish cable manufacturer reported its latest earnings and presented new 2030 targets. Analysts say the strong 3Q report confirms the company’s momentum and that the new targets inspire confidence. Investors were expecting much higher 2028 targets, in part because its competitor Prysmian had significantly upgraded guidance for its transmission business this year, JPM analysts said. Turning to broader market updates, Schneider Electric announced substantial deals worth nearly 2.3 billion dollars with U.S. data center operators, supporting the growing demand driven by artificial intelligence. Concurrently, Nokia revealed a new strategy focused on AI, projecting a significant boost in core profits over the next three years as it aims to reorganize its operations. On the geopolitical front, Poland has taken measures in response to a railway sabotage attributed to Russia, including the closure of its last Russian consulate and the deployment of additional troops to secure infrastructure. Concurrently, the Republican-controlled U.S. Congress voted almost unanimously today to force the release of Justice Department files on the late convicted sex offender Jeffrey Epstein, an outcome President Donald Trump had fought for months before ending his opposition.

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• EU curbs scrap aluminium as Big Tech backs Anthropic - Nov 18, 2025

  As of November 18, today’s news is dominated by significant developments in the aluminium sector and influential moves within the technology landscape, particularly focusing on investment in artificial intelligence. The European Commission plans to restrict EU exports of scrap aluminium, to stop the metal flooding out of the bloc and leaving its industry short of an input required to decarbonise, EU trade chief Maros Sefcovic said today. EU exports of aluminium scrap hit a record 1.26 million metric tons in 2024, industry group European Aluminium says, up about 50% from five years ago, with most heading to Asia. Meanwhile, Microsoft and Nvidia plan to invest in Anthropic under a new tie-up that includes a 30 billion dollars commitment by the Claude maker to use Microsoft's cloud services, the latest high-profile deal binding together major players in the AI industry. Nvidia will commit as much as 10 billion dollars to Anthropic and Microsoft up to 5 billion dollars, the companies said today, without sharing more details including on the timeline. In related news, Nexans has initiated a share buyback program involving a maximum of 128,000 shares, expected to run from November 18, 2025, to February 28, 2026. Meanwhile, shares in ABB fell today after the Swiss engineering group kept its sales targets unchanged, with analysts saying investors may have hoped for more ambitious growth, even as the company raised its profitability goals. Furthermore, Rio Tinto will reduce output at its Yarwun alumina refinery by 40% starting in October 2026 to extend the plant’s life, responding to high costs and market conditions that have impacted alumina prices which are presently near two-year lows. Internationally, comments from former U.S. President Donald Trump during a high-profile visit with Saudi Crown Prince Mohammed bin Salman highlight ongoing discussions about strengthening ties between the two nations, although significant breakthroughs in diplomatic relations appear unlikely.

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• Inside Q3 Results, strategy and performance with Maria Cristina Bifulco

  Prysmian’s internal podcast to share strategic insights and discussions with our leadership team. In this episode, Maria Cristina Bifulco, Chief Strategy Officer at Prysmian explores Prysmian’s Q3 performance results and provides guidance on how to engage with this important part of our journey and overall strategic approach.

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