Capgemini rechute, Morgan Stanley pessimiste quant aux impacts de l'IA – 12/01

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Recorded12 Jan 2026

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Handlerec:15268264

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Ce lundi 12 janvier, Bertrand Lamielle, directeur général de Portzamparc Gestion, s'est penché sur la dégradation du titre de Capgemini par Morgan Stanley, le projet d'Eli Lilly de racheter Abivax, et le carton des valeurs minières face aux incertitudes géopolitiques, dans l'émission BFM Bourse présentée par Guillaume Sommerer. BFM Bourse est à voir ou écouter du lundi au vendredi sur BFM Business.

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