Europe is seeing a near-term “breakout” as investors rotate out of technology stocks into the region. However, the article cautions that this relative immunity to risks tied to the artificial-intelligence trade is unlikely to persist, implying potential downside if AI-related flows reverse.
Europe is seeing a near-term “breakout” as investors rotate out of technology stocks into the region. However, the article cautions that this relative immunity to risks tied to the artificial-intelligence trade is unlikely to persist, implying potential downside if AI-related flows reverse.
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