Michael Msika

Investors who want additional exposure to artificial intelligence in Europe are getting creative, searching out companies that enable the technology or stand to benefit from it as the usual suspects get more pricey.

Als Europas Aktien im Iran-Krieg unter Druck gerieten, sagte Mislav Matejka von JPMorgan voraus, dass die Verluste nur von kurzer Dauer sein würden. Nun legt der Stratege nach: Unter den von Bloomberg erfassten Prognostikern ist er inzwischen der größte Optimist.

At a time when markets are growing uneasy over whether the enormous sums being poured into artificial intelligence will ever pay off, the prices the sector commands for each unit of usage are drifting lower.

With token prices collapsing and regulation rising, AI’s pricing power looks fragile

Em um momento em que os mercados estão cada vez mais inquietos sobre se os enormes volumes de recursos destinados à inteligência artificial algum dia vão gerar retorno, os preços cobrados pelo setor por cada unidade de uso estão em trajetória de queda.

Europe is enjoying a breakout moment as the major beneficiary of a global rotation out of technology stocks. That said, its immunity against cracks in the artificial-intelligence trade is unlikely to last.

Europe is enjoying a breakout moment as the major beneficiary of a global rotation out of technology stocks. That said, its immunity against cracks in the artificial-intelligence trade is unlikely to last.

Stronger earnings and a broadening rally will power European stocks to new highs this year, according to UBS Group AG strategists, who are now the biggest bulls among forecasters tracked by Bloomberg.

A compelling argument is growing for healthcare stocks to be among the big winners in the rotation to more defensive parts of the market as the sector’s outlook improves.

The UK stock market is defensive and tilted to commodities, making it less appealing as geopolitical tensions abate, according to Citigroup Inc. strategists.