Goldman Sachs suggests investors consider European stocks for AI-related growth as US tech stocks face recent challenges. Europe has lagged behind the US in AI-driven gains, with AI infrastructure making up only 9% of the Stoxx 600 index and contributing modestly to earnings growth forecasts. However, this underexposure may now offer European stocks a long-term advantage and diversification benefits. Investors might find better opportunities in Europe as the AI trade evolves beyond the US market.
The story on AI trade and Goldman Sachs' view on European stocks offers context for readers following technology markets. For readers following technology stocks, here is Pluang's market snapshot as of Nov 09, 2026 20:51 WIB: out of 150 priced US technology stocks, 100 rose and 42 fell today. Notable movers include MSTR at USD 124.60 with a -3.36% change, ANET at USD 176.47 with a +3.32% change, and SMCI at USD 27.81 with a -3.30% change.
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