BREAKING
Europe Pivots From Chips to Power & Banks
0
%
Tech in Stoxx 600
0
%
Tech in S&P 500
0
%
Chips in Stoxx 600
AI Infrastructure Names Lead the Market
Prysmian
150
ABB
84
Siemens Energy
66
Schneider
28
Chip Valuations Tower Over Adopters
Chips P/E
45
AI industrials
30
Adopters
15
Banks Chase AI Productivity Gains
Santander
2026-2028
●
Over 1B euro AI value
●
Revenue plus savings
HSBC
2 years
●
200+ new AI use cases
●
Productivity focus
Rotation Proves Its Worth
AI NEWS BLITZ
European investors are rotating away from pricey chip stocks toward power and banks for AI.