Europe's future AI winners in the second wave
Investors have reactivated the stock market rally most linked to the boom in artificial intelligence. UBS analysts, however, take a less short-term approach, and highlight nine European stocks that could be the biggest beneficiaries on the stock market from the second wave of investment in AI.
Investors have reignited the stock market rally linked to the artificial intelligence boom. Analysts at UBS identify nine European companies that are likely to benefit from the second wave of AI investment. These companies, including Siemens, ASML, and Schneider Electric, have seen significant stock price increases, with some exceeding 80% in the past year.
UBS analysts believe that a second wave of investment in AI is underway, with the initial phase led by large companies and the next phase benefiting suppliers and component manufacturers further down the supply chain.
Written by urgent.news from Expansion ES's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.
