European stocks may gain edge over US as investors shift focus from AI spending to returns: Goldman Sachs

European equity markets could prove more resilient than US stocks as investors increasingly shift their focus from artificial intelligence (AI) infrastructure spending towards profitability and returns on investment, according to a report by Goldman Sachs.

Nov 10, 2026 - 09:00
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European stocks may gain edge over US as investors shift focus from AI spending to returns: Goldman Sachs
European equity markets could prove more resilient than US stocks as investors increasingly shift their focus from artificial intelligence (AI) infrastructure spending towards profitability and returns on investment, according to a report by Goldman Sachs.

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