Partly in response to high(e) 'valuations' of AI-related shares in the US bute also reflecting the growing global pivot away from the US, in early 2026 there's been a record flow of investment into European stock markets raising share prices & (to some extent) providing funds for European corporations from outside the continent.

Whether this is a longer-term shift in investor perceptions, or just a periodic 'rotation' of investment priorities remains to be seen.

#investment #politics
h/t FT