Goldman’s Bell Sees More Gains for Europe’s AI Buildout Stocks

Europe’s AI infrastructure shares have further to run as hyperscalers are expected to increase spending again next year, according to Goldman Sachs Group Inc.’s Sharon Bell.

By Matt Clinch and Tom Mackenzie · Bloomberg Markets

Europe’s AI infrastructure shares have further to run as hyperscalers are expected to increase spending again next year, according to Goldman Sachs Group Inc.’s Sharon Bell.