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Europe’s Hunt for AI Stocks Leads to Power Suppliers and Banks

Europe’s Hunt for AI Stocks Leads to Power Suppliers and Banks
Bloomberg Technology Sunday 28 June 2026, 11:00 UTC By Michael Msika, Julien Ponthus 1 min read
Key Points

Europe’s Hunt for AI Stocks Leads to Power Suppliers and Banks Investors who want additional exposure to artificial intelligence in Europe are getting creative, searching out companies that enable the technology or stand to benefit from it as the usual suspects get more pricey. While markets in the US and Asia are chock full of AI and memory chip stocks, there are only a handful in Europe. Relatively limited liquidity means those trades are crowded, and as valuations move higher, investors...

Europe’s Hunt for AI Stocks Leads to Power Suppliers and Banks Investors who want additional exposure to artificial intelligence in Europe are getting creative, searching out companies that enable the technology or stand to benefit from it as the usual suspects get more pricey. While markets in the US and Asia are chock full of AI and memory chip stocks, there are only a handful in Europe. Relatively limited liquidity means those trades are crowded, and as valuations move higher, investors are looking for other ways to ride the world’s most important trade.
Europe (LOCATION) Hunt for AI Stocks Leads to Power Suppliers and Banks Europe’s (ORG) Hunt for AI Stocks Leads to Power Suppliers and Banks Investors (ORG) US (LOCATION) Asia (LOCATION) AI (ORG)
Originally published by Bloomberg Technology Read original →

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