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As AI trade falters, Goldman Sachs says this lagging region is now positioned to outperform

As AI trade falters, Goldman Sachs says this lagging region is now positioned to outperform
MarketWatch Monday 09 November 2026, 14:16 UTC By Jules Rimmer 1 min read
Key Points

Precisely because it has long been hamstrung by rigid labor markets and overregulation, European stocks may paradoxically be bigger beneficiaries of the AI revolution in terms of enhanced productivity and cost-cutting than its U.S. counterparts

Precisely because it has long been hamstrung by rigid labor markets and overregulation, European stocks may paradoxically be bigger beneficiaries of the AI revolution in terms of enhanced productivity and cost-cutting than its U.S. counterparts
Goldman Sachs (ORG) European (ORG) the AI revolution (EVENT) U.S. (LOCATION)
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