Europe Inc. is delivering one of the strongest earnings scorecards in years, setting up regional stocks to scale fresh peaks as analysts turn even more optimistic about a broad range of sectors.

Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.

US technology stocks were set to slump, tracking a rout in global semiconductor shares as concerns over artificial intelligence spending were compounded by rising competition from China.

A selloff in semiconductor stocks deepened as signs of progress in China’s advanced chipmaking compounded worries about the sustainability of the artificial intelligence spending boom.

The European equity market has long been seen as immune to shocks driven by only a handful of stocks. A narrow rally in 2026 has completely flipped that script.

European stocks gained on Friday as upbeat earnings and stronger-than-expected business activity across the euro zone buoyed sentiment.

Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.

Investors who spent weeks watching US stocks go nowhere are pinning their hopes for a breakout on a key pillar of the four-year bull run: corporate earnings.

The popular Magnificent Seven stocks moniker is “no longer relevant” in assessing how to play the US artificial intelligence trade, according to Citigroup Inc. strategists.

European stocks recouped the day’s declines to end modestly higher, with investors monitoring renewed geopolitical risks. ABB Ltd. fell 5.9% after a deal to buy British industrial components maker Rotork Plc.

Smag Mobile Antenna Masts AG shares tumbled 42% below the initial public offering price in their German trading debut, marking the latest sign of waning demand for defense stocks in Europe.

US stocks beyond the technology giants are poised to report strong earnings this season, broadening the equity rally, according to Morgan Stanley strategists.

Smag Mobile Antenna Masts AG shares tumbled 42% below the initial public offering price in their German trading debut, marking the latest sign of waning demand for defense stocks in Europe.

US stocks beyond the technology giants are poised to report strong earnings this season, broadening the equity rally, according to Morgan Stanley strategists.

Wall Street is anticipating a near-record earnings season, but for investors a key question remains: Will it be enough to keep stock market bulls running?

After two years of almost uninterrupted downgrades, analysts are now raising European earnings estimates at the fastest pace since mid-2024.

Capital-intensive companies are likely to report solid earnings this season, further outperforming peers that are more reliant on human or digital assets, according to Goldman Sachs Group Inc. strategists.

US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.

European stocks advanced on Friday, closing at a record high and recording a fourth straight week of gains as investors remained optimistic that the Federal Reserve will hold off on rate hikes for now.

European stocks closed well off session lows on Wednesday after policymakers gathered at the European Central Bank’s annual forum signaled they will not rush to raise interest rates.