This week’s equity market wobble, which saw a retreat in U.S. AI-related stocks amid ongoing concerns over stretched valuations, has thrust contagion concerns into the spotlight for European investors.

➡️ The IMF and the Bank of England have sounded the alarm following the sell-off.

➡️ Some investors see buying opportunities following this week’s dip, while others advocate looking beyond U.S. in order to avoid concentration risk in AI-related names.

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