Global week ahead: Tech rotation puts European stocks back in play

Teona Gherasim

When the U.S. sneezes, it seems Europe may not catch its cold in the same way it used to. The Stoxx 600 is sitting close to record highs after recording its 7th positive week in eight, despite the tech-led devastation around it. It's been a different story across the pond. In a recent note, Deutsche Bank has started drawing comparisons to the dot-com bubble of 2000, and says the recent sell-off in AI and software-exposed stocks is showing no signs of easing. This week's declines leave the S&P