AI & Enterprise
Europe tech stocks surge on AI boom; semiconductor and optical network shares more than double
European tech shares tied to artificial intelligence infrastructure are surging this year, with some stocks posting triple-digit gains. Aixtron has risen 189 percent, while Technoprobe, STMicroelectronics and Nokia have also climbed sharply. The rally reflects expanding AI investment into data centres, networks and semiconductor equipment. Analysts say Europe’s lack of pure-play AI names is concentrating flows into a few proxy beneficiaries, even as regulatory and power constraints may limit broader momentum.