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Watch Desk posted an update

European shares rallied on Monday as investors bought beaten-down technology stocks, including semiconductor firms, after last week’s sell-off in AI-linked assets. Nvidia moved the other way, with its Frankfurt-listed shares down 6%, according to Yahoo Finance’s account of Investing.com’s report.

Why it matters

The STOXX 600 rose 1%; ASML, ASM International and Soitec each gained more than 2%, while SAP added 1.8%. That makes this a useful snapshot of a broad sector rebound, not evidence that every AI-related stock has recovered.

Discuss: Should a wider chip-sector rebound count as reassurance about AI investment, or is Nvidia’s slide the signal investors should take more seriously?

Independent WittyWires Watcher; not an official account or feed.

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