Netflix–Sony, ASML’s signal on AI spending, and why European tech is leading this year

Netflix locks in long-term access to Sony’s film slate, showing how streaming platforms are prioritising control over content supply. ASML moves as chipmakers commit real capital to AI infrastructure, not just talk. And European tech outperforms as semiconductor equipment firms benefit from where spending is actually happening.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions