“I mean, it drives Europe as well. So I mentioned earnings.…” — Bloomberg Surveillance at 31:02
“I mean, it drives Europe as well. So I mentioned earnings. Earnings revisions breadth in Europe, again, not as high as the US, but it's 20% now. What's leading? All of our AI is leading. So semis, cap goods, cap goods in Europe is now largely AI driven. Those continue to lead. I would say they're accelerating. If you…”
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