European stocks open higher; Infineon jumps 4.6% on raised data-center outlook

Infineon's raised data-center outlook is doing the heavy lifting in an otherwise broad European open, which suggests chip demand tied to AI infrastructure is still being repriced upward even as the wider market moves on general sentiment. The read-across matters most for semiconductor peers and for the data-center supply chain that feeds off capex plans. Whether the rest of the sector confirms that demand signal, rather than Infineon standing alone, is the open question worth tracking.