European Stocks Near Record as CoreWeave Outlook Lifts Tech Shares

The interesting signal here is the divergence: European equities grinding toward a record while the S&P 500 slips, with tech sentiment imported from an AI compute provider's outlook and listing speculation rather than domestic European catalysts. Siemens Energy's margin guidance tied to gas turbine and grid demand points to the power-infrastructure side of the AI buildout, not just chips and models — a theme that reaches well beyond pure tech names. Whether this rotation holds, and whether the anticipated Anthropic listing materializes as a sentiment driver, are the open questions worth tracking.