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Thursday, July 16, 2026

Europe’s best earnings quarter in three years is an energy story, not an AI one

Strip out the energy sector and the continent grew 6% against America’s 19.6%. The gap has a name, and everyone knows what it is. European companies are heading into their strongest quarterly earnings season in more than three years, and almost none of it is about AI. STOXX 600 constituents are …

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