European stocks of AI-adopter companies like SAP, Dassault Systemes, LSEG, Sage, and Capgemini have slumped significantly. Investors fear that increasingly powerful AI models, including GPT-5 and Claude for Financial Services, may disrupt traditional software and data providers. While major indexes like the FTSE 100 and STOXX 600 remain stable, doubts arise about whether these firms can maintain their competitive edge. Some investors see the sell-off as a buying opportunity if companies leverage AI effectively—but the timeline for returns remains uncertain.
Powerful AI Models Knock the Wind Out of European Adopter Stocks
