Investors advised to look at European AI stocks like ASML, Siemens, and SAP for growth opportunities. Europe excels in industrial value chains and AI technology, offering advantages for companies of all sizes. Berger emphasizes the importance of diversifying into Europe for AI investments beyond US tech giants.

Industrial applications and efficiency gains are key in Europe, with companies like Schneider Electric, Infineon, and Siemens benefiting from high investments in data centers. AI adaptation is not limited to large corporations, with many small companies also improving efficiency through AI. Berger sees opportunities for investors in European AI-focused stocks of all sizes.

SAP and Siemens are highlighted as companies with high exposure to AI, offering measurable productivity gains and customer benefits. Wide-moat SAP is considered undervalued with a 4-star Morningstar rating. Siemens Healthineers, a spin-off from Siemens, is also seen as a beneficiary of AI technology in diagnostics and patient care.

Despite concerns of a possible AI bubble, Berger believes these risks are overstated. He cautions against premature talks of a broad AI bubble and points out financing concerns in the US related to AI spending and data centers. Berger remains optimistic about the growth potential of AI investments in Europe and beyond. ASML, Siemens and SAP are identified as key stocks to benefit from a European AI process boom. European stocks have the potential to offer advantages as ‘AI adapters’ to help make the global ecosystem run more smoothly. Companies of all sizes stand to benefit from the ongoing AI revolution.

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ASML, Siemens, and SAP are expected to benefit from the European AI process boom. European stocks are seen as key players in the global ecosystem due to their AI adaptation. Companies of all sizes can leverage the benefits of the AI revolution.: AI Investment Opportunities in Europe: Stocks to Watch in 2026