Stock Markets February 24, 2026

European Stocks Slip as Trade Ambiguity and AI Concerns Weigh on Banks

STOXX 600 dips as trade measures and renewed AI-disruption fears prompt risk-off moves; select corporates report upbeat results

By Leila Farooq
European Stocks Slip as Trade Ambiguity and AI Concerns Weigh on Banks

European equities edged lower on Tuesday as investors held back from large positions amid renewed trade uncertainty and fresh worries about artificial intelligence upending established business models. The STOXX 600 fell, banks led sector declines, while a handful of corporate earnings beats offered limited support.

Key Points

  • The STOXX 600 fell 0.2% to 630 points by 0815 GMT as investors pulled back amid trade uncertainty and AI concerns.
  • Banks led sector declines, each dropping more than 1.6%, following a Wall Street selloff tied to fears that newer AI models could disrupt traditional businesses.
  • Corporate reports offered isolated support: Edenred (PA:EDEN) rose 1.4% on 2025 core earnings above expectations, and Forvia (PA:FRVIA) gained 2.2% after raising its 2026 operating margin outlook to 6-6.5%.

European markets turned cautious on Tuesday as traders reduced exposure in the face of heightened trade ambiguity and revived concerns over AI-driven disruption. By 0815 GMT the pan-European STOXX 600 index was down 0.2% at 630 points.

A resurgence of trade uncertainty set the tone for markets this week. U.S. President Donald Trump’s new blanket tariff rate was expected to take effect from Tuesday, a development that has generated questions about the status of trade deals negotiated last year. Concerns related to that move were compounded when the European Parliament opted to postpone for a second time a vote on the trade agreement reached between the U.S. and Europe last year.

Banks were among the weakest sectors, each sliding more than 1.6% and dragging broader indices lower. The sector’s losses followed a Wall Street selloff on Monday, which was driven in part by renewed nervousness that newer artificial intelligence models could disrupt traditional business activities.

Not all corporate news was negative. A number of companies posted results that exceeded expectations, providing some relief to investors. French vouchers and benefit cards provider Edenred (PA:EDEN) rose 1.4% after reporting 2025 core earnings above market expectations; the company cited rising sales and early benefits from a cost-cutting and efficiency programme. Automotive supplier Forvia (PA:FRVIA) climbed 2.2% after forecasting an improved operating margin of between 6% and 6.5% in 2026.

The story also included a reference to a Fair Value calculator that applies a mix of 17 industry valuation models to assess potential stock value and identify candidates with upside, noting the tool’s methodology without presenting additional performance claims.

Overall, the market reaction combined macro-level trade uncertainty and sector-specific concerns about AI with selective positive corporate updates, leaving European equities modestly lower amid continued ambiguity over trade arrangements and technology-driven competitive shifts.

Risks

  • Trade-policy uncertainty - Markets are exposed to ambiguity as U.S. President Donald Trump’s new blanket tariff rate takes effect and a European Parliament vote on last year’s trade deal has been postponed.
  • AI-related disruption - Renewed concerns that newer AI models could undermine traditional business models are weighing on bank stocks and broader investor sentiment.
  • Political and legislative delays - The postponement of the European Parliament vote on the U.S.-Europe trade deal adds uncertainty for sectors dependent on trade clarity, including financials and exporters.

More from Stock Markets

Ashmore shares jump after Jefferies raises target on signs of EM inflows recovery Feb 24, 2026 Barclays Downgrades Rio Tinto to Equal Weight, Flags Iron Ore Seasonality and Valuation Squeeze Feb 24, 2026 JPMorgan Lowers Novo Nordisk Rating After REDEFINE-4 Shows CagriSema Trailing Lilly’s Zepbound Feb 24, 2026 Mandatum Shares Slide After Altor Disposes €238 Million Stake Feb 24, 2026 Jakarta market retreats as infrastructure, agriculture and basic industries weigh on index Feb 24, 2026