Europe just started building a ‘kill switch’ for U.S. tech — and the market isn’t priced for it, says this strategist

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Europe is developing a 'kill switch' for US tech companies, which could lead to significant losses for companies like Zoom and Microsoft, according to strategist Matthew Tuttle.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

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Zoom and Microsoft are among those companies that could lose business as Europe seeks tech sovereignty, says Matthew Tuttle

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Original article published by MarketWatch on February 2, 2026.
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