AI Linked Stocks Slide Amid Microsoft Data Centre Worries
Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia. The emergence of China's cheap artificial intelligence DeepSeek model triggered a global selloff in tech shares and a reassessment of how much Western companies are spending on development and key infrastructure such as data centres. Microsoft has said its AI and cloud capacity investment plans remained on track, but shares in exposed companies endured further declines.
- The volatility in tech stocks highlights the need for investors to stay informed about shifts in industry trends and regulatory environments, particularly in the rapidly evolving field of artificial intelligence.
- Will the ongoing decline in tech sentiment persist, or will a rebound triggered by Nvidia's quarterly results restore investor confidence in the sector?