Meta's data center plan sends AI stocks tumbling

European shares experienced a mixed day on Thursday, with the STOXX 600 index edging higher by 0.2% to 640.70 points, driven by gains in food and beverage, personal goods, and healthcare. However, tech stocks fell 2%, led by declines in Soitec and Aixtron, as investors awaited US jobs data for clues on interest rates.

Meta's plan to lease surplus data center capacity sent AI-related stocks tumbling, with chipmakers and GPU cloud providers falling sharply. This move, however, helped Meta's shares rise above $600. The company's strategy has raised concerns about the future of AI stocks.

Investors are betting on firms tied to the AI boom, as seen in the Nasdaq debut of ITG, which rose 12.5% and gave the company a market value of $2.18 billion. Meanwhile, Indian tech tycoon Bhavin Turakhia has bet $30 million on an AI alternative to Microsoft Office, launching a new venture called Neo.

The AI sector has also seen significant deals, with Chinese AI-driven drug-design firms striking 169 licensing deals worth $93 billion in 2026. Additionally, AI-generated videos have become a $390 service to help Koreans cope with the loss of loved ones.

Other developments in the AI space include Levo's launch of an AI-powered charter sales platform and Candidly's addition of AI guidance for financial wellness. CoreWeave's stock sank after a report that Meta may launch a cloud business, while Meta Platforms' stock looks undervalued with a P/E ratio of 12.4.

Key Takeaways

['European shares mixed on Thursday, with tech stocks falling 2% on AI-related concerns.', "Meta's plan to lease data center capacity sent AI stocks tumbling.", 'ITG debuts on Nasdaq with $2.18 billion market value.', 'Chinese AI-driven drug-design firms struck $93 billion in licensing deals.', 'Indian tech tycoon Bhavin Turakhia bets $30 million on AI alternative to Microsoft Office.', 'AI-generated videos help Koreans cope with loss, priced at $390.', 'Levo launches AI-powered charter sales platform.', 'Candidly adds AI guidance for financial wellness.', "CoreWeave stock sinks on report of Meta's potential cloud business.", "Meta Platforms' stock looks undervalued with a P/E ratio of 12.4."]

European shares slip as AI stocks weigh

European shares edged higher on Thursday but AI-related stocks fell. The STOXX 600 index was up 0.2% at 640.70 points. Food and beverage, personal goods, and healthcare led the gains. Tech stocks fell 2%, led by Soitec and Aixtron. Investors awaited US jobs data for clues on interest rates.

European shares slip as AI stocks weigh

European shares slipped on Thursday as AI stocks fell. The STOXX 600 index fell 0.4% to 444.45. Tech stocks led the decline. Investors awaited US nonfarm payrolls report for clues on labor market.

European shares slip as AI stocks weigh

European shares edged higher on Thursday as gains countered a slide in AI-related stocks. Investors parsed through softer-than-expected US jobs data.

Meta Compute Plan Hits AI Stocks

Meta's plan to lease surplus data center capacity sent AI stocks tumbling. Chipmakers and GPU cloud providers fell sharply. Meta's shares rose above $600 after the announcement.

Korea sinks as AI chip selloff deepens

South Korean stocks led losses across Asia on Thursday as AI chip selloff deepened. Chipmakers Samsung Electronics and SK Hynix fell sharply.

Oaktree-backed ITG jumps in Nasdaq debut

ITG's shares rose 12.5% in Nasdaq debut, giving the company a market value of $2.18 billion. Investors backed firms tied to AI boom.

China AI drug-design deals swell

Chinese AI-driven drug-design firms struck 169 licensing deals worth $93 billion in 2026. Global pharma firms tapped into Chinese AI assets.

AI 'grief videos' turn mourning into a $390 service

AI-generated videos help Koreans cope with loss of loved ones. Videos cost $390 and are used in memorial rituals.

CoreWeave Takes Another Hit From Meta

CoreWeave stock sank after a report that Meta may launch a cloud business. Analyst sees 200% upside for CoreWeave.

Indian tech tycoon bets $30M on AI

Indian tech tycoon Bhavin Turakhia bets $30M on AI alternative to Microsoft Office. New venture Neo combines project management, documents, file storage, and AI.

Levo launches AI-powered charter sales platform

Levo launches Flight Leads, an AI-powered sales dashboard for charter operators. Platform matches flight requests with aircraft availability.

Candidly Launches AI Guidance

Candidly adds AI guidance for Trump accounts, 401(k)s, and financial wellness. Platform offers personalized financial guidance.

Meta Platforms Stock Looks Cheap

Meta Platforms' stock looks undervalued with a P/E ratio of 12.4. Company's fundamentals remain strong despite recent earnings miss.

Sources

NOTE:

This news brief was generated using AI technology (including, but not limited to, Google Gemini API, Llama, Grok, and Mistral) from aggregated news articles, with minimal to no human editing/review. It is provided for informational purposes only and may contain inaccuracies or biases. This is not financial, investment, or professional advice. If you have any questions or concerns, please verify all information with the linked original articles in the Sources section below.

European shares AI stocks STOXX 600 index Tech stocks Soitec Aixtron US jobs data Interest rates Meta Compute Plan AI chip selloff Samsung Electronics SK Hynix ITG Nasdaq debut AI boom China AI Drug-design Licensing deals Global pharma AI-generated videos Grief videos Memorial rituals CoreWeave Meta cloud business Indian tech tycoon AI alternative to Microsoft Office Neo Project management Documents File storage Levo AI-powered charter sales platform Flight Leads Charter operators Aircraft availability Candidly AI guidance Trump accounts 401(k)s Financial wellness Personalized financial guidance Meta Platforms Stock valuation P/E ratio Fundamentals

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