European data centre exposed stocks rise on Microsoft, Meta outlook
Shares in data centre-focused stocks in Europe rise, with analysts pointing to Microsoft's MSFT.O and Meta's META.O strong results and outlook
"It's likely to be a read-through from strong Meta and Microsoft results, given both Schneider and Legrand's data center end market exposure," Morningstar analyst Matthew Donen says
Meta META.O said on Thursday it expects to spend on new data centres to boost its AI goals
ODDO BHF analyst Delphine Brault attributes the shares move to Microsoft MSFT.O forecasting stronger-than-expected Q4 growth for its cloud-computing business Azure
Electrical equipment maker Schneider Electric SCHN.PA rises 4%
Industrial groups Legrand LEGD.PA and ABB ABBN.S are up 2.4% and 2.7% respectively
Germany's Siemens SIEGn.DE shares are up 2.1%
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