Nordea: Investor AB AI selloff overdone, data center revenue dip premature

Investor AB shares have fallen 25% from peak on AI backlash fears, but Nordea argues the anticipated decline in data center revenues is premature and recommends buying. The call hinges on whether AI infrastructure demand holds; if Nordea is right, the selloff presents a buying opportunity, but the market's skepticism reflects broader AI capex sustainability concerns.