TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

During Monday’s regular session, shares of key tech companies dragged the S&P 500 and the Nasdaq Composite into negative ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

Nvidia faces growth challenges as Blackwell GPUs reduce demand, competitors like AMD cut costs, and delays raise risks. Click ...

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...

Investor skepticism over the billions that U.S. tech firms have channeled into AI infrastructure has grown due to slow ...

Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

Microsoft's cancellation of a handful of U.S.-based AI datacenter leases last week has some analysts concerned about the ...

Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center ...