Goldman Sachs (GS, Financial) continues to favour Microsoft (MSFT, Financial), affirming a "Buy" rating and a $500 price ...
Microsoft is scaling back datacentre investments amid concerns about AI’s growth trajectory and potential oversupply, ...
The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...
The S&P 500 declined 0.5% on Monday, driven by a sharp pullback in tech stocks, particularly Nvidia (NASDAQ: NVDA), as ...
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
This is what passes for news nowadays? On Monday, Apple grabbed plenty of headlines with its claim that it will “spend and ...
"The results of this rivalry are right in front of our faces and mark a big win in 2025 for Nvidia in the face of immeasurable doubt," Reitzes said. He likened Nvidia's hardware to Ferraris and said ...
Shares of power producers fell as hopes for a boom in AI power demand faded somewhat. Constellation Energy, the nuclear-power producer that's been a hot stock in recent months because of its deals to ...
Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...
TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...
14hon MSN
An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...
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