The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...

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

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

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

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

S&P 500 Futures steadied at 6,002.50 points, while Nasdaq 100 Futures fell 0.1% to 21,401.0 points by 18:40 ET (23:40 GMT).

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 ...

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