TD Cowen analysts led by Michael Elias broke the news, citing channel checks, to reveal that the company has voided leases in ...

Nvidia must meet its “normal exceed” of Wall Street expectations to keep its stock price elevated, said an analyst.

AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...

According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

Microsoft Corporation seems to be tightening its belt when it comes to spending. The tech giant has reportedly cancelled data ...

Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

The sentiment of some of Europe's top AI stocks was dampened for a second consecutive day on Tuesday after an analyst report late last ...

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

Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...