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 ...

We believe there is minimal cause for concern with MSFT stock, which makes it attractive but highly sensitive to adverse ...

Silicon Valley’s recent shift towards supporting Trump stems in part from their realization that their technology, especially ...

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 ...

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 ...

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 ...