The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...

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

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

NEW YORK: Wall Street’s main indexes were mixed in choppy trading on Monday, as investors awaited results from chip giant ...

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 ...

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 ...

According to preliminary data, the S&P 500 lost 29.18 points, or 0.49%, to end at 5,983.95 points, while the Nasdaq Composite ...