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

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

Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

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

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...

Microsoft is canceling data center leases in a sign of a possible oversupply as OpenAI looks elsewhere for its infrastructure ...

Microsoft (MSFT) is dropping 1% after investment bank TD Cowen reported that the conglomerate had canceled some of its leases ...

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

Wall Street experienced mixed trading, as technology stocks dragged while investors awaited Nvidia's results for AI demand ...

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