The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...
The S&P 500 declined 0.5% on Monday, driven by a sharp pullback in tech stocks, particularly Nvidia (NASDAQ: NVDA), as ...
In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.
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 ...
A recent Reuters report revealed that TD Cowen, the multinational investment bank and financial services consultancy, ...
"The results of this rivalry are right in front of our faces and mark a big win in 2025 for Nvidia in the face of immeasurable doubt," Reitzes said. He likened Nvidia's hardware to Ferraris and said ...
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 ...
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