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

"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 ...

Investing.com-- U.S. stock index futures steadied on Monday evening following a negative session on Wall Street, as investors ...

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 ...

Analysts expect AI to report a loss of -$0.25 in earnings per share (EPS) for the third fiscal quarter, according to ...

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 ...

The Nasdaq fell over 1% due to concerns about AI demand, particularly regarding Nvidia's upcoming results. Investors are wary ...