Apple showed gains while Microsoft (MSFT) faced setbacks due to adjustments in AI data-center leases. Heightened geopolitical and macroeconomic risks continue to weigh on investor sentiment. Looking ...
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 ...
Microsoft is suggesting the hype of AI is coming to an end, due to a lack of its practicability on the market.
U.S. stock index futures steadied Monday evening after Wall Street saw losses, driven by a tech sell-off ahead of Nvidias ...
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 ...
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