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 ...

The Dow Jones Industrial Average rose 33.19 points, or 0.08%, to 43,461.21, the S&P 500 lost 29.88 points, or 0.50%, to 5,983 ...

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

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 ...

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 ...

Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial ...

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