Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and will "continue to grow strongly."
“Business as Usual” Says Analyst as Microsoft (MSFT) Responds to Data Center Culling Claim
Shares in Microsoft (MSFT) were lower today on reports that it may have exaggerated its AI potential after scrapping plans to build at least
Microsoft Stock Dips on Report of Data Center Lease Cancellations
Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to TD Cowen.
Microsoft Shelves AI Data-Center Deals in Sign of Potential Oversupply, Analyst Says
Skepticism has been growing among investors over the billions of dollars U.S. tech firms have been channeling into AI infrastructure due to slow payoffs and breakthroughs at Chinese startup DeepSeek,
Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.
Microsoft cancels leases for AI data centers, analyst says
The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen said in a report.
Is Microsoft Stock Too Expensive To Buy At $400?
We believe there is minimal cause for concern with MSFT stock, which makes it attractive but highly sensitive to adverse ...
Why Microsoft (MSFT) Stock Is Falling Today
Microsoft (MSFT) is dropping 1% after investment bank TD Cowen reported that the conglomerate had canceled some of its leases ...
Microsoft (MSFT) Preps to Host OpenAI’s GPT-4.5 and GPT-5 Models
Tech giant Microsoft (MSFT) is prepping to host OpenAI’s GPT-4.5 and GPT-5 AI (artificial intelligence) models on its Azure ...
Wynn Capital LLC Has $5.13 Million Stock Holdings in Microsoft Co. (NASDAQ:MSFT)
Wynn Capital LLC raised its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.3% during the 4th quarter, ...
Is Microsoft Corporation (MSFT) the Top Stock to Buy According to Sustainable Insight Capital Management?
We recently published a list of Top 10 Stocks to Buy According to Sustainable Insight Capital Management. In this article, we ...
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Why Microsoft Stock Is Sinking After Earnings
According to S&P Global Market Intelligence, the average analyst target price for MSFT stock is $507.47, representing implied upside of about 20% to current levels. Additionally, the consensus ...
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What's Happening With MSFT Stock?
Microsoft (NASDAQ: MSFT) recently reported its Q2 fiscal 2025 results (fiscal ends in June), with revenues and earnings exceeding the street estimates. The company reported revenue of $69.6 ...
Here’s Why Microsoft (MSFT) Stock Returned 13% in Q4
Bretton Capital Management, an investment management company, released “Bretton Fund” fourth quarter 2024 investor letter. A ...