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."
Microsoft is canceling data center leases, analysts say — and the stock slips
Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center leases, potentially signaling an oversupply of AI infrastructure.
“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.
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 (NASDAQ:MSFT) Rolls Out Quantum Processor, the Majorana 1
The rush for quantum computing gold took on a whole new light today as Microsoft (MSFT) announced the arrival of the Majorana ...
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I Believed Microsoft Stock Was Too Expensive, But These 2 Growth Stories Made Me Reevaluate
Microsoft has failed to break technical resistance 3 times in the last 12 months, but recent events in its AI work have ...
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 ...
Microsoft Stock: Accelerating Earnings For The Upcoming Industrial Revolution
Microsoft shifts from R&D to CAPEX, focusing on AI advancements like ChatGPT. Explore MSFT' stock's strategy to lead in LLMs ...
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 ...