TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

Microsoft (MSFT) is dropping 1% after investment bank TD Cowen reported that the conglomerate had canceled some of its leases ...

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

Cowen notes that Microsoft is citing construction delays and lack of access to power as excuses for trying to get out of its ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...

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

Update: Microsoft issued a statement to Seeking Alpha clarifying the TD Cowen note. "Thanks to the significant investments we ...

Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...