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

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach ...

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

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

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

Microsoft (MSFT) said its $80B in planned spending on data center infrastructure is "on track" this year, in response to a ...

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

Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S.

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

Update: Microsoft issued a statement to Jefferies obtained by CNBC that refuted the TD Cowen note. "The broker report may ...