Investors now await a new batch of U.S. economic data, remarks from Federal Reserve officials, and an earnings report from home improvement chain Home Depot. Meanwhile, market watchers are looking ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips. TD Cowen's Michael Elias said his team's finding points to "a potential ...

Microsoft is scaling back datacentre investments amid concerns about AI’s growth trajectory and potential oversupply, ...

The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...

Microsoft is suggesting the hype of AI is coming to an end, due to a lack of its practicability on the market.

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

Shares of power producers fell as hopes for a boom in AI power demand faded somewhat. Constellation Energy, the nuclear-power producer that's been a hot stock in recent months because of its deals to ...

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

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

An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...

SBA Communications forecast annual 2025 adjusted funds from operations (FFO) below estimates on Monday, citing negative impact of foreign currency exchange rates and economic uncertainty.