The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.

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

The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...

Microsoft’s decision to cancel large data center leases in the US has raised fresh concerns among investors about a potential ...

U.S. stock index futures steadied Monday evening after Wall Street saw losses, driven by a tech sell-off ahead of Nvidias ...

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

"The results of this rivalry are right in front of our faces and mark a big win in 2025 for Nvidia in the face of immeasurable doubt," Reitzes said. He likened Nvidia's hardware to Ferraris and said ...

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 ...

Analysts expect AI to report a loss of -$0.25 in earnings per share (EPS) for the third fiscal quarter, according to ...

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