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

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

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

Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center ...

Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...

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

A research note written by TD Cowen analysts says Microsoft has canceled leases in the U.S. with at least two private ...

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

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

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

According to TD Cowen’s channel checks, Microsoft terminated multiple lease agreements across the U.S. with at least two ...