Nvidia must meet its “normal exceed” of Wall Street expectations to keep its stock price elevated, said an analyst.

According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...

Microsoft’s (Nasdaq: MSFT) reported cancellation of data center leases has triggered investor anxiety about the ...

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

Microsoft announced it is sticking to its plan to invest over $80 billion in capital expenditures this fiscal year, which ...

Microsoft Corporation seems to be tightening its belt when it comes to spending. The tech giant has reportedly cancelled data ...

Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could ...

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

The sentiment of some of Europe's top AI stocks was dampened for a second consecutive day on Tuesday after an analyst report late last ...