Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.
Analysts Notice Microsoft Quietly Cancelling Data Center Leases
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling data center leases. According to the market analysts, this is part of a wider pattern. TD Cowen said Microsoft had an “oversupply” problem. It’s another datapoint that points to Big Tech’s nervousness around its big bet on AI.
In a surprising and unpredictable development, Microsoft (MSFT) has unveiled its first quantum computing chip, Majorana 1.
We recently compiled a list of the Jim Cramer Talked About These 12 Stocks Recently. In this article, we are going to take a ...
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Microsoft's stock is falling 2% in Monday action, with the decline set to take the company out of $3 trillion market-cap territory for the first time since September, according to Dow Jones Market ...
US stocks sold off into the close on Monday as investors weighed the prospects of President Donald Trump's tariff policies ...
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What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...
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I Believed Microsoft Stock Was Too Expensive, But These 2 Growth Stories Made Me ReevaluateMicrosoft has failed to break technical resistance 3 times in the last 12 months, but recent events in its AI work have ...
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Market speculation over Microsoft’s data centre strategy may have spooked investors, but the tech giant insists nothing has ...
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