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

Nasdaq slides as AI concerns, Bitcoin losses, and lower Treasury yields drive risk-off sentiment. Market outlook remains ...

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

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 ...

Nvidia faces growth challenges as Blackwell GPUs reduce demand, competitors like AMD cut costs, and delays raise risks. Click ...

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 ...

The Nasdaq fell over 1% due to concerns about AI demand, particularly regarding Nvidia's upcoming results. Investors are wary ...