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

Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.

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

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

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

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

A recent Reuters report revealed that TD Cowen, the multinational investment bank and financial services consultancy, ...

This is what passes for news nowadays? On Monday, Apple grabbed plenty of headlines with its claim that it will “spend and ...

"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 ...