Microsoft cancelling leases for AI data centres, signalling potential oversupply: TD Cowen
Critics have consistently pointed out a dearth of practical, real-world applications for AI, even as Microsoft, Meta and ...
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Snowflake Gets Multiple Price Target Hikes Ahead Of Q4 Earnings, Analysts Point To 'Optimistic' AI Growth In 2025: Retail's Not Sold Yet
Snowflake Inc. (SNOW) stock received multiple price target hikes ahead of its fourth-quarter earnings, with analysts ...
The research note that’s raising eyebrows: Microsoft reportedly is cancelling data-center leases.
A research note written by TD Cowen analysts say Microsoft has cancelled leases in the U.S. with at least two private data-center operators totalling a couple hundreds of megawatts and also is not ...
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Microsoft has cancelled data center leases in the US, TD Cowen says
Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S.
Microsoft reportedly cancels US data center leases amid oversupply concerns
According to TD Cowen’s channel checks, Microsoft terminated multiple lease agreements across the U.S. with at least two ...
Akamai Technologies (NASDAQ:AKAM) Cut to “Hold” at TD Cowen
TD Cowen cut shares of Akamai Technologies (NASDAQ:AKAM – Free Report) from a buy rating to a hold rating in a report issued ...