Microsoft, TD Cowen and Data Center

Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it needs in the long term.
TD Cowen says Microsoft cancellation of data center leases part of Open AI shift
TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft
Microsoft has cancelled data center leases in the U.S., TD Cowen says
Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S. and that the company had also scaled back plans for international spending, according to analysts at TD Cowen. Shares in Microsoft were marginally higher in premarket U.S. trading on Monday.
Microsoft kündigt Leasingverträge für KI-Rechenzentren: TD Cowen
Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach begonnen, Leasingverträge für eine beträchtliche Menge an Rechenzentrenkapazität in den USA zu kündigen.
The research note that’s raising eyebrows: Microsoft reportedly is cancelling data-center leases.
Is Microsoft starting to have doubts after artificial-intelligence demand? 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 converting so-called statements of qualifications into leases.
MediWound to Present at the 45th Annual TD Cowen Health Care Conference
MediWound Ltd. (Nasdaq: MDWD), a global leader in next-generation enzymatic therapeutics for tissue repair, today announced ...
TD Cowen Sticks to Their Hold Rating for Becton Dickinson (BDX)
In a report released today, Josh Jennings from TD Cowen maintained a Hold rating on Becton Dickinson (BDX – Research Report), with a price ...
Lilly, Novo dominance to continue as TD Cowen lifts 2030 GLP-1 sales forecast by 38%
Eli Lilly (LLY) and Novo Nordisk (NVO) to dominate as TD Cowen lifts 2030 sales forecast for GLP-1 class of obesity/ diabetes ...
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 ...
Sionna Therapeutics to Present at the 45th Annual TD Cowen Health Care Conference
Sionna Therapeutics, Inc. (Nasdaq: SION), a clinical-stage biopharmaceutical company on a mission to revolutionize the ...
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Snowflake in spotlight as TD Cowen sees 'constructive' partner checks ahead of Q4 results
Snowflake (NYSE:SNOW) was in the spotlight on Friday as TD Cowen said recent partner checks were “constructive” ahead of the data processing and warehouse company's fourth-quarter results next ...
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Prime Medicine to Present at TD Cowen 45th Annual Health Care Conference
A live audio webcast of the presentation will be available under "Events & Presentations” in the News & Events section of the ...
DraftKings price target raised to $60 from $51 at TD Cowen
TD Cowen raised the firm’s price target on DraftKings (DKNG) to $60 from $51 and keeps a Buy rating on the shares. The firm raised its ...