Microsoft's cancellation of a handful of U.S.-based AI datacenter leases last week has some analysts concerned about the ...

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Nvidia reports earnings Wednesday. One analyst says investors are hungry for a reason to jump back in, while another is feeling more cautious. Despite some bouts of volatility over the last few months ...

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

Cowen notes that Microsoft is citing construction delays and lack of access to power as excuses for trying to get out of its ...

Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...

The US tech behemoth signals a strategic pivot with cancelled data center contracts while the Chinese tech giant's shares ...

The S&P 500 experienced a slight decline on Monday, as the market was unable to recover from the significant losses incurred ...

Shares in Microsoft (MSFT) were lower today on reports that it may have exaggerated its AI potential after scrapping plans to build at least ...

The company is cutting AI data center spending on the heels of a podcast discussion with its CEO, Satya Nadella, around the ...

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and will "continue to ...