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

Tech giant Microsoft (MSFT) has become a buying opportunity following concerns over its data center and AI rollout ...

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

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

We believe there is minimal cause for concern with MSFT stock, which makes it attractive but highly sensitive to adverse ...

An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...

Back in September, Nebius announced that it is investing $1 billion for an AI infrastructure across Finland and France. As ...

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Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...

TD Cowen analysts led by Michael Elias broke the news, citing channel checks, to reveal that the company has voided leases in ...