Tech stocks face downside risks as AI spending slows, with Microsoft canceling data center leases and Nvidia's earnings under scrutiny for future guidance. Read what investors need to know.
In a market already jittery about tech spending, nuclear energy stocks took a significant hit on Monday, Feb. 24 as reports ...
Nvidia’s earnings report on Wednesday will put the finishing touches on one of the most remarkable years from a large company ever.
It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...
Nvidia Corp.’s earnings are set to dictate whether artificial intelligence can regain its status as the key driver behind ...
Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI ...
TD Cowen analysts led by Michael Elias broke the news, citing channel checks, to reveal that the company has voided leases in ...
Nvidia must meet its “normal exceed” of Wall Street expectations to keep its stock price elevated, said an analyst.
AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...
Meta Platforms is in discussions to construct a new data center campus for its artificial intelligence projects, with ...
According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.
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