Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
Harsh reality check! Microsoft’s Satya Nadella just put Jensen Huang-led Nvidia on notice; here's what he said
Microsoft CEO Satya Nadella warns Nvidia of potential risks due to an oversupply of AI resources. By 2027-2028, Microsoft ...
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Tech Turbulence: AI Stocks Stir Wall Street
Wall Street experienced mixed trading, as technology stocks dragged while investors awaited Nvidia's results for AI demand ...
Wall Street indexes mixed, tech weighs ahead of Nvidia results
Feb 24 (Reuters) - Wall Street's main indexes were mixed in choppy trading on Monday, with technology stocks creating the ...
Microsoft reportedly cancels some data center leases amid $80 billion AI push
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...
Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.