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 ...

Microsoft and Amazon Stocks Drop. This Analyst Downgrades Them ‘With a Heavy Heart.’

Amazon stock was down 1.9% at $228.40 in premarket trading, while Microsoft has dropped 1.7% to $498.89. The downgrade comes ...

TD Cowen Turns More Bullish on Micron (MU) as Book Value Growth Accelerates

Micron Technology, Inc. (NASDAQ: MU) is one of the AI Stocks Making Moves on Wall Street . On November 19, TD Cowen raised ...
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Microsoft details ‘AI WAN’ connecting distributed Fairwater AI superfactory

Powering the AI WAN is a networking protocol that the hyperscaler developed alongside OpenAI and Nvidia. Dubbed Multi-Path ...

Anthropic, Microsoft announce new AI data center projects as industry's construction push continues

Anthropic has announced a $50 billion investment in computing infrastructure, including new data centers in Texas and New ...