technology / ai
3 hours ago

Analyst says Microsoft is cutting AI data center spending, which may have led to market sell-off

https://www.cnbc.com/2025/02/24/a-microsoft-analyst-report-by-td-cowen-raised-concerns-about-the-ai-trade-and-helped-cause-fridays-market-sell-off.htmlhttps://finance.yahoo.com/news/microsoft-cancels-leases-ai-data-055952585.htmlhttps://www.businessinsider.com/microsoft-stock-price-canceling-ai-data-center-leases-analyst-note-2025-2
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Analyst says Microsoft is cutting AI data center spending, which may have led to market sell-off Open in Cnbc.com
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References

Microsoft cancels leases for AI data centers, analyst says

https://finance.yahoo.com/news/microsoft-cancels-leases-ai-data-055952585.htmlFinance.yahoo.com

Microsoft shelves AI data-center deals in sign of potential oversupply, analyst says

https://finance.yahoo.com/news/microsoft-shelves-ai-data-center-131940061.htmlFinance.yahoo.com

Microsoft is said to cancel AI leases, sending stocks into reverse with Nvidia earnings up next

https://finance.yahoo.com/news/dow-futures-jump-300-points-132800831.htmlFinance.yahoo.com

Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'

https://www.businessinsider.com/microsoft-stock-price-canceling-ai-data-center-leases-analyst-note-2025-2Businessinsider.com
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'

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