TD Cowen initiated coverage of Maze Therapeutics (MAZE) with a Buy rating and no price target The company’s MZE829, and oral APOL1 inhibitor, ...
Nasdaq slides as AI concerns, Bitcoin losses, and lower Treasury yields drive risk-off sentiment. Market outlook remains ...
The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...
Fresh from questioning whether AI will provide all the economic benefits it is expected to deliver over the next five years, ...
Is the AI arms race slowing down? Microsoft Corp., a leading contender in the artificial intelligence arena, has reportedly ...
Investor skepticism over the billions that U.S. tech firms have channeled into AI infrastructure has grown due to slow payoffs and breakthroughs at Chinese startup DeepSeek, which showcased AI tech at ...
The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...
An analyst note flagging a possible slowdown by Microsoft in leasing data centre capacity has grabbed the market's attention.
U.S. stock index futures steadied Monday evening after Wall Street saw losses, driven by a tech sell-off ahead of Nvidias ...
Analysts flag possible slowdown in Microsoft's AI data-centre leases, raising attention of investors
An analyst note flagging a possible slowdown by Microsoft in leasing for data centre capacity grabbed the market’s attention.
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
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