Zacks Investment Research on MSN1d
Will Deepened Collaboration With MSFT Drive ITRI's Share Performance?
Itron, Inc. ITRI, Schneider Electric and Microsoft MSFT have joined forces to deliver an innovative Grid Edge Intelligence solution that leverages artificial intelligence (AI), big data analytics and ...
Business Insider29d
Microsoft’s Data Center Cuts a Strategic Shift or Red Flag?
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI infrastructure spending. TD Cowen’s analyst note revealed that ...
Business Insider1mon
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
"Our channel checks indicate that MSFT has 1) cancelled leases in the US totaling 'a couple of hundred MWs' with at least two private data center operators ... demand have to map" when it comes ...
Business Insider1mon
“Business as Usual” Says Analyst as Microsoft (MSFT) Responds to Data Center Culling Claim
A company this large has the right to move in and out of data center leases, many of which were never officially signed. All large cloud hyperscalers do the same thing,” he said. Is MSFT a Good ...