The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...

Centuria Industrial REIT's fair value estimate is AUD 3.50 per unit based on a weighted average cost of capital of 7.2%. At our fair value estimate, the REIT has a forward distribution yield of 4.7%.

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

Shares of power producers fell as hopes for a boom in AI power demand faded somewhat. Constellation Energy, the nuclear-power producer that's been a hot stock in recent months because of its deals to ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

The data center will offer Aligned’s proprietary air and liquid cooling technologies to accommodate densities upward of 350 ...

An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...

An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...

Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...