The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips. TD Cowen's Michael Elias said his team's finding points to "a potential ...

Detailed price information for Super Micro Computer (SMCI-Q) from The Globe and Mail including charting and trades.

The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.

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 ...

Microsoft’s decision to cancel large data center leases in the US has raised fresh concerns among investors about a potential ...

U.S. stock index futures steadied Monday evening after Wall Street saw losses, driven by a tech sell-off ahead of Nvidias ...

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

A recent Reuters report revealed that TD Cowen, the multinational investment bank and financial services consultancy, ...

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 ...