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Microsoft stock slips

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

U.S. stocks fell on Monday after media outlets, citing a TD Cowen (TD) report, said Microsoft (MSFT) has canceled some leases for US data center capacity, pointing to a potential oversupply position.

Business Insider on MSN · 1d

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

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to grow strongly."

Fortune · 1d

Microsoft cancels leases for AI data centers, analyst says

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen said in a report.

NVIDIA Stock Rises. Its Earnings Could Make or Break Market.

Reuters · 3h

AI stocks battered heading into make-or-break Nvidia earnings

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could offer clarity on demand and justify the sector's lofty valuations.

U.S. News & World Report · 19h

Why Nvidia's Earnings Are Important to the Entire U.S. Stock Market

Nvidia has led the artificial intelligence boom to become one of the stock market’s biggest companies, as tech giants continue to spend heavily on the company’s chips and data centers needed to train

The Motley Fool on MSN · 2h

Why Nvidia Stock Continues to Plunge Ahead of Earnings

Nvidia (NASDAQ: NVDA) will release one of the most highly anticipated earnings reports tomorrow afternoon. The artificial intelligence (AI) chip leader has outpaced its own guidance by a wide margin all year.

1hon MSN

Wall Street eyes 'growing pains' in Nvidia earnings but all eyes are on a bullish 2nd half for its next-gen chip

Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of ...

1don MSN

Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...

14h

What is Zacks Research’s Forecast for Microsoft Q3 Earnings?

Zacks Research increased their Q3 2025 earnings per share (EPS) estimates for Microsoft in a research report issued on Wednesday, February 19th. Zacks Research analyst V. Sawalka now anticipates that ...

Mag 7 nears correction territory ahead of Nvidia earnings

The Magnificent Seven — the group of tech stocks comprised of Alphabet (GOOG, GOOGL), Apple (AAPL), Nvidia (NVDA), Tesla ...

Competitor Analysis: Evaluating Microsoft And Competitors In Software Industry

Upon a comprehensive analysis of Microsoft, the following trends can be discerned: The Price to Earnings ratio of 32.89 is ...

Microsoft's big moves with generative AI and the three risks investors need to know

What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...

11d

AMZN, MSFT, or GOOGL: Which U.S. Tech Giant Delivered Most This Earnings Season?

The fourth-quarter earnings season was another one marked by explosive growth and record profits for the top hyperscalers ...

Microsoft: Now Worth Buying After A Year Of Nothingness

Microsoft (NASDAQ:MSFT) stock hasn't gone anywhere for the past year, trading mostly sideways. This has allowed the valuation ...

Snowflake (SNOW) Q4 Earnings Report Preview: What To Look For

Data warehouse-as-a-service Snowflake (NYSE:SNOW) will be announcing earnings results tomorrow after the bell. Here’s what to ...

5hon MSN

Is Microsoft Corporation (MSFT) Buying Back Its Stock in 2025?

We recently published a list of 10 Companies That Are Buying Back Their Stock in 2025. In this article, we are going to take ...

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Microsoft stock slips

NVIDIA Stock Rises. Its Earnings Could Make or Break Market.

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