Microsoft is said to cancel AI leases, sending stocks into reverse with Nvidia earnings up next
U.S. stocks fell on Monday morning 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. Read more...


U.S. stocks fell on Monday morning 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.