Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
Microsoft kündigt Leasingverträge für KI-Rechenzentren: TD Cowen
Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach ...
Microsoft has dropped some AI data center leases, TD Cowen says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
KALA BIO to Present at TD Cowen 45th Annual Health Care Conference
KALA BIO, Inc. (NASDAQ:KALA), a clinical-stage biopharmaceutical company dedicated to the research, development and ...
Crescent Biopharma to Present at the TD Cowen 45th Annual Health Care Conference
Company to highlight lead program CR-001, a tetravalent VEGF1 x PD-1 bispecific antibody in development for treating solid ...
AllianceBernstein downgraded at TD Cowen after Equitable tender offer on 'negative signals'
AllianceBernstein (NYSE:AB) was downgraded at TD Cowen after Equitable Holdings (NYSE:EQH) announced a tender offer for up to ...
Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.
TD Cowen analysts first reported in a research note Friday that Microsoft had cancelled leases with “at least two data ...
Microsoft clarifies TD Cowen report, says $80B infrastructure spend 'on track' for this year
Microsoft (MSFT) said its $80B in planned spending on data center infrastructure is "on track" this year, in response to a ...
TD Cowen Remains a Hold on Arcadium Lithium Plc (ALTM)
TD Cowen analyst David Deckelbaum maintained a Hold rating on Arcadium Lithium Plc (ALTM – Research Report) today and set a price target of ...
Business Wire2d
Agilent to Participate in TD Cowen Health Care Conference
Agilent Technologies Inc. (NYSE: A) today announced that CEO Padraig McDonnell — along with CFO Bob McMahon — will ...
TD Cowen Sticks to Their Buy Rating for Addus Homecare (ADUS)
TD Cowen analyst Ryan Langston maintained a Buy rating on Addus Homecare (ADUS – Research Report) today and set a price target of $141.00. The ...
New York Post6d
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The Washington-based software giant has canceled leases in the US totaling “a couple of hundred megawatts,” or about two huge data centers, according to a report from TD Cowen analysts ...