Shares of Vertiv Holdings Co. (VRT) slid over 8% on Wednesday after a TD Cowen report highlighted that slower data center ...

Microsoft Corp. has walked away from new data center projects in the US and Europe that would have amounted to a capacity of ...

TD Cowen analyst William Katz maintained a Hold rating on Stifel Financial (SF – Research Report) today and set a price target of $124.00. The ...

Over the last six months, Microsoft has “walked away” from pending data center leases with third-party developers in the U.S.

TD Cowen raised the firm’s price target on Arthur J. Gallagher (AJG) to $388 from $377 and keeps a Buy rating on the shares. The firm updated its model following an investor meeting citing 1Q25 ...

Microsoft (MSFT) stock is down after a TD Cowen analyst note explained that the company has abandoned data center projects ...

TD Cowen analyst Joseph Thome maintained a Hold rating on PTC Therapeutics (PTCT – Research Report) today and set a price target of $60.00. The ...

Microsoft has walked away from data center projects in the US and Europe to the tune of 2GW, said TD Cowen analysts. First ...

Microsoft has abandoned some data center projects, industry analyst says, not citing individual projects including Wisconsin.

TD Cowen's supply chain checks indicate that Microsoft's pullback has led to Alphabet's Google stepping in to backfill the ...

US analyst TD Cowen publishes research note pointing to further rollbacks on Microsoft’s datacentre expansion plans.