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

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 ...

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 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 ...

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

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

In a report released today, David Deckelbaum from TD Cowen maintained a Hold rating on Devon Energy (DVN – Research Report), with a price target of $45.00. The company’s shares closed ...

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

The report comes just over a month after the same analysts revealed Microsoft had terminated leases for several hundred ...

In a significant development, Microsoft has terminated data center projects amounting to 2GW in the US and Europe, as reported by analysts at TD Cowen. This cancellation follows earlier speculation ...

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

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