Microsoft data center leases slowing, analysts say, raising investor attention
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 6/23/2026
- S&P, Nasdaq end lower on semiconductor selloff as AI spending concerns mount
- Chip stocks plunge, but bargain-hunters stem losses in other tech names
- Oil prices finish 1% lower as investors focus on Hormuz flows after peace talks
- South Korea leveraged ETF crisis sparks global chip selloff
- Trump announces nuclear deal with Iran, lifts Hormuz blockade
- Exclusive-China robot-hand-building unicorn Linkerbot targets $6 billion valuation
- Spain's ex-transport minister sentenced to 24 years for corruption
- China, US, UAE police arrest 276 telecom fraud suspects in Dubai
- Li Auto Inc. (LI) Breaks Ground on Chips R&D and Production Base
- Needham Starts NeoVolta (NEOV) at Buy
Cloverleaf Infrastructure sees strong data center growth as Microsoft adapts strategy, expert says
February 26, 2025 11:00 AM ESTBank of America said in a note Wednesday that Cloverleaf Infrastructure remains bullish on data center development despite speculation that Microsoft (NASDAQ: MSFT) is cutting back on its expansion plans.
BofA hosted a conversation with Brian Janous, Chief Commercial Officer (CCO) and co-founder of Cloverleaf Infrastructure.
Speaking in the BofA expert call, Janous is said to have emphasized that Microsoft is more likely adapting... More
Goldman Sachs Reiterates Buy Rating on Microsoft (MSFT)
February 24, 2025 4:26 PM ESTGoldman Sachs analyst Kash Rangan reiterated a Buy rating and $500.00 price target on Microsoft (NASDAQ: MSFT).
The analyst comments "We reiterate our Buy rating, $500 PT, and leave our estimates for $88bn/91bn in FY25/26 CapEx unchanged following recent reporting that Microsoft has potentially delayed or canceled some of its AI data center leases. While unconfirmed, we believe this reporting emphasizes... More
