Microsoft “Strongly Refutes” Cowen Report It Is Canceling Data Center Orders… But Questions Remain After the TD Cowen report on Microsoft data center order cancellations – which we first profiled yesterday for our subscribers, well before Bloomberg – spooked European energy and US AI infrastructure stocks sending them sharply lower, and with the market on the verge of a brutal selloff (as Goldman cautioned last night) it was incumbent on the biggest Mag 7 member to step in… or otherwise the following hockeysticking Mag7 chart would have a very painful reacquaintance with gravity. Sure enough, while Microsoft was unable to… — Continue at ZeroHedge News : Read More
