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Microsoft data center leases slowing, analysts say, raising investor attention By Aditya Soni February 24, 20251:55 PM PSTUpdated February 24, 2025 ...

Microsoft's stock slipped Monday after an analyst note said it was canceling some data center leases. The TD Cowen analysts said that may indicate Microsoft is in a "potential oversupply position ...

Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center leases, potentially signaling an oversupply of AI infrastructure.