Microsoft data center leases slowing, analysts say, raising investor attention
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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
