#td-cowen
#td-cowen

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TD Cowen Raises Strategy Price Target To $680, Forecasts $155K Bitcoin By Year-End

TD Cowen raised Strategy's stock price target to $680, predicting significant growth linked to Bitcoin's performance.

TD Cowen raises Meta's price target to $800 and anticipates strong revenue growth for Q2.

Microsoft potentially faces an oversupply position as it cancels US data center leases.

Artificial intelligence

Microsoft has cancelled datacenter leases due to potential oversupply and overestimated AI service demand.

The company reallocates international funds to US datacenters, indicating a strategic shift.

Tactics similar to Meta's suggest a decrease in capital expenditures for Microsoft.

Microsoft potentially faces an oversupply position as it cancels US data center leases.

Microsoft has cancelled datacenter leases due to potential oversupply and overestimated AI service demand.

The company reallocates international funds to US datacenters, indicating a strategic shift.

Tactics similar to Meta's suggest a decrease in capital expenditures for Microsoft.

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