What did a report hitting AI computing stocks really say?

TD Cowen found through channel surveys that cancellations and delays of Microsoft Datacenter leases are more common than expected, abandoning new Datacenter projects that consume a total of 2GW of power in the US and Europe, attributing this to an oversupply of Computer clusters. However, Google and Meta quickly filled the gap, and the overall demand for Datacenters is still growing year-on-year. Meanwhile, the supercomputing architecture is transitioning to higher density, leading to a short-term slowdown in equipment Orders, which presents challenges for equipment suppliers.

wallstreetcnMar 27 08:27

C.L. King Initiates IPG Photonics(IPGP.US) With Buy Rating, Announces Target Price $76

Futu NewsMar 19 13:33 · Ratings

Institutions: USA's tariff measures may cause the Semiconductors Industry to fall into a downturn.

An Analyst from Morningstar stated in a Research Report that tariffs in the USA and potential retaliatory tariffs may increase chip prices, weaken demand, and lead to a downturn in the Semiconductors Industry.

Gelonghui FinanceMar 19 11:55

U.S. Tariffs and Retaliation Could Send Semiconductor Industry Into Downcycle -- Market Talk

WSJMar 19 11:08

IPG Photonics Corp. Stock Advances 4.4%, Outperforms Competitors

Dow JonesMar 19 04:34

This Willis Towers Watson Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday

BenzingaMar 18 23:23