TD analyst who flagged MSFT capex slowdown in spring now see

TD analyst who flagged MSFT capex slowdown in spring now sees leasing rebounding post-June fiscal year-end. Checks from Datacloud Congress more bullish on crypto miners with large capacity coming online by YE26 as ORCL and OpenAI drive infra demand.

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TD analyst who flagged MSFT capex slowdown in spring now sees leasing rebounding post-June fiscal year-end.