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Nebius Data-Center Delays Threaten Microsoft AI Capacity Timeline

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The Story

News Summary

  • DA Davidson cut Nebius' price target 30% to $175 on Vineland, NJ data-center delays, potentially affecting 2026 capacity delivery to Microsoft, though impact on MSFT appears minor and indirect.
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MSFT price history

495.63 +5.23% over the displayed period

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