AI, Microsoft and DeepSeek

Microsoft earnings: AI is the big theme as investors focus on cloud growth, DeepSeek
Microsoft will report its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.
DeepSeek defense: Microsoft earnings will offer new chance to detail AI capital spending plans
Reporting quarterly earnings Wednesday afternoon, it will be tough for Microsoft to avoid the issue of the AI breakthroughs from China's DeepSeek that are shaking up the tech world and the stock market this week.
Microsoft's cloud growth in focus as doubts grow over AI spending
Microsoft has spent months touting a rebound in its Azure cloud business and its quarterly revenue forecast on Wednesday will show whether billion-dollar bets on artificial intelligence are propelling increased growth in its main profit engine.
Microsoft’s Spending Is the Focus for Earnings. DeepSeek Changed the Game.
The company is scheduled to report its second-quarter financial results after the stock market closes on Wednesday.
Microsoft earnings results will take a back seat to burning DeepSeek questions
Investors already wanted to see what companies like Microsoft Corp. and its Big Tech peers plan to spend on artificial intelligence, and how those investments are working for the businesses so far. Now there’s greater interest in those spending goals thanks to DeepSeek’s indication that it’s possible to build AI services at a fraction of the cost previously thought.
Microsoft to report Q2 earnings as DeepSeek raises AI spending questions
Microsoft and its Big Tech cohort are investing tens of billions of dollars in the data centers and infrastructure needed to train and deploy AI software across their various services. But China’s DeepSeek upended the general thinking that developing AI models requires the use of the most powerful,
Microsoft CEO says AI use will ‘skyrocket’ with more efficiency amid craze over DeepSeek
In an apparent response to the attention on a hot new AI model out of China, Microsoft CEO Satya Nadella posted online ...
Microsoft is partnering on the Stargate AI initiative. What investors want to hear on that.
Investors will likely be curious about Microsoft's involvement in the Stargate artificial-intelligence joint venture — and the company's evolving relationship with OpenAI. “Investor sentiment might ev ...
OpenAI says Chinese rivals using its work for their AI apps
ChatGPT maker says it will need extra protection from US government, following emergence of Chinese rival, DeepSeek.
After DeepSeek, the AI giants still have plenty of work left to do
Even if China’s hyper-efficient GPT rival changes everything, the industry as a whole has barely begun to figure out how to ...
Microsoft Research on MSN21h
The value of AI: How Microsoft’s customers and partners are creating differentiated AI solutions to reinvent how they do business today
Organizational leaders in every industry around the world are evaluating ways AI can unlock opportunities, drive pragmatic ...
Meta, Microsoft, Tesla All Report Earnings After The Close
Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, ...
Microsoft Has A Unique Consumer AI Opportunity, With Or Without OpenAI
Microsoft gains $4.5 billion of annual revenue for every $1 increase in monthly fees from Microsoft 365/Office users. Read ...