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Microsoft to report Q2 earnings

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.

MarketWatch · 4h

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.

AOL · 6h

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, AI

Reuters · 13h

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.

NBC New York · 10h

Microsoft's underperformance has investors looking to cloud for growth

Microsoft’s stock has badly lagged its tech peers in the past year as cloud growth has been basically stagnant in recent quarters.

Seeking Alpha on MSN · 3h

Microsoft’s AI strategy, Azure cloud business in focus during Q2 earnings

When Microsoft (NASDAQ:MSFT) posts second quarter results on Wednesday, investors will be looking at Azure cloud service growth, along with insights on the tech giant’s plan to compete with new entrants in the AI landscape.

DeepSeek, AI

NBC News on MSN · 1h

DeepSeek disrupted the AI disruptors, but don't count out Big Tech just yet

The Chinese startup's new model poses some serious questions about the assumptions behind AI investments. But what if that's a good thing for Big Tech?

Reuters on MSN · 6h

Explainer-What is DeepSeek and why is it disrupting the AI sector?

By Eduardo Baptista BEIJING (Reuters) -Chinese startup DeepSeek's launch of its latest AI models, which it says are on a par or better than industry-leading models in the United States at a fraction of the cost,

BBC · 7h

DeepSeek a 'wake-up call' for US tech firms, Trump says

Shares in major tech firms such as Nvidia fell sharply, with the chip giant losing almost $600bn (£482bn) in market value. What has shaken the industry is DeepSeek's claim that its R1 model was made at a fraction of the cost of its rivals - raising questions about the future of America's AI dominance and the scale of investments US firms are planning.

2hon MSN

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 Research on MSN6h

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 ...

24/7 Wall St. on MSN4d

Microsoft is “Flooring it” on AI in 2025—It’s Time to Buy the Stock.

Microsoft (NASDAQ:MSFT) is about to have another big AI-driven year as the enterprise behemoth aims to spend a colossal $80 ...

Microsoft: Why The AI Pioneer Underperformed So Far, And Why That Should Change

Microsoft’s resilience shines despite concerns over Copilot and capital investments. Find out why MSFT stock offers 20% ...

8hon MSN

Meta and Microsoft Show AI Spending Can Be a Double-Edged Sword

US tech stocks lost nearly $1 trillion on concerns about artificial intelligence spending, Meta Platforms Inc. hit a record ...

6don MSN

Microsoft is letting OpenAI get its own AI compute now

The new agreement “includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of ...

DeepSeek: Microsoft's Massive Value Catalyst

Microsoft benefits from DeepSeek’s revolutionary AI models. Find out why MSFT stock offers strong growth potential with ...

Microsoft, Meta, and OpenAI Have Recently Confirmed Massive AI Investments

Nvidia stock could benefit from these massive AI infrastructure investments.

Why DeepSeek AI could be bullish for Nvidia, Broadcom, Microsoft and other AI stocks

In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility ...

4hon MSN

What is DeepSeek, the Chinese AI startup shaking up tech stocks and spooking investors?

Entrepreneur Marc Andreessen, known for co-writing Mosaic, one of the world’s first web browsers, wrote Sunday on X that ...

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Microsoft to report Q2 earnings

Microsoft, AI

DeepSeek, AI

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