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,

DeepSeek is great news for Microsoft and software stocks

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 ...
AI is bad for the environment, and the problem is bigger than energy consumption
Artificial intelligence technologies, like chatbots, are attracting growing scrutiny for their voracious energy demands.
DeepSeek clouds AI picture just as Big Tech is set to report earnings
That all changed Monday when the market went into full meltdown over DeepSeek AI. The China-based company sent Wall Street ...
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 ...
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 Corporation (MSFT): A Bull Case Theory
We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Charly AI. In this article, we will summarize ...
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.
AI Will Be Front and Center Tonight
Musk has his fingers in a lot of pies and most have something to do with artificial intelligence. That makes Tesla’s earnings ...