DeepSeek is going to be the biggest topic in tech earnings this week, analysts say
As US companies prepare for this earnings season, analysts say they should expect to be asked about AI spending following ...
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 ...
What Wall Street is saying about Microsoft ahead of earnings
Microsoft (MSFT) is scheduled to report results of the second quarter of its fiscal year 2025 after the market close on Wednesday, January 29, ...
Microsoft’s AI strategy, Azure cloud business in focus during Q2 earnings
When Microsoft (MSFT) posts second quarter results on Wednesday, investors will be looking at Azure cloud service growth, along with insights on the tech giant’ ...
DeepSeek: Microsoft's Massive Value Catalyst
Microsoft benefits from DeepSeek’s revolutionary AI models. Find out why MSFT stock offers strong growth potential with ...
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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 innovation and yield value across their business. At Microsoft, we are ...
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 high — signaling that investors were keeping the faith when it came to its ...
DeepSeek sets stage for frenetic tech earnings season
The sudden emergence of China’s DeepSeek roiled the tech market just ahead of earnings season, when industry giants will ...