Microsoft CEO tries to assure investors DeepSeek is good for business as scrutiny of AI spending mounts
Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.
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.
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 ...
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 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 ...
Money Morning18h
Microsoft's Q2 Surprise: AI Revenue Soars 175%
It recently reported its fiscal Q2 2025 earnings. The stock tanked by 4% but started recovering immediately and is now down ...
Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
NewsX1d
DeepSeek AI Controversy Looms As Microsoft Reports Strong Q4 Earnings
Microsoft reports strong Q2 earnings amid DeepSeek AI controversy, highlighting robust financial performance and ongoing AI ...