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DeepSeek, Microsoft and AI
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.
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 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.
Tesla, Meta and Microsoft Earnings
Microsoft, Meta, Tesla earnings on deck as DeepSeek triggers AI rethink
Markets are looking for assurances that DeepSeek hasn't completely disrupted the AI investment thesis. They may be disappointed.
What We Learned About the Future of AI from Microsoft and Meta Earnings
Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.
Meta, Microsoft And 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, major earnings, and government cuts ahead.
2d
on MSN
Microsoft earnings results will take a back seat to burning DeepSeek questions
Many technology executives will treat the earnings call as the first real opportunity to project confidence in the face of ...
1h
Microsoft and Meta Bet Big on AI Despite DeepSeek’s Affordable Breakthrough
U.S. tech giants Microsoft (MSFT) and Meta (META) have backed their significant AI (artificial intelligence) investments in their post-earnings ...
17h
on MSN
Tech CEOs try to reassure Wall Street after DeepSeek shock
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...
17h
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
2d
on MSN
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 ...
CRN
23h
Microsoft Q2 2025 Earnings Preview: 5 Things To Know
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...
Datacenter Dynamics
15m
Microsoft Azure earnings grow but disappoint, company blames data center capacity constraints
Revenue in Microsoft's 'Intelligent Cloud' segment was $25.5 billion for the quarter, an increase of 19 percent ...
1d
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%, ...
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