AI expenses and a looming price war in cloud services could blow up its profits. Blame it on DeepSeek.
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024 ...
Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.
Microsoft reported lower-than-expected revenue growth for its AI and cloud divisions as scrutiny grows over tech's AI ...
Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet ...
Reporting quarterly earnings Wednesday afternoon, it will be tough for Microsoft to avoid the issue of the AI breakthroughs ...
Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, ...
It recently reported its fiscal Q2 2025 earnings. The stock tanked by 4% but started recovering immediately and is now down ...
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it ...