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 ...
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 ...
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 ...
Chinese startup Deepseek has shaken up the AI world. What we know
DeepSeek, a Hangzhou-based startup founded in 2023, shot to the top of Apple’s App Store free app chart after releasing a new ...
Microsoft Research on MSN1d
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 ...
Tech Giants Have Been Spending Big on AI. Will DeepSeek Change That?
The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the ...
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 ...
Ex-Google, Apple engineers raise $10M to give AI its ‘Linux moment’ with new open source platform
Oumi co-founders Manos Koukoumidis, left, and Oussama Elachqar. (Oumi Photo) A new startup out of Seattle wants to open up ...
Santa Rosa Press Democrat11m
Did DeepSeek copy ChatGPT to make new AI chatbot? Trump adviser thinks so
Did the upstart Chinese tech company DeepSeek copy ChatGPT to make the artificial intelligence technology that shook Wall ...
OpenAI accuses DeepSeek of using its AI outputs 'inappropriately' to train new models
DeepSeek built top-performing AI models using less-advanced chips and for what it says is a fraction of the cost of rivals ...