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DeepSeek, Microsoft and AI

MarketWatch · 23h

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.

Geekwire on MSN · 1d

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.

Barron's on MSN · 1d

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's stock held its own during DeepSeek panic.

Hosted on MSN · 1d

DeepSeek AI Fears Haunt Meta, Microsoft Earnings. What Stock Markets Need to See and 5 Other Things to Know Today.

Judge halts Trump’s spending freeze as agencies see chaos, Starbucks beats expectations as turnaround campaign continues, and more news to start your day.

MarketWatch · 1d

Microsoft's stock held its own during the DeepSeek panic.

Microsoft's stock held its own while investors panicked about DeepSeek's potential impact on other corners of the technology sector. That suggests Wall Street isn't too worried that DeepSeek's advancements in cost efficiency pose a major threat to Microsoft.

Fortune on MSN · 1d

Why DeepSeek is great news for Microsoft and software stocks

DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley in recent years.

2don MSN

Analyst revisits Microsoft stock price target as DeepSeek tests OpenAI

Microsoft shares edged higher in early Tuesday trading following yesterday's AI-lead selloff as a top Wall Street analyst ...

3hon MSN

Tech stocks mixed as Meta, Microsoft affirm big AI spending plans after DeepSeek turmoil

Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep ...

3h

Inside Microsoft’s quick embrace of DeepSeek

Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.

7h

Nvidia retail investors told us why they're unfazed by DeepSeek's market disruption and refusing to sell

Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, ...

23hon MSN

DeepSeek Panic Live Updates: Nvidia Stock Drops 4%—As Trump Reportedly Mulls China Chip Sale Restrictions

Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company ...

19h

Microsoft’s AI revenue grows, but its stock falls on lower guidance and concerns over spending

Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...

13h

Microsoft Boosts Azure with DeepSeek’s Powerful AI Model

Microsoft Corporation (MSFT) launched the highly popular DeepSeek R1, a powerful AI model, on its Azure cloud platform GitHub ...

22h

Microsoft rolls out DeepSeek's AI model on Azure platform

Microsoft MSFT.O has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing ...

7hon 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 ...

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