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AI, DeepSeek and Microsoft

Business Insider · 2d

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.

Geekwire on MSN · 3d

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.

MarketWatch · 2d

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.

Microsoft, AI and Meta

Barron's on MSN · 1d

Microsoft and Meta Have a DeepSeek Strategy: Copy and Surpass

The CEOs of both U.S. tech behemoths spoke about the Chinese startup’s innovations as they disclosed their financial results.

Seeking Alpha · 18h

Meta Platforms Vs. Microsoft: The DeepSeek And Agentic AI Showdown

Meta and Microsoft outperformed in Q4 and Q2 earnings but saw diverging market responses. See why META and MSFT stocks are poised for growth with agentic AI.

Business Insider · 19h

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

2don MSN

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 ...

2d

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, ...

1don 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 ...

1d

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 ...

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 ...

3don 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 ...

16hon MSN

Microsoft, Meta, Tesla & Apple: What this week’s tech earnings tell us about the AI boom

Microsoft, Meta, Tesla and Apple kicked off the tech earnings season this week: Here's what we've learnt about the AI boom so ...

2d

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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