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Microsoft's stock held its own during DeepSeek panic.
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 suggests the tech giant could benefit from a reset in thinking on capital spending.
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.
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.
Why the DeepSeek Breakthrough Is Good News for AI Stocks
Ouch… That is perhaps, in a word, the best way to describe the recent price action in AI stocks. And it was all spurred on by the launch of DeepSeek, China’s own powerful AI model. According to Ben Reitzes,
Microsoft, AI
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: 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, Meta CEOs Defend Hefty AI Spending After DeepSeek Stuns Tech World
Days after Chinese upstart DeepSeek revealed a breakthrough in cheap AI computing that shook the U.S. technology industry, the chief executives of Microsoft and Meta defended massive spending that they said was key to staying competitive in the new field.
Microsoft, Cloud
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 expand its global network of high-powered data centers to meet demand for the specialized chips required to train and run AI models.
Microsoft Falls After Saying Cloud Growth to Remain Slow
Microsoft Corp. said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to build enough data centers to handle demand for its artificial intelligence products.
Microsoft shares dip as cloud growth misses estimates but spending grows
Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for overall quarterly revenue and increasing use of its cloud services for artificial intelligence.
1h
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 ...
2d
on MSN
Why did DeepSeek tell me it’s made by Microsoft?
DeepSeek, the Chinese AI company that’s shocking Wall Street, insisted to me that it had been created by Microsoft. The ...
7h
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 ...
17h
on 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 ...
15h
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 ...
4h
on MSN
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, ...
2d
Microsoft Q2 Preview: Losing To DeepSeek
Despite some growth, Microsoft's valuation is high, with a forward P/E ratio above the sector median, suggesting potential ...
1d
on MSN
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 ...
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