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 ...

Microsoft's earnings could reveal if its AI investments can sustain dominance amid rising competition. Azure's performance and AI costs may drive—or risk—near-term stock momentum. Microsoft ...

And this week’s reporting docket will be sure to keep the story alive, particularly when considering we’ll hear from OpenAI partner Microsoft ... late reporter in the earnings cycle, with ...

Analysts expect Microsoft to report quarterly earnings of $3.12 per share on revenue of $68.8 billion. Oppenheimer views the DeepSeek LLM model as “very positive for the overall AI foodchain ...

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.

Microsoft (MSFT) is set to report fiscal second-quarter earnings after the market closes Wednesday, with analysts largely bullish ahead of the results. “Investor sentiment has shifted negative ...

And this week’s reporting docket will be sure to keep the story alive, particularly when considering we’ll hear from OpenAI partner Microsoft MSFT ... in mind that NVIDIA is a late reporter in the ...

Microsoft's earnings could reveal if its AI investments can sustain dominance amid rising competition. Azure's performance and AI costs may drive—or risk—near-term stock momentum. Microsoft faces a ...