Microsoft said to expect 31 percent to 32 percent growth ignoring foreign exchange, implying more than 19 percent growth in non-AI Azure, Bernstein said. The Wall Street consensus was for 32 percent ...
Q3 2025 Earnings Call Transcript January 28, 2025 Operator: Ladies and gentlemen, thank you for standing by. My name is ...
Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...
Microsoft Corp. has invested nearly $14 billion in OpenAI, the massively-valued developer of ChatGPT, but the company last week said that DeepSeek R1, an open-source AI model, was available on its ...
DeepSeek integration can strengthen Microsoft's AI capabilities and competitive position. Click here to read why MSFT stock ...
DeepSeek’s sudden emergence onto the U.S. tech scene this week roiled markets and provided plenty of fodder for earnings ...
Big Tech earnings showed Microsoft, Meta, and others sticking to their AI spending plans despite DeepSeek's R1 launch.
Meta and Microsoft outperformed in Q4 and Q2 earnings but saw diverging market responses. See why META and MSFT stocks are ...
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...