Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in ...
It doesn't matter if DeepSeek copied OpenAI — the damage has already been done in the AI arms race
This whole DeepSeek copying ChatGPT accusation from OpenAI and Microsoft reminds me of a lesson I’ve learned over the past 15 ...
To some, OpenAI is a DeepSeek victim. But SoftBank may be more upbeat than ever.
"It seems clear to us that the true target/victim of the DeepSeek concerns is OpenAI, which claims the throne of all AI software and algorithms, which DeepSeeks claims to have outdone," wrote Robert ...
Microsoft Corporation (MSFT) Delivers $9 Billion in Shareholder Returns, Strengthens AI Integration with $80 Billion Investment in FY 2025
We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where ...
Microsoft investors are ignoring this number that suggests better growth ahead
Microsoft Corp. investors focused on the company's disappointing revenue of its Azure cloud business on Wednesday, but they should also be looking at another number indicative of future growth: ...
DeepSeek’s AI Innovation: What It Means For Investors And Big Tech
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
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Meta and Microsoft Show AI Bets Still in Play
If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we ...
Microsoft Stock Slips as Intelligent Cloud Revenue Falls Short of Expectations
Microsoft reported fiscal second-quarter Intelligent Cloud revenue that missed analysts’ expectations, dragging shares lower after the bell Wednesday.
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, ...
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 ...
Could DeepSeek Accelerate The Age Of AI Transformation?
The DeepSeek technology has the potential of bringing more people into world of AI and expanding the transformative power of ...
Microsoft Corporation (MSFT) Q2 2025 Earnings Call Transcript
Q2 2025 Earnings Conference Call January 29, 2025 5:30 PM ETCompany ParticipantsBrett Iversen - Vice President ...