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 ...
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 ...
What We Learned About the Future of AI from Microsoft and Meta Earnings
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.
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, ...
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 ...
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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 ...
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Microsoft Azure earnings grow but disappoint, company blames data center capacity constraints
Revenue in Microsoft's 'Intelligent Cloud' segment was $25.5 billion for the quarter, an increase of 19 percent ...
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%, ...