AI, Microsoft and DeepSeek

DeepSeek AI Fears Haunt Meta, Microsoft Earnings. What Stock Markets Need to See and 5 Other Things to Know Today.
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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 from China's DeepSeek that are shaking up the tech world and the stock market this week.
Meta Platforms Vs. Microsoft: The DeepSeek And Agentic AI Showdown
Meta and Microsoft outperformed in Q4 and Q2 earnings but saw diverging market responses. See why META and MSFT stocks are poised for growth with agentic 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 and Meta Bet Big on AI Despite DeepSeek’s Affordable Breakthrough
U.S. tech giants Microsoft (MSFT) and Meta (META) have backed their significant AI (artificial intelligence) investments in their post-earnings
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark Zuckerberg said.
Tech stocks mixed as Meta, Microsoft affirm big AI spending plans after DeepSeek turmoil
Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep pouring billions of dollars into AI – despite lingering anxiety over the launch of China-based DeepSeek’s AI model.
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 ...
Inside Microsoft’s quick embrace of DeepSeek
Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.
Microsoft’s AI revenue grows, but its stock falls on lower guidance and spending concerns
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
DeepSeek News | Today's Latest Stories | Reuters
Reuters.com is your online source for the latest news stories and current events, ensuring our readers up to date with any ...
What DeepSeek’s AI Innovation 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 ...
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 ...
Chinese state-linked accounts hyped DeepSeek AI launch ahead of US stock rout, Graphika says
Chinese state-linked social media accounts amplified narratives celebrating the launch of Chinese startup DeepSeek's AI ...
Microsoft Stock Is Now in a Correction -- Is This a Buying Opportunity?
It's worth noting that Microsoft isn't a cheap stock. Even after this move, Microsoft trades for about 30.5 times forward ...