Microsoft, AI and DeepSeek

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 suggests the tech giant could benefit from a reset in thinking on capital spending.
DeepSeek AI Fears Haunt Meta, Microsoft Earnings. What Stock Markets Need to See and 5 Other Things to Know Today.
Judge halts Trump’s spending freeze as agencies see chaos, Starbucks beats expectations as turnaround campaign continues, and more news to start your day.
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
Why DeepSeek is great news for Microsoft and software stocks
DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley in recent years.
Microsoft's stock held its own during the DeepSeek panic.
Microsoft's stock held its own while investors panicked about DeepSeek's potential impact on other corners of the technology sector. That suggests Wall Street isn't too worried that DeepSeek's advancements in cost efficiency pose a major threat to Microsoft.
Why the DeepSeek Breakthrough Is Good News for AI Stocks
Ouch… That is perhaps, in a word, the best way to describe the recent price action in AI stocks. And it was all spurred on by the launch of DeepSeek, China’s own powerful AI model. According to Ben Reitzes,
Why DeepSeek is excellent news for the U.S. stock market
In fact, this is a shortsighted view that misses the significant benefits that DeepSeek represents for the U.S. economy and for businesses worldwide. What’s exciting is that the
Microsoft earnings: AI is the big theme as investors focus on cloud growth, DeepSeek
Microsoft will report its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things ...
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 ...
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 ...
Nvidia retail investors told us why they're unfazed by DeepSeek's market disruption and refusing to sell
Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, ...
DeepSeek Panic Live Updates: Nvidia Stock Drops 4%—As Trump Reportedly Mulls China Chip Sale Restrictions
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company ...
Microsoft rolls out DeepSeek's AI model on Azure platform
Microsoft MSFT.O has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing ...
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 ...
Microsoft Q2 Preview: Losing To DeepSeek
Despite some growth, Microsoft's valuation is high, with a forward P/E ratio above the sector median, suggesting potential ...
Why Microsoft Stock Is Sinking After Earnings
Microsoft is the worst Dow Jones stock Thursday as the tech giant's soft outlook offsets an earnings beat. Here's what you need to know.
The Globe and Mail21h
DeepSeek May Have Just Killed the AI Dream for Oracle Stock. Should You Sell ORCL Now?
Companies like Microsoft (MSFT), Alphabet (GOOGL), Nvidia (NVDA), and OpenAI immediately started feeling the heat.