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Microsoft, DeepSeek

TheStreet on MSN · 2d

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.

Hosted on MSN · 1d

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.

Fortune on MSN · 1d

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.

MarketWatch · 1d

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.

DeepSeek Is Here to Stay

The Verge · 2h

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. This brings a lot more AI capabilities to Windows, and it’s something Microsoft was already working on with its Phi Silica language models.

USA Today · 1d

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 platform and GitHub tool for developers, the U.S. company said on Wednesday. The AI model will be available in the model catalog on the platforms and will join more than 1,800 models that Microsoft is offering.

Hosted on MSN · 5h

DeepSeek Is Here to Stay as Microsoft, Perplexity Integrate Its Model

Despite the controversy surrounding the Chinese open-source model, it has received the blessing of US companies that say their versions of it are safer and feature less censorship.

2hon MSN

Here’s why Microsoft’s stock got pummeled after it beat revenue and profit forecasts

AI expenses and a looming price war in cloud services could blow up its profits. Blame it on DeepSeek.

4hon MSN

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 ...

1d

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 ...

2h

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 ...

2don MSN

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 ...

1don MSN

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 ...

3d

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 ...

23h

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 ...

7hon MSN

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 ...

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