Cloud gaming was a boon for Microsoft's earnings this past fiscal quarter, even as the rest of the Xbox division saw revenue ...

At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. ...

DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley ...

Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.

Q2 2025 Earnings Conference Call January 29, 2025 5:30 PM ETCompany ParticipantsBrett Iversen - Vice President ...

Monday’s DeepSeek sell-off may have rattled investors who picked up shares of a top semiconductor play at any time over the ...

The conventional wisdom in AI has long been that cutting-edge performance comes with a cutting-edge price tag. DeepSeek is ...

DeepSeek has upset the top echelons of the AI order, with a dash of Chinese censorship. Experts tell us there is more to the ...

We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Charly AI. In this article, we will summarize ...

As attention on Chinese startup DeepSeek and its artificial-intelligence model led to a $1 trillion wipeout in the U.S. stock market on Monday, shares of bitcoin miners with exposure to artificial ...

Big Tech companies begin reporting after the closing bell, and analysts want to know about DeepSeek's impact.

The Microsoft CEO will have to perform a delicate balancing act over the next four years to keep his company from becoming a ...