Microsoft Corp. (MSFT)
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.
DeepSeek validates Microsoft's approach to AI - analyst
Microsoft Corp (NASDAQ:MSFT) was one of the very few large-cap tech firms that was spared from the DeepSeek rout, but this "felt about right", according to UBS, but the 14% fall for Oracle Corp (NYSE:ORCL, ETR:ORC) "felt excessive". The emergence of a potentially more efficient method for training artificial intelligence models "validates much of what Microsoft has been saying/doing of late", analysts at the Swiss bank said.
Microsoft earnings results will take a back seat to burning DeepSeek questions
Microsoft will report fiscal second-quarter earnings on Wednesday afternoon.
Sam Altman touts OpenAI-Microsoft alliance, says next phase will be 'better than anyone is ready for'
OpenAI CEO Sam Altman posted a picture of himself with Microsoft CEO Satya Nadella on Tuesday and suggested their relationship is going well. Altman wrote that the "next phase" of their partnership is "gonna be much better than anyone is ready for!
DeepSeek: Microsoft's Massive Value Catalyst
DeepSeek's open-source models will aid Microsoft Corporation and OpenAI in optimizing cheaper, smarter AI, presenting a massive value opportunity for Microsoft investors. The $5-6 million training cost of DeepSeek-V3 is misleading and doesn't reflect the true development costs, which are significantly higher. DeepSeek's models reduce token costs dramatically, making advanced AI more accessible and practical for business use, benefiting Microsoft's Azure services.
Microsoft + TikTok, 2025 edition: Trump comment stirs new speculation about possible deal
The potential for Microsoft to acquire TikTok is looping back around again like a viral social dance clip on endless repeat.
Microsoft, Meta, and OpenAI Have Recently Confirmed Massive AI Investments
In today's video, I discuss Nvidia (NVDA 1.28%) and the recent updates impacting AI infrastructure investment. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Trump says Microsoft is in talks to acquire TikTok
President Donald Trump told reporters that Microsoft is in talks to acquire TikTok's U.S. operations, Bloomberg reports. Although Trump didn't elaborate, he stated that “there's great interest in TikTok” and that there will be “a lot of people bidding on it.
Big Tech's Deteriorating Earnings Quality
I am going to focus on three companies within Big Tech: Microsoft, Meta Platforms, and Alphabet. Microsoft's gross PP&E increased from $22 Billion in FY'2013 to $212 Billion in FY'2024. In Meta's case, we do see a somewhat noticeable mix shift within PP&E for servers and network assets, as it declined from ~45-60% in 2013-2018 period to ~38-42% in the last five years.
Nvidia, Microsoft, and OpenAI Just Said This About DeepSeek AI
In today's video, I discuss what Nvidia (NVDA -16.97%), Microsoft (MSFT -2.14%), and OpenAI said about DeepSeek AI. To learn more, check out the short video, consider subscribing, and click the special offer link below.
OpenAI launches ChatGPT Gov for U.S. government agencies
OpenAI announced its biggest product launch since its enterprise rollout. It's called ChatGPT Gov, and was built specifically for U.S. government use.
Microsoft Gears Up For Q2 Earnings: Will The Bullish Trend Hold?
Microsoft Corp MSFT heads into its second-quarter earnings report on Wednesday with bullish technical indicators but mixed sentiment from partners.
