Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while Amazon's was marginally lower.
Microsoft shares dip as cloud growth misses estimates but spending grows
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Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft’s cloud sales disappoint as it struggles to meet AI demand
Microsoft’s vast cloud division posted slower growth than Wall Street forecast as the tech group struggled to keep pace with customer demand for artificial intelligence-related services. The Seattle-based software group beat analysts’ expectations for revenue and net income in the quarter ending in December,
Sources at Open AI believe DeepSeek unlawfully distilled data from ChatGPT, Open AI and Microsoft begin investigation.
Microsoft (MSFT) shares moved lower after the close Wednesday as the tech giant reported fiscal second-quarter Intelligent Cloud revenue that missed analysts’ expectations. The company saw revenue rise 12% year-over-year to $69.
Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems. The company is believed to control as much as 98% of the data center GPU market, according to semiconductor analyst firm TechInsights. If AI models can be trained on lower-cost, inferior chips, Nvidia has a lot to lose.
The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the AI rally,
The Chinese AI startup's chaotic introduction has left investors and the tech industry scrambling. But DeepSeek's timing is also opportune. Big Tech companies begin reporting earnings today after the closing bell, giving analysts a chance to press them on the impact DeepSeek might have, writes BI's Jordan Hart.
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AI stock shock could spark broader gains in US marketA development in the field of artificial intelligence that staggered asset prices could help set the stage for broader stock strength beyond the narrow group of technology shares that has propelled the market higher.
OpenAI are investigating whether data output from OpenAI's technology was obtained in an unauthorised manner by a group linked to Chinese artificial intelligence startup DeepSeek, said people familiar with the matter.
Revenue grows to $48.4 billion, helping fuel the chief executive’s bets on augmented reality and artificial intelligence.
Elon Musk said there is a path for Tesla to become worth more than the next five most valuable companies combined. That’s Apple, Nvidia, Microsoft, Amazon.com, and Alphabet. Their market values total roughly $15 trillion.
The conventional wisdom in AI has long been that cutting-edge performance comes with a cutting-edge price tag. DeepSeek is turning this notion on its head.
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