Azure, DeepSeek and Microsoft

Key Takeaways Microsoft shares dropped after fiscal second-quarter results were reported late Wednesday. Multiple analysts ...
Investors grow concerned that AI expenses and a looming price war in cloud services could blow up its profits.
Microsoft reported its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.
We continue to believe that Microsoft remains uniquely positioned to monetize the vast new AI opportunity across applications ...
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...
Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 ...