Sales in AI stocks related to AI this week and recent progress on the field by Chinese start-up deepseek will make artificial intelligence an area that investors will observe because Microsoft reports results.
The Deepseek model R1 has launched a dramatic sale in technological shares on Monday and has doubted whether Microsoft’s $ 80 billion consumption is justified this year.
In a similar sense, Microsoft also slaughtered $ 13 billion on the generative AI launch of an open-up opening, mainly in the form of a cloud-capacity computer capacity. Analysts are eager for signs that the arrangement will begin to raise the revenue of a technological giant.
Growth rates on azure are also important, Microsoft’s cloud computing business. During the previous quarter, the company attributed some “short -term limitations” to third -party suppliers. Investors will seek details about whether the company has managed to increase the capacity to satisfy the demand.
In addition, investors will listen to the discussion of Tictok. US President Donald Trump told reporters on Monday that Microsoft was one party interested in buying an application for social media. The company refused to comment, but questions about a potential agreement could be difficult to avoid.
