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Analysis: What Microsoft’s Q2 Says About Its Channel, AI, Cloud And DeepSeek
Microsoft said to expect 31 percent to 32 percent growth ignoring foreign exchange, implying more than 19 percent growth in non-AI Azure, Bernstein said. The Wall Street consensus was for 32 percent ...
Microsoft CFO urges employees to "focus" amid recent AI developments like OpenAI's $500 billion Stargate project — but Satya Nadella says DeepSeek is good f…
Amy Hood urged employees to remain focused and build toward the company's AI goals, while CEO Satya Nadella says DeepSeek is ...
Earnings roundup: Frost parent’s profit rises as Valero’s falls
Week’s roundup of quarterly reports includes Valero Energy Corp. and Cullen/Frost Bankers Inc. and companies of local ...
Nvidia Stock Investors Just Got Good News From Meta Platforms and Microsoft
Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...