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Microsoft still can't meet all its AI cloud demand
Microsoft shares fall as cloud forecast disappoints Wall Street
Microsoft on Wednesday forecast disappointing growth in its Azure cloud computing business, sending its shares down more than 5% as investors worry about big spending, elusive artificial intelligence revenue and growing competition from cheaper AI models from China.
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,
Microsoft still can't meet all its AI cloud demand, leading to investor disappointment
Cloud is the big engine for Microsoft bulls, and it disappointed in the latest quarter. That's likely the biggest driver of the pressure on Microsoft's stock, which fell more than 4% in Wednesday's extended session.
AI, DeepSeek and Wall Street
Nightmare on Wall Street as tech stocks lose $1T over Chinese AI startup DeepSeek
DeepSeek was reportedly developed in just two months at a cost of under $6 million — a stark contrast to the billions typically spent by US giants.
Wall Street Lunch: DeepSeek Disrupts The AI Trade - For Now
AI stocks got slammed as the China app challenged cost and demand assumptions. Bond yields plunge and cash moves to safety. Analysts see buying opportunity.
Nvidia Stock Investors Just Got Bad News From DeepSeek, but Certain Wall Street Analysts See a Silver Lining
Chinese startup DeepSeek reportedly built a sophisticated AI model while using fewer, less powerful Nvidia GPUs than U.S. companies. DeepSeek trained its model very efficiently, but some analysts see that as a positive development that will boost demand for Nvidia GPUs.
10h
on MSN
Wall Street is growing more bullish on Tesla's AI push ahead of earnings
With Tesla set to release its latest quarterly earnings report, Wall Street thinks the stock can keep rising on a "golden age ...
5h
on MSN
Wall Street is cautious on iPhone sales ahead of Apple earnings but analysts hope AI will shine
Wall Street is mainly focused on Apple's iPhone sales in China and any guidance related to its March quarter, which could ...
23h
The Day DeepSeek Turned Tech and Wall Street Upside Down
Monday’s bloodbath in Nvidia and other AI stocks wiped out some $1 trillion from the stock market’s value.
11h
Top 10 AI Stocks That Are Being Monitored By Wall Street
As the global tech sector was catching up to the disruption caused by DeepSeek’s r1 AI model, Chinese e-commerce giant ...
6h
Wall Street ends down but off day's lows; Fed holds rates steady
U.S. stocks ended lower but off their lows of the day on Wednesday as the Federal Reserve held interest rates steady as ...
Yahoo Finance
2d
DeepSeek is making Wall Street nervous about the AI spending boom: Here’s what we know
The
AI
frenzy that has reshaped the tech world and commanded the attention of
Wall
Street
took an anxious turn Monday after a Chinese upstart burst onto the scene, dazzling early users and ...
4h
on MSN
Wall Street slips after the Federal Reserve keeps interest rates steady
U.S. stocks slipped after the Federal Reserve held its main interest rate steady and broke a run of cuts that began in ...
7h
Meta earnings live updates: Wall Street watching for AI monetization, reaction to DeepSeek mania
Meta's earnings call is today at 5 pm ET. META stock heads into the report up 15% YTD. Analysts are focused on AI ...
1d
on MSN
Wall Street defiant after brutal tech selloff. ‘Market reaction is overdone’
Monday’s meltdown was a cold plunge on what had otherwise been a bull market for tech on the belief that AI would usher in a ...
2d
on MSN
Wall Street sinks as investors weigh China challenge to US dominance in AI. Nvidia tumbles 10%.
NEW YORK (AP) — Wall Street is tumbling on fears the big U.S. companies that have feasted on the artificial-intelligence ...
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