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,

Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the tech vendor’s 2Q 2025 earnings call.

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.

Intel is currently being led by co-CEOs David Zinsner, who also serves as CFO, and Michelle Johnston Holthaus, who is also CEO of Intel Products. The company is still searching for a permanent CEO to take the reins and attempt to revitalize the storied chipmaker.

Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet to satisfy investors.

The tech giant’s revenue was up 12 percent to $69.6 billion, but investors are showing their nerves after a long boom for tech stocks.

Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 earnings, Microsoft announced revenue of $69.6 billion for the quarter, up 12 percent year-over-year, and net income of $24.1 billion, which is up 10 percent year-over-year.

Microsoft Corporation (NASDAQ:MSFT), with its impressive $3.29 trillion market capitalization, continues to solidify its position as a leader in the technology sector, with its cloud computing platform Azure and artificial intelligence (AI) initiatives at the forefront of its growth strategy.

Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data center supply.

Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.

Nvidia shares shed nearly $600 billion in market value Monday, marking the largest single-day loss in market history.

A U.K Competition and Markets Authority inquiry group on Tuesday provisionally recommended that the regulator should consider investigating Amazon Web Services (AWS) and Microsoft's Azure cloud unit under new digital markets legislation.