Microsoft’s quarterly earnings will dominate the headlines, but investors are increasingly focusing on another topic altogether—AI costs. With companies like DeepSeek showing that AI services can be built at a fraction of the previously believed cost, many now pay close attention to how Microsoft and its tech peers plan to spend on AI investments. The unexpected findings have shifted investor interest from traditional earnings reports to this cutting-edge technology. As a result, Microsoft’s stock performance has been closely watched as it navigates the implications of these new budgeting practices. The market remains uncertain about whether these investments will yield significant returns or simply drive up costs, with implications far beyond just quarterly results.
Source: https://www.marketwatch.com/story/microsoft-earnings-results-will-take-a-back-seat-to-burning-deepseek-questions-3eda55f1